Helpdesk

Learn about AI helpdesk and ticketing systems

Browse by category 1 subcategory
50 articles · In this section
Does OpsIQ Chat have a visual flow builder?
Yes, OpsIQ includes a node-based flow builder that facilitates deterministic branches, prompts, qualification, routing, onboarding, and handoff paths, in addition to free-form AI conversations. Flows are particularly…
711
Is the OpsIQ chat widget white-labelable?
Yes, the OpsIQ chat widget is white-labelable for plans and partner arrangements that include white-label entitlements. Higher-tier plans provide stronger brand control, and the Agency Partner program outlines the…
644
Can OpsIQ AI write or improve Knowledge Base articles?
Yes, AI can help organize, rewrite, improve, and create knowledge content. However, the Knowledge Base remains a governed publishing system. The safest workflow grounds changes in verified source material, reviews them…
601
Does OpsIQ log AI activity?
Yes, OpsIQ logs AI activity. The AI turns are recorded, and the owner-facing AI History feature provides visibility into various aspects, including prompts or instructions, responses, results, model/provider, timing…
561
How are the Knowledge Base, Help Center, and Customer Portal different?
The Knowledge Base manages and governs articles, while the Help Center publishes that knowledge for readers and search purposes. The Portal Studio controls the shared presentation for both the Help Center and the…
532
What is the difference between OpsIQ Managed AI and BYOK?
Difference Between OpsIQ Managed AI and BYOK Managed AI is OpsIQ's metered AI service. In this model, OpsIQ manages the provider path and charges the workspace based on its current per-million-token rate. BYOK, which…
523
How do existing OpsIQ customers get support?
Existing customers should sign in and open a support ticket for any account, license, billing, or technical issues that require customer context. Paid Cloud plans may include priority support based on the specific plan…
522
AI Writing Assistant for Support Replies, KB & Email — OpsIQ
OpsIQ introduces an innovative AI writing assistant designed to streamline the drafting of ticket replies, knowledge base (KB) articles, announcements, and emails. This tool is tailored to reflect your customer data and…
512
How does ticket routing work in OpsIQ?
OpsIQ supports rules based on various factors, including keywords, customer tier, language, priority, source, and other permitted signals. These rules can then apply outcomes such as assignment, department, priority…
511
How does real-time chat delivery work in OpsIQ?
How Real-Time Chat Delivery Works in OpsIQ OpsIQ can utilize real-time providers such as Pusher, Ably, or Firebase when configured. In cases where the preferred push path is unavailable, a polling fallback is employed…
510
What are OpsIQ AI Actions?
AI Actions are typed registered operations that OpsIQ AI is permitted to request. Each action specifies its name, parameters, required scope and roles, policy, endpoint, risk, confirmation behavior, and validation…
491
Does OpsIQ Writing send AI drafts automatically?
Human review is the default pattern for OpsIQ Writing. Automatic replies are only appropriate when an administrator explicitly configures the relevant workflow and the feature allows it. Draft generation alone does not…
474
Does OpsIQ Chat support human handoff?
Yes, OpsIQ Chat supports human handoff. AI conversations can transfer to a human operator while preserving relevant conversation and customer context. Additionally, an escalation can connect to a support ticket, which…
463
Can OpsIQ AI draft email replies?
Yes, email integrates with OpsIQ Writing and can generate context-aware drafts using the email thread, customer context, knowledge base, and the configured company voice. Agents have the ability to approve, edit…
447
Can OpsIQ Writing use customer account context?
Yes, OpsIQ Writing can utilize customer account context. When the operator is authorized and the connector is available, it can access the current customer, thread, billing context, prior tickets, and other live…
446
Can Admin AI run several investigations at once?
Yes, OpsIQ supports parallel read-only investigations. This allows separate diagnostic paths to gather evidence without each path becoming a write operation. This feature is particularly useful for troubleshooting logs…
442
Can OpsIQ proactively target visitors with chat?
