Token arrives
Identity rides in on a signed token with the chat. No "verify your email" loop, no copy-pasting order numbers.
A polished AI live-chat widget that recognises the visitor, reasons through the request, looks up their real account, answers from your knowledge base, and acts safely when asked. It escalates to your team with full context, and only opens a ticket when something genuinely needs follow-up. AI keeps talking while your visitor waits for a human. Light and dark, fully white-label.
The moment a known customer opens the chat, the inbox shows a live visitor card with their name, login status, last order, return frequency and whole journey. Identity rides in on a signed token, so the AI shares the same context and never asks "what's your order number?" again.
Identity rides in on a signed token with the chat. No "verify your email" loop, no copy-pasting order numbers.
Name, account status, last order, visit count and the live journey assemble on the visitor card in real time.
The agent and the AI share the same context, so nothing resets and the customer is never asked twice.
The AI answers from your knowledge base, FAQs and AI Instructions, not the open internet. When it can't answer confidently, the question doesn't vanish: it lands in Pending KB suggestions as a drafted article you Approve & Publish in one click. And when confidence drops or a visitor asks for a person, the chat escalates into your agent inbox with the full transcript, visitor card and journey already attached. It becomes a native ticket only when it needs follow-up.
Not a canned line. Every turn, it reasons through the request, pulls the customer’s real account with read-only tools, grounds the answer in your knowledge, and acts only when it’s safe. It never invents a fact, a balance or a ticket number.
Verifies who they are from the signed identity token, so there’s no “verify your email” loop.
Reads the question and decides exactly what it needs to check to answer it completely.
Pulls their real data with read-only tools: balance, invoices, services, domains and their tickets.
Combines their live data with your knowledge base, FAQs and AI Instructions. Your facts, never the open web.
When asked, opens a routed ticket in the customer’s voice, files a refund for human review, or hands off.
Read-only by default, so it never claims an action it didn’t take. Every capability is yours to toggle.
“What’s my balance?” “When does my domain renew?” “Show my open tickets.” A signed-in customer gets a real answer, pulled live from their own account with read-only tools. It won’t guess, and it never touches anyone else’s data. When they want something done, the AI acts safely: it opens a routed ticket in their own voice, files a refund for a human to approve, or routes them to the right team. Then it quotes a ticket number and status the customer can actually look up.
“What’s my balance and open tickets?”
signed-in · verified“Hi Billing team, I’d like a discount on my Business plan…”
A customer can paste the images they are looking at instead of describing every pixel. Client Chat inspects only the images on that current message, connects the visual evidence to approved knowledge and permitted account context, then answers once, with the original files kept private.
Your payment was received. Provisioning has not completed.
Your screenshots show that payment succeeded, but workspace activation is still pending. I also confirmed invoice #1042 is paid.
You do not need to pay again. Try the activation refresh once; if provisioning remains pending, I can create a routed support ticket with these screenshots attached.
The AI writes the handoff in the visitor’s language, stays useful while the queue moves, and gives control to the teammate who joins. If nobody arrives, it safely returns the conversation to AI, with context intact.
결제는 완료됐지만 계정이 아직 활성화되지 않았습니다.
결제는 확인됐고, 활성화가 아직 처리 중입니다. 지원팀을 연결하는 동안 제가 계속 도와드릴게요.
지금 제가 할 수 있는 게 있나요?
You don’t need to retry payment. I’ve checked the paid invoice and kept the activation details ready for the teammate.
OpsIQ composes the transition from the live conversation in the visitor’s language instead of sending a generic system phrase.
It knows the minutes waited and acknowledgment count, stops repeating the wait after two mentions, and cannot run write actions while a person is being brought in.
A widget timer, boot poll, and cron backstop can return a timed-out handoff to AI with a contextual comeback, not a stranded queue.
Optional follow-ups space out exponentially, stop at your configured limit, skip acknowledgments and active flows, and fail silently instead of pestering the visitor.
Behavioural automation that fires a chat message, banner, email, guided tour or webhook based on what the visitor is doing. Plus deterministic, node-based flows for the moments you need certainty.
Fire on page URL, time on page, returning visitor or scroll depth. Cooldowns and per-visitor caps keep it tasteful; built-in A/B testing finds the message that works.
