Generate with AI
ioZen can generate Intake Bots, FlowApps, and routing rules from plain-language descriptions. You describe what you need, and the AI builds the structure, questions, and logic for you.
Creating a FlowApp with the Smart Wizard
Section titled “Creating a FlowApp with the Smart Wizard”The Smart Wizard builds a complete FlowApp through a conversational flow. It starts with suggestions based on your organization profile.
- Select a use case. Choose from AI-suggested options or describe your specific need in plain language.
- Review the conversation plan. The AI drafts a plan that covers goals, audience, and branching logic.
- Approve or adjust. You can approve the draft or ask for changes. The AI supports up to two adjustment rounds per plan.
- Generate the FlowApp. After approval, ioZen builds the entire app, including the Intake Bot and initial Process Board.
- Deploy. Choose how to share your new app. Options include direct links, embed codes, or platform-specific guides for 14 CMS platforms.
Reviewing the AI plan
Section titled “Reviewing the AI plan”Before writing any code or schema, the AI drafts a structured conversation plan. This step keeps you in control of the logic.
The plan includes the primary goal, the target audience, and the main conversation beats. It also lists the branches the bot should follow and the signal it uses to determine priority. You can regenerate the plan if the first draft does not match your intent.
Voice Packs
Section titled “Voice Packs”Voice Packs shape the tone of your Intake Bot. The tone applies to all questions, follow-ups, content blocks, and messages.
Available tones: Playful (light, energetic), Warm (friendly, approachable), Professional (clear, direct), Formal (serious, structured), and Ludicrous (maximum personality for showcase and demo bots).
The Voice Pack also influences Magic Moments. Playful and Warm tones include a limited set of effects. Professional and Formal tones disable effects. Ludicrous mode uses all available effects with high intensity.
Org Profile Enrichment
Section titled “Org Profile Enrichment”When you sign up, ioZen uses your website URL to discover your organization profile. This includes your name, industry, services, and target audience.
This data powers context-aware suggestions across the platform. The Smart Wizard and Smart Create tools use this profile to suggest relevant use cases and conversation plans without you having to re-type basic company info.
Creating an Intake Bot with AI
Section titled “Creating an Intake Bot with AI”Inside any FlowApp, you can use Smart Create to build new bots. You have three ways to start:
- Choose from AI-suggested bot types.
- Describe your need in plain language.
- Upload a document to extract fields directly (Pro plan and above).
Generating routing rules
Section titled “Generating routing rules”After building an Intake Bot, the AI analyzes the schema to suggest routing rules. These rules determine how cases move through your Process Board based on respondent answers. See Workflow Routing for more details.
AI generation features are available on all plans. Document extraction for Smart Create requires a Pro plan or higher. Each generation task uses AI credits from your monthly allowance.
For credit allowances per plan, see AI credits.
Next steps
Section titled “Next steps”- Intake Bots: Learn how to edit and manage your bots.
- Workflow Routing: Set up rules to automate your process.
- Magic Moments: Add celebration effects to your content blocks.
- Process Boards: Manage your cases in a visual board.