No. ioZen takes in every customer, organizes what they ask for and moves it through the phases of your work. It keeps each person as a contact, but it doesn't make you run a sales pipeline.

Do I need to know how to code?

No. Tell ioZen about your business and it builds your first FlowApp. Then change it from the screen, or ask Zen to.

Does it work for my kind of business?

It works wherever the work starts with a customer asking for something, like an estimate at a carpentry shop, an appointment at a clinic or a quote from an insurance broker.

Guide · Get started

What ioZen is

ioZen answers your customers with a conversation that asks what you would ask, turns every reply into a scored case, and hands it to your team on a board, ready to work.

3 min · updated Nov 6, 2026Leer en español →

Every business gets requests all day: on WhatsApp, through the website form, on social media. ioZen answers them with a conversation, asks for what's missing and hands your team a complete case, in order and prioritized. All of that lives in a FlowApp.

The parts of a FlowApp

Intake Bot: the conversation that answers your customers. It lives on a link (which you can put in your Instagram or Facebook bio), a QR code, your website or WhatsApp (from the Business plan), and asks the questions you would ask, one at a time.
Case: every finished conversation becomes a case, with the answers, the person's contact details and a score the AI works out so you know what to handle first.
Process Board: the board where cases land. Each column is a phase of your work, such as Received, Estimate and Quoted, and you move a case along as it progresses.
Tables and records: what you want to keep apart from the case, like orders, appointments or policies, each in its own table.
Zen: ioZen's AI. It explains your FlowApp and makes changes when you ask, showing you what it will do first.

What your customer sees

A chat that opens on their phone or on your website, with your name and your tone. They answer at their own pace, and when they're done your team has everything it needs to get back to them.

A customer answers a business's Intake Bot from their phone.

What your team sees

The case lands on the Process Board, in the phase the Intake Bot's route picks (the first one by default), with the answers and its score. From there the team assigns it, comments on it and moves it through to the outcome.

The case on the board, with the answers from the conversation.

On every FlowApp's home, “How this FlowApp works” sums it up in four parts: “1 · People start in”, “2 · Saved as”, “3 · Moves through” and “4 · Done for you”.

Where to start

If you want a FlowApp built for your business, follow Create your first FlowApp: it takes about five minutes.
If you'd rather start from one that already exists, see Install a FlowApp.

Frequently asked questions

Is ioZen a CRM?: No. ioZen takes in every customer, organizes what they ask for and moves it through the phases of your work. It keeps each person as a contact, but it doesn't make you run a sales pipeline.
Do I need to know how to code?: No. Tell ioZen about your business and it builds your first FlowApp. Then change it from the screen, or ask Zen to.
Does it work for my kind of business?: It works wherever the work starts with a customer asking for something, like an estimate at a carpentry shop, an appointment at a clinic or a quote from an insurance broker.