Features
Everything you need to answer fast and sell more.
AI agents that answer every person, score every case and pass it to the right person. Here's everything that works today, and which plan it's on.
Which plan
- No tag: every plan
- From Pro · $29 per month
- From Business · $99 per month
- Coming soon
if it doesn't say "coming soon", you can use it today
01
Intelligent Intake
Your agent answers every person the way your best advisor would.
Your agent answers every person the way your best advisor would.
Intake Bots
Conversational data collection that adapts to each person
AI Generation
Describe what you need in plain English and AI builds it
Voice Input
Respondents can speak their answers. The Intake Bot transcribes and validates them.
Voice Packs
A single voice personality (warm, professional, ludicrous) across questions, follow-ups, and messages.
Magic Moments
Celebration effects on content blocks: confetti, theatrical, magical, whimsical.
AI Field Intelligence
Three per-field AI modes: value extraction, socratic follow-ups, and strict validation. Enforcement modes can save the extracted value.
AI Document Extraction
From ProUpload once, answer never. Extract structured data from documents into form fields.
Agent Block
From BusinessGoal-driven agents that answer grounded questions or pursue an objective, then hand off to the next step.
AI assistant · Distribuidora Andes
Can you share the purchase order? A photo is enough.
purchase-order.jpg
Thanks. And when do you need delivery?
0:04
What the AI understood
- Product
- Black ergonomic chair
- Quantity
- 120
- Delivery
- Nov 20, 2026
From the photo and the voice note · sample
02
Workflow & Data
Every case arrives organized, scored and with the right person.
Every case arrives organized, scored and with the right person.
Process Boards
Visual Kanban-style workflow to track submissions through stages
Notifications
One bell for what teammates need from you: cases assigned to you, mentions, and activity on the cases and boards you follow. You choose in-app or email per category.
Records
Your bots save only what matters. Records are born as cases move, and each one keeps its history.
Contact Center
Everyone in one place. People who come back don't repeat what they told you, and each value shows where it came from.
Knowledge
From BusinessWrite reusable Markdown once. Connected Intake Bots answer from it and cite the passages they used.
Case distribution
From BusinessAssign new cases to the right team member automatically, by country, channel, Intake Bot or score, in rotation or by workload.
Workflow Routing
Automatically send submissions to the right Process Board and Phase
Submission Intelligence
AI scores, tiers, and analyzes every submission at the moment it lands.
Copy FlowApp across workspaces
Copy a FlowApp's structure and configuration from one workspace to another in a single transaction, without submission or case data.
1 · Arrives scored
Laura M.
86
120 chairs by Nov 20. She needs an invoice for her company.
2 · Routes itself
IF score ≥ 80 and for a company
→ Andrea
3 · Andrea finds out
You've been assigned case 0412, Laura M.
Process Board · Ready to quote
nobody has to hand out cases
03
Channels & Inbox
Answer where your clients already are.
Answer where your clients already are.
WhatsApp Channel
From BusinessRun the same Intake Bots on WhatsApp. Hand the conversation to your team when a person needs to step in.
Team Inbox
From BusinessOne shared inbox for WhatsApp conversations: live threads, assignment, and human replies.
Team Inbox · WhatsApp
Laura M.
9:12
Andrea is replying
Pedro G.
9:05
The agent is asking her questions
Sofía R.
8:51
Assigned to Jorge
Laura M. · +593 99 *** 4410
sample
AI assistant · Distribuidora Andes
All set, Laura. Your advisor can now quote the 120 chairs.
Can I pay in installments?
Andrea joined the conversation
Hi Laura, this is Andrea. Yes, up to 12 installments. I'll send you the options in 10 minutes.
04
Analytics & Insights
You know what works and where you lose clients.
You know what works and where you lose clients.
Submission Analytics
From BusinessSee where people complete, stall, and drop off across every submission.
Conversations · last 30 days
77% finish the conversation
- Completed
- 241
- In progress
- 18
- Abandoned
- 53
Where they come from
| Campaign | Cases | Finish |
|---|---|---|
| meta · business-insurance-nov | 164 | 84% |
| tiktok · first-car | 81 | 52% |
| email · renewals | 38 | 92% |
| No campaign (direct WhatsApp) | 29 | 79% |
What people ask most · AI summary
- Does it cover my whole fleet?46
- Can I pay in installments?31
- What does the deductible cover?22
Overall tone: in a hurry, but keen to buy.
Sample data · Analytics included in the Business plan
05
Integrations & API
ioZen connects to what you already use.
ioZen connects to what you already use.
Public API v1
From ProREST API for Intake Bots, submissions, Process Boards, contacts, records, webhooks, and WhatsApp
Outbound Webhooks
From ProReal-time event notifications delivered to your endpoints
Integration Action Blocks
Automatically trigger any integration action as cases progress through an intake bot
Marketing Attribution
From BusinessKnow which campaigns actually convert with full UTM and click ID tracking
Ad Platform Integrations
From BusinessSend conversion events to Meta, TikTok, and Google Analytics
Ad networks
From BusinessSave Meta, TikTok, and Google credentials once per workspace
Credit Packs
From ProPurchase additional AI credits anytime on paid plans
Integrations
Connect your tools and trigger any integration action from an Intake Bot, with deterministic, assisted or agentic execution
Case 0412
Laura M.
120 chairs · for a company · scored 86
sample
HubSpot · contact and deal created
✓
Your system · webhook delivered
200 OK
Meta, TikTok and Google Analytics · case reported
✓
06
Customization & Branding
It looks like your business, not ours.
It looks like your business, not ours.
Remove ioZen Branding
From BusinessRemove 'Powered by ioZen' from your Intake Bots
Custom Domains
From BusinessServe Intake Bots from your own domain
Pages
Coming soonBuild your FlowApp's site from its own pages, open to anyone or only to your team.
Distribuidora Andes
AI assistant · replies in seconds
Hi, I'm the Distribuidora Andes AI assistant. What do you need a quote for?
120 office chairs.
Powered by ioZen
- Your domain in the address bar
- Your logo and colors
- No "Powered by ioZen" at the bottom
Sample brand
07
Security & Compliance
Your clients' data, protected.
Your clients' data, protected.
Private Fields
From BusinessSensitive data stored separately, never exposed to AI
Encrypted Fields
From BusinessHighest-sensitivity data stored in Supabase Vault
Multi-Tenant Isolation
Row Level Security on all tables with complete workspace separation
Role-Based Access Control
Owner, Admin, and Member roles with scoped permissions
Case 0412 · order
- Name
- Laura M.
- ID number
- •••• ••• 4410encrypted
- Address
- Av. Amazonas N24private · AI can't see it
- Delivery
- Before Nov 20
Team roles
- Owner
- The whole workspace
- Admin
- Sets up and manages
- Member
- Handles cases
sample