AI funnel builder

What the AI funnel builder is for

The AI builder builds a whole funnel for you — the steps, how they connect, the missing products and forms, and the texts and design of the pages. You describe in your own words what you sell and to whom, the AI proposes the steps, you adjust and confirm them, and the AI generates the funnel.

The builder is the only way to create a new funnel in a project.

Where to find the AI builder

1. In the left menu, click Content → Projects and open the project.
2. In the narrow icon strip on the left, choose the folder icon (Content).
3. In the content panel, click + next to the Funnels heading (tooltip New funnel).

In a completely empty project you see the question What are we building in “…”? — click the Funnel card.

Before you start

• You need a project and the permissions Projects → Edit (the + icon) and Funnels → Create (without it the proposal fails and you see Analysis failed, try again.).
• If you sell an existing product or course, create it in Products first — the AI finds it in your system and uses it. Missing products and forms can be proposed and created by the AI.
• If you want to sell for real, have a payment gateway connected in Organization → Integrations → Payment Gateway (see Payment Gateway).
• Prepare a logo or photos and, if you like, the address of a website whose look you like — they can be attached.

Step 1: How to describe what you want to sell

The builder starts with the screen What do you want to sell? (Write a few sentences in your own words — the AI will look into your system and suggest the rest.).

1. In the field, write what you sell, to whom, for how much and whether you want an extra offer, for example I sell an online photography course for beginners for €49. After the order I want to offer a 1:1 consultation and, if declined, a cheaper e-book. At least 8 characters are needed.
2. Optionally set the extras below the field (see the table).
3. Click Continue.

Element below the field	What it does
+ → Attach image	attaches a logo or photos; the image studio opens with cropping and AI edits
+ → Reference site	the address of a website whose colours, type and spacing the AI takes over
Look chip	choice of page style: Like my website (same style as the project's website; default if the website exists), Let the AI choose or one of the named styles
language chip	page language: Slovenčina, Čeština, English, Deutsch, Polski (preset to the language you use the app in; Slovak if the app language is not on the list)
Help me put it together	opens a panel of questions that put the brief together (see below)
Pick a template (next to Not sure how to start?)	offers ready-made briefs

There is no separate colour picker — colours follow the chosen look or the reference site.

How to use "Help me put it together"

1. Click Help me put it together. The panel I'll help you write it opens.
2. Answer the questions — what you want to sell, who you sell it to, how people get to your offer (something free for an e-mail first, or a paid offer straight away), the price of the main offer, an extra offer, a cheaper option, which pages the customer should go through, language, style and inspiration. Move between questions with Next, Back and Skip.
3. At the end, click Insert the brief.
4. The brief is put into the field. Check it and click Continue — it does not start by itself.

How to use a ready-made template

1. Click Pick a template. The Pick a template window opens.
2. Click one of the templates: Course with upsell and downsell, Lead magnet and follow-up sale, Monthly mentoring program, Physical product with upsell or SaaS with a free trial.
3. The template replaces the text in the field. Adapt it to your product and click Continue.

If you do not want to sell anything (for example only collect contacts for an e-book), say so in the description — the AI then proposes a funnel without checkout.

Step 2: What the AI does during the analysis

After you click Continue, the AI reads the description, reviews the products and forms in your system and assembles a proposal (Reading your description…, Reviewing products in your system…, Looking for matching forms…, Assembling the funnel proposal…). It proposes a funnel name, steps and the products and forms for them — existing ones if they fit, new ones otherwise.

If the analysis fails, you see Analysis failed, try again. and return to the description.

Step 3: How to adjust the proposed steps

The screen Here's how your funnel will look shows the proposal.