For lead qualification, triage or guided onboarding, build node-based flows with branching buttons. Start them on a greeting, keyword, known details, delay, chat end, proactive rule or manually, and test the route in a live Flow Preview, no code.
Website chat, WhatsApp, SMS, Messenger, Instagram, Telegram, LINE and X become normal Client Chat conversations in the Admin Chat Inbox. The source, external identity, attachments and reply rules travel with every thread.
Jess: I’m joining Layla’s billing conversation now.
Shape the identity, language, behaviour, support journey, knowledge and delivery layer without rebuilding the widget. The preview follows the setting you touch so teams can configure with confidence.
Business hours · department handoff · timeout return · offline form · Help Center entry · rating & survey
Names, greetings, suggestions, launcher art, avatars, 55 theme recipes, glass, complete color tokens, geometry and placement.
Reply pace, typewriter, status cues, natural follow-ups, long-chat memory, account lookups, links, prices, tickets and refund-request guardrails.
Auto-assignment, working hours, offline forms, ticket awareness, Help Center in chat, ratings, surveys, feedback, retention, crawling, embeddings and verified FAQs.
Uploads and limits, realtime plus fallback polling, background push, PWA alerts, SLA, saved views, search, ticket inspector and per-channel AI policies.
Browser dictation is live in the widget today: tap the mic, speak, review the transcribed message, and send. Full browser calling, premium speech-to-text and text-to-speech, and an avatar experience are clearly marked roadmap, not presented as shipped features.
“The invoice shows the wrong renewal date, and I need the corrected copy…”
SpeechRecognition turns speech into editable text inside the existing composer. If the browser cannot support it, the control stays out of the way.
Provider-grade transcription and spoken replies with workspace voice controls.
Real-time calls that retain customer identity, conversation context, and the human handoff.
An optional visual concierge built on the same governed Client Chat brain.
The widget is only the surface. Behind it, OpsIQ validates where requests came from, normalizes provider streaming, preserves feedback through deletion choices, and keeps every brand detail configurable.
Registered site domains, the admin-managed allowlist, and the server’s own origin form the request boundary. Unknown origins receive no access header.
Visible deltas stream through one runtime, usage is accounted for, partial replies never double-send, and safe synchronous fallback remains available.
Choose what remains for accountability. Scheduled retention and Forget Visitor always force full erasure, while complaint and rating evidence stays protected from inbox deletion.
Complete light and dark color systems, glass controls, launcher shapes, uploaded art, sanitized inline SVG, and separate closed/open launcher icons.
Invisible agent-to-agent notes the customer never sees, plus AI that drafts the reply for you to rewrite in your own voice.
Up to 16 blocks: hero, buttons, fact lists, stats, tips, callouts, quotes, images and code. The AI can compose them for any saved reply.
Emoji picker & reactions, voice input, attachments, typing indicator, snooze, archive, edit/delete and unread badges.
A fair capability matrix: what a premium, identity-aware AI chat gives you that a plain chat box never will.
| Capability | Basic chat widget | OpsIQ AI Chat |
|---|---|---|
| Agentic reasoning that plans each turn | — | ✓ |
| Live account lookups (real customer data) | — | ✓ |
| Safe AI actions (ticket / refund / route) | — | ✓ |
| Ticket written in the customer's own voice | — | ✓ |
| Capability controls for each ability | — | ✓ |
| Never fabricates (read-only, grounded) | Varies | ✓ |
| KB-grounded AI answers | — | ✓ |
| Identity-aware visitor card | — | ✓ |
| KB gap capture → drafted article | — | ✓ |
| Node-based flow builder | Limited | ✓ |
| Proactive rules + A/B testing | Limited | ✓ |
| Handoff carries full context → ticket | Email forward | ✓ |
| Rich message cards (16 blocks) | Plain text | ✓ |
| Multi-site from one workspace | Per-seat cost | ✓ |
| True white-label | Limited | ✓ |
| Asynchronous, non-blocking embed | Varies | ✓ |
| Automatic two-way translation | Limited | ✓ |
| Omnichannel gateway + one inbox | Separate inboxes | ✓ |
| AI continuity during human handoff | — | ✓ |
| Private by default (no trackers) | Varies | ✓ |
Every capability, grouped. ★ marks a stand-out.
