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Quick Start

Get up and running with ioZen in minutes. By the end of this guide, you’ll have a working FlowApp collecting data through a conversational interface.

Step 1: Sign Up (30 seconds)

Section titled “Step 1: Sign Up (30 seconds)”
  1. Go to app.iozen.ai
  2. Click Start free
  3. Enter your email or sign in with Google
  4. Name your workspace

Step 2: Create a FlowApp (30 seconds)

Section titled “Step 2: Create a FlowApp (30 seconds)”
  1. From your dashboard, click New FlowApp
  2. Give it a name (e.g., “Quote Requests”)
  3. Click Create

Step 3: Generate with AI (60 seconds)

Section titled “Step 3: Generate with AI (60 seconds)”
  1. Click Generate with AI
  2. Describe what you need:

    “I want to collect quote requests for my design agency with project type, description, budget, and timeline”

  3. Click Generate
  4. Review the generated IntakeBot

ioZen creates the schema, fields, and conversation flow automatically.

Step 4: Customize (60 seconds)

Section titled “Step 4: Customize (60 seconds)”

Fine-tune your IntakeBot:

  • Add/remove fields: Click + to add, × to remove
  • Adjust settings: Required fields, validation rules
  • Preview: See how it looks to respondents

Step 5: Publish (30 seconds)

Section titled “Step 5: Publish (30 seconds)”
  1. Click Publish in the top right
  2. Copy your share link
  3. Test it yourself by filling it out

Step 6: View Submissions (30 seconds)

Section titled “Step 6: View Submissions (30 seconds)”
  1. Submit a test response
  2. Return to your FlowApp dashboard
  3. See your submission in the Records tab
  4. Check the Contacts tab: a contact was created automatically

You’re Done!

Section titled “You’re Done!”

In under 5 minutes, you’ve created a conversational data collection system that:

  • Adapts to each respondent
  • Creates structured records
  • Builds your contact database

Next Steps

Section titled “Next Steps”