Offers

What are Offers?

An offer is the thing you want people to buy. It could be a digital product like a course, template, or download, or a service like coaching or a consulting call. Your agents pitch against an offer, so creating one is usually the first thing you do before building an agent. The two kinds of offer When you create an offer, you choose a type: - Digital Product: courses, templates, downloads, or memberships. These can be delivered automatically through Cloziq the moment someone pays. - Service: coaching, consulting, calls, and other things you do for a client. For services, you also choose how you sell: take payment directly, or drive people to a call where you close the deal yourself. The type shapes the rest of the setup, like how the offer is delivered and which questions you answer about it. Why offers matter beyond the sale An offer is not just a price tag. The details you fill in, especially the FAQs and extra context, become knowledge your Sales Agent uses to answer buyer questions and handle objections in the DMs. When a prospect asks "what exactly do I get?" at 2am, your agent answers from what you wrote here. A well-built offer makes your agent noticeably smarter. What's next Head to Create an offer to build your first one. If you already sell this product on a web page, Import an offer from a URL can fill in most of the details for you. Related articles - Create an offer - Delivery and getting paid - What is a Sales Agent?

Create an offer

Creating an offer walks you through a short wizard. You pick a type, then fill in five steps. You can do it all by hand, or let Cloziq import the details from an existing product page. Start a new offer 1. Go to Offers in the sidebar and add a new offer. 2. Choose the type: Digital Product (courses, templates, downloads, or memberships) or Service (coaching, consulting, calls, and other services you provide). 3. Choose how to start: - Manually: fill everything in yourself. - Import from URL: paste a product page link and let Cloziq prefill the details. See Import an offer from a URL. The five steps 1. Basic Information: the offer's name and description (these are internal, to keep you organized), plus promotional images your agent can share in the DMs. Images up to 800KB each. 2. Pricing: how much it costs and how the payment is structured. See Pricing your offer. 3. FAQs: the key buyer questions, which also teach your agent. See Adding FAQs and context to your offer. 4. Additional Context: extra background that helps your agent handle deeper questions. 5. Payment & Delivery: how you get paid and how the buyer receives the product. See Delivery and getting paid. Move forward and back freely with Back and Next; each step checks itself as you go. Nothing goes live until you publish. Your work saves itself While your offer is a draft, the wizard autosaves as you type. You will see a small Saving... / Saved indicator do its thing. Close the tab, come back tomorrow, and your draft is right where you left it. Use Save as Draft any time you want to step away deliberately. Finish up On the last step, Publish replaces Next. Cloziq runs a final check, and if something needs attention it tells you exactly what and jumps you to the step that needs fixing. Once published, the offer becomes Active and is ready to attach to an agent and an initiative. One thing to know for later: once an offer is in use by agents or initiatives, saving edits publishes a new version and updates everything connected to it. Cloziq reminds you before it does. Tips - If you already have a sales page for this product, importing from its URL is the fastest way to start. - Spend real time on the FAQs and Additional Context. That is what your agent leans on when a buyer asks something tricky. Related articles - Import an offer from a URL - Pricing your offer - Delivery and getting paid

Import an offer from a URL

If you already sell this product on a web page, you do not have to retype everything. Cloziq can read that page and prefill your offer for you, so you just review and adjust. Import the details 1. Start a new offer and choose your type, then pick Import from URL. 2. Paste the link to your public product page. It needs to be a full, public web address starting with https. 3. Click Import Details. You will see Cloziq work through it: applying the product name, generating the description, working out the price structure, and finalizing the details. 4. Review what came in. You can change the offer type or edit the link before continuing. 5. Click Create Offer to drop those details into the wizard. From there, the rest of the wizard works exactly like a manual offer. You just have a head start. If the import does not work A few pages cannot be read automatically, usually because they are private, behind a login, or block automated visits. If that happens, Cloziq tells you plainly and you can either fix the URL or just continue and fill in the offer by hand. There is also a daily limit on imports, so if you are batch-importing a big catalog and hit it, the rest can wait until tomorrow. One thing imports deliberately do not do Importing fills in your offer's details, but it does not assume the page you imported from is where buyers should pay. If you want to send buyers to your own checkout, you add that link yourself on the Payment & Delivery step, so nobody ever gets sent to a page you did not choose. Tips - Use the cleanest public version of your product page for the best results. - Always give the imported details a once-over. Importing gets you most of the way, but you know your offer better than any page does. Related articles - Create an offer - Pricing your offer - Delivery and getting paid

