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The latest features, improvements, and updates.

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March 2026

· 1 new feature · 3 improvements · 3 fixes

Test Autopilot & Internationalization

Testing IntakeBots used to mean clicking through every field by hand. Test Autopilot changes that. Hit Auto-fill on any field to get realistic sample data, or hit Auto-play to walk through the entire bot start to finish. It generates locale-aware answers, handles AI follow-up questions with progressively detailed responses, and pauses on file uploads so you stay in control. Normal and fast speed modes let you watch the conversation or skip ahead.

Field duplication is here too. Select any field, click duplicate, and a copy drops in right below the original with a fresh variable name. Validation rules, AI settings, and conditional branches all carry over.

On the i18n front, Account Settings, Email Preferences, and the IntakeBot field editor are now fully translated into English and Spanish. Boolean fields default to Sí/No for Spanish bots, dates follow locale formatting, and test data matches the bot’s language. Under the hood, contact extraction switched to a schema-aware resolution map that eliminates guesswork on nested fields. Email notifications pull from contact mapping data directly, and inactive Postmark recipients get skipped instead of failing the whole job.

Included in this release

Fix: Spanish Intake Bot Boolean Questions Fix

Fixed a critical bug where Yes/No (Sí/No) questions in Spanish Intake Bots would reject the user's answer and prevent the bot from advancing. Validation now respects the bot's configured language.

Free Pro Business
Contact Extraction Reliability Fix

Contact data extraction now uses a schema-aware field resolution map for deterministic nested-path matching instead of suffix heuristics. Name mode sanitization prevents fullName and firstName/lastName from conflicting. Test submission contacts dedup reliably using a stable bot identifier.

Free Pro Business
Email Delivery & Notification Resilience Fix

Submission notification emails now use contact mapping data instead of heuristic field-name scanning. Postmark inactive recipients are gracefully skipped instead of failing the job. DLQ handler improved with proper QStash base64 decoding and richer error extraction. Submission email deep links now resolve correctly via a new redirect page.

Free Pro Business
Field Duplication Improvement

Duplicate any Intake Bot field with one click. The copy is inserted directly after the original with a unique variable name, preserving all settings including validation rules, AI configuration, and conditional branches.

Free Pro Business
Field actions dropdown showing Duplicate option in the Intake Bot editor
Duplicate any field from the actions menu
Settings & Editor Internationalization Improvement

Account Settings, Email Preferences, and the IntakeBot field editor are now fully translated into English and Spanish. Validation messages, boolean option labels, and field duplication feedback all respect the user's locale.

Free Pro Business
Language-Aware Intake Bot Defaults Improvement

Spanish Intake Bots now show localized boolean defaults (Sí/No), locale-appropriate date formatting, and Spanish test data when using the Test Submission feature. The public chat experience is fully language-aware end to end.

Free Pro Business
Spanish Intake Bot editor showing Sí/No boolean labels and fully localized field panel
Boolean fields default to Sí/No with a fully localized editor
Test Autopilot New Feature

Auto-fill a single field or auto-play through the entire Intake Bot with realistic, locale-aware test data. Handles AI Socratic Negotiation retries with progressively detailed answers, pauses on file fields, and supports normal or fast speed modes.

Free Pro Business
Test dialog with Auto-fill split button and auto-played conversation filling realistic test data
Auto-fill and Auto-play walk through your Intake Bot with realistic test data

February 2026

· 2 new features · 1 change

Data Management

Three updates to how you manage data inside ioZen. The Contact Import Wizard walks you through uploading a CSV or Excel file and mapping columns to ioZen fields. Duplicate detection runs automatically with skip, update, or fill-empty strategies so your list stays clean.

Workspaces now have plan-tiered storage quotas. Free gets 100 MB, Pro gets 5 GB, Business gets 25 GB. Email alerts fire at 80%, 95%, and 100% usage so you’re never caught off guard.

File upload size limits also scale by plan: 5 MB on Free, 10 MB on Pro, 25 MB on Business.

Included in this release

Contact Import Wizard New Feature

Import contacts from CSV or Excel files via a multi-step wizard. Map columns to core fields, custom fields, and tags. Supports duplicate detection with skip, update, or fill-empty strategies. Auto-maps common headers and optionally creates new custom fields and field groups during import.

Free Pro Business
Contact Import Wizard showing CSV column mapping step
Map CSV columns to ioZen fields with auto-detection
Workspace Storage Quotas New Feature

Workspaces now have a plan-tiered storage quota: 100 MB on Free, 5 GB on Pro, 25 GB on Business. Uploads are blocked when the limit is reached, and workspace owners receive email alerts at 80%, 95%, and 100% usage.

Free Pro Business
Workspace settings showing storage usage bar
Storage usage tracking with email alerts at 80%, 95%, and 100%
Plan-Based File Upload Size Limits Change

File upload size limits are now tiered by plan: 5 MB on Free, 10 MB on Pro, 25 MB on Business.

