What is an Intake Bot?

An Intake Bot replaces a static form with an AI conversation. It asks one question at a time, adapts to previous answers, and follows up when a response is unclear. Your team receives a structured, qualified conversation instead of a name and email address.

How does AI form generation work?

Describe what you need in plain English, and ioZen's AI generates the complete FlowApp: the lead capture conversation, pipeline stages, routing logic, and CRM fields. You can customize anything after generation.

What are Process Boards?

Process Boards are visual pipelines built into ioZen. When a lead completes an Intake Bot, a card is created on the right board. Your team can review the context, assign an owner, and move the lead through each stage.

Does ioZen integrate with ad platforms?

Yes. ioZen keeps UTMs, click IDs, and first/last touch with the conversation. Conversion events can be sent back to Meta, Google Ads, LinkedIn, and TikTok. Personally identifiable information is hashed before transmission.

Is my data secure with ioZen?

Yes. ioZen uses TLS 1.3 in transit and AES-256 at rest, with private fields that AI never sees. We run on SOC 2 Type II certified infrastructure (Supabase, Vercel, Cloudflare). GDPR and CCPA compliance are in progress; HIPAA is not yet supported. See our security page for the full status.

Features

Qualify and route every paid lead

Name: ioZen
Author: ioZen

Browse the capabilities behind each step, from the first conversation to scoring, routing, and source attribution. Plan requirements appear on every feature.

Watch the product in action.

Browse by outcome, or see how the full system fits together on Product.

Respond and qualify

While the lead still cares

Get the lead to the right person

With answers, score, and owner

See which sources perform better

From click to completed conversation

Capture the Demand

Intake Bot

Free Pro Business Enterprise

Respond and qualify on Product

Replace a static form with a conversation that asks one question at a time. Each question can adapt to what the lead just said.

Conversational flow
Questions adapt based on previous answers
Conditional logic
Different paths for different leads, all within the same Intake Bot
File uploads with AI extraction
Respondents upload a document; AI reads it and pre-fills the follow-up fields. Driver license, invoice, passport, utility bill.
Multi-language support
Spanish, English, and more. Reach every audience.

See the Intake Bot guide →

Beyond lead capture

Content Blocks

Guided text, CTAs, and messages between questions

Template Variables

Personalize with {{field_name}} from previous answers

Rich Text Editor

Notion-like slash commands for headings, callouts, and code

CTA Buttons

Up to 3 buttons per block: modal overlays or external links

Embeddable Services

YouTube, Cal.com, Calendly, Stripe, and more inside flows

AI Content Generation

AI writes personalized content per respondent at runtime

Magic Moments

Celebration effects on content blocks: confetti, fireworks, gong, and six more. Tone-aware, lazy-loaded, reduced-motion friendly.

Voice Packs

Playful, warm, professional, formal, or Ludicrous. One tone carries consistently from welcome to farewell.

Hidden Fields

Pass values via embed code or URL parameters silently

Test Autopilot

Auto-fill or auto-play your bot with realistic, locale-aware test data

Repeating Groups

Collect multiple items of the same type (children, products, addresses)

Geolocation Capture

GPS coordinates from the respondent's device with map preview. Zero API costs.

Resume Unfinished Conversations

Returning visitors pick up where they left off. Sessions saved automatically for 24 hours.

Mobile-First Chat

A persistent composer keeps the keyboard up across every field. No popping, no viewport jumps. Feels native, not like a form.

Record Lookup Fields

Respondents search and pick an existing Record row instead of typing. One shared table can back many questions with row filters, and carry extra columns from the matched row onto the submission.

Calculated Fields

A hidden field totals a group of tagged questions (sum, average, min, max, or count) and can attach a band label like low or high. Show the running total mid-conversation in a content block.

Early Endings

Mark any content block as the end of a path. The submission closes there, the full pipeline still runs.

Brand Kit

Apply a public site, or a starting look, to Intake Bots: type, button color, answer layout, and surface. ioZen does not generate that art.

Voice on Every Field

Talk to your Intake Bot

Free Pro Business Enterprise

Respond and qualify on Product

Leads tap the mic and speak. Their answer becomes structured input in the right field, including dates, phone numbers, multi-select answers, and locations.

