ioZen

Your form is losing leads,
not capturing them

ioZen replaces static forms with AI conversations that qualify, route, and convert. One platform from first click to closed deal.

Watch the demo: see how leads convert.

8
Core Components
25+
Integrations
100%
AI-Native
0
Integrations Needed
Capture the Demand

IntakeBots

Free Pro Business Enterprise

Replace your forms with AI conversations that people actually finish. Questions flow naturally, adapt to each person, and conversion rates go up.

  • Conversational flow

    Questions adapt based on previous answers

  • Conditional logic

    Different paths for different respondents, all from the same IntakeBot

  • 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 IntakeBots 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. Large datasets use search-as-you-type; small sets show selectable options.

Early Endings

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

Voice on Every Field

Talk to your IntakeBot

Free Pro Business Enterprise

Respondents tap a mic and speak. Speech becomes typed answers in the right format: dates, phones, multi-select, geolocation, the lot. No other intake tool does this on every field.

  • 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
1

AI discovers your organization

Paste your URL and AI suggests use cases for your role

2

Review the conversation plan

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

3

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

Your lead capture pipeline, generated in seconds. Tell ioZen what you need, review the proposal, and start capturing leads in under a minute.

  • 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

A single tone carries through the entire bot: questions, follow-ups, content blocks, welcome message, and farewell. No jarring tonal shifts mid-conversation.

  • 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

Three AI modes per field. AI cleans up noise, asks follow-ups when answers fall short, and enforces format requirements.

  • 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. Required details get captured every time.

  • Privacy controls

    Sensitive data like payment info and IDs never sent to AI

See the AI Fields guide →
Vision AI

AI Document Extraction

Free Pro Business Enterprise

Upload once, answer never. When a respondent uploads a document, ioZen reads it with vision AI and pre-fills the follow-up fields automatically. They review and confirm. No manual re-entry.

  • 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

Content blocks can trigger an ambient celebration effect when a respondent reaches them. Nine effects, three intensity levels, and tone-aware AI selection.

  • 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

Drop guided content between questions. Show a personalized summary, book a meeting, collect payment, or play a video without sending the respondent somewhere else. Every block can use answers from earlier in the conversation.

  • 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

Visual pipelines for every opportunity. Every lead lands on a board. Drag between stages, assign to your team, track from first contact to close.

  • 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.

  • 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

Custom data types that store structured information. Flexible schemas, parent-child relationships, and full contact linking.

  • 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
MG

Maria Garcia

maria.garcia@email.com

Hot Lead Enterprise Active
Submissions 3
First Contact Jan 2026
Lead Score 92 / 100
Close the Deal

Contact Center

Free Pro Business Enterprise

Every lead becomes a contact. Full history from first click to signed contract. One source of truth across all your FlowApps.

  • 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

Automatically route leads to the right team. High-value opportunities go straight to your senior reps. Filter by answers, priority, or pipeline stage. Instantly.

  • 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
92
Warm Logo design request
64
Cold General inquiry
28

Score breakdown

Budget signals
90
Timeline urgency
95
Scope clarity
70
AI Scoring

Submission Intelligence

Free Pro Business Enterprise

Every submission scored and tiered the moment it arrives. Your team sees what's worth acting on before opening a single 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

Add Action Blocks to any Intake Bot. When a case hits a step in the flow or finishes, the block fires a tool in a connected service. HubSpot, Zoho, Google Sheets, Slack, and more. No separate automation layer.

  • 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 case answers into any tool parameter using {{field}} tokens. Same syntax works for every integration in the 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. New destinations ship through the catalog, not custom builds.

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 — Case Completed
H
HubSpot: Create Contact
Done

email

maria@example.com

firstname

Maria

Zoho: Create Lead
Done
2 actions 340ms · 4 credits
Conversational AI

Agent Blocks

Pro Business Enterprise

Two block kinds that go beyond fixed question sequences. Collect gathers typed fields through a goal-driven conversation. Instruct answers respondent questions from knowledge you attach — never from the open web.

  • Collect Mode

    The agent gathers multiple typed fields through conversation instead of asking questions one by one. Attach markdown context or Records-backed decision tables as knowledge sources. Falls back to static questions if AI is unavailable.

  • Instruct Mode

    A knowledge-grounded advisor that answers respondent questions using only the markdown sources you attach. During collect flows, it answers then redirects back to slot collection. Always shows a Continue or Finish button so respondents can move on.

  • Deterministic guardrails

    Decision tables enforce valid slot combinations server-side. Large option sets use search-as-you-type so respondents never enter invalid values. Outputs are standard fields — process boards, records, and action blocks consume them unchanged.

  • Authoring presets

    Start from open interview, guided selection, or hybrid. Each slot shows its resolved behavior — free text or constrained by a table — as you build.

  • Nest inside branches

    Place agent blocks inside conditional paths and repeating groups. Collected outputs flow through records, mappings, and exports like any other field.

Agent Block — Collect

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...
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 campaigns turn into paying customers. Track UTMs, click IDs, and sessions from first ad through closed deal. Send conversion events back to your ad platforms.

