Can I charge monthly for a set number of months and then stop?
Yes. On the Pricing step, choose Subscription, then set Duration to Fixed length and enter a Number of payments (1 to 120). The customer is billed that many times and the subscription ends on its own, with nobody having to cancel it. Leave Duration on Ongoing and it bills until they cancel. See Pricing your offer.
Do I need an offer before building an agent?
It helps a lot. Every agent is tied to one offer, so most people create the offer first. You can start the agent and come back, but you will need an offer linked before the agent can go live.
What is the difference between a Digital Product and a Service offer?
A Digital Product is something downloadable, like a course or template, and Cloziq can deliver it automatically. A Service is something you do for the client, like coaching or a call. Services also get a choice of how you sell: customers check out directly, or you drive them to a call and close it yourself.
How do buyers pay?
You choose. Sell directly in the DMs through Stripe, where your agent sends a secure payment link and Cloziq confirms the sale, or send buyers to your own external checkout link. See Delivery and getting paid.
What do I need before I can sell directly in DMs?
Three things: Stripe connected in Settings → Integrations, your Stripe account fully set up to accept charges (Cloziq shows an "Action needed" note if it is not), and a support email in Settings → Business Identity. Each gate tells you exactly where to go fix it.
Can I offer discounts?
Yes. Cloziq checkouts accept Stripe promotion codes automatically. Create the code in Stripe and share it however you like; buyers can apply it at checkout.
Can I deliver files automatically?
Yes, for digital products. Turn on Deliver with Cloziq and upload up to 5 files of 25 MB each. After payment, buyers get their personal download page by email and in the DMs. You can also cap how many times each buyer downloads.
Can I change an offer after publishing?
Yes. Edits to an offer that is in use publish a new version and update the agents and initiatives connected to it; Cloziq gives you a heads-up first. Conversations already in progress keep the version they started with.
Can one offer be used by more than one initiative?
Yes. An offer can be used across several initiatives, and the offers list shows where each one is used.
What happens if I delete or archive an offer?
Delete is permanent and for offers you never used. Archive retires an offer while keeping it around for reporting. Archiving an offer that is in use pauses the initiatives depending on it, so check the "Used In" column first.