Two steps in the offer wizard do double duty: they organize the offer for buyers and they teach your Sales Agent how to answer questions about it. Time spent here pays off directly in better conversations, because when a prospect asks something specific, your agent answers from exactly what you wrote here, and only from what you wrote here. It never makes things up to fill a gap.
The FAQs step
Cloziq starts you with five required questions, the ones almost every buyer wonders about. For a digital product they are:
- Who is this product for?
- What problem does this product help solve?
- What exactly do I get after purchasing?
- How is this product delivered and how long will I have access?
- What makes this offer different from alternatives?
For a service, they shift to fit: who it is best suited for, what results to expect, how the process works, what is and is not included, and how long it runs and how pricing works.
Answer each in plain language, up to 750 characters per answer. Then add your own on top, up to 20 more, for anything buyers actually ask you: refund policy, prerequisites, "will this work for my niche", all of it.
The Additional Context step
After FAQs comes Additional Context: up to 7 labeled sections of background that does not fit neatly into a question and answer. Guarantees, expected outcomes, eligibility, your story, common objections and how you answer them. Think of it as briefing a new team member on everything they might need mid-conversation.
Why this matters more than you'd think
Every unanswered question is a place a conversation can stall. When your agent does not have an answer, it says so honestly, and if the gap matters it hands the conversation to you. That is the right behavior, but it means a thin offer creates interruptions a rich offer would have handled at 2am without you. The FAQs and context are, quite literally, your agent's product knowledge.
Tips
- Write the way you would actually explain it to a customer, not in marketing speak. Your agent will sound like whoever wrote its knowledge.
- Mine your real DMs for questions. The ones people actually ask are the ones the agent will actually get.
- If you keep seeing conversations handed to you for the same question, come back here and add the answer. That loop is how your agent gets sharper every week.