Conversational forms
Conversational forms: what they are and when they work
A conversational form asks one question at a time, like a chat, instead of showing every field at once. Many only change the look. A real conversation listens to the answer and decides the next question. That's what an ioZen FlowApp does.
Distribuidora Andes
AI assistant · on their website
Sample
- Hi, I'm the AI assistant for Distribuidora Andes. What do you need a quote for?
- some chairs
- Which chairs? Model and quantity
- black ones
- How many, and which model? With that we can give you a real price, not a range.
- 120 ergonomic ones, for a new office
- When do you need them?
- before Nov 20
Lands on the Process Board
Laura M. · Chairs · Assigned to Andrea
a form would have stopped at "black ones"
Three levels
Not everything called conversational actually converses
Before you pick a tool, check which level it's on. The difference shows in what reaches your team.
- 1
Form
Every field on one page. The person decides what to write and in what order. What arrives is what they typed.
- 2
Conversational form
The same questions, one per screen, in a friendlier tone. If someone types "black ones", that's what arrives.
- 3
AI conversation
Understands the answer and decides the next question. Asks for what's missing, skips what doesn't apply and scores the case at the end.
Use it today, with or without ioZen
How to turn your fields into questions
The ioZen team
Change 01
We used to say:
Budget *How much are you thinking of spending? A range is fine.
A range takes the pressure off. Almost nobody gives an exact number on the first try.
Change 02
We used to say:
Phone *Which WhatsApp number should we send the quote to?
It says why you're asking. A detail with a reason is easier to give.
Change 03
We used to say:
Start date *When do you need it?
"Next week" works too. Ask for an exact date only if you really need one.
Change 04
We used to say:
Service type ▾What service do you need?
Keep options handy, but accept whatever people write in their own words.
Change 05
We used to say:
Name, email, phone (first)What's your name? (last)
What the person cares about first, contact details last. That's how all three of our FlowApps do it.
Honestly
When a conversational form is a bad idea
A conversation costs more time per question. It's worth it when each answer matters.
Long survey
Thirty questions one by one feel endless. Better a page people can scan.
Comparing options
If people need to see everything side by side to choose, like plans or sizes, a table wins.
Internal use
Your team fills it in every day and knows what to type. A list of fields is faster.
A case
Someone asks for a quote, reports a claim or wants a service, and your team needs to know who goes first.
Before you publish
Five rules for a conversation people finish
- 1
One question at a time
Put two in one question and the second one almost always gets lost.
- 2
Easy things first
Start with what the person wants to tell you. Contact details go last.
- 3
Say why you ask
"To send you the quote" turns a private detail into an obvious favor.
- 4
Follow up only on what matters
If the vague answer doesn't change the price or the priority, let it go.
- 5
Say you're AI
From the first message. Nobody should find out halfway through.
To start right away
Three conversations ready to install
Your turn
Not the one you need? Describe yours in one sentence.
The assistant builds the conversation: what to ask and who gets each case. You review it and adjust it before you publish.
Describe what you need
Take enrollment requests and pass only the complete ones to the front office
One sentence is enough · sample
Build it free
Questions people ask us
What is a conversational form?
A form that asks one question at a time, like a chat, instead of showing every field at once. The good ones understand the answer and decide what to ask next.
Do more people finish than with a regular form?
It depends on how many questions you ask and who shows up. We don't publish a percentage because we haven't measured it with enough of our own data yet. When we have it, you'll see it here with a date.
Is it the same as a chatbot?
No. A chatbot talks about anything. A FlowApp follows your questions, in your order, says it's an AI assistant and delivers each answer as data your team can use.
Does it work on WhatsApp?
Yes, from the Business plan. The same FlowApp answers on your website and on WhatsApp.
Do I have to write the questions?
No. Describe what you need in one sentence and the AI builds the conversation. You can also start from the AI form builder or a ready FlowApp.
How much does it cost?
You start free: one FlowApp, one Intake Bot and unlimited submissions. Every plan's price is on Pricing.
Where do the answers go?
Each conversation arrives as a case on your Process Board. What matters goes to your records: the bot updates an order or an enrollment by its number instead of duplicating it, and links it to the contact with a role. Each record keeps its history.
Your turn
Swap a form for a conversation
Leave your website: we build the conversation from what you already ask, and you try it free.