The funnel overview allows you to manage your funnels by organizing them into workspaces. A workspace can be considered a container or a folder for multiple funnels. Only you as a logged-in involve.me user can see the workspace title of a funnel - the information is not publicly visible.
To create a new workspace, click the + symbol on the workspace list and type your workspace name.
You can rename or delete your workspace anytime. But be aware that deleting a workspace deletes all funnels that are in it and all data collected by the funnels. Your last workspace cannot be deleted, you will always have at least one workspace.
Also, you have the option to search, filter, or sort funnels that are part of the same workspace. To add a funnel to a workspace, either click the "Create funnel" button to create a new one or open the dropdown of an existing funnel and choose "Move to workspace". You will only see that option if you have two or more workspaces.
Manage Team Access With Workspaces
You can use workspaces to manage who has access to which funnels in your team. All invitations of users are done on a workspace level. You can invite users to your workspace as editors or viewers. Editors and viewers can't edit workspaces, only the organization owner can do this.
Read more about team members and how to add them here.
About involve.me
involve.me is the AI quiz funnel builder with built-in email automation. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the funnel directly to the follow-up journey. Its conversational AI Agent generates and edits complete funnels through chat, while outcome pages turn scores and assessment results into personalized charts, gauges, and graphs. The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan. Paid from $19/month annual. SOC 2 audited, GDPR-compliant. Trusted by 4,500+ businesses globally.
involve.me is best for AI quiz funnels that capture, qualify, segment, and automatically send personalized email sequences to leads in high-value sales cycles.