Sales Funnels #

The platform connects to your existing sales funnels so that when someone fills out an opt-in form on your landing page, they are automatically added as a contact and receive a personalized message - all without you doing anything manually.

In plain terms: Someone signs up on your website, and within minutes they get a WhatsApp message from your AI bot starting a real conversation.

What a Funnel Integration Does #

When you connect your landing page to the platform, every new lead is automatically:

1. Added as a contact in the app
2. Added to a specific contact list that your Broadcast watches
3. Engaged by your AI bot with a personalized opening message
4. Followed up automatically if they do not respond

This turns a passive opt-in page into an active sales conversation - handled entirely by your AI bot.

Example: How it looks in practice

Someone fills out your landing page form
       |
       v
Your automation tool (Pabbly, Zapier, or Make) sends
the lead's info to the platform
       |
       v
The platform creates the contact and adds them to your list
       |
       v
Your Broadcast sends a personalized WhatsApp message
       |
       v
The lead replies, and your AI bot continues the conversation

What Your Opt-In Page Needs to Collect #

Your landing page (built with ClickFunnels, Leadpages, Systeme.io, WordPress, or any other tool) needs to collect at least these two fields:

Required Fields #

Optional but Recommended #

Tip: Keep your form short. Phone number and first name are the minimum. Every extra field you add lowers your form completion rate. You can always collect additional information through the conversation itself.

Setting Up Your Agent for Funnels #

A funnel needs two things: an AI Agent that knows your offer and answers every lead the same way, and a Broadcast that sends the first message to the leads your funnel collects. Build the Agent first — the Broadcast points at it.

Step-by-Step Setup #

1. Start from your agent

   • Already have one for this offer? Under AI Studio, click AI Agents and click its name. (On a phone, tap the menu icon ☰ first.)
   • Starting fresh? Click New agent and either point it at your website — it reads your pages and writes the instructions for you — or pick Start blank. See Creating an Agent.
   • Give it a descriptive name, for example “Webinar Funnel - March 2026”.

2. Configure the bot

   • On the AI Instructions step, write instructions tailored to your funnel offer
   • Add company info, FAQs, and resources specific to the offer on the FAQs & Knowledge step
   • Set the conversation goal (e.g., “Book a free consultation call”)
   • See the Setting Up Your AI Bot guide for detailed instructions

3. Switch the agent on

   • Back on the AI Agents page, use the row’s Activate agent button so its status reads Active. From then on it answers anyone who reaches you on the channels it is responsible for.
   • Which channels those are is decided by Entry Points — either the agent’s own Entry Points step, or the Who answers new conversations panel at the top of the AI Agents page.

4. Create the Broadcast that sends the first message

   • Open Broadcasts and create one. Its Message step holds the opening message your leads receive — include the contact’s first name, keep it short, this is your first impression.
   • On the Replies step, pick the agent you just built. That is what wires the send to the brain.
   • On WhatsApp, the opening message has to be submitted to WhatsApp for approval before it can send; see WhatsApp Templates.

5. Note your List ID

   • Your funnel’s automation needs the ID of the list it should add leads to. Under CRM, open Contacts → Lists, open the list your Broadcast sends to, and copy its ID from there.

6. Enable follow-ups (recommended)

   • Turn on automatic follow-ups on the agent’s Follow-ups step so leads who do not respond get re-engaged
   • See the Follow-Up System guide for details

Connecting Your Funnel to the App #

The platform works with all major automation platforms. Here is how to connect your landing page form.

Option 1: Using Pabbly Connect #

Pabbly is cost-effective and handles high-volume funnels well.

Steps:

1. Set up a webhook trigger - This fires when someone submits your opt-in form
2. Add a 15-20 minute delay (optional but recommended) - Gives the lead time to message you first, creating a more natural conversation
3. Check if the contact already exists - Call the API to avoid creating duplicates
4. Create the contact and add them to your list in one call - Send their info to the platform with your Broadcast’s List ID included (listId). One request both creates the contact and adds them to the list, and adding them to the list is what triggers the opening message. (See Direct API Integration below.)

Option 2: Using Zapier #

Steps:

1. Trigger: New form submission from your landing page
2. Action 1: the app - Find Contact (check if they already exist)
3. Filter: Only continue if the contact was NOT found
4. Action 2: the app - Create Contact, including your Broadcast’s List ID so the contact is created directly in the list. If you prefer the raw API, a single “Webhooks by Zapier” POST to /v1/contacts with listId does the same thing - no separate “Add to List” step needed.

Option 3: Using Make (formerly Integromat) #

Steps:

1. Webhook trigger from your funnel
2. Check if the contact already exists via the API
3. Create the contact if they are new, passing your Broadcast’s List ID (listId) in the same request - this creates the contact and adds them to the list in one call. A single HTTP module POST to /v1/contacts handles both.

