Clients.ai

Checkout, order bumps, and after-purchase offers

How a DM conversation turns into a paid checkout, with an optional add-on and a post-purchase offer sequence

When your offer is something a lead can buy directly, your Sales Agent can send them to a checkout page on enclosed.ai — your checkout platform, included in your subscription and created automatically once you connect your payouts — instead of a generic payment link.

The switch that turns this on is called AI funnels, on the Conversion tab of your Flow. With it off, people go to your own link instead — and the order bump, upsell, and downsell steps below do not run, because they only work inside the Clients.ai checkout.

Pre-filled checkout

If the lead already gave you their name and email in the conversation, checkout can arrive with those fields already filled in, so they do not have to retype what they already told you. They can still change anything before paying.

Fresh page copy for every lead

You don't write the checkout page copy yourself. enclosed.ai writes the checkout intro, the order bump pitch, the upsell and downsell pitch, and the thank-you page individually for every lead — pulled from that specific lead's own conversation with your Sales Agent, their personalized report, or their quiz answers. No two leads see the identical page.

Order bumps

You link one of your own existing offers into the order-bump slot once, and it's offered right on the checkout page, before payment — a single checkbox the lead can add with one click. It is included in the same charge, so there is no separate payment step.

After-purchase upsell and downsell offers

The same way, you link your own existing offers into the upsell and downsell slots once. Once someone pays, the matching offer can appear on the thank-you screen: a one-click upsell if you want to offer something bigger, or a softer downsell if you would rather offer something smaller after a "no." Accepting charges the same card with one click — no new checkout to fill out.

Each of these after-purchase offer links is single-use and expires after a matter of days, so they cannot be reopened, reused, or forwarded to someone else later.

These steps are configured per Offer in your Conversion Agents settings — set up your first offer, then link the order bump and any upsell or downsell offers you want to follow it.

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