Live transcription on text fields
Streams as you speak with a light AI polish for capitalization and punctuation.
Typed extraction on every other field
"Next Friday at 3pm" becomes an ISO date. "Five five five one two one two" becomes a phone number. "All except YouTube" picks every option but YouTube.
Audio stays on the device
Browser handles transcription locally. We never store the recording.
English, Spanish, and counting
On by default for new bots. Hidden cleanly on browsers without mic support.

When would you like to start?

Your words will appear here…

Tap to speak

Voice on every field. EN, ES & more. Audio stays on device.

Smart FlowApp Wizard

AI discovers your organization

Paste your URL and AI suggests use cases for your role

Review the conversation plan

Goal, audience, beats, branches. Approve or refine in plain English.

Review the full proposal

Questions, boards, phases, and routing rules

Your FlowApp is live

14 questions, 2 boards, 1 routing rule

AI-Powered

AI Generation

Free Pro Business Enterprise

Describe the intake process you need. ioZen drafts the questions, boards, phases, and routing rules for you to review before the FlowApp goes live.

Conversational Onboarding
Paste your website URL. AI discovers your org, suggests use cases by role, and builds your first FlowApp. Then pick how to deploy: direct link, embed code, email your webmaster, or follow a guide for your CMS (14 platforms supported).
Smart FlowApp Wizard
Pick from AI-generated suggestions or describe your need. Review questions, boards, and routing, then refine with up to two adjustment rounds.
Smart IntakeBot Create
Add bots to any FlowApp through a conversation. Choose from context-aware suggestions, describe what you need, or upload a document to extract fields automatically.
AI Plan Review
Before any schema is written, AI drafts a short plan (goal, audience, conversation beats, branches, priority signal) and waits for your sign-off. Catches branching mistakes early, like asking someone to upload a file before checking they have one.

Voice Pack

Playful

Light, fun, emoji-friendly. Use for B2C and consumer flows.

Warm

Empathetic, human-centered. Use for healthcare, HR, nonprofits.

Professional

Confident and clear. Use for B2B, agencies, finance.

Formal

Precise and structured. Use for legal, government, compliance.

Ludicrous

Comedy-first. All 9 Magic Moments unlocked. Built for demos and showcases.

Consistent Tone

Voice Packs

Free Pro Business Enterprise

Choose one tone for the full Intake Bot, including questions, follow-ups, content blocks, the welcome, and the closing message.

Five tones to choose from
Playful, warm, professional, formal, and Ludicrous. The AI selects the right one from your description, or you pick it manually.
Ludicrous for demos and showcases
Comedy-first tone that unlocks all 9 Magic Moment effects with no cap. Activated automatically when your prompt asks for a showcase or "all the magic moments" experience.
Tone-aware Magic Moments
Playful bots get up to two celebration effects. Warm bots get one from a curated subset. Professional and formal bots get none.
Applied at generation
The Voice Pack is set when the bot is generated and kept consistent across all content during regeneration runs.

Smart Fields

AI Field Intelligence

Free Pro Business Enterprise

Respond and qualify on Product

Set how each field should handle an answer. AI can remove conversational filler, ask for a missing detail, or enforce a required format.

Value Extraction
Silently strips conversational noise before saving. "Hi, my name is Pedro" becomes "Pedro."
Socratic Negotiation
AI asks follow-ups when answers are vague or incomplete
Strict Validation
Enforces exact format requirements. Strict Validation and Socratic Negotiation can save only the clean value that meets the field goal, not the whole reply.
Privacy controls
Sensitive data like payment info and IDs never sent to AI

See the AI Fields guide →

Vision AI

AI Document Extraction

Pro Business Enterprise

When a lead uploads a document, ioZen reads it and fills the related fields. The lead reviews the extracted information and confirms it before continuing.

Works on any document type
Driver license, passport, invoice, utility bill, insurance card. Add a document hint to help the AI know what to expect.
Auto-generates child questions
Upload a sample document and ioZen generates the child question set automatically. Name, address, date of birth, account number, and more.
Confidence threshold
Fields that don't meet the 60% confidence threshold stay blank for manual entry. No wrong data silently saved.
Works anywhere in the conversation
Enable extraction on file questions at any nesting depth, including inside conditional branches.

