Your First FlowApp

In this tutorial, you’ll create a simple contact form FlowApp from scratch. By the end, you’ll have a working form that collects inquiries and creates contacts automatically.

Time: 5 minutes
Difficulty: Beginner
What you’ll learn: Creating FlowApps, adding fields, publishing, and viewing submissions

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What You’ll Build

A contact form that collects:

• Name
• Email
• Message
• How they heard about you

When someone submits, you’ll get:

• A submission record with all their answers
• A contact automatically created in your Contact Center
• Optional: Email notification

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Step 1: Create a New FlowApp

1. Log in to app.iozen.ai
2. From your workspace dashboard, click New FlowApp
3. Name it “Contact Form”
4. Click Create

You’ll land on the IntakeBot editor, a blank canvas ready for your questions.

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Step 2: Add Your Fields

Let’s add the questions we want to ask.

Add a Name Field

1. Click Add Field (or the + button)
2. Select Text as the field type
3. Configure:
   • Label: “What’s your name?”
   • Field name: name (used internally)
   • Required: Yes
4. Click Save

Add an Email Field

1. Click Add Field
2. Select Email as the field type
3. Configure:
   • Label: “What’s your email?”
   • Field name: email
   • Required: Yes
4. Click Save

The Email field type automatically validates that submissions include a valid email address.

Add a Message Field

1. Click Add Field
2. Select Textarea (for longer text)
3. Configure:
   • Label: “How can we help you?”
   • Field name: message
   • Required: Yes
4. Click Save

Add a Source Field

1. Click Add Field
2. Select Select (dropdown)
3. Configure:
   • Label: “How did you hear about us?”
   • Field name: source
   • Options: Add these choices:
     • Google Search
     • Social Media
     • Friend/Referral
     • Other
   • Required: No
4. Click Save

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Step 3: Preview Your Form

Before publishing, see what your form looks like:

1. Click Preview in the top right
2. A preview window opens showing your IntakeBot
3. Try filling it out to test the experience
4. Close the preview when done

Tip: The conversational interface shows one question at a time. This increases completion rates compared to traditional forms.

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Step 4: Customize the Experience (Optional)

Welcome Message

1. Click Settings → Messages
2. Edit the Welcome message: “Hi! We’d love to hear from you. Let’s start with a few quick questions.”
3. Edit the Thank you message: “Thanks for reaching out! We’ll get back to you within 24 hours.”

Branding

1. Click Settings → Design
2. Upload your logo
3. Choose your brand colors
4. Preview the changes

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Step 5: Publish Your FlowApp

Time to go live!

1. Click Publish in the top right
2. Your FlowApp is now live
3. Copy the Share link that appears

You can share this link via:

• Email
• Social media
• Text message
• Anywhere you want to collect responses

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Step 6: Test It Yourself

1. Open the share link in a new browser tab (or incognito window)
2. Fill out the form as if you were a visitor
3. Submit your response

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Step 7: View Your Submission

Go back to your FlowApp dashboard:

1. Click the Records tab
2. You’ll see your test submission
3. Click it to view the full details

Check the Contact

1. Go to Contacts in the left sidebar
2. You’ll see a new contact was created automatically
3. Click it to see the linked submission

This is the magic: Every submission creates structured data AND builds your contact database, no extra work required.

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Step 8: Embed on Your Website (Optional)

Want the form on your website instead of a separate link?

1. Go to Settings → Embed
2. Choose your embed style:
   • Inline: Form appears in a page section
   • Popup: Form opens in a modal
   • Widget: Floating button in the corner
3. Copy the embed code
4. Paste it into your website’s HTML

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What You’ve Accomplished

In just 5 minutes, you’ve built a FlowApp that:

✅ Collects contact information conversationally
✅ Validates email addresses automatically
✅ Creates contacts in your Contact Center
✅ Stores submissions as structured records
✅ Can be shared via link or embedded on your site

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Next Steps

Now that you have the basics, try these:

• Add AI Intelligence: Let AI ask follow-up questions
• Set up a Process Board: Track inquiries through stages (New → Contacted → Closed)
• Add Routing Rules: Auto-assign urgent requests to specific team members
• Build a Quote Request Form: More complex example with conditional logic

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Pro Tips

Tip 1: Field Order Matters

Put easy questions first (name, email) to build momentum. Save longer questions for later.

Tip 2: Keep It Short

Every field you add reduces completion rates. Only ask what you truly need.

Tip 3: Use Conditional Logic

Show/hide fields based on previous answers. If someone selects “Other” for how they heard about you, show a follow-up asking them to specify.

Tip 4: Test on Mobile

Most people will complete your form on their phone. Preview on mobile to ensure it looks good.