Guides
Step-by-step walkthroughs for common Productised use cases.
In-depth guides are being added regularly. Below are the first guides available — more are on the way.
Getting started guides
Build your first lead qualification product
Use the Create with AI flow to build a lead qualification tool in under 15 minutes.
Set up your Offer Profile
Configure your commercial foundation so every outcome your products generate stays on-brand.
Use case guides
Building a diagnostic assessment
Ground your AI product in your methodology using the Knowledge Power — so every report reflects your IP.
Routing leads automatically
Use the decision model and Redirect outcome to send high-fit leads to your calendar and everyone else to a nurture page.
Connecting to your CRM
Use Zapier to push every completed response into your CRM, tagged by decision result.
Adding visual scores to your product
Use the Visual Insights Power to add charts and score breakdowns to your outcome pages.