Everything in Cloziq is reachable from the sidebar on the left. It never changes and never goes away, so when in doubt, start there. Here is what every item does, and where to click for the things you will do most.
The sidebar, top to bottom
Revenue Engine
- Dashboard: your home base. Results at a glance, active initiatives, your action items, and account health.
- Offers: everything you sell. Create, edit, and publish offers here.
- Sales Agents: your AI assistants. Build, test, publish, and manage agents here.
- Initiatives: your automations. Create and manage the triggers that start conversations here.
Pipeline
- Contacts: your inbox of every prospect your agents have talked to, with statuses, filters, and each contact's full conversation.
Outcomes
- Earnings: your revenue. Every sale, your summary numbers, and your Stripe balance.
Systems
- Settings: your account, in five tabs: Profile, Business Identity, Notifications, Billing, and Integrations.
- Help & Support: opens the support chat, where you can ask questions and reach our team.
Also in the sidebar: your workspace area, where you switch between connected Instagram accounts and open Manage Workspace to connect, reconnect, or disconnect channels.
Where to click for common tasks
| You want to... | Go to... |
|---|---|
| Have Cloziq build my offer and agent for me | Dashboard, then Done for You Setup |
| Create or edit an offer | Offers in the sidebar |
| Generate an offer from my website | Offers, then Auto Create in the create menu |
| Create, test, or edit a sales agent | Sales Agents in the sidebar |
| Create an automation | Initiatives in the sidebar, then Build Initiative |
| Pause or resume an automation | Initiatives, from that initiative's row menu |
| See an automation's results | Initiatives, open the initiative, then its metrics |
| Find a prospect or read a conversation | Contacts, then click the contact |
| See who needs your attention | Contacts, filter by Needs Human Intervention |
| Stop the agent on one conversation | The contact's profile, menu in the top corner |
| See your sales and revenue | Earnings in the sidebar |
| Connect Stripe or Calendly | Settings → Integrations |
| Connect or reconnect Instagram | Workspace area in the sidebar → Manage Workspace |
| Change your plan or see usage | Settings → Billing |
| Control email and push alerts | Settings → Notifications |
| Set your logo, brand colors, support email | Settings → Business Identity |
| Change your name, timezone, or photo | Settings → Profile |
| Report a bug | Any Settings tab → Report a Bug |
| Talk to a human at Cloziq | Help & Support in the sidebar |
A note on the Classic Setup checklist and tours
New accounts also see a Classic Setup checklist and guided tours in the dashboard's Action Items. Those are shortcuts for your first launch, and the checklist retires itself once your first offer, agent, and initiative exist. Done for You Setup sits above them and does not retire, because it is useful every time you launch something new. The sidebar is the permanent way to everything, so directions in these guides always use it.