Guide · Get started · Beta
Ask Zen for a change
Zen, ioZen's AI, changes your FlowApp when you ask in your own words. Before it touches anything it shows you what it will do, and it only does it when you tap “Build”.
1. Write what you want to change
Open your FlowApp. On its “Overview”, under your conversation with Zen, type what you need into “Ask Zen for a change…”, in your own words. For example: add a question about the delivery date, or rename the Quoted phase to Sent.
When Zen offers examples built from your FlowApp's own pieces, tap one: it types the start of the request into the box for you to finish. Nothing is sent until you send it.
2. Check the plan
Zen shows you what it would do before it touches anything: a single change, or a list when there are several. If the plan adds an Intake Bot, it also tells you how many credits it will use to write its questions.
If something isn't what you wanted, tap “Change something” and write it again: Zen puts together a new plan. If you'd rather not, tap “Not now” and nothing changes.
3. Tap “Build”
Zen makes the changes and tells you how it went. To ask for something else, tap “Ask me for another change”.
What Zen can do today
- Add a new Intake Bot, with its own Process Board or using one you already have.
- Add a question to an Intake Bot. URL, location and range questions you add yourself in the editor.
- Rename a phase. The cases in that phase stay where they are.
- Apply one of the improvements Zen itself suggests on the FlowApp's home.
- Answer questions about your FlowApp, without changing anything.
A plan has at most five changes and one new Intake Bot. Before it builds, Zen checks that the FlowApp is still the way it was when the plan was made: if someone changed it in the meantime, Zen changes nothing and tells you so. Just ask again.
When it can't do it yet
If what you ask for can be done in ioZen but Zen doesn't know how yet, it tells you which screen to use and the steps, with a button to open it. If ioZen doesn't do it yet, Zen says so.
Either way, Zen offers to tell the team: with “Yes, tell them” we keep your request, in your words, for the roadmap.
What Zen suggests
Zen also suggests improvements without you asking, one at a time, under “Zen suggests”: what to change and why, with the piece it touches lit up. Tap “Build” to apply it, “Change something” to ask for another version, or “Not now”. “Another suggestion” shows the next one.
What you leave with “Not now” stays in “Suggestions”, below your FlowApp, for your whole team. If your FlowApp changes and one no longer applies, Zen removes it.
Suggestions show for people who can see every case.
Share your FlowApp as a template
Once your FlowApp has a published Intake Bot and its board, “Share it as a template” shows at the end of Zen's walk-through. Before you send it, Zen explains what happens: the ioZen team reviews it, removes your data and that of the people who wrote to you and, if it fits, publishes it for other businesses to use. Tap “Yes, send it” to send it.
Owners and admins see it. Each FlowApp is sent once: if you share it again, Zen tells you it's already being reviewed.
Frequently asked questions
- Does Zen change anything without asking me?
- No. It always shows you the plan first and waits for you to tap “Build”. If you pick “Not now”, nothing changes.
- Who can ask Zen for changes?
- Anyone on the team who can open the FlowApp. Zen makes the changes with that person's permissions, no more and no less.
- Does it use credits?
- Yes, each new request uses AI credits. Adding an Intake Bot uses about 60 more to write its questions, and Zen tells you so in the plan before it builds.
- Do Zen's suggestions use credits?
- Yes, when Zen puts them together. As long as your FlowApp doesn't change, it shows you the same ones without using credits again.