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How to create email sequences in AI funnels?

Learn how to build the email sequence for your AI funnel, and how to edit the emails in it afterwards.

Email sequences in your AI funnels let you describe the follow-ups you want to send in plain English and have it written for you. You say what the emails should do, and your AI assistant writes them, sets the delays between them, and personalizes them with your contact's details.

TL;DR

  • You can build email follow-ups for your AI funnel with your AI assistant (like Claude or ChatGPT) via Perspective MCP, or directly in Perspective - either while you build the funnel or any time afterwards.

  • If you need multiple emails with delays between them or automation conditions, this will require the Grow Plan / Business Plan (Legacy), or the Advanced Messaging Suite add-on. On the Base plan, you can only create one email that sends immediately.

  • Once you create emails for your AI funnel, you can edit them in your AI assistant, in the AI chat or AI editor in Perspective.

How to add emails to an AI funnel?

When you build a funnel with AI, you can have AI create an email sequence for you too. Describe the follow-up sequence you want, and AI will write the emails, set the delay between them, and add personalization like your contact's first name.

ℹ️ Important: Email sequences with more than one email, automation conditions, and delays are available from the Grow Plan / Business Plan (Legacy) or as part of the Advanced Messaging Suite. On the Base plan, you can create one email that is sent immediately.

There are two ways you can add email follow-ups to your AI funnel:

1. Build emails in your AI assistant (like Claude or ChatGPT) via Perspective MCP

Start by connecting the Perspective MCP to your AI assistant and building your AI funnel. You can create emails while you're building the funnel or later.

While you build your AI funnel

Once the funnel is built, your AI assistant offers you the next steps, and one of them is setting up a follow-up email sequence. Pick that and your AI assistant will write the emails and add them to your AI funnel via Perspective MCP.

When your funnel already exists

Name the AI funnel you want to add the emails to and describe what the emails should do, for example: "Add an email sequence to my "Solar installation" funnel that delivers a lead magnet, and then follows up two days later."

In both cases, your AI assistant may ask clarifying questions about the email's content and specify which email sender it should use.

Keep in mind that it can only offer you sender email addresses that already exist in your workspace in Perspective. You cannot add a new email sender from your AI assistant. That has to be done in your Perspective account in the Workspace settings.

Your AI assistant then writes the sequence and saves it as a draft. Once you review it, you can ask your AI assistant to publish it, or do it yourself directly in Perspective.

ℹ️ Emails in your AI funnel can only be published once a verified email sender is selected for them. Email senders can be added in your Perspective account in the Workspace settings, and you cannot add them from your AI assistant. Without a verified sender, your sequence remains saved as a draft.

2. Build emails directly in Perspective

You can create emails for your AI funnel directly in Perspective while you build the funnel, or any time afterwards.

While you build your AI funnel

When you create a new AI funnel, one of the questions Perspective asks you is "Should we set up email follow-up sequences for this funnel?"

Choose the fitting sequence from the suggestions and it will be written along with the funnel. Choose No sequences needed if you'd rather not have one, or if you want to add it yourself later.

After your AI funnel is built

  1. Open your AI funnel and stay on the Overview tab in the left sidebar.

  2. Scroll to Messages and click New message.

  3. You'll see a pop-up where you can describe what emails you want to create.

  4. Answer the questions your AI assistant asks. Before it creates anything, it usually confirms with you which sender address and trigger to use, how long the delay between emails should be, etc.

  5. Click on the email sequence name under Messages to see it in the editor, edit the emails if needed, and publish them when you're happy with the result.

How to edit emails in the AI funnel?

If you prefer to work from Claude or ChatGPT, you can edit your email sequence from your AI assistant using the Perspective MCP. Describe the change you want and your AI assistant will update the sequence for you. Or you can make the same changes directly in Perspective.

Switch the floating toolbar at the bottom of the funnel editor from Test to Edit, then click the part of the email you want to change. A toolbar will appear with the settings or the editing options for that element. For some elements, like text, you need to double-click on the element to start editing.

If you don't see an option for what you want to do, describe the change in the AI Chat instead. Clicking an element also hands it to the AI Chat as a labelled reference, so your AI assistant knows exactly which part of the email you mean.

Check your buttons before you publish your email. Your AI assistant uses a placeholder link like https://example.com when it doesn't know your real URL yet, so replace those with your own links.

To ensure that you send out the updated version of the email, you need to republish the sequence.

ℹ️ Important: Your funnel has to be live for you to publish your email sequence. You can build and save the whole sequence while the funnel is still a draft, it just won't send anything until you publish the funnel as well.


FAQ

Do I need Claude or ChatGPT to create an email sequence for my AI funnel?

No, you can create the whole email sequence using the AI Chat inside Perspective. If you do use Claude, ChatGPT, or another AI tool, you can connect them via Perspective MCP and build the sequence from there instead.

How do I add emails to my AI funnel?

You can add an email sequence to your AI funnel from your AI assistant using the Perspective MCP, or directly in Perspective. In Perspective, open your AI funnel, go to the Overview tab, and click New message under Messages. Describe what emails you want in the pop-up that appears, and your AI assistant writes them for you.

How do I edit the emails in my AI funnel?

Switch the toolbar at the bottom of the funnel editor from Test to Edit, then click the part of the email you want to change, or describe the change in the AI Chat. You can also make the same edits from your AI assistant using the Perspective MCP. Click Republish afterwards to send out your changes.

Why aren't the emails in my AI funnel sending?

Make sure both your AI funnel and its email sequence are published, and that a verified sender is set for the sequence in your Perspective workspace settings.

Why can my AI funnel only send one email?

Multiple emails and the delays between them need the Grow Plan / Business Plan (Legacy), or the Advanced Messaging Suite add-on. On the Base plan, you can only create one email that sends immediately.

Can I send WhatsApp messages from my AI funnel?

Not yet. WhatsApp messages aren't supported in AI funnels yet. You can only add email sequences to your AI funnels right now.

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