Yes, OpsIQ can use proactive rules and experiments to determine when and to whom a chat experience is shown. This decision is based on permitted page, journey, account, or visitor context. It is important that proactive…
442
How many Knowledge Base pages and FAQs can each plan store?
Knowledge Base Page and FAQ Limits by Plan The limits for published Knowledge Base (KB) pages and FAQs vary by plan as follows: Knowledge Base Page Limits Starter: 25 pages Launch: 100 pages Growth: 2,500 pages…
434
Can I choose a different AI model for Admin AI?
Yes, OpsIQ supports Managed AI, which includes BYOK (Bring Your Own Key) providers such as OpenAI, Anthropic, Gemini, and Grok. It also offers self-hosted or customer-controlled options where applicable. This…
430
Can OpsIQ Chat work on multiple websites?
Yes, OpsIQ Chat can work on multiple websites. The Remote Sites feature allows one workspace to operate across multiple domains while maintaining site identity and row-level scope. The current site limits are as…
425
Can internal Knowledge Base articles stay private?
Yes, internal, unpublished, or permission-restricted knowledge can remain available only to authorized staff or AI workflows. This information does not have to appear in the public Help Center. Keeping this content…
424
Does OpsIQ train AI models on my business or customer data?
No, OpsIQ does not use customer data to train third-party foundation models. AI requests utilize authorized context that is necessary for the task and the provider selected for that surface or workspace. Customers have…
423
Can OpsIQ roll back an AI action?
OpsIQ can roll back an action when there is a defined inverse or reversible operation. This rollback feature is linked to the original audit record. However, it is important to note that reversibility is…
420
What confirmation options are available for AI Actions?
Confirmation Options for AI Actions An action can utilize confirmation rules such as: Never Once per session Always These options are subject to the risk policy, and administrators have the ability to enforce…
413
What is OpsIQ Writing?
OpsIQ Writing is the AI-assisted drafting layer for emails, tickets, knowledge articles, announcements, and other supported operational content. It utilizes the current thread, authorized customer context, billing and…
411
Can OpsIQ Knowledge Base content be multilingual?
Yes, OpsIQ's multi-locale operating layer supports multilingual customer experiences. Translations should preserve the approved source meaning, product names, URLs, terminology, pricing, and legal facts. Critical…
410
Can Admin AI answer questions about billing, customers, or tickets?
Yes, Admin AI can answer natural-language questions about billing, customers, tickets, CRM records, orders, domains, and visitor activity, provided that those systems are connected and the operator has the necessary…
408
Can I embed Admin AI into my own admin panel?
Yes, you can embed Admin AI into your own admin panel. The Admin AI page describes an embed loader and a signed-identity path for placing the assistant within another administrative experience. It is important to note…
407
How does the Help Center relate to the Knowledge Base?
The Knowledge Base stores and governs articles, while the Help Center serves as the branded, searchable public experience that publishes approved content. Internal, draft, or restricted knowledge can remain in the…
406
Does the OpsIQ chat widget slow down a website?
The chat widget is designed to load asynchronously, which means it does not block primary rendering. However, actual performance still depends on various factors such as the website, network, theme, other scripts, and…
401
Does OpsIQ keep an AI writing history?
AI-generated work participates in OpsIQ's AI History and audit approach. This allows authorized owners to review the provider/model, prompt or instruction context, response, outcome, and duration as applicable. It is…
399
What is the difference between the Knowledge Base, Help Center, and Customer Portal?
Difference Between the Knowledge Base, Help Center, and Customer Portal The Knowledge Base is a governed library where articles and FAQs are created, imported, organized, reviewed, and controlled. The Help Center serves…
399
Can the Customer Portal use Knowledge Base content?
Yes, the Customer Portal can utilize content from the Knowledge Base. The Portal and Help Center surfaces can present approved knowledge, while Portal Studio manages the broader authenticated presentation. The portal…
397
Does OpsIQ identify knowledge gaps?
