The Conversion step is where you decide what happens once a prospect is in. You choose the method first, and where the offer comes from depends on which one you pick.
Two ways to convert
- Sales Agent: an AI sales agent qualifies the prospect in DMs and guides them to your offer. It answers questions, handles objections, and closes the sale or books a call. Choose this when the conversation deserves a real back-and-forth.
- Direct Conversion: skip the agent. The prospect gets a message that takes them straight to your offer: an external link, or a Stripe checkout for offers sold through Cloziq. Choose this when you just want to hand someone a link fast.
On the Sales Agent tab you pick one of your published agents, and that is it. There is no separate offer to choose, because every agent already carries its own offer; the card shows that offer's name under the agent's name so you can see what you are pointing at. Each card also shows how that agent has actually performed: leads handled, conversions, and conversion rate. Pick one and the phone preview beside you fills in with that agent's own opening line, so you can read the whole first exchange, opt-in message and all, before you publish.
If you have no published agents yet, this tab says so and points you at Direct Conversion instead.
On the Direct Conversion tab you pick the offer yourself, because there is no agent to carry one.
Setting up a Direct Conversion
If you pick Direct Conversion, choose how it looks:
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Simple Message: a short message, followed by the link in its own DM. Two clean bubbles, nothing fancy. The counter under the box measures Instagram's real limit, so emoji and accented characters use up more of it than plain letters.
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Card: a richer card with a title, description, image, and button, for when the offer deserves a little presentation. Card images must be a JPG or PNG, 1MB or smaller, and upload before you can continue. You can also paste an image URL starting with http:// or https://.
Add more than one image with Add Image and the card becomes a carousel you can page through. To drop one, bring it up in the carousel and use the remove control on the image itself. Previously the only way to fix a wrong image was to clear them all and start again.
Switching an initiative to Direct Conversion clears the sales agent from it, since the two are alternatives; the prospect gets your link instead of a conversation.
Either way, the link Cloziq sends is a tracked link. That is what powers the click metrics on the initiative's metrics page, and when the destination is a Cloziq checkout, the link always opens a live, valid checkout, even if the prospect comes back to it days later.
What stops an initiative going live
Cloziq checks before it activates, so you hear about a problem here rather than from a confused prospect. The usual blockers:
- A direct-conversion offer with nowhere to send people, meaning no checkout and no external link.
- A sales agent that is unpublished or archived. Publish the agent first.
- The Instagram channel for this initiative is disconnected.
- The trigger is not fully configured, for example no post picked or no keywords set.
- Another active initiative would compete for the same people. See Why Cloziq blocked this activation.
- You have used up your plan's sales conversations for the cycle.
Tips
- Use a Sales Agent when qualifying matters or the price needs a conversation. Use Direct Conversion for simple, low-cost offers where speed wins.
- The agents you can pick from are your published ones. If an agent is missing from the list, it is probably still a draft. See Publish, pause, and edit agents.
- Direct conversions get their own funnel on the metrics page (links sent, clicked, converted), so you can still see exactly how they perform. See Reading your initiative metrics.