Helpdesk

Learn about AI helpdesk and ticketing systems

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50 articles · In this section
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…
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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…
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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…
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What is Soft-mute in AI Budgets?
Soft-mute is the cap-enforcement mode for Managed AI features. When a Managed AI feature reaches its configured budget cap, that feature is paused from further budgeted AI use until the budget resets or the…
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Does OpsIQ have AI ticket triage and reply drafting?
Yes, OpsIQ utilizes AI for ticket triage and reply drafting. The AI can classify, summarize, identify likely intent, surface relevant knowledge, and draft replies using authorized customer and ticket context. The…
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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…
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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…
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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…
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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…
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What is the OpsIQ Ticket System?
OpsIQ includes a native help desk that features departments, inbound email, routing, assignments, SLA policies, AI triage and drafting, customer portal access, related-ticket workflows, approvals, collaboration, and…
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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…
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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…
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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…
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AI Writing Assistant for Support Replies, KB & Email · OpsIQ
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…
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Can I reopen a closed OpsIQ support ticket?
Yes, the customer support area supports reopening an eligible ticket that belongs to your account. You can reopen a ticket when the same issue genuinely needs further work. However, if the new issue is unrelated, please…
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Can I close my own support ticket?
Yes, a customer can their own support ticket once the issue has been resolved. Closing the ticket does not delete its history. If the issue returns, the account also allows for reopening an eligible owned ticket so that…
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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…
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AI Actions: Governed AI Agents That Do Things · OpsIQ
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…
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What AI usage can the Account dashboard categorize?
Managed AI reporting can categorize consumption based on the OpsIQ features utilized. This includes areas such as: Customer chat AI Admin AI Ask OpsIQ Writing assistance Inbox assistance Triage and summaries Automated…
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What appears in OpsIQ account Notifications?
Notifications in your OpsIQ account can include various updates related to billing, support, security, products, or account changes. Each notification may contain a link that directs you to the relevant customer action…
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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…
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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…
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What does 'Setting up' mean on an OpsIQ product?
A product may display a "setting up" or provisioning state after you place an order or make a payment, while OpsIQ prepares the service. For Cloud products, this indicates that the workspace has been ordered but is not…
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How do I search the OpsIQ Knowledge Base?
To search the OpsIQ Knowledge Base, use the search field to enter the product, feature, or problem you need assistance with. The search results will be based on the available customer knowledge content. If no relevant…
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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…
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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…
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Can I switch between Managed AI and BYOK?
Yes, a Cloud workspace can switch AI operating modes when the required configuration is present. Switching to BYOK (Bring Your Own Key) requires valid provider credentials for the AI features you intend to use…
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What support-ticket statuses might I see?
Support Ticket Statuses A ticket can move through various operational states, including: Open Customer Reply Answered On Hold In Progress Waiting Resolved Closed The status of a ticket indicates where the conversation…
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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…
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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…
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What file types can I attach to a support ticket?
Supported ticket attachments include common image formats, PDF files, text/CSV files, common office documents, and ZIP archives. The upload service also validates file types and blocks executable or active web content…
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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…
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Can I access an optional dedicated Support Portal?
Some accounts may have access to a separate Support Portal through a secure account handoff when that service is configured. If the Support Portal is not available, please use the standard Support Tickets area in your…
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What does 'Free' mean on an OpsIQ product card?
The term 'Free' on an OpsIQ product card indicates that a product is either active or in trial, and its current billed amount is zero. This reflects the current billing status for that product; however, it does not mean…
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Can I mark all account notifications as read?
Yes, you can mark all currently listed notifications as read. Please note that this action only changes the notification read state; it does not affect the status of the underlying ticket, invoice, product, or security…
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Which AI providers can I use with OpsIQ?
OpsIQ supports Managed AI and offers provider choices that include OpenAI, Anthropic, Google Gemini, Grok, and self-hosted or customer-controlled model options where supported. With Managed AI, OpsIQ abstracts the…
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Does clearing Notifications erase my Activity history?
No. Notifications and Activity serve different purposes. Clearing a notification removes the inbox item, while the underlying account, billing, product, support, or security record remains governed by its own retention…
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What does an AI budget of zero mean?
A zero value means that no monthly account cap is configured for that feature. It does not indicate that the AI feature has zero usage or zero cost. Normal plan, token-wallet, provider, and service limits can still…
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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…
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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…
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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…
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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…
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Does OpsIQ support SLA policies?
Yes, OpsIQ supports SLA policies. SLA calculations can incorporate various factors such as business minutes, time zones, business hours, weekends, holidays, and daylight-saving behavior. An SLA can pause while waiting…
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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…
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Why doesn't OpsIQ show my BYOK provider spending?
With Bring Your Own Key (BYOK), the external AI provider bills your provider account directly. OpsIQ can identify that the workspace is configured for BYOK; however, it does not have access to the provider's complete…
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Why was my support attachment rejected?
The support upload flow enforces both size and safe-file restrictions. A file can be rejected for several reasons: The file exceeds 10 MB. The file uses a blocked extension. The file does not match an acceptable content…
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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…
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Can I format messages in a support ticket?
The support composer allows for richer message formatting, including links, code, quoted content, lists, and emoji, in addition to standard text. Use formatting to enhance the readability of technical steps and error…
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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…
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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…
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