# Productised

> Index of the Productised documentation.

## Documentation

- [Welcome to Productised.ai](https://www.productised.ai/docs/introduction.md): Productised is the #1 platform for building AI-Powered assessments, scorecards, audits, calculators, slides, documents and personalised reports that give prospects something valuable in return — on your URL, in your brand, with every lead captured, scored and qualified.
- [Platform Overview](https://www.productised.ai/docs/features.md): Introducing the Productised platform for creating AI-powered products and deliverables.
- [Use cases](https://www.productised.ai/docs/use-cases/overview.md): Productised is the #1 platform for turning expertise and conversations into personalised deliverables, assessments, and lead magnets.
- [Lead generation](https://www.productised.ai/docs/use-cases/lead-generation.md): Attract, qualify, and convert your ideal clients — with an AI product that does the first conversation for you.
- [Client onboarding](https://www.productised.ai/docs/use-cases/client-onboarding.md): Prepare clients before their first session — so every engagement starts at a higher level.
- [Offer and proposal delivery](https://www.productised.ai/docs/use-cases/offer-and-proposal.md): Present personalised commercial recommendations at the moment of highest intent — automatically.
- [Training and learning tools](https://www.productised.ai/docs/use-cases/training-and-learning.md): Turn your frameworks and methodologies into structured, personalised learning experiences.
- [What is the Brain?](https://www.productised.ai/docs/brain/what-is-brain.md): Brain is your strategic AI assistant — built specifically for coaches and consultants who need to make smart, fast decisions about what to productise and why.
- [Having a conversation](https://www.productised.ai/docs/brain/having-a-conversation.md): How to get the most from a Brain session — what to say, what context to give, and how to turn a conversation into a build-ready concept.
- [Memory](https://www.productised.ai/docs/brain/memory.md): How Brain builds up institutional knowledge of your practice — so every conversation starts from where the last one left off.
- [Product ideas](https://www.productised.ai/docs/brain/ideas.md): Your Brain-curated product backlog — concepts surfaced through strategic conversations and ready to build the moment you are.
- [Brain Sources](https://www.productised.ai/docs/brain/knowledge-bases.md): Upload your methodology, frameworks, and positioning documents to give Brain deep, permanent knowledge of how you think and work. Consider the Productised brain as our built-in response to Claude - where you upload all information, give the AI context, and each session it remembers.
- [Journey Plan](https://www.productised.ai/docs/brain/plan.md): Generate a full-funnel product roadmap for your coaching or consulting practice — a structured plan across every stage of your client journey, built from Brain's accumulated knowledge of your business.
- [Understanding the canvas](https://www.productised.ai/docs/canvas/understanding-the-canvas.md): The canvas is your visual workspace — where you design, connect, and configure your product.
- [Using the AI assistant](https://www.productised.ai/docs/canvas/using-the-ai-assistant.md): The AI assistant is your build partner on the canvas — ask it to improve, adjust, or extend your product while you work.
- [Understanding your AI Product](https://www.productised.ai/docs/canvas/understanding-your-ai-product.md): The AI Product node is the heart of every product on Productised — here's what every setting actually does.
- [Building your canvas](https://www.productised.ai/docs/canvas/connecting-powers-and-outcomes.md): How to add nodes to your canvas and connect them to your AI Product.
- [How scoring works](https://www.productised.ai/docs/canvas/scoring-node.md): Every finished lead gets a score from 0 to 100 — from your product's scored questions, or from Claude when there are none — plus the score your result page shows.
- [Prompt Chaining](https://www.productised.ai/docs/canvas/prompt-chaining.md): Build products where multiple AI steps run in sequence — each one focused, each one building on the last.
