Instagram DM Sales Automation for Fitness Coaches · Cloziq

By default the agent identifies as the persona you give it: your sales rep, your assistant, whoever you configure. It doesn't volunteer that it's AI. You stay in full control. If you want the agent to disclose when asked directly, or to disclose proactively, you configure that rule. If you'd rather it never does, you configure that too. The stance is your call, not ours. Most operators choose to let the agent represent the brand naturally and only disclose AI when a prospect asks, which is what we recommend.

The agent escalates. Any conversation the agent isn't confident in (questions outside its configured knowledge, edge-case objections, anything it flags as needing a human) flips into a "needs human intervention" status and you get notified. You step in, the conversation continues, and the agent learns the new pattern for next time. This is a deliberate design choice: we'd rather the agent pause and ask for help than confidently say the wrong thing on a deal that matters. The agent never embarrasses you. It knows when to call you in.

Yes, and we work to keep it that way. Cloziq is built on Meta's official Graph API and stays within platform messaging policy limits. We're in active contact with Meta as the platform evolves, which matters: when policies or APIs change (and they do, often), we adapt the system so your business keeps running uninterrupted. You're not betting on a vendor that built once and walked away. You're betting on infrastructure that's actively maintained against the platform it lives on.

Both. The agent runs the full sales process (qualification, objection handling, the close), not just the open. For offers that need a call, the agent qualifies the lead against your criteria and books the discovery call (Calendly or directly in the DM thread, no external link needed). For offers where the prospect is ready to buy, the agent sends a Stripe checkout link backed by your own Stripe account, tracks the sale end-to-end, and can auto-deliver digital products to email and DM. That's the difference between booking a call and running a revenue system.

Calendly is the flagship calendar integration. When the agent's goal is to book a call, it connects directly to your Calendly availability. The agent can also book calls directly in the DM thread ("Does 9 AM Tuesday work?") without sending the prospect to an external link, which converts noticeably better than calendar-link drops. Stripe is the flagship for closing sales. The agent generates a checkout link backed by your own Stripe account, with full sale tracking and optional auto-delivery for digital products. Zapier catch hooks cover everything else, so any agent-led conversation can pipe leads to whatever you already use.

About 15 minutes for most operators, with a reliable Sales Agent live and running. Two things make that possible. First, Sales Agent Templates: we ship pre-built agent configurations you pick from and lightly tweak instead of building from scratch. Second, Import Offer mode: paste the URL to an existing offer page or sales asset and the AI scrapes the content, analyzes it, and autofills your offer fields, qualification questions, and FAQs. Connect your Instagram, point your agent at the offer, turn on the initiative, and you're selling. The slow part used to be deciding what you want the agent to do. We removed most of that work too.