Frequently asked questions

ioZen is a platform that replaces contact forms with AI-powered conversations called FlowApps. You paste your website URL, and ioZen builds a complete lead capture system — including a conversational IntakeBot, a visual process board, and a built-in CRM — in minutes. No code required.

A FlowApp is a complete mini-application that combines three things: an IntakeBot (conversational AI that collects information), a Process Board (visual pipeline for managing leads), and a Contacts CRM (customer records with full history). One FlowApp replaces your form builder, CRM, and project tracker.

An IntakeBot is the customer-facing part of a FlowApp. Instead of a static form, visitors have a natural conversation. Questions flow one at a time. When answers are vague, the AI asks follow-ups. When someone uploads a document, the AI reads it and extracts the data automatically. Completion rates are 40%+ higher than traditional forms.

ioZen's AI crawls your website — not just the homepage, but multiple pages. It reads what your business does, what services you offer, and who your customers are. It then infers which intake processes would be most valuable for your business, generates the conversation questions, routing rules, and pipeline stages. The FlowApp is ready to publish. You don't write a single word.

Form builders collect data and dump it into a spreadsheet or send you an email. ioZen collects data through conversation, then automatically routes each submission into a visual process board, creates a contact record, and notifies your team. You replace the form builder, the CRM, and the workflow tool with one platform — and ioZen generates it from your URL instead of requiring you to build it from scratch.

Yes. No credit card required, no trial period, no catch. The Free plan includes 1 FlowApp, unlimited IntakeBots, 5 process boards, 500 contacts, a full CRM, and 1,000 AI credits. It stays free for as long as you use it.

AI credits are used every time ioZen runs AI on your behalf: generating a FlowApp from a URL, asking AI follow-up questions inside an IntakeBot, extracting data from uploaded documents, and AI-powered field validation. Free plan includes 1,000 credits one-time. Pro gets 1,000 per month. Business gets 10,000 per month. Credits don't roll over between months.

Yes. Every IntakeBot can be embedded on any website with a single script tag, or shared as a standalone link. No developer needed. The embed is responsive and works on all devices and platforms.

Yes. ioZen supports HIPAA-ready configurations with private fields that AI never sees and encryption for sensitive data. For GDPR compliance, a signed Data Processing Agreement (DPA) is available. The full list of subprocessors is published at iozen.ai/legal/subprocessors/.

Yes. Your data is yours. You can export contacts, submissions, and records to CSV at any time. ioZen does not sell your data or use it to train AI models.

Your data stays available for 30 days after cancellation. During that time you can export everything or reactivate your account. After 30 days, data is permanently deleted.

Yes. Upgrades are instant and your data carries over. You can downgrade anytime, and the change takes effect at the end of your billing period.

Yes. Annual plans give you 2 months free, which works out to a 17% discount. Pro is $290/year, Business is $990/year.

Yes. REST API access is available on Pro and Business plans. Full documentation is at iozen.ai/docs/.

On the Business plan, you can remove ioZen branding from IntakeBots and process boards. This lets agencies deploy ioZen for clients under their own brand.

For teams that need more than 20 members, custom integrations, or SLAs, reach out to [email protected] and we'll put together a plan that fits.