Direct API Integration #

If you have a developer or manage your own website backend, you can connect to the platform’s API directly without a middleware tool.

Create the contact and add it to your list - in one call #

You do not need two separate requests. The Create Contact endpoint accepts a listId, so a single call creates the contact and drops it into your Broadcast’s list - and adding the contact to that list is exactly what triggers the opening message.

POST https://api.youraiconnector.com/v1/contacts?apiKey=YOUR_API_KEY
Content-Type: application/json

{
  "phoneNumber": "+1234567890",
  "firstName": "John",
  "lastName": "Smith",
  "email": "john@example.com",
  "listId": "YOUR_LIST_ID"
}

To add the contact to several lists at once, use listIds (an array) instead - it takes precedence over listId:

{
  "phoneNumber": "+1234567890",
  "firstName": "John",
  "listIds": ["list123", "list456"]
}

Use camelCase field names (phoneNumber, firstName, lastName) - not phone_number / first_name. Any field the platform doesn’t recognize is stored as a custom field on the contact instead, so a misspelled phone_number would leave the contact with no phone number and the request would be rejected.

Adding an existing contact to a list (optional) #

If the contact already exists and you only need to add them to a list, use the add-to-list endpoint with the contact’s ID:

POST https://api.youraiconnector.com/v1/contacts/lists?apiKey=YOUR_API_KEY
Content-Type: application/json

{
  "contactId": "abc123",
  "listId": "YOUR_LIST_ID"
}

See the full Contacts API reference for every available field.

Where to find your API key: Go to Settings (gear icon, near the bottom of the left sidebar) → Integrations → API Key.

Important: Always include the country code in the phone number (e.g., +1 for US, +44 for UK, +31 for Netherlands).

How New List Members Trigger the Opening Message #

This is what connects everything together, once your Broadcast is live with Send to new list members switched on:

1. A new contact is added to the list your Broadcast watches (via the automation, a manual import, or by hand)
2. The Broadcast picks up the new contact
3. The opening message is sent:
   • 1-3 contacts are sent immediately (this is the normal funnel scenario - one person opts in at a time)
   • 4+ contacts at once are automatically queued and sent at a safe rate to protect your sender reputation
4. When the contact replies, the agent on the Broadcast’s Replies step takes over the conversation

The Complete Funnel Flow (End to End) #

Here is everything that happens when a lead enters your funnel:

1. Lead fills out your opt-in form on your landing page
2. Your automation tool (Pabbly, Zapier, Make) receives the form data
3. Optional 15-20 minute delay to see if the lead messages you first
4. Automation checks if the contact already exists in the app
5. Contact is created in your list via a single API call (the Broadcast’s List ID is included in the create request, so creating and list-adding happen together)
6. The Broadcast sends the opening WhatsApp template message
7. The lead reads the message and responds
8. Your AI bot engages in a personalized conversation
9. The bot works toward your goal (book appointment, qualify lead, share offer)
10. If the lead goes quiet, automatic follow-ups re-engage them
11. If the bot needs help, it alerts a team member to take over

Best Practices #

1. Add a short delay before creating the contact. A 15-20 minute delay gives leads time to message you first. If they do, they enter the incoming flow (a more natural conversation). If they do not, the outgoing template is sent.

2. Switch on Send to new list members for ongoing funnels. On the Broadcast’s Audience step, that setting keeps the Broadcast watching the list after it launches, so every new lead who opts in gets the opening message automatically. Leads who message you first are handled by the same agent through its Entry Points, so both directions land in one setup.

3. Personalize the opening message. Always include the contact’s first name in the WhatsApp template. Generic opening messages get much lower response rates.

4. Keep the opening message short. Two to three sentences is ideal. Ask a question to invite a response. For example: “Hey {first_name}! Thanks for signing up for our free consultation. What’s the biggest challenge you’re facing with [topic] right now?”

5. Enable follow-ups. Funnel leads are warm but busy. A follow-up 24-72 hours later often brings them back.

6. Test the full flow before launching. Submit a test opt-in on your landing page, verify the contact is created in the app, and confirm the opening message arrives.

7. Monitor your conversion rates. Track how many funnel leads respond to the opening message and how many convert to your goal (appointment, sale, etc.) from the Broadcast’s stats. Adjust your AI instructions and opening message based on what you learn.

8. Prevent duplicates. Always check if a contact exists before creating them. Duplicate contacts lead to confusing conversations and wasted credits.

9. Get proper consent. Make sure your opt-in page clearly states that the lead will receive WhatsApp messages. Include a consent checkbox if required in your region.

Next Steps #

• Moving from Campaigns to Broadcasts & Agents - where every old campaign setting lives now.
• Follow-Up System - re-engage funnel leads who go quiet.
• Broadcasts - the full guide to setting up the send side.
• Contacts API reference - every field the Create Contact endpoint accepts.