Sharing and embedding
The Sharing Hub is the central place to manage how respondents access your Intake Bot. You can find these options inside the builder for any Intake Bot.
Direct link
Section titled “Direct link”Every Intake Bot has a public URL. Use this link to share your bot via email, social media, or messaging apps.
If you change the public slug of your bot in the settings, the direct link updates automatically. The Sharing Hub always shows the most recent version of your link.
QR code
Section titled “QR code”The Sharing Hub includes a built-in QR code generator. Preview the code, copy the linked public URL, or download a PNG for print materials or event signage. If you change your bot’s public slug, the QR code updates automatically to match.
QR codes are useful for event signage, printed flyers, or office check-in points. Respondents can scan the code with their mobile device to start the conversation immediately.
Embed options
Section titled “Embed options”You can add an Intake Bot to your own website using one of three embed styles. Each option provides a different experience for the respondent.
| Option | How it appears | Best for |
|---|---|---|
| Inline embed | Appears as a section within your page content. | Landing pages and dedicated contact sections. |
| Popup modal | Opens as an overlay when a respondent clicks a button. | Call-to-action buttons or specific site triggers. |
| Floating widget | A button stays in the corner of the screen to open the bot. | General support or persistent availability across a site. |
All embed options are available on every plan. You can copy the code snippet for any style directly from the Sharing Hub.
Prefilling fields
Section titled “Prefilling fields”You can pass data into your Intake Bot by adding parameters to the URL or embed code. This allows you to pre-populate fields like names or email addresses before the respondent starts. This is handled via hidden fields. For more details, see the hidden fields guide.
Geolocation in embeds
Section titled “Geolocation in embeds”If your Intake Bot uses geolocation fields, ioZen handles the technical requirements for you. The embed code includes the necessary iframe attributes to ensure location services work safely across different domains. You do not need to configure these permissions manually.
Implementation
Section titled “Implementation”The Sharing Hub provides the basic code you need to get started. If you need deeper technical details, such as event listeners or programmatic control, see the developer documentation.
Sharing and embedding features are available on all plans.
- Direct links and QR codes: Available on Free, Pro, Business, and Enterprise.
- Embed styles: Inline, popup, and widget are available on all plans.
- Hidden fields: Prefilling data requires a Pro plan or higher.