Submission Intelligence
Submission Intelligence runs when someone finishes an IntakeBot. AI scores the submission using dimensions and tiers you define for that bot. You see the result on the board, in the detail view, and (on Business) in routing rules.
What it does
Section titled “What it does”At submission time, ioZen sends the submission to AI scoring. Each dimension is something you care about (for example fit, urgency, or risk). Each tier is a label the model assigns within that dimension, such as Hot, Warm, and Cold for a sales flow.
Dimensions and tiers are not one-size-fits-all. They match how you work.
Where you see it
Section titled “Where you see it”Process Board
Section titled “Process Board”Cards show a tier badge so you can scan priority at a glance.
Submission detail
Section titled “Submission detail”Open a card and go to the Intelligence tab for the full breakdown (scores, tiers, and notes per dimension).
Routing (Business plan)
Section titled “Routing (Business plan)”Build rules that use intelligence output so the right submissions land on the right board or phase without manual triage. Pro includes intelligence on cards and in the detail panel; Business adds intelligence-aware routing. See Workflow Routing for how routing works in general.
How configuration works
Section titled “How configuration works”When you create an IntakeBot with AI, ioZen proposes dimensions and tiers for that use case. A veterinary clinic might get something like Pet Health Urgency with tiers that match triage, not a generic Relevance label.
You can refine everything later in IntakeBot settings: edit dimensions, tiers, and what each tier means for the model.
If you built a bot without AI, you are not stuck. Open the bot and use Set Up Intelligence to turn scoring on and configure dimensions and tiers there.
Example setups
Section titled “Example setups”Sales lead capture often uses tiers such as Hot, Warm, and Cold so the team knows whom to call first.
Hiring flows might use Strong, Moderate, and Review so recruiters batch phone screens and defer borderline profiles.
Project intake can use Priority, Consider, and Backlog to line up internal requests without a separate meeting for every idea.
Risk or compliance reporting might map to Critical, High, Medium, and Low so escalations surface automatically.
Support-style intakes can use Urgent, Normal, and Low so the queue order matches real severity.
Pick names that match your language. The model uses your definitions when it scores.
Submission Intelligence is available on Pro and Business.
Business adds routing rules that can use intelligence. Pro still gets scoring, badges, and the Intelligence tab on each submission.
Each scored submission uses 2 AI credits. Credits come from your plan allowance or from credit packs you buy.
If you need to change inputs or fix a bad score after the fact, open the submission, go to the Actions tab, and run a manual re-analysis when your workflow allows it.
Next steps
Section titled “Next steps”- IntakeBots: Build and edit bots, including intelligence settings
- Process Boards: Work the queue with tier badges on cards
- Workflow Routing: Route by intelligence on Business