Platform Overview
Introducing the Productised platform for creating AI-powered products and deliverables.
The Dashboard
The productised dashboard allows you to see at a glance your top performing products, leads, and responses.\
Products
The products tab is where all of your products live.
Product Funnel View
Your products gallery includes a funnel view so you can see your product suite the way your audience moves through it — top of funnel to bottom:
- ToFU — lead magnets and diagnostics that attract and convert cold audiences
- MoFU — deeper strategy sessions and assessments for warmer leads
- BoFU — proposals, ROI calculators, and decision tools for buyers ready to commit
Filter by funnel tier, switch between compact and visual view modes, and use colour labels to organise your product library at a glance.
Leads
The leads page allows you to view all leads from all products you have created in your workspace at a glance.
You can also download leads and information per product in the individual product settings area.
The Brain
The Brain is your workspace-level strategic AI assistant. Unlike AI Products — which are built for your audience — Brain is built for you. It helps you decide what to build, how to position it, and where it fits in your funnel.
Use Brain when you're thinking about product strategy, exploring funnel gaps, or you want a confident recommendation for what to build first. Brain knows your workspace — your existing products, your niche, your positioning, your previous ideas — and surfaces build-ready concepts you can open on the canvas or hand to Claude.
The brain is a powerful feature. In order to get the best value from the brain, ensure to enter as much information about your business and offerings in the onboarding or master settings > brand voice. It is designed specifically to aid users in building products that deliver value to their particular audience, rather than provide generic results pages that decrease chances of prospects taking the next step.
Brain has five unique sections:
- Chat — have a strategy conversation. Ask it to help you design a product, stress-test an idea, or figure out where your funnel is weakest.
- Memory — Brain automatically saves context from every conversation — your niche, audience, methodology, and preferences. Every session starts from where the last one left off.
- Sources — Brain has its own knowledge base. Upload your methodology documents, frameworks, and positioning material. Brain draws on them in every conversation.
- Ideas — The brain produces build-ready concepts you've discussed. You can open any product idea directly on the canvas to start building immediately.
- Journey Plan — generate a full-funnel product roadmap across all five stages of your client journey (ToFU, MoFU, BoFU, Delivery, Community). Brain synthesises everything it knows about your practice into a prioritised, niche-specific plan — showing what to build, in what order, and why.
AI-Powered Product Templates
Productised features over 40+ templates that can be easily imported into your workspace. You can edit them easily via our Claude Connector and the productised app canvas.
Have an existing scorecard/quiz/lead magnet you want to bring into productised? Our team will convert it into an AI-powered product for FREE. Simply send the link to hello@productised.ai
Product Editing: The Canvas
The canvas is your building workspace. Every product you create lives here as a visual graph — drag nodes onto the canvas, connect them with edges, and wire up your logic without writing a line of code. Changes save automatically as you work.
Node types fall into three categories: AI Product (the conversational core), capabilities you attach to it (typically AI agents), and Outcomes (the deliverables your audience receives). You can have multiple nodes of each type on a single canvas and can also chain them together for complex products.
AI Product Node
The AI Product node is the conversational engine inside every product. It collects inputs from your audience through a structured flow — text fields, choice questions, scales, yes/no prompts, image selections, and more — then processes those inputs through your configured AI model to produce a personalised result.
Each AI Product has a collection goal (what you're trying to learn), a decision model (how the AI evaluates responses — AI Judgement or AI Scorecard), and optional scoring to segment your audience into persona profiles.
The AI Product node includes the landing page/welcome page -the entry point for each product. You can preview the welcome page directly on the canvas, and switch between welcome screen types.
Collection Instructions
Collection instructions in the AI Product node allow you to specify the form collection instructions where the AI will create the questions for the AI product in real-time, rather than follow a set collection of questions. You can also add data summaries to provide more context to the AI to aid in asking questions.
Expand View
The Expand button located on the top of the AI Product Node settings area allows you to view the full welcome screen in the app and view/edit the questions in the product.
AI Agent Node
The AI Agent Node powers the AI output to your outcome pages.
You can chain multiple AI agents together for advanced capabilities and better quality outcomes.
Prompt Chaining
You're not limited to a single AI Agent node. Add multiple AI Agent nodes to the canvas and connect them in sequence — the output of one becomes the input of the next. Reference outputs using {{ node:varName }} syntax anywhere downstream.
This lets you build sophisticated multi-step products: collect information in the first node, run a scoring pass in the second, generate a detailed report in the third. Each step can have its own prompt, model, and configuration.
Outcome Nodes
Outcomes are what your audience receives after completing a product. Connect an Outcome node to your AI Product on the canvas to define the deliverable.
Want to see outcomes in action? Visit https://www.productised.ai/templates
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Document — a personalised written deliverable: strategy brief, action plan, proposal. Structured, text-forward, and fully editable in Claude.
Productised Document Outcome -
Slides— Produce fully personalised slide decks and presentations for each prospect.
Productised Slide Outcome -
Pages/Assessments— Custom outcome pages, including graphs, scores, images, content - all personalised per prospect instantly. \
Productised Custom Page Outcome -
Advisor Chat — a full-screen, personalised advisory session. The AI speaks first using everything it collected — no prompting required — then opens the floor for follow-up questions. The closest a Productised product gets to a real-time advisor conversation.
Advisor chat works similar to a chatbot, where you can train the chatbot on your content, limit its responses, and provide a contrast to other outcome types in your offerings.
- Collect only — no AI output at all. The conversation ends warmly and the person becomes a qualified lead. Useful for applications, waitlists and intake. You can also send them onward to a URL when it completes.
Ensure to select 'Collect & Complete' option in the 'Outcome' section of the AI Product node. Or you can simply tell Claude or the AI Product Maker upon product creation.
MCP Node (Advanced)
Your AI Product runs the conversation and writes the result on its own. The MCP node is how you extend it beyond that.
MCP connections — connect any service that publishes an MCP server: your CRM, your calendar, a search provider, your own internal API. Claude can call that service's tools while an end user is answering, so it can check a record, confirm live availability or look something up before deciding what to recommend.
Because MCP is an open standard, this isn't a fixed list of integrations — you connect the providers you already use, with your own account and credentials.
Only tools the server declares read-only are enabled when you first connect. Anything that could create, edit or delete data waits until you switch it on, because the AI calls these tools unsupervised while talking to a member of the public.
Analytics
Every response is stored and accessible in your product's analytics view. From there you can:
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Browse individual responses with all collected inputs and AI-generated outputs
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View AI-generated insights that summarise trends across all responses
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Get talking points — ready-to-use conversation starters for sales follow-up
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Export response data to CSV\
AI Insights & Talking Points are available on Pro & Agency plans. These are extremely powerful modules that allow you to utilize sentiment analysis that will provide detailed insights on your prospects responses, recommended next steps, and even talking points to aid in producing content to attract users to your lead magnets.
Deployment
When your product is ready, deploy it in seconds. Options include:
- Share link — a hosted URL you can send directly or embed in a button
- Website embed — drop a snippet into any website or landing page
- Custom domain — map your own domain to the product
- Product settings — control visibility, collect email, set redirect behaviour after completion
- Webhooks — post each completed response to any URL, so leads and AI output reach your CRM, email platform or automation tool.
Share and Embed options allow you to embed your AI Product in other platforms.
Make sure to also allow specified domains in the Domain & URL settings to ensure your AI product can only be embedded in domains you approve.
Deployment settings also include Webhook settings, Page SEO, Social Sharing, Outbound Personalisation and Tracking.