Pricing your offer

The Pricing step is where you decide what your offer costs and how the payment is structured. You have three ways to price it. Choose a pricing style - Single Price: a one-time payment. The simplest option, good for a single product. - Subscription: a recurring payment, monthly or yearly. Good for memberships or ongoing services. - Variant-Based Pricing: up to three tiers at different prices, each with its own name, so buyers can pick the level that fits. Pick the one that matches how you sell, set the amount, and choose your currency from the list. Subscriptions that end on their own A subscription has a Duration setting next to the billing cycle: - Ongoing bills until the customer cancels. This is the default and it suits memberships. - Fixed length bills a set number of times and then stops. Choose it and a Number of payments field appears, anywhere from 1 to 120. Fixed length is what you want for something like a 12 week programme paid in three monthly instalments. The customer is charged three times and the subscription ends by itself, with nobody having to remember to cancel it. Your agent understands the difference, so when a prospect asks how long they are paying for, it can tell them the term and the full total rather than just the monthly figure. "What's Included" For your offer (or each tier), spell out a What's Included list, up to 12 items, so buyers see exactly what they get at each price. Press Enter to add each line. This is especially useful with tiers, where the difference between them needs to be obvious at a glance. How tiers show up in the DMs If your offer sells through Cloziq and has tiers, your agent presents the options with their real names and prices, asks which one the prospect wants, and creates the checkout for exactly that tier. If they change their mind before paying, the agent swaps tiers gracefully. So name your tiers something a person would happily say out loud, like "Starter" or "VIP", not "Option B". Tips - Keep currency consistent with how you actually collect payment in Stripe. - If you are not sure between single and variant pricing, start with a single price. You can revisit pricing later. - Clear "What's Included" lines double as selling points your agent can use naturally in conversation. Related articles - Create an offer - Delivery and getting paid - How booking and checkout work in DMs

Delivery and getting paid

The Payment & Delivery step is where you decide how money comes in and how your product goes out. What you see here depends on your offer type. Services first: how do you plan to sell? For a Service offer, the step opens with a simple question: How do you plan to sell this offer? - Customers check out: take payment for this offer, in the DMs or with a checkout link. Pick this if the sale itself happens in the conversation. - I book calls with them: drive people to a call where you or a closer sells and collects payment. Pick this if the DMs are for booking, not buying. If you choose calls, checkout setup disappears and all you can add is an optional Call booking URL, like a Calendly link. You can even leave it blank if your sales agent will book through your connected calendar instead; you make that choice in the agent's setup. Digital products skip this question and go straight to checkout setup. Selling directly in DMs Turn on Sell directly in DMs to let Cloziq handle the sale for you. Your agent sends a secure payment link in the conversation, Cloziq confirms when payment goes through, and delivery happens right there. This runs through Stripe, so a few things need to be in place first: - Stripe connected in Settings → Integrations. See Connect Stripe to get paid for offers. - Your Stripe account ready to charge. If Stripe is connected but not fully set up (say, the business name is missing), Cloziq shows an "Action needed" note here and in Settings until it is fixed, because a checkout without a business name would confuse your buyers. - A support email in Settings → Business Identity, so buyers always have a way to reach you. When selling through Cloziq, you can also write: - A Payment Page Title and Description for the Stripe checkout, so buyers recognize what they are paying for. - A Post-Purchase DM Message, a short thank-you sent in the DMs right after checkout. - A Post-Purchase Email, a richer message with formatting, links, and personal touches like the buyer's first name. Stripe promotion codes work on these checkouts automatically, so you can run discounts without touching the offer. Delivering a digital product automatically For a digital product, turn on Deliver with Cloziq to send the files the moment payment lands. - Upload up to 5 files, each up to 25 MB. Supported formats: PDF, DOCX, XLSX, PPTX, MP4, MOV, MP3, WAV, PNG, JPG, WEBP, ZIP. - After purchase, Cloziq emails the buyer their personal download page (using the email Stripe collects at checkout) and also sends it in the DMs when Instagram's messaging window allows. - You can limit downloads per buyer to discourage sharing, or leave downloads unlimited. Preview buttons on this step show you the exact email and download page your buyers will get. Sending buyers to your own checkout If you would rather use your own checkout, leave the direct-sale option off and add an External Checkout Link instead. Buyers pay on your page, and Cloziq stays out of the payment and delivery. Worth knowing: sales made on an external checkout do not appear in your Earnings automatically, because Cloziq cannot see them happen. Tips - Selling directly in DMs is what lets a prospect buy without ever leaving the conversation, which is where Cloziq shines. - If the direct-sale toggle will not switch on, it is almost always one of the three prerequisites above. Each one tells you exactly where to go fix it. - Larger files than 25 MB? Host them elsewhere and deliver a PDF with the link, or split the content. Related articles - Connect Stripe to get paid for offers - How buyers download their purchase - How booking and checkout work in DMs

