ioZen IntakeBots: AI-Powered Conversational Forms

IntakeBots replace traditional forms with conversational interfaces. Instead of presenting a wall of fields, they ask questions one at a time, adapt based on answers, and use AI to get complete information.

Creating an IntakeBot

Option 1: Generate with AI

1. Open your FlowApp
2. Click Generate with AI
3. Describe what you need in plain English
4. Review and customize the result

The AI form builder creates the schema, fields, and logic automatically.

Option 2: Build Manually

1. Open your FlowApp
2. Click Add Field to add questions one by one
3. Configure each field’s settings
4. Arrange the order

Field Types

Type	Use Case	Validation
Text	Names, short answers	Min/max length, regex
Email	Email addresses	Format validation
Phone	Phone numbers	Format validation
URL	Website links	URL format
Textarea	Long descriptions	Min/max length
Number	Quantities, amounts	Min/max value, decimals
Date	Dates, deadlines	Range limits
Select	Single choice from options	Required
Boolean	Yes/no questions	N/A
File	Documents, images	Type restrictions, size limits

Conditional Logic

Show or hide questions based on previous answers.

Example:

• Ask “Are you an existing customer?”
• If Yes → Show “Customer ID” field
• If No → Show “How did you hear about us?” field

To add conditional logic:

1. Click the field you want to conditionally show
2. Open Visibility settings
3. Set the condition (e.g., “Show when [field] equals [value]“)

Repeating Groups

Collect multiple items of the same type.

Example: Collect information about multiple children, products, or addresses.

1. Create a Repeating Group
2. Add fields inside the group
3. Users can add as many entries as needed

File Uploads

Accept documents, images, and PDFs.

Configure:

• Allowed types: Restrict to specific formats (PDF, images, etc.)
• Max size: Limit file size
• Max files: Limit number of uploads

Vision Extraction

Let AI read uploaded documents to pre-fill fields.

How it works:

1. User uploads a document (resume, ID, invoice)
2. AI extracts relevant information
3. Fields are pre-filled automatically
4. User confirms or edits

Enable vision extraction in field settings → AI → Extract from documents.

Content Blocks

Insert non-question content between fields to guide respondents through the flow.

What you can do:

• Add plain text explanations between questions (all plans)
• Add CTA buttons that open modal overlays or link to external URLs (Pro+)
• Embed YouTube, Vimeo, Loom, Cal.com, Calendly, Stripe Payment Links, Google Maps, and Typeform directly in the flow (Pro+)
• Generate personalized content with AI using the respondent’s previous answers as context (Pro+)

Content blocks support conditional visibility, so you can show different guidance based on previous answers.

Template Variables

Use {{field_name}} to personalize questions, helper text, content blocks, and CTA URLs with the respondent’s previous answers. Works with all field types including arrays and AI-processed values. Private fields resolve to [Private].

Rich Text Editor (Pro+)

Compose content blocks with a Notion-like slash-command editor. Type / to insert headings, callouts, code blocks, video embeds, and more.

CTA Buttons (Pro+)

Add up to 3 call-to-action buttons per content block. Each can open a modal overlay (with rich content or an embedded service) or navigate to an external URL. Template variables work in URLs.

AI Content Generation (Pro+)

Write a prompt and AI generates unique content for each respondent at runtime. The AI uses their previous answers as context, so the output is personalized. Private fields are excluded from AI context automatically.

Custom Branding

Make your IntakeBot match your brand:

• Logo: Upload your company logo
• Colors: Set primary and accent colors
• Welcome message: Customize the intro text
• Thank you message: Customize the completion screen

Embedding Options

Deploy your IntakeBot anywhere, whether you want to replace your contact form or add a new intake channel:

Method	Best For
Direct link	Sharing via email, social, messaging
Inline embed	Embedding in a page section
Popup modal	Triggered by button click
Widget	Floating button in corner

See the API Documentation for embed code implementation details.

Hidden Fields (Pro+)

Mark any field as hidden so it never appears in the conversation. The value still gets saved with the submission and can drive conditional logic, routing, and contact mapping. Pass values via embed code attributes, URL parameters, or static defaults.

See the full Hidden Fields guide for setup steps, code examples, and use cases like CRM linking, UTM forwarding, and A/B testing.

Multi-Language Support

IntakeBots support multiple languages:

1. Go to Settings → Languages
2. Add languages (Spanish, English, etc.)
3. Provide translations for each field
4. Users see their preferred language automatically

Next Steps

• Hidden Fields: Pass data silently via embed code, URLs, or defaults
• AI Field Intelligence: Make fields smarter with AI
• Process Boards: Track submissions through stages