- [Advisor Chat node](https://www.productised.ai/docs/canvas/advisor-chat-node.md): The Advisor Chat node delivers a full-screen, personalised advisory session — the AI speaks first using everything collected upstream, then opens the floor for follow-up questions.
- [Page node](https://www.productised.ai/docs/canvas/page-node.md): Deliver a fully custom HTML result page — designed in Claude, with live tokens that pull in AI outputs and form answers for every end user.
- [What are Outcomes?](https://www.productised.ai/docs/outcomes/what-are-outcomes.md): An Outcome is what your end user receives at the end of a product — personalised, and built from what they told you.
- [Standard](https://www.productised.ai/docs/outcomes/standard.md): The AI streams a personalised written result straight into the product — instant, readable, and built from what your end user shared.
- [Advisor](https://www.productised.ai/docs/outcomes/advisor.md): After collecting answers, the AI keeps talking — becoming a live, personalised advisor in the same conversation.
- [Page (custom HTML)](https://www.productised.ai/docs/outcomes/assessments.md): A fully custom HTML results page, generated per respondent — scores, charts, branded layout. Designed in Claude via the connector.
- [Collect only](https://www.productised.ai/docs/outcomes/collect-only.md): Save the respondent's answers with no AI output at the end — for waitlists, applications, and simple intake.
- [Analytics explained](https://www.productised.ai/docs/product-analytics/analytics-explained.md): Everything you need to understand how your AI product is performing — and how to improve it.
- [Viewing results](https://www.productised.ai/docs/product-analytics/viewing-results.md): How to view and explore individual user responses — what data is shown and how to find what you need.
- [AI Insights — AI Product Coach](https://www.productised.ai/docs/product-analytics/ai-insights.md): An AI-powered review of your product, run against your actual responses. Find what's working, fix what isn't.
- [Talking Points — Audience Intelligence](https://www.productised.ai/docs/product-analytics/talking-points.md): Turn your response data into presentation-ready audience intelligence for webinars, keynotes, workshops, and podcasts.
- [Exporting data](https://www.productised.ai/docs/product-analytics/exporting-data.md): How to export your response data as CSV or JSON for use in CRMs, spreadsheets, and external tools.
- [General](https://www.productised.ai/docs/product-settings/general.md): The core identity of your product — name, description, and cover imagery.
- [Branding](https://www.productised.ai/docs/product-settings/branding.md): Replace the Productised logo with your own — keeping every client-facing touchpoint on-brand.
- [AI keys](https://www.productised.ai/docs/product-settings/secrets.md): Run your products on your own Claude API key. Keys are set for your account or a workspace, not per product.
- [Deployment](https://www.productised.ai/docs/product-settings/deployment.md): Control who can access your product, where it lives, and how it is shared.
- [More Tools](https://www.productised.ai/docs/product-settings/more-tools.md): Additional productivity tools for your AI products — expanding over time.
- [Webhook](https://www.productised.ai/docs/product-settings/webhook.md): Send response data to external systems every time someone completes your product.
- [Page SEO & share cards](https://www.productised.ai/docs/product-settings/page-seo.md): Control how your product looks in Google and when its link is shared on LinkedIn, Facebook, WhatsApp, Slack, or X — including automatic branded share cards and per-recipient personalisation.
- [Social](https://www.productised.ai/docs/product-settings/social.md): Generate ready-to-post social copy for your product in one click.
- [Growth Playbook](https://www.productised.ai/docs/product-settings/growth-playbook.md): An AI-generated marketing strategy tailored to your product — buyer journey placement, ideal customer profile, and channel priorities.
- [Tracking](https://www.productised.ai/docs/product-settings/tracking.md): Add your own analytics scripts to your product's public page — Google Analytics, Meta Pixel, GTM, and more.
- [Profile](https://www.productised.ai/docs/workspace/profile.md): Your personal account details — name, email, and profile settings.
- [Custom Domain](https://www.productised.ai/docs/workspace/custom-domain.md): Serve every product in your workspace under your own domain with one DNS record and one cert.
