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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 Conversational data collection that adapts to each respondent.
Generate with AI Build FlowApps and Intake Bots from plain-language descriptions.
Process Boards Visual pipelines to track cases through stages.
Content blocks Add guided content, CTAs, embedded services, and Magic Moments between questions.
Workflow routing Route submissions to the right board and phase automatically.
Sharing and embedding Direct links, QR codes, inline embeds, popups, and widgets.
Developer tools REST API, outbound webhooks, and programmatic access.
Reference Plan limits, field types, AI credits, and glossary.

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. Generate with AI: Build Intake Bots from a plain-language description
  4. IntakeBots Guide: Configure conversations for any use case

Need Help?

Section titled “Need Help?”