Free Pro Business
· 4 new features

Developer Platform Launch

The ioZen developer platform is here. The REST API lets you read and write submissions, manage contacts, and trigger actions programmatically. API key authentication with scoped permissions keeps your integrations secure.

Interactive docs at app.iozen.ai/docs cover every endpoint with request/response examples you can try from the browser. No guessing at payload shapes.

Outbound webhooks deliver real-time events to your endpoints with HMAC-signed payloads and automatic retries via QStash. When something happens in ioZen, your systems know about it immediately.

API keys are managed from Workspace Settings. Create keys with scoped permissions, rotate them when needed, and stay within per-plan rate limits. Pro gets 3 keys at 100 req/min. Business gets 10 keys at 500 req/min.

Included in this release

Public API v1 New Feature

REST API for managing intake bots, submissions, and webhooks programmatically. API key authentication with scoped permissions, per-plan rate limiting, idempotency support, and interactive developer documentation at /docs.

Pro Business
Developer Documentation New Feature

Interactive API documentation at app.iozen.ai/docs. Covers authentication, all API endpoints, webhooks, error handling, pagination, and rate limits. Powered by Fumadocs with full-text search.

Pro Business
Fumadocs API documentation page with endpoint explorer
Interactive docs at app.iozen.ai/docs
Outbound Webhooks New Feature

Real-time event notifications delivered to your endpoints. HMAC-SHA256 signed payloads, reliable delivery via QStash with retries, and automatic pause after repeated failures. Events include submission.completed, submission.updated, contact.created, and more.

Business
Webhook endpoint configuration UI
Configure webhook endpoints with event filtering
API Key Management New Feature

Create and manage API keys from Workspace Settings. Scoped permissions, SHA-256 hashed storage, and Redis-cached validation. Pro plan: 3 keys, 100 req/min. Business plan: 10 keys, 500 req/min.

Pro Business
API keys management in Workspace Settings
Create and manage API keys with scoped permissions
· 1 new feature

Stripe Promotion Codes

The ioZen team can now deploy promotion codes through Stripe. Use them to reward beta testers, support early adopters, or extend special pricing to specific customers. Codes apply to both monthly and annual billing.

Included in this release

Stripe Promotion Codes New Feature

Promotion codes now accepted during Stripe checkout. Create discount campaigns and share promo codes with potential customers for reduced subscription pricing.

Pro Business
· 1 fix

Billing Reliability Fixes

Three billing fixes in this release. A race condition during plan changes could cause subscriptions to enter an inconsistent state. Credit-status polling was firing too aggressively under load. The upgrade dialog was redirecting to the billing page instead of straight to Stripe checkout. All resolved.

Included in this release

Billing Reliability Fixes Fix

Fixed subscription race condition during plan changes, resolved credit-status polling storms, and corrected upgrade dialog redirecting to billing page instead of Stripe checkout.

Pro Business
· 1 new feature · 2 improvements

Platform Polish

A round of infrastructure and UX polish. The email system moved to a scalable architecture with separate transactional and broadcast streams via Postmark. Deliverability is better and onboarding sequences are now possible.

Workspace routes show a mobile access gate on small screens, directing users to the desktop experience. A quick email link lets you open the app on your computer without hunting for the URL.

The AI FlowApp generation wizard now shows parallel progress indicators and smoother motion transitions. Generation status is tracked on the FlowApp model so state stays reliable even if you navigate away.

Included in this release

Email Architecture Upgrade Improvement

Email system refactored to a scalable architecture with separate transactional and broadcast streams via Postmark. Improved deliverability and support for onboarding sequences.

Free Pro Business
Mobile Access Gate New Feature

Workspace routes now show a mobile gate on small screens directing users to the desktop experience. A DESKTOP_LINK email lets users quickly open the app on their computer.

Free Pro Business
FlowApp Generation UX Improvements Improvement

AI FlowApp generation wizard now shows parallel progress indicators, improved AI operation feedback, and smoother motion transitions. Generation status tracked on the FlowApp model for reliable state.

Free Pro Business
AI FlowApp generation wizard with progress indicators
Parallel progress indicators during AI FlowApp generation
· 1 new feature · 3 improvements

Public Beta Launch

ioZen moved from private alpha to public beta. Anyone can sign up, pick a plan, and start building. Stripe billing went live alongside this release.

Row-Level Security is now enabled on all remaining public tables. Function search paths are locked down and RLS policies are tightened to prevent cross-workspace data access.

Process Board limits got a bump too. Free goes from 3 to 5 boards, Pro from 30 to 50. This prevents hitting the ceiling during AI-powered FlowApp creation, which generates boards as part of the setup flow.

Included in this release

Password Policy & Leaked Password Detection Improvement

Minimum password length enforced at 8 characters. Passwords checked against known breach databases with clear error messages when a leaked password is detected.

Free Pro Business
Process Board Limits Increased Improvement

Free plan Process Boards raised from 3 to 5 and Pro plan from 30 to 50. Prevents frustrating failures during first-time AI-powered FlowApp creation.