- [Plans](https://www.productised.ai/docs/workspace/plans.md): Choose the Productised plan that matches how you work — Starter, Pro, or Agency.
- [Subscription](https://www.productised.ai/docs/workspace/subscription.md): Manage your Productised plan, billing, payment methods, cancellation and refunds.
- [Credits](https://www.productised.ai/docs/workspace/credits.md): How credits work, what uses them, and where to see your balance.
- [Account](https://www.productised.ai/docs/workspace/account.md): Workspace name, slug, and account-level settings.
- [Brand Voice](https://www.productised.ai/docs/workspace/offer-profile.md): The commercial foundation of your workspace — the expertise, positioning, and guardrails that make every product feel like you.
- [Claude API Key](https://www.productised.ai/docs/workspace/secrets.md): Run your products on your own Anthropic account, for the whole account or one workspace.
- [Variables](https://www.productised.ai/docs/workspace/variables.md): Workspace-level custom values and reusable brand images, referenced anywhere with the {{ custom:key }} syntax.
- [Notifications](https://www.productised.ai/docs/workspace/notifications.md): Stay on top of new leads — with the in-app notification centre and optional email alerts when someone completes a product.
- [Prompts](https://www.productised.ai/docs/workspace/prompts.md): A workspace-level library of reusable prompt fragments that can be referenced across your products.
- [API](https://www.productised.ai/docs/workspace/api.md): Generate and manage API keys for programmatic access to your workspace.
- [Logs](https://www.productised.ai/docs/workspace/logs.md): An audit trail of activity in your workspace — changes, invitations, and system events.
- [Running an agency](https://www.productised.ai/docs/agency/overview.md): One Productised account, a separate workspace for every client — with nothing bleeding between them.
- [What's separate per client](https://www.productised.ai/docs/agency/workspaces.md): Exactly what a workspace holds on its own, and the few things that stay shared across your account.
- [Claude follows your workspace](https://www.productised.ai/docs/agency/claude-and-workspaces.md): One connector connection for the whole agency — switch client from Claude or in the app, and set up new clients without leaving the chat.
- [Billing a client's AI to them](https://www.productised.ai/docs/agency/client-api-keys.md): Give one client their own Claude key so their AI usage is billed directly to their Anthropic account — and runs under their agreement with Anthropic.
- [Conditional logic vs AI personalisation](https://www.productised.ai/docs/personalisation/conditional-vs-ai.md): Why Productised doesn't use if/then rules — and why that's the right decision for professional services.
- [The decision model](https://www.productised.ai/docs/personalisation/decision-model.md): How your AI product evaluates each person — and how that evaluation shapes the outcome they receive.
- [Adaptive collection](https://www.productised.ai/docs/personalisation/adaptive-collection.md): The middle ground between a rigid form and an open conversation — smarter collection that stays structured.
- [Why this is the future](https://www.productised.ai/docs/personalisation/why-this-is-the-future.md): The case for AI-native personalisation in professional services — and why conditional logic is already obsolete.
- [What is Outbound Personalisation?](https://www.productised.ai/docs/outbound-personalisation/overview.md): Send one unique link per prospect, with their name and details baked into the URL. The product greets them by name and skips questions you already know.
- [The URL token syntax](https://www.productised.ai/docs/outbound-personalisation/url-tokens.md): \{\{ url:fieldName | fallback \}\} — how URL parameters resolve into welcome messages, starter pills, and the AI agent system prompt.
- [Set it up via Claude](https://www.productised.ai/docs/outbound-personalisation/via-claude.md): The conversation flow Claude follows when you ask for outbound personalisation — and what to expect at each step.
- [Common patterns](https://www.productised.ai/docs/outbound-personalisation/examples.md): Ready-to-copy outbound personalisation setups for the most common use cases.

