Changelog · Nov 2 – 8 2026 · 17 changes
What shipped the week of Nov 2
Every week we tell you what changed in ioZen, why we did it and what you get out of it. Each change says which plans get it.
What changes for you this week
This week we introduce Zen, ioZen's AI: a new agent that will help you inside ioZen, taking its first steps today. In your FlowApp's overview it shows you what you've built and what needs attention. We're also launching our first installable FlowApp, for insurance quotes, and soon you'll have a directory of FlowApps to choose yours from. And if one of your clients comes back to your FlowApp, they no longer have to type again the details you choose: ioZen now recognizes who comes back.
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Questions leftonly the new ones
Newest first
Change by change
- 6 NEW
- 7 BETTER
- 4 FIXED
- BETTER
A contact role has one name
- The problem
- Each role asked for a name in Spanish and another in English, even when the business only writes in one language.
- What we did
- In a table's settings, each contact role now has one name, written in your language, like the table's fields. Roles you named in Spanish and English keep working: they show the name in your language and are saved with it the next time you change the roles. When you publish a FlowApp as a template, the second language translates role names like every other label.
- How it helps
- Naming a role takes one field, and a record shows the role with the name you gave it.
- NEW
Zen opens your FlowApp with what matters today
- The problem
- Opening a FlowApp showed the same walk-through every time, not what had changed.
- What we did
- When you open a FlowApp, Zen, ioZen's AI, now greets you by name and writes you a short message about it. The first time, it tells you what your FlowApp does for the people who write to you and what to try first. When you come back, it tells you what happened since then and the one thing that deserves your attention, like someone waiting too long. Your own assignments and mentions are there too, one tap away. If nothing changed, you see the same message and it costs nothing.
- How it helps
- You know in seconds who is waiting and what to do next.
- BETTER
Calculation drafts ask for your rates instead of inventing them
- The problem
- The AI wrote rates it could not know straight into the formula, so an estimate looked right while running on invented numbers.
- What we did
- When you describe a Calculation like "premium = value × rate by use and vehicle age", the AI no longer writes made-up rates inside the formula. Each rate becomes its own named first step (a rate for private use, one for commercial use), marked Set your rate with an example value. Type your number there and accept; the formula reads it by name, so you change a rate in one place. A step accepted without your number says it kept the example.
- How it helps
- Your estimates run on your rates, and you can see at a glance which numbers are yours to set.
- BETTER
Suggest with AI says why
- The problem
- The suggestion arrived as tables with no reason, so you had to guess why each one was there.
- What we did
- In an Intake Bot's Destinations, Suggest with AI now opens with one line on what it proposes and why, above the tables. Each table it suggests says when its record exists, under its name, in Destinations and in Organize what you collect. Nothing is saved until you apply, and it costs the same.
- How it helps
- You can confirm or remove each table knowing what the AI meant, without asking it again.
- BETTER
The phase the AI suggests arrives on
- The problem
- The suggested phase arrived off, so you had to find the switch and turn it on by hand.
- What we did
- When Suggest with AI or Organize what you collect proposes that a table is born at a phase (a policy at «Policy issued»), its switch «Create when a case enters …» now arrives on. Turn it off if you'd rather keep it with the submission. Nothing is saved until you apply.
- How it helps
- One less step: accept the proposal and each record is born where it belongs.
- NEW
The AI proposal suggests when each record is born
- The problem
- Some records only exist after a step of the process, but every table was filled the moment the submission arrived.
- What we did
- Organize what you collect and Suggest with AI in Destinos now say, for each table, whether its record is born with the submission or later in the process. A membership that exists once it is paid, a work order once the quote is approved: the proposal names the Process Board phase where that happens. The suggestion is off until you turn it on. When you do, the submission no longer creates that record; the case offers it when it enters the phase, for you to review, and on the phase you can switch it to Create on its own.
- How it helps
- Each record is born when it really exists, and you decide with one switch.
- NEW
"Confirm your email" when a case ends: next time the person skips what they already answered
- The problem
- A person who answered without the code had to answer everything again on their next visit.
- What we did
- When identification is on, a person who answered without signing in can confirm the email they typed with a 6-digit code, right after their case is saved. Only that case's answers count for the next visit. The card is optional, never delays the completion, and disappears when skipped.