1. Check the Funnel name (an empty one is replaced by New funnel).
2. In the Funnel steps card, adjust each row:
   • the step type (dropdown): Registration, Sales, Checkout, Upsell, Downsell, Thank you, Custom,
   • the step title,
   • for Upsell and Downsell the product (Pick a product, No product or New product; icon Edit product) — the list only offers products the AI found in your system or proposed during the analysis,
   • for the other types the form (No form, New form; icon Edit form) — the list is shown only if the AI proposed a form or found one in the project,
   • for Checkout where to go After checkout, for Upsell and Downsell where to go After purchase (yes) and After decline (— next step in order — or a specific step).
3. Change the order with the up and down arrows in the row. Remove a step with the bin icon (the only remaining step cannot be removed).
4. Add a new step with Add step (a Custom step is added).
5. Fix the problems the builder lists under Sort these out, or the funnel will not work:. For a missing form or product, the Add one button helps.
6. Click Confirm steps. (Back returns you to the description.)

Notice	What to do
This step needs a form — otherwise there is nothing to submit	assign a form to the registration or checkout (Add one)
This step needs a product — otherwise the button sells nothing	assign a product to the upsell or downsell (Add one)
There is an order form on the registration — visitors will see a payment box	assign a lead collection form
No visitor can ever reach this step — nothing leads to it	adjust the branching or remove the step
The funnel has no thank-you page — the path never ends	add a Thank you step
Nobody paid before this step, so it will not be a one-click purchase — a payment window opens	put a Checkout step before the upsell or downsell; a live funnel sends a customer who has not paid in the funnel from the upsell back to the first step (see Funnels)

Problems do not block confirming, but a funnel with them will not work properly.

How to edit a proposed product or form

The Edit product / Edit form icon (or the New product / New form option) opens a side panel:

• Product: product name, type, category, prices per currency (Fill in at least one currency.), Publish (The product will be visible in the store).
• Form: Form name, Action after submit (Create order, Save contact to CRM, Register lead, None (data capture only)), Two-step form (Email first, then the rest of the fields), Publish (The form can be submitted).

Confirm with Save; Delete removes the item from the proposal, Cancel closes the panel without changes. Proposed items are marked AI proposal in the list — they are actually created only after Confirm steps.

Careful with a product or form that already exists: Save writes the change to that product or form at once (for a product the name, prices, category and publishing; for a form the name, the action after submitting and publishing) — even if you never create the funnel.

Step 4: Generating the funnel

After Confirm steps:

1. The proposed products and forms are created (Creating items…).
2. The funnel is created and page generation starts (Creating the funnel…). You see the AI's progress. If the system is busy, you see Waiting in queue #… — waiting for a free slot...
3. When generation finishes, the funnel opens in the overview (storyboard).

Generation takes a few minutes. You can safely close the window — the funnel finishes on the server and when you come back to the project you find it done (or see that it is still being generated).

If some product or form is not created, you see Some items could not be created. Please try again. and stay at the steps.

Generation can be stopped from the chat of any step of the funnel (Generation stopped). Stopping does not delete the funnel — whatever was created so far stays.

How to check that the funnel works

1. In the storyboard, check that each step has a preview and its buttons lead where they should.
2. On the checkout, check the product and price (Edit on the step card).
3. The funnel stays unpublished — only the team can see it. Click Open on the first step's card and go through it as a customer.
4. When everything is right, switch off Test mode (if it is on) and click Publish — see Funnels and Publishing.

Who can use the AI builder

What you want to do	Permission needed
open the builder (the + icon at Funnels)	Projects → Edit
let the AI propose and create a funnel	Funnels → Create
create the proposed products	Sales → Products → Create (see Products)
create the proposed forms	Forms → Create (see Forms)

Common questions and problems with the builder

The Continue button does not react. The description is shorter than 8 characters (Write at least 8 characters so the AI has something to work with.).

"Analysis failed, try again." Try again; if it repeats, check that you have the permission Funnels → Create.

The AI did not find my product. Write the exact product name in the description. If you want a different product than the AI proposed, change it after generation in the button settings (Buy a product) — see Funnels.

I do not see the form choice at a step. The AI proposed no form for this funnel. Use Add one at the notice or assign a form after generation.

Can I edit the funnel after it is generated? Yes — texts and design in the editor, buttons and steps in Funnels.

Related

• Funnels — working with a finished funnel
• Studio editor — editing step pages
• Forms
• Products
• Publishing
• How to build a sales funnel from scratch