I want to take a moment to shine the spotlight on one of newer features in NextGen, which will be an ongoing work in progress as we fine-tune the AI.
One thing I’ve noticed over and over is that launching a lead funnel is only the beginning.
Once traffic starts flowing, it can be hard to know what to optimize first. Sometimes conversion rates quietly slip. Sometimes friction builds in ways that aren’t obvious. Sometimes there are clear opportunities sitting in the data, but they get missed because no one has the time to dig in deeply enough.
That’s a big part of why I built AI-Driven Proactive Conversion Insights into LeadCapture.
How it works
Each week, our AI Copilot proactively scans your account and reviews funnel performance.
It looks for:
- conversion opportunities
- potential issues
- friction points that may be hurting results
Then it surfaces the top insights directly inside the UI, so users get a clearer sense of what to fix, test, or improve next.
Why I built it
One of the biggest problems I see after someone launches a lead funnel or lead quiz is this:
They have data, but they don’t always have clarity.
It’s not that people lack ideas. Usually, the problem is figuring out which ideas matter most.
What should you test first?
What’s actually hurting conversion rate?
What changed?
Where is friction showing up?
What are you too close to the funnel to notice?
Human judgment is valuable, but it also comes with bias. We tend to focus on what feels important instead of what the data is quietly telling us.
Plus, we're all super busy and it's hard to find the time!!
So I started asking myself:
If we already have the account data, the funnel context, and the AI layer, why not build a system that proactively watches for these opportunities?
Why make people dig for answers when LeadCapture can help surface them automatically?
That’s the thinking behind this feature.
The goal is simple: help you get 1–3 meaningful conversion insights each week so they can make smarter improvements, reduce guesswork, and keep improving ROI over time.
What’s next
The next step is even more exciting.
We're working toward turning these insights into a more actionable A/B testing plan, so instead of just identifying opportunities, LeadCapture can help you take the next step and systematically test improvements.
That’s the bigger vision here:
Not just helping you launch funnels faster, but helping you continuously improve them after launch.
Right now, the AI focused on CRO opportunities, but I think we can also make it smarter in other ways. For example, factoring in technical problems that pop-up, honing in on specific funnels within the first X weeks of being launched, factoring in seasonal trends, etc.