| Feature | What it does |
|---|---|
| Customer context | |
| Identity-Aware Visitor Card ★ | Customer identity arrives with a signed token: name, account status, last order and live journey, with no "verify your email" loop. |
| Order & History Context | Prior orders and chat history stay in view, so context never resets. |
| Agentic AI & live data | |
| Agentic Reasoning ★ NEW | Plans each turn: it decides what to check, then reasons before replying instead of pattern-matching a canned answer. |
| Live Account Lookups ★ NEW | Read-only tools pull the customer's real balance, invoices, services, domains, subscriptions and their own tickets. Everything is identity-scoped, only ever their own. |
| Safe AI Actions NEW | Opens a routed ticket in the customer's voice, files a refund for human approval, or hands off. Every action is permission-checked and capability-gated. |
| Capability Controls NEW | Turn each AI ability on or off per workspace (e.g. AI Ticket Awareness) through a connector-neutral capability contract, so it works the same across every connector. |
| Rolling Conversation Memory NEW | Long chats stay coherent because older turns are summarised, so context never falls off the end. |
| Anti-Fabrication Guardrails ★ | Read-only by default. It never claims an action it didn't take or quotes a number that isn't real. |
| AI & knowledge | |
| KB-Grounded AI Answers ★ | Grounded, not guessing. The AI stays within your documented facts and refuses to invent. |
| KB Gap Capture & Auto-Suggestions ★ | Every missed question becomes a drafted KB article ready to publish in one click. |
| KB Deflection Rate Tracking | Watch your AI-only resolution rate climb as you publish KB articles. |
| Automatic Language Detection NEW | Detects language from the visitor's message, with browser locale used only as an initial hint. Choose follow-customer, English-only, or an approved-language list. |
| Two-Way Live Translation ★ NEW | An operator can read an Arabic customer in English and type the reply in English; the customer receives Arabic automatically. Each side stays in their own language, originals remain preserved, and translations are cached. |
| Translated Widget & Automated Messages | Optionally translate the widget interface, handoff notices, closed-hours lines and other system messages. Post-chat email surveys can use the language of the conversation. |
| Escalation & handoff | |
| Department Routing | Escalations route to the right team: billing to billing, support to support. |
| AI Wait Companion ★ | The AI stays available while a visitor waits, knows elapsed wait and acknowledgement count, and cannot run write actions during the handoff. |
| Safe Timeout Return | Widget timer, boot polling and cron can return an unanswered or declined handoff to AI with a contextual continuation. |
| Human Follow-Up Policy | Configure 1–10 progressively spaced nudges, presence and business-hour guards, acknowledgement skipping and a maximum sequence window. |
| Working Hours & Offline Form | Set the team timezone and schedule, closed-hours copy, repeat timing, and a configurable offline form that can replace live chat while the team is away. |
| Automated Message Pools | Customize the name and email prompts, handoff and timeout notices, ticket lines, closed-hours wording, surveys and channel auto-replies; each moment can rotate approved variants. |
| Live Agent Inbox (PWA) | Agents run the inbox as a PWA, with full context, light/dark and push notifications. |
| Create Ticket from Chat | Chat escalates to a ticket with transcript, context and SLA timer attached. |
| Omnichannel inbox | |
| Seven Messaging Routes ★ | WhatsApp, SMS, Messenger, Instagram, Telegram, X and LINE enter the same Client Chat thread model alongside website chat. |
| Channel Identity & Dedupe | Preserves source, external identity, attachments and reply lineage while de-duplicating inbound events. |
| Per-Channel AI Policy | Enable AI replies independently by channel, keep account actions read-only or explicitly allow them, and debounce burst messages into one coherent response. |
| Network Reply Windows | Enforces WhatsApp and Meta reply windows, including WhatsApp re-engagement templates and the Messenger/Instagram HUMAN_AGENT extension for real teammates. |
| Proactive engagement | |
| Behavioral Trigger Engine ★ | Reach visitors at the right moment, based on URL, time, scroll, returning visitor and more. |
| Proactive Rules: 7 Action Types NEW | Chat, banner, tour, webhook, email, department assign and push: seven actions in one rule. |