## Claude Connector

- [What is the Claude Connector?](https://www.productised.ai/docs/claude-connector/overview.md): The Productised connector (Verified by Anthropic) lets you build, design, edit, and publish your assessments and lead magnets without leaving the conversation.
- [Why connect Productised to Claude](https://www.productised.ai/docs/claude-connector/why-use-it.md): When it makes sense to drive Productised from Claude, when it doesn't, and how it changes the way you build.
- [Productised products vs Claude Artifacts](https://www.productised.ai/docs/claude-connector/products-vs-artifacts.md): When to use a quick Claude Artifact and when you need a real Productised product — the difference, the limits, and why Productised wins for lead-gen funnels.
- [Setup](https://www.productised.ai/docs/claude-connector/setup.md): Productised is an official listing in the Claude directory — search for it, click Connect, sign in once. No keys to manage.
- [Your first conversation](https://www.productised.ai/docs/claude-connector/first-conversation.md): Six things to ask Claude in your first 10 minutes to get a feel for what the connector can do.
- [Build a product end-to-end](https://www.productised.ai/docs/claude-connector/build-a-product.md): From a sentence to a live, branded, publishable AI product — what to say, what Claude does, what you get.
- [Design custom result pages](https://www.productised.ai/docs/claude-connector/result-pages.md): Turn Claude into your result-page designer — HTML written conversationally, validated against your agent's fields, rendered per respondent.
- [Result page templates](https://www.productised.ai/docs/claude-connector/result-templates.md): Six branded, dynamic templates ready to apply to any design-outcome product — Dimensions, Radar, Persona, Deep Insights, Grid, and Narrative Report.
- [Landing pages](https://www.productised.ai/docs/claude-connector/landing-pages.md): Design and iterate the welcome / landing screen of any product directly in Claude.
- [Design in Claude Design](https://www.productised.ai/docs/claude-connector/claude-design.md): Use Claude Design's visual canvas to build Productised landing and result pages — and the one export gotcha to avoid.
- [Add images, logos & favicons](https://www.productised.ai/docs/claude-connector/assets.md)
- [Branding, themes & domain](https://www.productised.ai/docs/claude-connector/branding.md): Apply themes, logos, fonts, SEO metadata, and a custom domain to any product — all from a Claude conversation.
- [Manage leads & responses](https://www.productised.ai/docs/claude-connector/leads.md): Read your pipeline, find specific contacts, and update their status — without leaving the Claude conversation.
- [Use your CRM in Claude](https://www.productised.ai/docs/claude-connector/your-crm-in-claude.md): Add your CRM's own connector alongside the Productised connector in one Claude chat, and let Claude move qualified leads between them — no Zapier, no field mapping to maintain.
- [Ask your Brain](https://www.productised.ai/docs/claude-connector/brain.md): Strategic questions answered with full workspace context — what to build, where the funnel gaps are, how to position a new offer.
- [All tools](https://www.productised.ai/docs/claude-connector/tools-reference.md): The full set of 89 tools the Claude Connector exposes, organised by category.
- [Slash-pickable prompts](https://www.productised.ai/docs/claude-connector/prompts.md): 12 pre-canned prompts in Claude's prompt picker — type slash, pick, fill in any arguments, and the right Productised tool chain runs.
- [Demo URLs & live preview](https://www.productised.ai/docs/claude-connector/demo-urls.md): How the connector closes the design loop — every change comes back with a clickable preview that bypasses gates and auth.
- [Token resolution](https://www.productised.ai/docs/claude-connector/tokens.md): How double-curly-brace tokens in landing pages, result pages, and prompts resolve per end user — and which prefix to use where.
- [Example conversations](https://www.productised.ai/docs/claude-connector/examples.md): Real prompts you can copy into Claude — and what each one triggers under the hood.
- [Privacy & security](https://www.productised.ai/docs/claude-connector/security.md): How the connector authenticates, what Claude can see, what it can change, and how to audit and revoke access.
- [Troubleshooting](https://www.productised.ai/docs/claude-connector/troubleshooting.md): Quick fixes for the most common issues with the Claude Connector.

## Integrations

- [Connect your CRM](https://www.productised.ai/docs/integrations/connect-your-crm.md): Yes — Productised feeds the CRM you already use. Four ways to get qualified leads out of Productised and into HubSpot, Salesforce, Pipedrive, GoHighLevel, or anything else.
- [Webhooks](https://www.productised.ai/docs/integrations/webhooks.md): Send real-time data from your AI product to any external system the moment a response is completed.
- [Zapier](https://www.productised.ai/docs/integrations/zapier.md): Connect your AI product to 6,000+ apps — without writing a line of code.

## Help Centre

- [FAQs](https://www.productised.ai/docs/help-centre/faqs.md): Answers to the most common questions about Productised.
- [Troubleshooting](https://www.productised.ai/docs/help-centre/troubleshooting.md): Common issues and how to resolve them.
- [Guides](https://www.productised.ai/docs/help-centre/guides.md): Step-by-step walkthroughs for common Productised use cases.

## Changelog

- [Changelog](https://www.productised.ai/docs/changelog.md): Every update, improvement, and new feature — newest first.

## Legal

- [Legal](https://www.productised.ai/docs/legal.md): Legal documents, policies, and agreements for Productised.ai.