Guide · Intake Bots
Edit the questions
Change what your Intake Bot asks, add new questions, put them in order and decide which ones are required. Everything saves on its own.
1. Open the questions
Open your FlowApp, go to “Intake Bots” and pick the bot. It opens on the “Questions” tab, with every question in the order the bot asks them.
2. Change a question
Tap a question to see it, then tap the pencil (“Edit”) or double-click it. Change the wording and, if you like, mark it “Required” so the bot doesn't move on without an answer.
On the Business plan and up, the “Visible” button turns into “Hidden” when you tap it: the customer is never asked, and the question keeps data that arrives in the link.
3. Add a question
With no question open, tap “Add Question”. A “New Question” of type “Text” shows up at the end of the list, already open: write the question and change its type at the top, next to “Required”.
To add it at an exact spot, hover between two questions, tap the + and pick “Question”. If you have several written already, pick “Multiple questions”: paste them one per line, tap “Review”, adjust each one and confirm with the button that adds them.
4. Put them in order
Drag each question by its drag handle to where you want it. The bot asks them in that order.
Question types
“Text”, “Long Text”, “Email”, “Phone”, “Number”, “Date”, “Dropdown”, “Checkboxes”, “Yes/No”, “File Upload”, “Location”, “Range” and “URL”. Pick the one that fits the answer you expect.
Questions that depend on an answer
On a “Dropdown” or “Yes/No” question, tap an option to add follow-up questions to it: they're only asked when the customer picks that option. That way a carpentry shop asks for measurements only from people who want custom furniture.
Any question can also show only when earlier answers match a condition, with “Show this question when...”. More in Conditional questions.
How it saves
At the top you see “Saving...” while you type and “Saved” once it's done. If you see “Incomplete”, something is unfinished and your changes don't save until you complete it: tap it to jump there.
Frequently asked questions
- Do I need to save or publish after editing?
- No. Every change saves on its own a moment after you type it, and if the Intake Bot is live it shows on its link right away.
- What happens to the answers that already came in?
- They stay as they were. When you change the questions of a bot that already has submissions, ioZen saves a new version and the earlier submissions keep theirs.
- Can I ask Zen to add a question?
- Yes. Write to it on the FlowApp's home and it shows you the question before adding it.