Yes, OpsIQ can identify knowledge gaps. Help Center searches, reading behavior, AI conversations, tickets, feedback, and other operational signals can reveal questions that the current knowledge base does not answer…
394
Does OpsIQ back up files before Admin AI changes server code?
The connected-server workflow describes the backup-before-change behavior and one-click rollback for eligible changes. This feature is designed to make AI-assisted server or code work safer and more reversible. However…
392
Can incoming email create tickets in OpsIQ?
Yes, a support-purpose mailbox can convert inbound emails into new tickets or thread replies into the correct existing ticket. Message identifiers and idempotency controls help prevent duplicate processing. Attachments…
391
Can OpsIQ rewrite a message in a different tone?
Yes, OpsIQ Writing supports transformations such as warmer, shorter, more formal, or apologetic text. It can regenerate messages while retaining task context. Additionally, workspace voice settings can define tone…
390
AI Actions: Governed AI Agents That Do Things — OpsIQ
In the realm of backend operations, the integration of AI has taken a significant leap forward with OpsIQ's AI Actions. This innovative approach allows AI to execute real backend operations safely and efficiently…
389
Can OpsIQ AI access my database directly?
OpsIQ recommends using approved scoped API actions instead of allowing unrestricted direct database access. This approach ensures that a business only exposes the reads and operations that the AI actually needs. It…
388
What security actions can OpsIQ AI take automatically?
Security Actions of OpsIQ AI Security automation is intentionally constrained within OpsIQ. The system describes an analyst that can recommend and explain findings. Under an explicit eligible Autopilot policy, it can…
387
Does OpsIQ Chat support automatic translation?
Yes, OpsIQ can detect the language from the customer's message and use the browser locale as a supporting hint. It translates between the customer and the operator while preserving the original messages, ensuring that…
385
Does OpsIQ keep a history of Admin AI activity?
Yes, OpsIQ keeps a history of Admin AI activity. The Owner-facing AI History records the following information: Prompt Response Result Provider/model information Duration Related operational details, as applicable This…
381
Can the Help Center search understand natural questions and typos?
Yes, the search includes AI Search Assistance that can understand typos, respond in the visitor's language, and compose answers from published knowledge. Related articles AI Help Desk & Ticketing System With SLA — OpsIQ…
381
Can Admin AI remember corrections or operating preferences?
Admin AI incorporates correction and server-memory concepts, allowing it to retain repeated operational guidance instead of requiring re-teaching each time. However, important policies should still be documented in…
379
Can customers send images to OpsIQ AI Chat?
Yes, customers can send images to OpsIQ AI Chat where image understanding is enabled. OpsIQ offers opt-in current-message image analysis for up to three files in JPEG, PNG, GIF, or WebP formats, with a maximum file size…
378
Can OpsIQ AI bypass security controls in Autopilot mode?
No, OpsIQ AI cannot bypass security controls in Autopilot mode. Autopilot changes how eligible pre-authorized work is initiated, but it does not remove server-side authorization. Action contracts continue to enforce the…
377
Can OpsIQ Admin AI access a server over SSH?
OpsIQ describes a connected-server mode in which Admin AI can investigate server health, read or edit code, run commands, and assist with security or operations, provided that the server connector and permissions…
376
How do I complete OpsIQ onboarding?
The onboarding checklist guides you through the necessary steps to become fully operational with OpsIQ. These steps include: Verify your email. Complete your profile. Choose or activate a plan. Issue your first…
375
Will Admin AI make changes without asking me?
Not by default for consequential work. OpsIQ separates suggestions from approved execution. Registered actions carry confirmation and risk rules, and sensitive operations may require explicit human approval, regardless…
372
Can my company define a writing style in OpsIQ?
Yes, your company can define a writing style in OpsIQ. Workspace controls allow you to set a consistent voice, tone, formality, signatures, forbidden phrases, and related style preferences. However, it is important to…
370
Still need help?

Our team is here if you cannot find what you are looking for.

Contact support