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ioZen

ioZen Quick Start: Build Your First FlowApp

Get your first lead capture FlowApp live in minutes. By the end of this guide, you’ll have a working FlowApp collecting leads through a conversational interface.

Step 1: Sign Up (30 seconds)

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  1. Go to app.iozen.ai
  2. Click Start free
  3. Enter your email or sign in with Google
  4. Name your workspace

Step 2: Create a FlowApp (30 seconds)

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  1. From your dashboard, click New FlowApp
  2. Give it a name (e.g., “Quote Requests”)
  3. Click Create

Step 3: Generate with AI (60 seconds)

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  1. Click Generate with AI
  2. Choose a use case from the AI suggestions, or describe your own
  3. Review the AI’s conversation plan (goal, audience, beats, and branching logic)
  4. Approve or adjust the plan (up to 2 rounds of refinement)
  5. ioZen builds your Intake Bot automatically

The Generate with AI guide covers the full Smart Wizard flow.

Step 4: Customize (60 seconds)

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Fine-tune your IntakeBot:

  • Add/remove fields: Click + to add, × to remove
  • Adjust settings: Required fields, validation rules
  • Preview: See how it looks to respondents

Step 5: Publish (30 seconds)

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  1. Click Publish in the top right
  2. Copy your share link
  3. Test it yourself by filling it out

Step 6: View Submissions (30 seconds)

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  1. Submit a test response
  2. Return to your FlowApp dashboard
  3. See your submission in the Records tab
  4. Check the Contacts tab: a contact was created automatically

Step 7: Share it (30 seconds)

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  1. Click Sharing in your Intake Bot settings
  2. Copy the direct link, or download a QR code for print
  3. Or grab the embed code to add it to your website

See Sharing and Embedding for all options.

You’re Done!

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In under 5 minutes, you’ve created a lead capture system that:

  • Captures and qualifies leads through conversation
  • Creates structured records
  • Builds your contact database automatically

Next Steps

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