20 results for "setup"
My 2FA setup expired. What should I do?
If your two-factor authentication (2FA) setup has expired, you will need to start the enrollment process again from the Security page. Follow these steps to verify the new setup: Access the Security page. Initiate the…
OpsIQ Documentation & Developer Docs · OpsIQ
OpsIQ Documentation & Developer Docs Overview OpsIQ provides comprehensive documentation for users to effectively set up, operate, and extend its platform. This includes guidance on various functionalities such as AI…
AI CRM Software With Autonomous Agents · OpsIQ
AI CRM Software With Autonomous Agents — OpsIQ OpsIQ offers an innovative AI CRM software that features four autonomous agents designed to enhance your sales process by cleaning data, forecasting, and prospecting on…
Contact Sales, Support & Demos · OpsIQ
Contact Sales, Support & Demos — OpsIQ Contact OpsIQ for sales, demos, onboarding, technical support, and integrations. Messages are triaged upon arrival and directed to the appropriate team within one business day…
OpsIQ FAQ: Pricing, AI Chat, Tickets and Security · OpsIQ
OpsIQ FAQ: Pricing, AI Chat, Tickets and Security Overview: OpsIQ is an AI-powered operations platform designed for websites and online businesses, offering features like visitor tracking, customer chat, ticketing…
Refund & Cancellation Policy · OpsIQ
This is a summary of the OpsIQ Refund & Cancellation Policy, version 2026.11, effective 1 November 2026. The full policy is at opsiqai.com/refund. Key points Free plan and trial: the free plan stays free. Paid plans…
Integrations, API & Connector Builder · OpsIQ
Integrations, API & Connector Builder — OpsIQ OpsIQ offers a robust platform for integrating various systems through governed packages, APIs, and signed webhooks. Users can also build, publish, and sell connectors via…
Pricing & Plans: Free to Start, No Hidden Fees · OpsIQ
Pricing & Plans: Free to Start, No Hidden Fees — OpsIQ OpsIQ offers transparent pricing for both cloud and self-hosted plans, allowing users to start for free without needing a credit card. Each plan includes…
AI Customer Operations Platform for Websites · OpsIQ
AI Customer Operations Platform for Websites — OpsIQ OpsIQ is an all-in-one AI customer operations platform designed to enhance website interactions through live chat, CRM, ticketing, customer portals, knowledge bases…
OpsIQ vs Zendesk: Feature Comparison — OpsIQ
OpsIQ vs Zendesk: Feature Comparison This article provides a side-by-side comparison of OpsIQ and Zendesk, focusing on features, pricing, and deployment. Discover where each platform excels and understand why one may be…
How do I install the Self-Hosted edition?
How to Install the Self-Hosted Edition To install the Self-Hosted edition, download the current package available for your active Self-Hosted entitlement. Follow the installation or quick-start guidance provided with…
How do I enable 2FA on my OpsIQ account?
How to Enable 2FA on Your OpsIQ Account To enable two-factor authentication (2FA) on your OpsIQ account, follow these steps: Open the Security & 2FA section in your account settings. Start the setup process for 2FA. Add…
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…
Connect WHMCS
so OpsIQ can see your clients, services, invoices and tickets, and the AI can answer billing and service questions with real account data. In WHMCS admin, open Setup → Staff Management → API Credentials and click…
Can I change a Cloud domain while it is still pending verification?
A pending domain can be corrected or changed through the applicable product setup flow. Once a domain is verified, changes to the domain are more restricted because the verified value is part of the workspace's…
What domain should I enter when ordering a Cloud workspace?
Enter the website domain on which you intend to use the relevant OpsIQ customer-facing functionality. The domain is part of the workspace setup and may require ownership verification before protected widget…
Why can't I enable wallet auto-recharge?
To enable auto-recharge, you need to have the wallet feature activated, a supported saved payment method, and valid threshold/refill settings. If these prerequisites are not configured, your account will prompt you to…
Does OpsIQ support two-factor authentication for customer accounts?
Yes, OpsIQ supports two-factor authentication (2FA) for customer accounts. The customer Security page allows for time-based one-time password (TOTP) two-factor authentication. You can enroll using Google Authenticator…
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…
What can I manage from my OpsIQ account dashboard?
The dashboard summarizes your products, workspaces, billing status, licenses, recent invoices, usage, support activity, and important account actions. It can also highlight recommended next steps, such as: Paying an…