  • Full funnel tracking

    Track from first ad click through final conversion

  • Click ID capture

    gclid, fbclid, ttclid preserved through the entire flow

  • Conversion events

    Send real conversion data back to your ad platforms automatically

  • True cost-per-acquisition

    Measure actual CAC all the way to closed deal

Analytics

Submission Analytics

Business Enterprise

Every Intake Bot has an Analytics tab. See where people finish, stall, or drop off, how answers distribute across fields, and whether input came from typing, voice, advisor questions, or agent turns.

  • 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%
AI-Native

Built with AI from day one

Not AI bolted onto legacy forms. AI is the foundation: generating your pipeline, qualifying leads, extracting documents, routing opportunities. Every feature is smarter.

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.

Track every lead from first click to conversion

Marketing teams lose attribution when leads move through multi-step flows. ioZen captures the full journey, from ad click through conversion, and sends events back to your ad platforms automatically. Start by replacing your contact form.

Meta

Facebook & Instagram

Google

Ads & Analytics

LinkedIn

Insight Tag

TikTok

Pixel Events

Webhooks

Send data anywhere with custom webhooks

Integrations Directory

25+ destinations across Marketing, Automation, CMS, CRM, Email, and Productivity. One click to the right setup.

Native Via Webhook Guide Coming Soon
See all integrations and platform guides
Active Integrations
Meta Pixel
Active
Google Ads
Active
Custom Webhook
Active

Conversions this month

1,247

73% traced to original ad click

Developer Platform

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 AI credits? Buy Boost (1,000), Growth (5,000), or Scale (10,000) packs anytime. Purchased credits never expire.

Security First

Security & Privacy

Privacy by design from day one. Multi-tenant isolation, private fields, encryption, and the compliance controls your business needs.

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

Privacy Policy · DPA · Subprocessors · Terms. Everything public, nothing hidden.

Role-Based Access

Free Pro Business Enterprise

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

Your Brand

Customization & Branding

Make it yours on Business. Make it disappear on Enterprise. Remove ioZen branding, run on your own domain, and control every pixel.

Remove Branding

Business Enterprise

Remove "Powered by ioZen" from your IntakeBots.

Custom Domain Coming Soon

Business Enterprise

Serve IntakeBots from your own domain.

Deploy anywhere

Share via link, QR code, embed on your site, or trigger as a popup. Custom branding available on Business and above.

Direct Link

Share via email or social

QR Code

Download PNG for print or offline

Inline Embed

Embed in your pages

Popup Modal

Trigger on button click

Widget

Floating corner button

See all 12 platform guides (WordPress, Webflow, Shopify, and more)

See these features in action

Pick a scenario that matches what you're building.

Services

Quote Requests

Clients describe projects, AI asks follow-ups, you quote accurately.

IntakeBots AI Fields Attribution
Services

Client Intake

Collect everything from new clients in one conversation.

IntakeBots Process Boards CRM
Sales

Lead Qualification

Score and route leads to the right team automatically.

Routing Process Boards Attribution
Feedback

Feedback Collection

Get actionable feedback with AI-powered follow-ups.

AI Fields Routing IntakeBots
HR

Job Applications

Conversational applications with resume extraction.

IntakeBots AI Fields Process Boards
Support

Support Tickets

Smart triage that diagnoses issues before routing.

Routing Process Boards AI Fields
Explore all use cases

Built for every stage of growth

Whether you're solo or scaling, ioZen adapts to how you work.

Freelancers & Solopreneurs

Quick setup, professional results. Look like a bigger operation.

Small Teams (2-10)

Shared workflows without the enterprise complexity.

Growing Operations (10-50)

Routing, attribution, and scale without breaking what works.

Agencies

Remove ioZen branding. Serve clients under your own brand.

Find your fit

Recent Updates

AI Document Extraction, Magic Moments, Voice Packs, and QR code sharing now live.

View all releases

July 10, 2026

TikTok attribution now uses Pixel + Events API 2.0

ioZen sends TikTok conversion events with the current Events API 2.0 format, injects the TikTok Pixel on published Intake Bot pages, and deduplicates browser and server events with a shared event ID.

July 7, 2026

Assign cases to team members

Process Board cards can be assigned to one or more teammates. See avatars on every card, filter the board by assignee, and get an email when someone is newly assigned.

July 5, 2026

See where intakes finish, and rewrite how they sound

Every Intake Bot gets an Analytics tab with completion rates, answer distributions, and optional AI insights. Edit Voice and Tone after generation, nest agent blocks inside branches, and bulk-edit questions in the builder.

From the blog

Why your brain hates forms

The 1956 Harvard study behind 81% form abandonment.

Your team shouldn't decide which leads matter

How AI scores every submission automatically.

Why pure AI chatbots fail for business intake

The case for deterministic structure with AI intelligence.

No-code form builders in 2026

Complete guide: Google Forms, Typeform, Jotform, Tally, ioZen.

How many cases did your form lose this week?

Replace your contact form with an AI conversation. Start seeing the difference today. Free.

Free forever plan Live in 5 minutes No credit card