Free Pro
Public Beta Launch New Feature

ioZen is open for business. Open registration with Stripe billing, onboarding email sequences, and plan-enforced limits. Free plan includes 3 FlowApps and 1,000 AI credits.

Free Pro Business
Workspace dashboard home screen
The ioZen workspace after public beta launch
Row-Level Security Hardening Improvement

Row Level Security enabled on all remaining public tables. Function search paths locked down and RLS policies tightened to prevent cross-workspace data access.

Free Pro Business
· 1 new feature

AI Credit Packs

Three tiers let you add AI credits when you need them. Boost (1,000 for $10), Growth (5,000 for $40 with 20% savings), Scale (10,000 for $70 with 30% savings). Purchased credits never expire, so you use them at your own pace.

Included in this release

AI Credit Packs New Feature

Purchase additional AI credits on paid plans. Three tiers: Boost (1,000 for $10), Growth (5,000 for $40, 20% savings), Scale (10,000 for $70, 30% savings). Purchased credits never expire.

Pro Business
Credit packs purchase interface showing three tiers
Boost, Growth, and Scale packs available on paid plans
· 1 improvement · 1 fix · 1 change

Mobile Experience Overhaul

A full responsive overhaul across the app. Navigation, panels, boards, and settings all work on mobile viewports now. Legacy layout code is cleaned up.

The iOS keyboard bug that overlapped the chat input in embedded IntakeBots is fixed. Viewport management and iframe height adjust correctly across inline, popup, and widget embed modes when the keyboard appears.

Attribution Tracking moves to Pro and above. Field-Level Conversions, Webhooks, and Ad Platform Integrations (Meta, Google, LinkedIn, TikTok) are now Business-only. Clearer value separation between tiers.

Included in this release

Attribution & Conversions Tier Realignment Change

Attribution Tracking moved to Pro+. Field-Level Conversions, Webhooks, and Ad Platform Integrations (Meta, Google, LinkedIn, TikTok) moved to Business-only. Clearer value separation between plan tiers.

Pro Business
iOS Keyboard Fix for Chat Embeds Fix

Fixed virtual keyboard overlapping the chat input on iOS Safari across all embed modes (inline, popup, widget). Viewport management and iframe height now adjust correctly when the keyboard appears.

Free Pro Business
Mobile-First Responsive Overhaul Improvement

Comprehensive responsive redesign across the entire app. Navigation, panels, boards, and settings all work on mobile viewports. Legacy layout code cleaned up.

Free Pro Business
IntakeBot conversation on mobile viewport
The full app now works on mobile screens
· 2 new features · 2 improvements

Platform Foundation

The core infrastructure for public launch. Stripe billing lets you subscribe to Pro or Business, manage your subscription from workspace settings, and switch between monthly and annual billing with prorated charges.

Process Board cards, contact changes, and record updates now sync across all connected users instantly via Supabase Broadcast. Multiple team members can work on the same board without refreshing.

Drag-and-drop on Process Boards was rebuilt with @dnd-kit for smoother card movement, better touch support, and more reliable phase transitions. The embedded IntakeBot widget also adapts to mobile viewports now. Floating button, popup, and inline modes all resize correctly on phones and tablets.

Included in this release

Smoother Drag-and-Drop Improvement

Process Board drag-and-drop rebuilt on @dnd-kit for smoother card movement, better touch support, and more reliable phase transitions.

Free Pro Business
Mobile-Responsive IntakeBot Widget Improvement

The embedded IntakeBot widget now adapts to mobile viewports. Floating widget button, popup modal, and inline embeds all resize correctly on phones and tablets.

Free Pro Business
Real-Time Collaboration New Feature

Process Board cards, contact changes, and record updates now sync across all connected users instantly via Supabase Broadcast. Multiple team members can work on the same board without refreshing.

Free Pro Business
Process Board with cards in multiple phases
Changes sync instantly across all connected users
Stripe Billing & Subscriptions New Feature

Full subscription management powered by Stripe. Subscribe to Pro or Business plans, manage billing from workspace settings, and switch between monthly and annual billing with prorated charges.

Pro Business
· 1 new feature · 1 improvement

Beta Access System

Controlled access for the beta phase. New users need an invitation code to sign up, and workspace collaborators can be added directly. Beta applications are tracked through a dedicated IntakeBot.

IntakeBot field schemas now stay in sync with their linked RecordType automatically. Changes to one propagate to the other, reducing manual work and preventing data mismatches between what gets collected and what gets stored.

Included in this release

Beta Invitation System New Feature

Controlled beta access via invitation tokens. New users need an invitation code to sign up, and workspace collaborators can be added directly. Beta applications are tracked through a dedicated IntakeBot.

Free Pro Business
IntakeBot-RecordType Schema Sync Improvement

IntakeBot field schemas now stay in sync with their linked RecordType automatically. Changes to one propagate to the other, reducing manual work and preventing data mismatches.

Free Pro Business
Record Types table showing synced fields from IntakeBot schema
Records stay in sync with IntakeBot field definitions

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