ioZen Intake Bots: AI-powered conversational forms

Intake Bots 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 Intake Bot

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

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

Content blocks

Insert guided content, calls to action, embedded services, and personalized messages between questions. Content blocks support conditional visibility, Template Variables ({{field_name}}), CTA buttons, and AI-generated content.

See the Content Blocks guide for full details, including the rich text editor, embeddable services, and Magic Moments.

Custom branding

Make your Intake Bot 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

Sharing and embedding

Deploy your Intake Bot via direct link, QR code download, inline embed, popup modal, or floating widget. The Sharing Hub in your Intake Bot settings has all the options and embed code.

See the Sharing and Embedding guide for setup details.

Hidden fields

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.

Draft session resume

When a visitor starts a conversation and leaves before finishing, their progress is saved automatically for 24 hours. The next time they open the same bot, a prompt gives them the option to continue where they left off or start fresh.

This works across all embed modes: direct link, inline, popup, and widget. If the bot’s schema changes while a draft is pending, the system detects the mismatch and starts a fresh session to avoid confusion.

Draft resume is available on all plans.

Voice input

Respondents can dictate answers using the mic button on every field type. For text and textarea fields, ioZen lightly polishes the dictation for capitalization and punctuation. For all other field types (email, phone, date, select, and so on), it parses the speech into the correct typed value. For example, saying “next Friday at 3pm” on a date field gives you an ISO date, not a string.

Voice input is available in English and Spanish. The mic button is hidden on browsers without microphone support.

See the Voice Input guide for credit costs and field-type details.

Multi-language support

Intake Bots support multiple languages:

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

Next steps

• Content Blocks: Personalize between questions with guided content and CTAs
• Voice Input: Let respondents dictate answers
• Sharing and Embedding: Publish your Intake Bot
• 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