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How to create a funnel using AI?

Learn how to build a complete funnel with AI in minutes – and start optimizing it right away.

AI funnels in Perspective let you go from idea to live funnel in one conversation. You describe what you need in plain English, and your AI assistant builds the full funnel, while Perspective takes care of the things in the backend like hosting, tracking, CRM, and email sequences. No switching between tools, no manual setup.

TL;DR

  • Create an AI funnel directly in Perspective or via the Perspective MCP in Claude, ChatGPT, or other AI tools

  • Describe your funnel in plain English – your AI assistant builds it while Perspective handles hosting, tracking, CRM, and email sequences automatically.

  • Once it's live, edit it from your AI assistant, the AI Chat in the editor, or the AI Funnel Editor directly in Perspective.

Why build funnels with AI?

🚀 From idea to live funnel in minutes: Describe your offer, and your AI assistant builds a complete, conversion-ready funnel - no design skills, no dev work, no setup across multiple tools.

✨ Fast editing: Make changes via the AI chat, the inline editor, or through your AI assistant.

💬 One-prompt optimization: Tell your AI assistant where your funnel is leaking (e.g., lots of opt-ins, not enough bookings) and let it find the drop-off and ship the fix in the same chat.

Two ways to create an AI funnel with Perspective:

  1. Directly in Perspective - click New funnel, enter a prompt, and AI will generate your funnel right there.

  2. In your AI assistant (like Claude, ChatGPT, etc.) via Perspective MCP - connect the Perspective MCP and build a funnel directly from your AI assistant.

How to create a funnel with AI using Perspective MCP?

  1. Open your AI assistant and connect the Perspective MCP following the steps in the guides below.

  2. Open a new chat in your AI tool (e.g., Claude or ChatGPT).

  3. Describe in plain English what kind of funnel you want to create. For example: "Build a webinar funnel in Perspective for a lead-gen agency targeting local real estate businesses."

  4. Your AI assistant will ask clarifying questions about your offer and funnel to better understand what to build. Answer them to give AI enough context about your funnel.


    Once your AI assistant has everything it needs, it'll start generating the funnel. During the funnel-building process, you may need to grant permissions to your AI assistant to perform actions in your Perspective account for you.

  5. Once the funnel is generated, your AI assistant will provide you with a link to open it in Perspective. You can preview your funnel, edit it from the same AI chat or directly in Perspective, and publish the funnel created by AI.

    After you finalize your funnel, you can also create and edit an email sequence for this funnel from your AI assistant using MCP or directly in Perspective.

How to create a funnel with AI directly in Perspective?

  1. From the dashboard of your Perspective account, click New funnel. You'll see a window to enter a prompt for your AI funnel.

  2. You can click on a funnel type, which will paste a fitting prompt, or start from scratch and describe what kind of funnel you want to build.

  3. Select your brand profile if you have one set up, add images or files to provide more context, and then hit Submit.

  4. Perspective AI will start generating the funnel for you. You may need to answer a few questions to refine the requirements and give AI more context about your funnel.

  5. Once the funnel is generated, you can open it in the funnel editor and adjust it using AI Chat or AI Funnel Editor.

ℹ️ Important: Creating and editing AI funnels in your AI assistant via MCP or directly in Perspective uses AI credits that are included in your Perspective plan. Depending on the length and complexity of the funnel, a typical AI Funnel creation uses from 3 to 10 AI credits.

You can learn more about AI Credits in this article.

How do I edit my AI funnel?

No matter if you built your AI funnel via MCP or directly in Perspective, you have three ways to make changes in the funnel:

  • In your AI assistant (via MCP): Stay in the chat and describe the change. Your AI assistant applies it to your funnel directly.

  • Using the AI Chat in the AI funnel editor: Update your AI funnel using a prompt directly in Perspective

  • Using the AI Funnel Editor: Switch to the Edit mode in the AI Funnel Editor and edit the funnel like in a drag-and-drop funnel editor. Learn more about the AI Funnel Editor in this article.

Which integrations are available for AI funnels?

Not every direct integration that works with regular Perspective funnels is supported for AI funnels yet. For example, Google Tag Manager, Google Analytics, and the LinkedIn Insight Tag are not available at this time.

To see what apps and integrations are currently supported, check the Apps tab inside your funnel. More integrations will be added over time.


FAQ

Do I need Claude or ChatGPT to create an AI funnel?

No. You can create an AI funnel directly inside Perspective – no external tools needed. If you do have Claude, ChatGPT, or another AI tool, you can connect the Perspective MCP and build funnels directly from your AI assistant.

How do I create an AI funnel directly in Perspective?

From your dashboard, click New funnel. Select a funnel type or describe what you want to build, attach your brand profile and any relevant files, and hit Submit. Perspective AI generates the funnel and may ask a few clarifying questions along the way.

How do I create an AI funnel via the MCP?

Connect the Perspective MCP to your AI tool first. Then open a new chat, describe your funnel, answer any clarifying questions your AI assistant asks, and grant permissions when prompted. Once it has everything it needs, it generates the funnel and provides a link to open it in Perspective.

How do I edit my AI funnel after it's created?

You have three options: describe the change in your AI assistant's chat via the MCP, use the AI Chat inside the Perspective editor, or switch to Edit mode in the AI Funnel Editor and make changes directly.

Which direct integrations are supported for AI funnels?

To see all currently supported apps and integrations, check the Apps tab inside your AI funnel. Not all integrations available for regular Perspective funnels are supported for AI funnels yet – more will be added over time.

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