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/funnels/index.md.
  • English

      • Funnels

      A funnel is a sequence of connected pages — capture, offer, checkout, thank you — that walks a visitor down a path to a conversion. In Clickmax you build each step, link one page to the next and publish it all under the same domain.

      Before you start — Funnels sits inside Create and is open to the Owner, Admin, Editor and Collaborator roles. Finance, Guest and Attendant have no access.

      Where funnels live

      Funnels are under Create → Funnels. The My Funnels list holds the funnels from all your projects, and Create funnel opens the method picker.

      Each funnel in the list shows a thumbnail of the flow and, on a single line, the project it belongs to, the number of steps, its status (Active or Inactive) and the last activity. To see one project at a time, use the All projects selector in the filter bar and pick the project. This applies to both tabs, Funnels v4 and Funnels.

      Create with AI

      Under Create funnel, choose With AI. A box opens asking What funnel do you want to create? — describe your product, your offer and your goal, for example: "a funnel to sell my $5,000 mentorship, with a capture page, a sales page, checkout and abandoned-cart recovery".

      Clickable examples sit below the box. Clicking one fills in the field so you can adjust it before sending — nothing is sent on the click. When the field already has text, the example is added as a new paragraph instead of replacing what you wrote. The field takes up to 2,000 characters.

      The more specific your text, the less Max has to ask afterwards. If you would rather decide together with it, leave the box empty and click Create funnel with Max: it offers the same two paths as before — guided research, where you answer or skip each question about the offer, audience and style, and automatic creation, where it decides from the context it already has.

      Either way the result is a draft with responsive, connected pages and a shared visual direction. When proof is unavailable, Max may preview the final component with slots for the testimonial, attribution and metric, always identified as draft content. It should not invent testimonials, customers, numbers, certifications or results. Replace previews with verified information or remove the block before publishing.

      If With AI does not appear, your access to Max may not be enabled.

      Inside a funnel, each step is a page. When you add a step you either create a standalone page or use a sequence template — ready-made models that already bring several connected pages (Upsell, Downsell and Thank you, for example) for you to customise.

      Each funnel holds pages, the connections between them and, optionally, A/B tests to compare variations before publishing.

      On the canvas, each step card has an options menu (three-dot icon) with what you can do with it: edit, duplicate, replace the page, generate the link QR code and, once the page is published, open it in a new tab with View Page — while it isn't published that option stays unavailable, because the address isn't live yet.

      In this section

      Max opens alongside

      When you open a funnel, the board shares the screen with the conversation: Max sits in a column on the left and the editing area on the right, both visible at the same time. Drag the divider to give either side more room, or use the round button on it to collapse and reopen the conversation — collapsing does not interrupt an answer in progress. Adding a block from the toolbar still drops it in the centre of the visible board area, not of the window.

      Small screens, keyboard control and what happens without assistant access: how Max helps you run the operation.

      • Pages — the individual pages that make up each step.
      • Forms — capture leads inside the funnel's pages.
      • Create

      If it didn't work

      • You cannot see the Funnels area: your workspace role may have no access to Create — see no permission.
      • An error creating or publishing a funnel: see the error codes (Portuguese).