69 results for "status"
Are OpsIQ fees tax-inclusive?
The Terms describe fees as tax-exclusive unless the checkout or invoice states otherwise. Applicable VAT, sales tax, withholding, or other taxes can depend on the customer's location, tax status, and payment route. It…
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…
Is OpsIQ SOC 2 certified?
The current OpsIQ compliance material indicates that the SOC 2 Type II work is in progress. It should not be represented as a completed certification until OpsIQ officially publishes that status as achieved. Customers…
Are all OpsIQ integrations equally available?
No, not all OpsIQ integrations are equally available. Some connectors are bundled as General Availability (GA), while others are bundled as Preview. Additionally, marketplace packages may have their own readiness…
What is the OpsIQ webhook retry schedule?
After an initial failed webhook delivery, the documented retry sequence is as follows: 1 minute 5 minutes 30 minutes 2 hours 12 hours After the sixth total attempt, the delivery is marked as failed. The delivery history…
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…
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…
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…
How does the OpsIQ CRM pipeline board work?
The OpsIQ CRM features a self-filling, drag-and-drop pipeline with configurable stages and deal statuses. It can display AI win probabilities and health signals, allowing the sales team to identify which opportunities…