- How it helps
- More people you serve skip repeated questions, with no extra step for anyone who closes the card.
- NEW
Create a record when a case enters a phase
- The problem
- Some records only exist once the work moves forward: a quote once it is approved, a job offer once a candidate is chosen, a policy once it is issued. They are not there when the customer first writes in, and the table had no way to wait for that moment.
- What we did
- Each Process Board phase can now create a record when a case enters it: the quote when a case reaches Approved, the job offer when a candidate is chosen, or the policy when an insurance broker issues it. Choose Suggest and the case offers to create it (a dashed slot on the case and a toast after the move), or Create on its own and an empty record is made, marked to complete. Open it from the case, fill it in and save. A case that enters the phase again never gets a second one, and the record's history says it was created when the case entered the phase.
- How it helps
- Your records are born where the work happens, one per case, and the person always reviews them before they count.
- NEW
Suggest with AI in a phase record
- The problem
- A record born in a phase started empty, so someone had to copy by hand what the case already said.
- What we did
- When a phase creates a record, its form now has Suggest with AI. One click reads the case, its comments, its answers and related records, and fills only the empty fields: the price of a workshop quote, the salary of a job offer, the number of a policy. Each proposed value is marked Suggested, and anything the case does not support stays blank for you. The contact's data shows read-only with a link to the contact, and private fields never reach the AI. You review and save; nothing is saved until you do.
- How it helps
- Complete the record in seconds and only check what the AI proposed.
- BETTER
A new table starts with the field you name
- The problem
- Every new table carried a required Title field, so a phase form asked for a Title the table's author never defined.
- What we did
- Creating a table now asks what identifies each record, such as a policy number, a plate or a course name. That field names each record in the table and on its page, and it is optional when you fill a record. New tables no longer start with a required Title field you never asked for. On older tables you can delete that Title field, and records are then named by another field.
- How it helps
- Your tables, and the templates built from them, hold only the fields you chose.
- NEW
Two-step verification, optional for customers, required for ioZen staff
- The problem
- A stolen password was enough to get into an account.
- What we did
- Account settings › Security lets you turn on two-step verification: scan a QR code with Google Authenticator, 1Password or any TOTP app, then enter its 6-digit code each time you sign in. You get ten recovery codes, shown once, in case you lose your phone, and an email if one is ever used. Two-step verification is optional for customers and required for ioZen staff.
- How it helps
- Your cases and contacts stay safe even if your password leaks.
- BETTER
ioZen works from your phone
- The problem
- On a phone, ioZen asked you to continue on a computer, and a case's two columns and drag-only phase moves were hard to use on a small screen.
- What we did
- The screen that sent you to a computer is gone: on a phone you go straight to your workspace. A case opens in tabs (Details, Activity, Messages), and you change its phase from a picker at the top instead of dragging it. Settings, Team and Billing fit the screen, and actions that only showed on hover now show on touch.
- How it helps
- Answer a case and move it forward from wherever you are.
- BETTER
Your workspace starts with your business's name
- The problem
- Every new workspace was called My Workspace until a scan found a business name, so the sidebar, emails and a template's FlowApp said My Workspace.
- What we did
- A new workspace is named after your business as soon as ioZen knows it: the name on your website, or your company email's domain (ana@acmeseguros.com becomes Acme Seguros). With a personal email and nothing else to go on, we suggest a short name from what you are setting up and ask once if you like it, with one tap to change it. This holds for signup, for signup from a FlowApp template and for every workspace you add later. The sidebar, the switcher, emails and your first FlowApp no longer say My Workspace.
- How it helps
- From the first screen, ioZen speaks with your business's name.
FIXED
What you reported is fixed.
Fewer snags for you and your clients while they're being served.
the fixes count too. they're most of it
A Spanish bot with no welcome could start greeting in English after any edit.Your bot greets in its language until you write your own welcome
A Spanish workspace could show "Submission from…", "Chat with us" or "Buy Credits".Your bot's language everywhere: case titles, the website button and billing
A long AI-drafted formula was cut mid-way and blocked publishing.Long formulas from the AI arrive whole
See 1 more fix
A case's answers read as they were written