For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/create/index.md.
  • English
  • Create

    Create is where you build everything visitors see and every door leads come in through: funnels, pages, forms, quizzes, proposals and WebChat. Each type has its own builder, but they all live inside the same project.

    Role and plan

    • Owner, Admin, Editor and Collaborator can reach Create. Finance, Attendant and Guest cannot see it.
    • Which builders your plan includes can vary.

    What you can build

    • Funnels — connect pages in sequence and split traffic, including with an A/B test.
    • Pages — build and edit capture, sales and thank-you pages in the editor.
    • Forms — capture leads on any page, yours or external.
    • Quiz — qualify and capture leads with questions.
    • Proposals — build and send commercial proposals.
    • WebChat — put a live chat widget on your site.

    How this connects

    What you build here feeds the rest of the platform: a form or quiz produces leads, which land in Contacts and can open opportunities in a pipeline. You trigger automations from those events and sell through the checkout.

    If it didn't work

    • You cannot see Create or cannot edit an item: your role has no access — see no permission.
    • An error when saving or publishing: see the error codes (Portuguese).
    • Images or files fail to upload in the builder: check the upload limits (Portuguese).