See the AI Fields guide →

Reading your document...

drivers_license.jpg

Extracting fields...

Full name

Maria Gonzalez

98%

Date of birth

March 12, 1989

97%

Address

142 Oak Street, Austin TX

92%

License number

DL-4829-TX

95%

4 fields pre-filled. Review and confirm.

Magic Moments

🎊

Confetti

🎆

Fireworks

⛈️

Thunderstorm

🌬️

Deep Breath

🔔

Gong

💥

Explosion

🎭

Drama Curtain

🌈

Rainbow Portal

🦄

Flying Unicorn

Intensity: subtle / standard / epic respects reduced-motion

Celebration Effects

Magic Moments

Free Pro Business Enterprise

Add a celebration effect when a lead reaches a specific content block. Choose the effect and intensity, or let the selected Voice Pack decide.

Nine effects
Confetti, fireworks, thunderstorm, deep-breath, gong, dramatic-explosion, drama-curtain, rainbow-portal, and flying-unicorn. Each runs at subtle, standard, or epic intensity.
Lazy-loaded, zero overhead
Each effect is loaded independently. A bot using no Magic Moments ships zero extra bytes. A bot using only confetti loads only the confetti code.
AI picks the right effect per tone
Playful bots get up to two effects from the full library. Warm bots get one from a curated set. Professional bots get none. Effects you set manually are always preserved.
Accessibility built in
Respects prefers-reduced-motion and Save-Data. A bot-level kill switch in Settings turns off all effects at once.

Guided content

Content Blocks

Free Pro Business Enterprise

Place useful content between questions. Show a summary, open a booking or payment step, or play a video without sending the lead to another page.

Rich editor, slash commands
Headings, callouts, code blocks, embeds, video, and images via /image. Uploads compress to WebP and serve from a CDN. Same editor for block body and CTA modal content.
CTAs that stay in the flow
Up to three buttons per block. Each opens a modal overlay, embeds a service, or links out. Put {{field_name}} in URLs so every link is personalized.
Embeds where you need them
Cal.com, Calendly, Stripe Payment Links, YouTube, Loom, Google Maps, Typeform, or any custom URL inside the intake chat.
AI copy per respondent
Write a prompt once. At runtime the block generates unique content from that person's answers. Pair with Magic Moments when you want a celebration on the same step.

Content Block

Thanks, Maria. Based on your timeline and budget, here is what we recommend for a full website redesign.

Next steps

Book a 30-minute scope call, or pay the deposit to hold your slot in the queue.

Book intro call Pay deposit

Cal.comStripeLoom

New Leads

Maria G.

Hot

Website · $12,500

Robert K.

Warm

Branding · $4,200

In Review

James T.

Hot

Campaign · $8,000

Qualified

Drag here

Manage the Pipeline

Process Boards

Free Pro Business Enterprise

Get the lead to the right person on Product

Each completed conversation becomes a card on the right board. Your team can review the context, assign an owner, and move the lead through each stage.

Drag & drop cards
Move items between stages with a click or a drag
Assign to teammates
Put one or more owners on a card, see avatars on the board, and filter by assignee. New assignees get an email with a direct link.
Real-time collaboration
Your whole team sees updates instantly
Auto card creation
New cards created automatically when leads come in
Intelligence on cards
AI tier badges and scores visible at a glance. Full dimension breakdown in the detail panel.
Unread
A dot marks a card when a linked inbox thread has an unread message. Filter to the leads nobody has picked up.
Amounts and outcomes
A column can total one currency amount. A phase can record a purchase, a meeting, or a named event the first time a lead enters it. That is a first-party event, not a stored ROAS number.
Copy FlowApp across workspaces
Move a FlowApp's full structure to another workspace in one transaction. A preflight checklist shows Intake Bots, boards, phases, and Record Types to be copied, with deep links to reconnect any missing integrations or contact fields in the destination.

See the Process Boards guide →

Data

Records

Free Pro Business Enterprise

Store the structured information your process needs, then link it to contacts, submissions, and related records.

