What's actually limited on a plan?
Mostly two things: how many sales conversations you get per cycle, and how many sales agents you can run. Initiatives are unlimited on every plan. Contact storage has its own capacity too.
What counts as a sales conversation?
A conversation is counted only when a prospect actually starts talking with your agent, like tapping the opt-in button in your opt-in message. Untapped opt-in messages, repeat triggers, Test Agent chats, and direct link sends are all free. The full rules are in What counts as a Sales Conversation.
How do I upgrade, downgrade, or cancel?
From Settings, open the Billing tab and click Manage Subscription. That opens your billing portal, where you can change or cancel your plan. If you cancel, you keep access until the end of your current billing period.
Can I end my trial early and start my paid plan?
Yes. Click Upgrade now on the Billing tab. Your paid plan starts immediately with full limits unlocked. If the charge fails, you just stay on your trial; nothing breaks.
What happens if I run out of sales conversations?
You get a notification, your initiatives auto-pause, and new conversations stop starting; anything already in progress finishes normally. With overages turned on, you keep going past your limit at a per-conversation rate, up to a monthly cap you set. See Reaching your limit and overages.
Who handles payments?
Billing is handled securely by our payments provider, Dodo Payments. You reach it through Manage Subscription on the Billing tab. Cloziq never stores your card.
My card was declined during signup. Am I stuck?
No. Fix the card or pick a plan again and checkout picks up cleanly. If anything looks stuck, message us from the dashboard chat.
Is there a free trial?
Yes. You start on a free trial when you choose a plan during setup, with starter limits, and can upgrade any time.
What happens when my trial ends?
Cloziq charges the card you chose at signup and your plan starts, with full limits unlocked. Nothing is deleted and nothing lapses. Cancel before the end date if you would rather not continue. See What happens when your trial ends.
I need more volume than the plans offer
There is a custom option for higher volume or special needs. Reach out from the chat in your dashboard and we will work something out.