47 results for "rules"
What is OpsIQ Promotion Studio?
Promotion Studio is OpsIQ's visual campaign system designed for onsite experiences. It supports various formats, including modals, slide-ins, top or bottom bars, fullscreen campaigns, inline embeds, and geo-aware…
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…
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…
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 OpsIQ CRM create quotes?
Yes, OpsIQ CRM includes CPQ (Configure, Price, Quote) and quote capabilities. This functionality supports versions, discounts, tax handling, and accept or decline states. Quotes are integrated with the deal and contact…
Does OpsIQ CRM support teams, territories, and record visibility?
Yes, OpsIQ CRM supports team and territory concepts, along with record visibility controls such as open, owner-based, or team-based access. This functionality allows a company to maintain a shared CRM while restricting…
Can OpsIQ connect to my existing software stack?
Yes, OpsIQ can connect to your existing software stack. It supports bundled and marketplace connectors, a Connector Builder, scoped General API access, signed webhooks, and typed AI Action contracts. This allows…