Custom schemas
Define fields for Projects, Clients, Orders, or anything you need
Rich field types
Text, number, date, select, multi-select, references, and more
Contact linking with roles
Link clients, team members, and vendors to each record
Parent-child relationships
Connect projects to clients, tasks to projects
Schema versioning
Edit fields anytime. Old submissions stay intact with their original schema, so historical data never breaks.

Project #PRJ-2026-0042

Active

Type

Website Redesign

Start Date

Feb 3, 2026

Client

Maria Garcia

Account Lead

Tom Wilson

Linked Files

📄 brief.pdf 📷 brand-assets.zip

Maria Garcia

[email protected]

Hot Lead Enterprise Active

Submissions 3

First Contact Jan 2026

Lead Score 92 / 100

Close the Deal

Contact Center

Free Pro Business Enterprise

Each lead becomes a contact with the conversations and records tied to them. Your team sees that history across FlowApps in one place.

Unified view
See every interaction, conversion, and note for each contact
Custom fields & groups
Track lead scores, preferences, and anything you need
Tags & segments
Hot leads, VIP clients, follow-up needed
Export to CSV
Download contacts with selected fields anytime
Contact Import Wizard
Import contacts from CSV or Excel. Column mapping, duplicate detection, and auto-field creation. Contacts land structured and clean.

Automation

Workflow Routing

Free Pro Business Enterprise

Get the lead to the right person on Product

Route each lead by its answers, score, or current phase. Rules can send it to the right board, stage, or person without manual sorting.

Rule-based automation
Define conditions with AND/OR logic, nested groups
AI-generated rules
AI analyzes your schema and suggests intelligent routing
Default routes
Fallback destinations when no rules match
Priority levels
Route urgent items to the front of the queue
Intelligence-aware routing
Route based on AI scores and tiers. Hot leads go straight to senior reps.

See the routing guide →

Lead Routing Rules

Enterprise LeadsPriority 1

IF budget > $50,000 OR employees > 500

→ Senior Sales Queue

Standard LeadsPriority 2

IF budget ≤ $50,000

→ Auto-Nurture Queue

Default: → General Inbox

Submission Intelligence

Hot Enterprise website redesign

Warm Logo design request

Cold General inquiry

Score breakdown

Budget signals

Timeline urgency

Scope clarity

AI Scoring

Submission Intelligence

Free Pro Business Enterprise

Get the lead to the right person on Product

Score and tier every completed conversation as it arrives. Your team can see which leads look most promising before opening each record.

Works for any scoring use case
Sales: Hot/Warm/Cold. HR: Strong/Moderate/Review. Support: Urgent/Normal/Low. You define the dimensions.
Tier badges on your board
Colored badges show directly on Process Board cards. Full breakdown in the detail panel.
Route by intelligence
Auto-route submissions based on score and tier. Hot leads go to the urgent board automatically.
Zero config needed
AI generates dimensions and tiers during bot creation. A veterinary clinic gets "Pet Health Urgency," not generic "Relevance."

Automation

Action Blocks

Free Pro Business Enterprise

Get the lead to the right person on Product

Add an Action Block to run a tool in a connected service when a lead reaches a step or finishes intake. Send the same data to HubSpot, Zoho, Google Sheets, Slack, and more.

Hundreds of connected tools
CRM, spreadsheets, project boards, messaging, email marketing, and more. New tools ship through the integration catalog, not custom builds.
Field mapping with template variables
Map lead answers into any tool parameter using {{field}} tokens. The same syntax works across the integration catalog.
Timing control
Fire on-pass when the respondent reaches the block mid-flow, or on-complete after the full intake finishes.
Execution audit log
Every run logs status, timing, credit usage, and errors on the submission detail Actions tab.
Integration catalog
Enable tools from the connected catalog without code changes. GoHighLevel can create contacts, opportunities, tags, and notes. Adding a block starts in a wizard: connect the app, accept or skip native field mapping, see extra keys, and send a test with dummy data.

Execution tiers

Deterministic

One preconfigured tool call. You map every parameter before it runs.

Assisted

AI fills unmapped parameters from a short instruction you write.

Agentic

Multi-step agent loop across allowed tools, with step and credit caps.

