357 results for "support"
Can Client Chat AI look up live account information?
Yes, the Client Chat AI can look up live account information when the source system is connected and the customer is properly identified. The chat can perform identity-scoped reads for permitted balances, invoices…
How does OpsIQ know who a customer is in chat?
OpsIQ utilizes a signed identity token and a Visitor Card to ensure that authenticated chat sessions are connected to the correct customer or account. The Visitor Card can display authorized information such as the…
What is Client Chat AI in OpsIQ?
Client Chat AI is OpsIQ's customer-facing conversation layer that integrates various features including live chat, artificial intelligence, customer identity, account and order context, knowledge, safe actions, rich…
Does OpsIQ use CRM data to train third-party AI models?
No, OpsIQ does not use customer CRM data to train third-party foundation models. While AI can utilize authorized live CRM context for reasoning, drafting, scoring, or assistance during a request, this is distinct from…
Can I export CRM data from OpsIQ?
Yes, OpsIQ states that CRM data belongs to the customer and can be exported, including CSV workflows. Self-hosted deployments keep the database in the customer's environment. Please note that the export or deletion of a…
What is the Trust Dial in OpsIQ CRM?
The Trust Dial controls the level of autonomy granted to the AI within the OpsIQ CRM. There are three modes of operation: Conservative Modes: In this mode, the AI functions primarily in a suggestion or manual role…
What are the OpsIQ CRM AI agents?
OpsIQ offers specialized CRM AI roles designed to enhance various aspects of customer relationship management. These roles include: Data Steward: Focuses on maintaining data quality. Prospector: Works on identifying…
Can OpsIQ AI draft CRM outreach?
Yes, OpsIQ can draft CRM outreach using authorized customer information, deal details, prior interactions, and knowledge context. The CRM facilitates grounded outreach drafting that can be queued for review and…
Can I create custom CRM stages in OpsIQ?
Yes, OpsIQ CRM supports dynamic stages, allowing organizations to customize their sales processes instead of adhering to a fixed model. Teams can adapt stages to fit their lifecycle and combine them with deal status…
What is the OpsIQ AI-first CRM?
OpsIQ CRM is a shared customer and deal system designed to integrate with chat, tickets, email, billing context, analytics, and AI, rather than functioning as an isolated sales database. Its command center highlights…
Is white-labeling available in OpsIQ?
Yes, white-labeling is available in OpsIQ. Higher plans include white-label capabilities. Plan Features The features of each plan related to white-labeling are as follows: Business: Introduces white-label branding and…
Does OpsIQ offer annual billing?
Yes, OpsIQ supports both monthly and annual billing. According to the pricing page, annual billing offers a discount compared to month-to-month payments. You can change the billing cadence for renewals, and upgrades or…
Are AI tokens included in the monthly OpsIQ subscription?
No, OpsIQ treats AI consumption separately from the base subscription. Managed AI operates on a pay-as-you-go basis at the plan's rate, and the pricing page does not include a free bundled token allotment. Supported…
How much does OpsIQ Managed AI cost?
Managed AI is billed separately from the base subscription based on token usage. The published rate per 1 million tokens decreases according to the plan selected: Starter: $6.00 Launch: $5.50 Growth: $5.00 Business…
Does OpsIQ offer a free plan?
Yes, OpsIQ offers a free ongoing plan called Starter Cloud. This plan is not a paid subscription disguised as a short trial. It includes: One website Two seats One mailbox Starter allowances for chat, tickets, AI…
Do I need a credit card to start OpsIQ?
No credit card is required to start the free OpsIQ experience. According to the pricing page, eligible paid-plan trials can begin without an upfront card. It is important to note that managed AI consumption is separate…
How much does OpsIQ cost?
OpsIQ Pricing Plans OpsIQ currently offers six plan levels: Starter Cloud: Free Launch: $15/month on Cloud or $12/month Self-Hosted Growth: $49/month on Cloud or $39/month Self-Hosted Business: $119/month on Cloud or…
What does the OpsIQ Scale Self-Hosted plan include?
The current listed price for the OpsIQ Scale Self-Hosted plan is $249/month. This plan includes the following features: Scale feature tier on customer-managed infrastructure Support for up to 40 websites 75 seats…
What does the OpsIQ Growth Self-Hosted plan include?
The current listed price for the OpsIQ Growth Self-Hosted plan is $39/month. This plan includes the following features: Growth feature tier on the customer's server Support for up to 5 websites 10 seats 10,000 tickets…
What does the OpsIQ Launch Self-Hosted plan include?
The current listed price for the OpsIQ Launch Self-Hosted plan is $12/month. This plan includes the following features: Launch feature tier on customer-operated infrastructure 3 seats 500 tickets 1,500 client-chat…