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ioZen

ioZen Documentation

Capture leads. Manage your pipeline. Close more deals.
Quick Start Core Concepts

What is ioZen?

Section titled “What is ioZen?”

ioZen is the platform for building FlowApps: end-to-end applications that capture demand through conversation and manage it through visual pipelines. One FlowApp handles everything from first visitor interaction to resolved outcome. Explore the full set of ioZen features to see what’s possible.

IntakeBots AI conversations that capture and qualify leads. No more walls of fields.
Process Boards Visual pipelines to manage every opportunity. Drag, drop, and track work through stages.
Records Flexible data schemas that grow with your needs. No database headaches.
Contact Center Unified view of every person you interact with. One source of truth.
Developer Tools REST API, outbound webhooks, and programmatic access to ioZen.
Security & Privacy Field-level privacy, encryption, workspace isolation, and compliance.

Getting Started

Section titled “Getting Started”

New to ioZen? Start here:

  1. Quick Start: Create your first FlowApp in 5 minutes
  2. Core Concepts: Understand how ioZen works
  3. IntakeBots Guide: Build AI conversations that capture leads

Need Help?

Section titled “Need Help?”