See the Action Blocks guide →

Action Block — Intake completed

HubSpot: Create Contact

Done

[email protected]

firstname

Maria

Zoho: Create Lead

Done

2 actions 340ms · 4 credits

Conversational AI

Agent Blocks

Business Enterprise

Get the lead to the right person on Product

One block collects typed answers and can answer from documents you attach. New Agent Blocks are on Business and Enterprise. Blocks you already published on Pro keep serving.

Collector and Advisor
A Collector gathers typed outputs in order. An Advisor answers from attached sources and has nothing to collect. Pick a structured conversation or let the agent lead. If there are no outputs, the style choice stays hidden.
Typed outputs
Outputs use the same field types, validation, and required rules as ordinary questions. Values land on the submission for records, routing, exports, and action blocks.
Decision tables
Record Type rows decide which combinations are valid. A derived column fills itself once the answers pin one row. Large option sets use search, so a lead never types an invalid choice.
Grounded documents
Attach Knowledge documents, a collection, or inline Markdown. The block cites what it used and declines when the documents do not cover the question.
A plain fallback
If AI or credits are unavailable, the block asks the fields as ordinary questions. You can nest an Agent Block inside a conditional branch. An objective can reference earlier non-private answers.

Autonomous, which pursues an objective with a capped loop, is in beta. It is not offered as a generally available block.

Agent Block

Agent says

What type of coverage are you looking for?

Respondent says

Something for my small business, maybe liability

Agent says

Got it. How many employees do you have?

coverage_type General Liability

business_size collecting...

Knowledge

Lead asks

Does the liability policy cover a subcontractor?

From coverage-notes.md

Yes, when the subcontractor is listed on the certificate. The bot cites that passage and does not invent the rest.

Used by 3 Intake Bots

Answers you wrote

Knowledge

Business Enterprise

Respond and qualify on Product

Write the answer once in Markdown. Connected Intake Bots use it during the conversation and cite the passage. Business includes 500 documents. Enterprise is unlimited. Archived documents do not count. Documents you already had on Free or Pro keep serving.

One library, many bots
A document can connect to any number of Agent Blocks. A collection groups documents into an answer scope without copying them.
Draft until you publish
Edits stay off live conversations until you publish. You can restore an earlier published version.
It can say it does not know
Search uses keyword and meaning, shows the evidence, and declines when the connected documents do not cover the question. A multi-part question is searched topic by topic.
Check it before launch
Test a question and inspect the passages the bot can use. A usage map lists every Intake Bot and Agent Block on that document, including use through a collection.

See the Knowledge guide →

Channels

WhatsApp Channel & Team Inbox

Business Enterprise

Respond and qualify on Product

Run the same Intake Bot on WhatsApp, with its branches, Agent Blocks, and calculated fields. When a lead needs a person, move the thread to Team Inbox.

Bring your own number, or get a new one
Connect a WhatsApp Business number you already manage in Meta, in any country, or have ioZen provision a new US number. Each workspace runs on its own provider account.
One engine, two surfaces
Conditional logic, AI field intelligence, content blocks, agent blocks, calculated fields, and record lookups all run on WhatsApp. Select fields render as buttons or lists; long option sets fall back to a numbered reply.
Inbound media
Contacts can send images, PDFs, audio, and video straight from WhatsApp. Files land on the submission the same way a web upload does.
Hand off to a human
Pause the bot and move any thread into Team Inbox. A teammate replies as themselves, then returns the conversation to the bot, which resumes the in-flight submission instead of starting over.
Team Inbox
One shared inbox for every WhatsApp conversation. Live threads, per-conversation assignment, unread tracking, and contact linking back to your CRM. You can start a published Intake Bot on an open thread.
Templates and campaigns
After the 24-hour window, send an approved template from Inbox or a contact card. Marketing sends need a recorded opt-in. A campaign can target a saved segment, filtered contacts, or an imported list. The send stops if number quality drops. Click-to-WhatsApp attribution is in beta.

WhatsApp messages draw on purchased credits, not your monthly plan allowance. See the WhatsApp guide →

Team Inbox

WhatsApp · Maria G.

Can I bring my dog to the appointment?

