47 results for "rules"
OpsIQ vs Intercom, Zendesk & HubSpot — OpsIQ
OpsIQ vs Intercom, Zendesk & HubSpot: A Comprehensive Comparison In today's digital landscape, businesses often rely on multiple tools to manage customer interactions, support, and analytics. OpsIQ positions itself as a…
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 the OpsIQ Marketplace. The integration process…
Survey Studio, CSAT & Voice of Customer — OpsIQ
Build multilingual surveys, collect Customer Satisfaction (CSAT) and Net Promoter Score (NPS), and unify ten customer feedback sources in one normalized, evidence-linked workflow. Feedback in Context Feedback measured…
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, surveys, integrations, SEO, and analytics. With its…
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 essential features such as live chat, ticketing, AI, and…
Are referral earnings guaranteed after someone clicks my link?
No, clicks are only the first stage of referral attribution. A conversion must satisfy the referral program and billing rules, and the commission must reach the appropriate approved state before it is treated as…
Can I submit a ZIP file to support?
Yes, ZIP archives are among the supported attachment types for support tickets, subject to a 10 MB per-file limit and file validation. Please do not include passwords, private keys, or credential exports in a ZIP file…
Does closing a support ticket delete its attachments and history?
No, closing a support ticket does not delete its attachments and history. Closing a ticket changes its workflow state, but it does not remove the ticket record. The conversation and customer-visible attachments will…
How do referral commissions become earnings?
Understanding Referral Commissions Referral conversions are linked to qualifying customer and billing activity. Commission records can progress through various program states, and approved amounts are reflected in the…
What email notifications can I control from Preferences?
Email Notification Preferences The Preferences section allows you to manage your email notifications regarding various aspects of your account. You can control notifications for: Billing and invoice messages Product…
Do I need to finish every onboarding step before using OpsIQ?
The steps required for onboarding depend on your specific product. For instance, a Cloud customer needs a provisioned workspace and may also require domain verification. In contrast, a Self-Hosted customer needs an…
Can an OpsIQ customer change their preferred currency?
OpsIQ's account FAQs describe a Preferences area where customers can change their preferred currency, provided that the administrator has enabled this option. Additionally, currency detection and fallback mappings can…
Does OpsIQ keep an audit trail?
Yes, OpsIQ maintains an audit trail. It records audit information for admin actions, AI turns, webhook deliveries, and governed writes. This includes details such as the actor, timestamp, IP address, duration, and…
Does OpsIQ support role-based access control?
Yes, OpsIQ supports role-based access control. It utilizes owner, admin, support, and custom roles with granular grants. The developer surface describes 62 least-privilege API scopes. Additionally, product areas such as…
What is Suggest, Copilot, and Autopilot mode for OpsIQ actions?
Suggest keeps AI in a recommendation role. Copilot assists with execution while requesting the required approval. Autopilot can execute eligible pre-authorized actions but remains bound by scopes, roles, rate/value…
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…
Can multiple agents work on the same ticket safely?
OpsIQ includes features such as collision awareness, followers, related tickets, approvals, split workflows, real-time updates, and a polling backstop. These features help reduce stale views and duplicate work. However…
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…
What is OpsIQ Admin AI Chat?
Admin AI Chat is an operational assistant designed for authorized staff. It can reason across connected contexts, including billing, ticketing, CRM, orders, domains, visitors, knowledge, and other business aspects. The…
Does Promotion Studio have click heatmaps?
Yes, Promotion Studio can display click heatmaps over a campaign design. This feature allows teams to see where people interact, rather than just viewing a total click count. Heatmaps can reveal ignored calls to action…