Create Funnels with the Ask AI Funnel Agent
What Is the Funnel Creation Agent?
The Funnel Creation Agent is an AI-powered tool within your CRM's Ask AI assistant. It helps you build complete, professional marketing funnels quickly by guiding you through a simple conversation. Instead of starting from scratch or configuring complex settings manually, you answer a few questions, and the AI generates a tailored funnel ready for your review and launch.
Key Benefits
Using the Funnel Agent streamlines your workflow in several key ways:
- Speed: Generate a funnel structure in moments by simply asking the AI.
- Guided Setup: The AI asks context-aware questions to ensure the funnel meets your specific needs.
- Brand Alignment: The tool can apply your brand colors and, if configured, use your Brand Voice to generate on-message content.
- Integrated Assets: You can upload images manually or, if connected, automatically pull photos from your Google Business Profile.
- Ready-to-Use Templates: Start with pre-designed funnel types optimized for common marketing goals.
- Direct Access: Receive immediate links to edit the funnel in the builder and to preview the live pages.
How to Use the Funnel Creation Agent
Step 1: Launch the Funnel Generator
Navigate to your CRM dashboard and click the Ask AI button in the top-right corner of the screen. From the Ask AI interface, you can either click the dedicated option to generate a funnel or type a command like "Generate a funnel" into the chat input.
Step 2: Select a Funnel Type
The AI will present you with the currently available funnel templates to choose from, such as a Lead Magnet Funnel or an Appointment Funnel. Select the one that best matches your campaign objective.
Step 3: Answer the Guided Questions
The AI will then ask you a series of smart questions about your business, offer, and goals. Your answers help it personalize the funnel structure and content for you.
Step 4: Upload Images and Logo
You will be prompted to upload your logo and any relevant product or service images. If you have your Google Business Profile connected to your CRM, the agent may automatically fetch available images from there, which you can use or replace.
Step 5: Personalize Your Funnel
Choose a color theme to match your brand. If you have a Brand Voice profile set up in your CRM, the AI will reference it to generate headlines, descriptions, and other text that fits your brand's tone.
Step 6: Review and Access Your Funnel
Once you've provided all necessary information, the AI will build your funnel. You will receive a direct link to open and edit the funnel in your CRM's funnel builder, as well as preview links to view each page as a visitor would see it.
Template Selection
The Funnel Agent offers a selection of core templates designed for high conversion rates and easy customization. The available templates cover fundamental use cases, with more planned for future releases. You can preview the layout and flow when making your selection.
Google Business Profile Image Integration
For a faster setup, connect your Google Business Profile in your CRM's settings beforehand. When creating a funnel, the AI can then automatically pull business images from your profile, saving you the step of manual uploads and helping maintain visual consistency. You can always choose to upload different images instead.
Brand Voice Personalization
For consistent messaging, the Funnel Agent can utilize your Brand Voice. This is a profile you can set up in your CRM that defines your brand's tone, style, and key messaging. When enabled, the AI uses this profile to generate all textual content for your funnel, ensuring it sounds like your brand.
Native Integrations
The generated funnels are built to work seamlessly with other tools in your CRM. You can easily add features like:
- Calendar booking widgets for scheduling appointments.
- Embedded static forms for capturing lead information.
- Customer reviews displays using the built-in reviews functionality.
Frequently Asked Questions
Can I edit the funnel after the AI creates it?
Yes. The Builder Link provided takes you directly to the funnel editor where you can modify any element, add pages, or change integrations as needed.
What if I don't have a Google Business Profile connected?
You can manually upload all images and logos during the setup process in Step 4.
How many funnel templates are available?
The agent currently offers a core set of templates, with more being added over time.
How does the AI use my Brand Voice?
If you have a Brand Voice profile configured, the AI references it when generating all text content for the funnel, such as headlines, body copy, and button text, to match your specified tone and style.
Can I create funnels for different brands?
Yes. You can use the Funnel Agent to create funnels for any business or brand profile managed within your CRM account.