Handed off to Alex · Front Desk

Alex replies

Yes, just let us know at check-in

Status Returned to bot

Lead Attribution

Source

google

Medium

cpc

Campaign

spring_launch_2026

Click ID

gclid_xyz...

Conversion Events

Lead Captured Converted

Analytics

Marketing Attribution

Pro Business Enterprise

See which sources perform better on Product

Keep UTMs, click IDs, and first/last touch with the conversation. See which campaigns generate completed conversations and send conversion events back to your ad platforms. ioZen does not store ad spend or calculate CAC or ROAS.

UTMs stay with the conversation
First and last touch, click IDs, and the campaign people actually finish. Not a closed-sale number.
Click ID capture
gclid, fbclid, ttclid preserved through the entire flow
Conversion events
Send real conversion data back to your ad platforms automatically
Ad platform events
Meta, Google, LinkedIn, and TikTok can receive conversion events. No CPA or ROAS column in ioZen.

Analytics

Submission Analytics

Business Enterprise

See which sources perform better on Product

See where leads finish, pause, or drop off, how answers are distributed, and whether the input came from typing, voice, advisor questions, or Agent Blocks.

Completion view
Finished, in progress, and abandoned, with rates that respect conditional branches so totals stay honest.
Answer distributions
Select, multi-select, boolean, number, and date fields, including values collected by agent blocks.
Message source breakdown
See how much of each conversation came from typed answers, advisor questions, agent turns, and content blocks.
AI insights on demand
Surface recurring topics, top questions, and sentiment across open-text answers. Generated when you ask, cached after, and billed in credits.

Analytics

Last 30 days

Completed

68%

In progress

19%

Abandoned

13%

Answer distribution · program

MBA 42%

Executive 31%

Certificate 27%

Need the short version? Product connects these capabilities into three outcomes: qualify while the lead still cares, route with context, and see which sources bring better opportunities.

AI-Native

AI where the process needs it

Use AI to draft a FlowApp, clarify an answer, read a document, or suggest routing. You choose where it is used.

Generate FlowApps

Describe what you need. AI builds your lead capture pipeline in seconds.

Negotiate for Quality

AI asks follow-up questions to get complete, high-quality answers.

Extract from Docs

Vision AI reads uploaded documents, IDs, and photos. Auto-fills fields.

Generate Routing

AI analyzes your schema and suggests intelligent routing rules.

Keep the source attached to the conversation

UTMs, click IDs, and first/last touch stay with each conversation. ioZen can send conversion events back to supported ad platforms. Start by replacing your contact form.

Build on ioZen

Programmatic access to everything. Read submissions, manage bots, and react to events in real time.

REST API

Pro Business Enterprise

Read and write submissions, manage bots, and integrate with anything. Scoped API keys, sliding-window rate limits per plan, and Idempotency-Key support on writes so retries never double-create.

API Documentation →

Outbound Webhooks

Pro Business Enterprise

Real-time event notifications. HMAC-signed payloads, automatic retries, and auto-pause after failures.

Webhooks Guide →

Credit Packs

Pro Business Enterprise

Need more credits? Buy Boost (1,000), Growth (5,000), Scale (10,000), or Peak (50,000) packs anytime, flat $0.01 per credit. Purchased credits never expire.

Security First

Security & Privacy

Workspace isolation, private fields, and encryption protect lead data. The security page shows the current compliance status.

Multi-Tenancy

Free Pro Business Enterprise

Complete data isolation between workspaces. Row-level security on every query.

Private Fields

Business Enterprise

Mark fields private. AI never sees the content. Stored separately with full audit logging.

Encryption

Business Enterprise

TLS 1.3 in transit, AES-256 at rest. Vault encryption for the most sensitive data.

Compliance

Working toward GDPR, CCPA, and HIPAA compliance. Built on SOC 2 Type II certified infrastructure. See our current status →

AI You Control

You decide which fields use AI. Private fields are never sent to AI models. Your data is never used to train models. Learn more →

Transparency

Role-Based Access

Free Pro Business Enterprise

Owner, Admin, and Member roles with scoped permissions per workspace.

Your Brand

Customization & Branding

Remove ioZen branding on supported plans and match each Intake Bot to your brand. Custom domains are marked as coming soon until they are generally available.