Guide · Intake Bots
Conditional questions
Ask follow-up questions based on the option each person picks, and show a question only when earlier answers match a condition.
Your Intake Bot can ask each person only what applies to them in two ways: with follow-up questions inside an option, or with a condition on any question.
1. Turn on branching
Open your FlowApp, go to “Intake Bots” and pick the bot. Tap a “Dropdown” or “Yes/No” question, then the pencil to edit it. Next to its options, turn on “Branching”.
2. Add questions to an option
Tap an option to step into it. At the top you see the option's name and “Back”. Tap “Add Question” and create the follow-up questions like any other: they're only asked of people who pick that option.
For example, a mechanic's workshop asks What service do you need? with the options Maintenance and Repair. Inside Repair it adds What problem did you notice?. Anyone who picks Maintenance never sees that question.
To get back to the main list, tap “Back” or “Fields”. Each option shows how many questions it holds, and a follow-up question can have follow-ups of its own, up to five levels deep.
3. Show a question only when it's needed
Open any question that has others before it and turn on “Show this question when...”. Tap “Add Condition” and pick the earlier question, the comparison and the value.
For example, a clinic asks Are you already a patient? as a “Yes/No” question. The question When was your last visit? only shows when that answer “is true”.
With two or more conditions, choose whether all of them must match, with “Match ALL conditions (AND)”, or just one, with “Match ANY condition (OR)”. Questions marked “Hidden” don't have this option.
Content blocks and agent blocks have the same thing under “Show this block when...”.
One condition for several questions at once
Hover over a question's icon and check the box that appears in its corner. Check the others. In the bar that shows up at the bottom, open the more actions menu, choose “Apply condition”, build the condition and tap “Apply”. If they all already shared the same condition, you edit it for all of them.
What a condition can read
A condition compares against any earlier answer. Depending on the question type, you get comparisons like “equals”, “contains any of” or “is true”. It can also read the results of a calculation or an agent block that comes earlier.
Frequently asked questions
- Can I add follow-up questions to a checkboxes question?
- No. Follow-up questions work on dropdown and yes/no questions. For a checkboxes question, open the question that comes next and show it with a condition on that answer.
- What happens to a question that isn't shown?
- The bot skips it, along with any follow-up questions inside it, and moves on to the next one.
- What if I change the type of a question that has follow-ups?
- If the new type doesn't support follow-up questions, they're removed. If other questions had conditions on it that no longer apply to the new type, those are removed too, and ioZen tells you how many.