Building your first offer and sales agent by hand takes about fifteen minutes. Done for You Setup does the first draft of both for you, from pages you already have, in about two minutes.
It reads your sales pages, works out what you sell and who for, then writes an offer and an agent built around it. You review both and publish when you are happy.
Where to find it
It sits at the top of your Action Items on the dashboard, as a dark card titled Done for You Setup. Click Start Setup.
If your workspace has no live offer and no published agent, it also opens by itself the first time you land on the dashboard in a session. Close it and nothing is lost; the card stays where it is.
There is a shorter version too. On the Offers page, the create menu has Auto Create, which runs the same generation for an offer only and drops you into the offer wizard with everything filled in.
What it asks for
Two steps.
1. Business. Where should Cloziq read about what you sell?
- Page links, one to three of them. Sales pages and offer pages work far better than a homepage, because they already contain the promise, the audience, and the price.
- Documents, up to three, as PDF or Word files. Useful when the good material is in a proposal or a program outline rather than on the web.
- Industry, in your own words.
You can give it just links, just documents, or both. One thin source produces a thin draft, so give it the best page you have.
2. Agent Goal. What should your agent be working toward?
- Book Calls, then whether calls should be booked through your connected Calendly or your own booking link.
- Close Sales in DMs, then whether you are selling a digital product or a service, and whether checkout runs through Cloziq or your own page.
Then click Submit.
What you get back
A progress screen walks through both phases, reading your pages and writing the offer, then designing the conversation and wiring up the agent. When it finishes you get a review screen showing what it built: the offer with its description, FAQ count and pricing, and the agent with its goal, its questions, and its rules.
Both are drafts. Nothing is published, nothing is live, and no prospect can reach any of it until you say so. That is deliberate. Read them properly, fix the things only you would know, and publish when they sound like you.
Underneath, a short Finish these to go live list points at whatever is still missing, with a button for each: connect Stripe, connect your calendar, open the offer, open the agent, create an initiative. If nothing is outstanding, it says so.
Coming back to it
Your review sticks around. The card on your dashboard changes to Review Setup so you can reopen what it built, and there is a Restart Setup option if you would rather run it again with better sources.
Unlike the Classic Setup checklist, Done for You Setup never marks itself complete and never disappears. It is a tool, not a to-do item, so it is there whenever you launch something new.
You get a few full runs a day. If you hit that, come back tomorrow or build the rest by hand.
When it will not run
- You already have as many sales agents as your plan allows. On a trial that is one, so if you have already built an agent, Cloziq tells you rather than generating one you cannot use.
- Your plan is at its agent limit, in which case it points you at upgrading.
Tips
- Point it at the page you would send a real buyer to. A landing page with the offer, the audience and the price on it produces a much better draft than an About page.
- Read the agent's questions before publishing. It writes sensible ones, but you know which question actually separates a good lead from a bad one in your world.
- Prices, dates and product facts come from your offer, not from the generated text, so check the offer first and the agent second.
- Running it again does not overwrite anything you have already published.