Adding FAQs and context to your offer

Two steps in the offer wizard do double duty: they organize the offer for buyers and they teach your Sales Agent how to answer questions about it. Time spent here pays off directly in better conversations, because when a prospect asks something specific, your agent answers from exactly what you wrote here, and only from what you wrote here. It never makes things up to fill a gap. The FAQs step Cloziq starts you with five required questions, the ones almost every buyer wonders about. For a digital product they are: - Who is this product for? - What problem does this product help solve? - What exactly do I get after purchasing? - How is this product delivered and how long will I have access? - What makes this offer different from alternatives? For a service, they shift to fit: who it is best suited for, what results to expect, how the process works, what is and is not included, and how long it runs and how pricing works. Answer each in plain language, up to 750 characters per answer. Then add your own on top, up to 20 more, for anything buyers actually ask you: refund policy, prerequisites, "will this work for my niche", all of it. The Additional Context step After FAQs comes Additional Context: up to 7 labeled sections of background that does not fit neatly into a question and answer. Guarantees, expected outcomes, eligibility, your story, common objections and how you answer them. Think of it as briefing a new team member on everything they might need mid-conversation. Why this matters more than you'd think Every unanswered question is a place a conversation can stall. When your agent does not have an answer, it says so honestly, and if the gap matters it hands the conversation to you. That is the right behavior, but it means a thin offer creates interruptions a rich offer would have handled at 2am without you. The FAQs and context are, quite literally, your agent's product knowledge. Tips - Write the way you would actually explain it to a customer, not in marketing speak. Your agent will sound like whoever wrote its knowledge. - Mine your real DMs for questions. The ones people actually ask are the ones the agent will actually get. - If you keep seeing conversations handed to you for the same question, come back here and add the answer. That loop is how your agent gets sharper every week. Related articles - Create an offer - What is a Sales Agent? - How your agent runs a conversation

Preview and publish your offer

Before anything goes live, check your work. The Payment & Delivery step gives you previews of the buyer experience, and publishing runs a final check on everything. Preview the buyer experience For offers delivered through Cloziq, you get two previews: - The post-purchase email, exactly as your buyer will receive it, with your wording and their download link. - The download page, complete with your business branding: your logo, business name, and colors pulled from your business identity. Use them to check the things buyers actually notice: the offer name reads clearly, your files are all there with sensible names, and the page looks like you rather than a generic template. If the branding looks plain or wrong, the fix is almost always in Settings → Business Identity, not the offer itself. Publish When you are happy, hit Publish. Cloziq finalizes the offer and runs a last check across every step. If something is off, you get the actual list of problems and a jump to the step that needs fixing, so there is no guessing. Once it passes, the offer's status changes to Active. An active offer is ready to put to work: attach it to a Sales Agent so the agent knows what to pitch, and use it in an initiative so prospects get pulled toward it. Until an offer is published, it stays a draft and cannot be used in a live flow. You can still make changes Publishing does not lock you out. Edit any time; the editor shows the same five sections as tabs. One thing to know: once an offer is in use by agents or initiatives, saving publishes a new version and updates everything connected to it. Cloziq shows a heads-up so it never happens by surprise. Conversations already in flight keep the version they started with. Tips - Always click through the previews before your first sale. It is the fastest way to catch a missing file or an email that reads awkwardly. - If your download page looks bare, set your business identity first. That one step turns a plain page into a branded one. Related articles - How buyers download their purchase - Create an offer - Set your business identity

How buyers download their purchase

When someone buys a digital offer that you deliver through Cloziq, they get a personal download page. It is worth knowing what they see, so you can picture the full experience and support buyers if they ask. The download page After paying, the buyer lands on a page branded with your logo, business name, and colors. On it they see: - An order reference and a short summary of what they bought. - Their files, each with its own download button, plus a Download All option. - If you set a download limit, a small meter showing how many downloads they have used and how many remain. They can come back to it The buyer gets the link two ways: by email, sent to the address collected at checkout, and in the DMs when Instagram's messaging window allows. The page reminds them they can return any time, so "I lost the file" usually just means "search your inbox." When something goes wrong The page handles the common bumps gracefully. If a download limit has been reached, a link has expired, or an offer is no longer available, the buyer sees a clear message pointing them to contact you, using the support email from your business identity. And if a buyer complains in the DMs that their purchase never arrived or will not open, your agent does not try to troubleshoot; it flags the conversation for you immediately, because a paying customer with a problem deserves a human. Tips - Set your business identity before you sell, so this page looks like your brand from the first sale. See Set your business identity. - If a buyer says they cannot download, first check whether they hit a download limit you set. That is the most common cause, and the easiest to fix. Related articles - Delivery and getting paid - Set your business identity - A buyer can't download their offer

Offer FAQs

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. Related articles - Create an offer - Delivery and getting paid - Pricing your offer