ioZen

The AI sales layer for paid leads

Qualify the lead. Move it to the right person. Let your team close.

ioZen runs the first conversation, scores what comes back, and routes each lead with the context your team needs to sell.

  1. Visit
  2. Conversation
  3. Qualified
  4. Routed
  5. Closed

ioZen qualifies and routes. Your team closes.

From the click to the right salesperson, without losing the conversation along the way. The Intake Bot qualifies. ioZen scores and routes. The Process Board shows the team what to do next.

Respond and qualify while the lead still cares

The Intake Bot starts the conversation in seconds and asks one question at a time. If an answer is vague, it asks again in the same chat. It can also read uploaded documents and accept voice answers.

Intake Bot

The lead gets a conversation, not a form. One question at a time, shaped by what they just said.

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AI Field Intelligence

If an answer is vague, the bot asks again in the same chat. Nobody has to chase the missing detail later.

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Voice Input

Leads can tap the mic and answer by voice. Speech lands as a typed answer in the right field.

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WhatsApp

Run the same qualifying conversation in the app your leads already use. Available on Business+.

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New Quotes

Miller Delivery

Hot

Commercial auto · 12 vans · $38,000

Park Dental

Warm

BOP renewal · $9,500

In Review

Lopez Family

Hot

Home + auto · $4,200

Qualified

Drag here

Get the right lead to the right person, with context

Each completed conversation arrives scored on the right Process Board. Your team sees the answers, the documents, and the assigned owner. Action Blocks can send the same data to the CRM you already use.

Process Boards

Every qualified conversation becomes a card your team can see and move, instead of another item in an inbox.

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Workflow Routing

Rules send the lead to the right board, phase, or person. No manual sorting.

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Submission Intelligence

Each lead is scored and tiered on arrival, so your team can start with the most promising ones.

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Action Blocks

Send the same data to HubSpot, Slack, or another connected tool when a step is reached or intake finishes.

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See which sources bring better opportunities

UTMs, click IDs, and first/last touch stay with the conversation. Conversion events can go back to Meta, Google, LinkedIn, or TikTok. You see which campaigns generate completed conversations and better-qualified leads. The product does not calculate CAC or ROAS.

Lead Attribution

Source

google

Medium

cpc

Campaign

insurance_leads_q3

Click ID

gclid_8f2a...

Conversion Events

Lead Captured Converted

Marketing Attribution

UTMs, click IDs, and first/last touch stay with the conversation. See which campaigns generate completed conversations.

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Submission Analytics

See where people finish, stall, or drop off. Available on Business+.

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This page explains the system. Features shows every capability, its plan requirements, and how it works.

How many paid leads sat unanswered this week?

ioZen starts the conversation, qualifies the lead, and puts it in front of the right person. Free to start.

Free forever plan Live in 5 minutes No credit card