Your sales team spends hours calling leads who were "just browsing." AI qualifies them on your website first, routes hot leads to sales instantly, and sends the rest to nurture. More deals per rep, less wasted time. Replace your contact form, build with our AI form builder, or see how ioZen compares to Typeform.
Every lead looks the same in the inbox. Name, email, maybe a company name. No budget info. No timeline. No way to tell the $50k enterprise deal from the student doing research. Your sales team calls everyone in order and hopes for the best.
Your contact form captures name and email. That's it. The fields that would actually qualify someone, like budget, timeline, decision authority, and urgency, either aren't on the form or go unanswered because nobody fills in "What's your budget?" on a static field. People skip what feels intrusive. In a conversation, those same questions feel natural.
Diego runs a B2B software company with a two-person sales team. Before ioZen, they called every lead and spent half their day on people who were "just browsing." Now the IntakeBot qualifies leads on the website and Submission Intelligence scores each one the moment it arrives. Tuesday morning, Diego checks the board. Four leads marked Hot sit at the top: budget confirmed, timeline this quarter, decision-maker confirmed. Eleven scored Warm are in nurture, getting drip emails. His team calls the Hot ones first and closes two by Thursday.
Quick, natural, and it qualifies them without feeling like a quiz
IntakeBot
What brings you here today? What are you looking to solve?
We need to automate our onboarding process. Right now it's all manual and we're growing fast.
IntakeBot
Makes sense. How many people are you onboarding per month right now?
About 30-40 new customers a month, and growing.
IntakeBot
Got it. Do you have a budget range in mind, and when would you ideally want this running?
Budget is around $5-10k. We'd love to have it working within 6 weeks.
IntakeBot
Great. I'll connect you with someone from our team who can walk you through options. Expect a call today.
What changes when qualification happens before the call
Sales call conversion
Time on unqualified leads
Response time for hot leads
Someone says their budget is "around $10k maybe." Is that $10k total or $10k/month? Is it approved or aspirational? A form would accept that answer and move on. AI Field Intelligence doesn't.
When a lead gives a vague answer about budget, timeline, or scope, the IntakeBot asks follow-up questions until there's something concrete. "Is that a one-time budget or monthly?" "Has that been approved by your team?" "When does Q2 start for you?" Each follow-up is configured to your qualification criteria, not generic chatbot behavior.
The result: your sales team gets "$10k/month, approved, starting April 1" instead of "around $10k maybe." That's the difference between a qualified lead and a guess.
From website visitor to sales call
Lead starts chat
On your website or landing page
Intelligence scored
AI assigns tier: Hot / Warm / Cold
Contact created
With full context
Card on board
Hot / Warm / Cold lanes
Routed to sales
Or sent to nurture
Lead starts chat
On your website or landing page
Intelligence scored
AI assigns tier: Hot / Warm / Cold
Contact created
With full context
Card on board
Hot / Warm / Cold lanes
Routed to sales
Or sent to nurture
Every lead goes to the right place automatically. See <a href='/docs/guides/workflow-routing/' class='text-primary underline underline-offset-4 hover:no-underline'>how routing works</a>.
Hot leads go cold in 5 minutes. Every second your sales team spends on unqualified leads is a second a hot prospect waits.
Hot leads land here. Your closers see them first.
Acme Corp
$50k budget · Q1 timeline
HotTechStart Inc
$25k budget · Immediate
HotTechStart Inc
$25k budget · Immediate
HotGlobalTech
$80k budget · Q2
HotAcme Corp
$50k budget · Q1 timeline
HotTechStart Inc
$25k budget · Immediate
HotTechStart Inc
$25k budget · Immediate
HotGlobalTech
$80k budget · Q2
HotMost analytics tools tell you how many leads a campaign sent. That's not the question that matters. The question is: how many Hot-tier leads did that campaign send?
Every submission in ioZen carries UTM source, campaign, and medium. Marketing Attribution connects that data to intelligence scores. So you can see that Google Ads sent 40 leads last month, but only 6 scored Hot. LinkedIn sent 12, and 9 scored Hot. Your ad spend finally connects to actual revenue, not just form fills.
Each lead creates a contact record with their full conversation history, intelligence score, and attribution data. When they come back 3 months later, you see the whole story. What they asked about, what their budget was, which campaign brought them in the first time.
No more digging through old emails or CRM notes to figure out who someone is. The context is already there.
AI Field Intelligence asks follow-ups until budget is concrete, not "TBD"
Urgency levels for prioritization, with AI follow-ups on vague timelines
Rules-based assignment to the right team based on score and tier
AI scores and tiers every lead with configurable dimensions
UTM source, campaign, and medium on every submission. See which ads send Hot leads.
Every lead creates a contact with conversation history, score, and attribution
Form vs IntakeBot: What Changes When Intake Is a Conversation
The real difference between a form that collects data and a conversation that qualifies leads.
The Data You Lose When They Close Your Form
What happens to the 70% who start filling in your form but never submit.
Why AI Chatbots Fail at Business Intake
A chatbot that chats is not the same as an intake that qualifies.
Submission Intelligence: AI Lead Scoring for Every Submission
How AI scores budget, timeline, and urgency the moment someone finishes.
