Submission intelligence
Submission Intelligence runs when someone finishes an Intake Bot. 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 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
Section titled “Routing”Build rules that use intelligence output so the right submissions land on the right board or phase without manual triage. Intelligence-aware routing is available on all plans. See Workflow routing for how routing works in general.
How configuration works
Section titled “How configuration works”When you create an Intake Bot 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 Intake Bot 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”The dimension and tier names are up to you. The model uses your definitions when it scores.
Sales: A single dimension called Fit with tiers Hot, Warm, and Cold. Hot cases get called first. Routing sends Hot straight to the senior rep’s board.
Hiring: A dimension called Candidate Quality with tiers Strong, Moderate, and Review. Recruiters batch phone screens for Strong candidates and defer Review profiles until later in the cycle.
Project intake: A dimension called Priority with tiers P1, P2, and P3. Internal requests land in the right queue without a separate triage meeting.
Insurance claims: Two dimensions: Urgency (Critical, High, Normal) and Completeness (Complete, Needs Info). Routing uses both to decide which adjuster queue the claim enters.
Field service: A dimension called Severity with tiers Emergency, Same-Day, and Scheduled. Dispatchers see the tier on every card and don’t have to open each one to decide what to act on first.
Submission Intelligence is available on all plans, including Free. Scoring, badges, the Intelligence tab, and intelligence-aware routing are included across the board. Plans differ on how many AI credits you get per month.
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”- Intake Bots: Build and edit bots, including intelligence settings
- Process boards: Work the queue with tier badges on cards
- Workflow routing: Route by intelligence score and tier