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Content blocks

Content blocks allow you to insert guided content, calls to action, and personalized messages between questions in an Intake Bot. Unlike question fields, content blocks do not collect data. They provide context or next steps for the respondent.

The rich text editor

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ioZen includes a slash-command editor for composing content blocks. Type / to access formatting options and media embeds.

  • Headings and text. Use standard formatting for hierarchy.
  • Callouts. Draw attention to important notes.
  • Code blocks. Share technical snippets or configuration.
  • Video embeds. Add YouTube, Vimeo, or Loom videos directly.

Template variables

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You can personalize content blocks using the {{field_name}} syntax. This pulls answers from previous questions into the current block.

Template variables work with all field types, including arrays and values processed by AI. If a field is marked as private, the variable resolves to [Private] to protect respondent data. This ensures sensitive information remains hidden even if a variable is used by mistake.

CTA buttons

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Each content block supports up to two call-to-action (CTA) buttons. You can configure each button to perform one of two actions:

  • Open a modal. Show rich content or an embedded service in an overlay.
  • Navigate to a URL. Send the respondent to an external website.

Template variables work inside CTA URLs. This allows you to pass respondent data to external tools for tracking or further processing.

Embeddable services

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You can embed third-party services directly inside the intake flow via content block CTAs. Common use cases include:

  • Booking calls. Embed Cal.com or Calendly.
  • Payments. Add Stripe Payment Links.
  • Maps. Include Google Maps for location context.
  • Surveys. Embed Typeform or other external forms.

AI-generated content

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You can write a prompt to have the AI generate unique content for each respondent at runtime. The AI uses previous answers as context to personalize the output. For example, a bot can generate a custom summary or a personalized recommendation based on the respondent’s specific needs. Private fields are excluded from the AI context automatically.

Magic Moments

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Content blocks can trigger ambient celebration effects called Magic Moments. These effects add visual flair to your bot during transitions or milestones. See the Magic Moments guide for full details on available effects and intensities.

Plans

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Content blocks and all sub-features are available on all plans.

Next steps

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