| Proactive Rule A/B Testing NEW | A/B test rule variants and track reply rate live. |
| Automation & flows | |
| Chatbot Flow Builder (Node-Based) NEW | Node-based flow builder for deterministic branching conversations, with no code and a live preview. |
| Flow Trigger Types NEW | Seven triggers: greeting, keyword, after details, delay, on chat end, proactive rule and manual. |
| Flow Runtime Node Types (13) NEW | 13 runtime nodes cover messages, questions, branches, conditions, collection, knowledge, AI, email, tickets, delays and escalation. |
| Flow Variables & Interpolation NEW | Dynamic variables like {{visitor_name}} and {{page_title}} personalize flows. |
| Agent tools & management | |
| Saved Replies (Manual & AI) | Save replies manually or let AI generate rich cards. |
| Rich Message Cards NEW | Up to 16 blocks: hero, buttons, fact lists, stats, tips, quotes, images and code. |
| AI Draft & Rewrite NEW | AI drafts the reply; agents rewrite for tone, detail or length. |
| Typing Indicator NEW | Shows "typing…" while an agent composes, so it feels human. |
| Message Attachments & Upload Toggle NEW | Agents send files; per-thread control over client uploads. |
| Emoji Picker NEW | Visual emoji picker in widget and agent toolbar. |
| Emoji Reactions NEW | React to a message with an emoji for a quick acknowledgment without typing. |
| Whispers (Internal Notes) NEW | Invisible agent-to-agent thread notes the customer never sees. |
| Whisper Rooms | General and private admin rooms, mentions, room membership controls and AI-assisted internal collaboration stay beside the live inbox. |
| Inbox Workflow Controls | Configure first-response SLA, saved queue views, keyboard shortcuts, command palette, in-conversation search and customer-ticket history in the inspector. |
| Voice Input (Mic Button) NEW | Speak your message with voice-to-text in the widget. |
| Edit / Delete Message NEW | Fix typos or remove sent text (admin-gated). |
| Thread Snooze NEW | Hide threads until a set time; they auto-resurface. |
| Thread Archive NEW | Archive and unarchive completed chats. |
| Unread Message Badges NEW | Unread counts for admin and client; never miss a new message. |
| Chat Export NEW | Export transcript and attachments for compliance or records. |
| Quality & analytics | |
| CSAT / Post-Chat Rating NEW | Configurable post-chat rating prompt to measure CSAT and improve agent quality. |
| Answer-Level Feedback | Visitors can rate individual AI answers with thumbs up or down; feedback remains protected from ordinary inbox deletion. |
| Post-Chat Survey & Transcript | Control close timing, caps and questions, then let visitors email or download the conversation. Email surveys can follow the chat language. |
| Help Center Inside Chat | Let visitors search categories and published articles without leaving the widget, control entry placement and labels, and open articles on the source site, OpsIQ Help Center or your own Help Center domain. |
| Knowledge Training Controls | Crawl websites with page, depth and exclusion limits; configure local retrieval and embeddings; import knowledge; and maintain weighted, approved FAQs. |
| Deployment & customization | |
| Multi-Site Support ★ | One workspace for every property, each themed independently and all sharing one inbox. |
| Cross-Site Conversation Continuity | Visitors can continue the same conversation across connected properties when the workspace policy allows it. |
| White-Label Branding | True white-label: your colours, fonts and agent name. Remove "Powered by OpsIQ" on Business. |
| Light & Dark Theme Auto-Follow | Auto-follow the visitor's OS theme, or lock to a choice. |
| Async Widget Delivery ★ | Loads after the page becomes interactive and does not block the initial render. Polling remains available as the dependable realtime fallback. |
| PWA Inbox Installation | Install the agent inbox as a PWA with push. |
| Custom Brand Colors & Gradients NEW | Skinnable widget, buttons and inbox, with custom colours and gradients everywhere. |
| Custom Font & Copy NEW | Override the agent name, messages and labels per site. Every word can be yours. |
| 55 Premium Theme Recipes | Apply a complete light/dark color system, then customize glass blur, opacity, panel, bubbles, controls, chips, composer, launcher art and avatars. |
| Widget Position Presets NEW | Four corners or custom, fully responsive. |
| Security & privacy | |
| Private by Default ★ | No third-party trackers; identity via signed token; consent and retention enforced. |
| Registered-Origin Boundary | Only registered sites, the managed allowlist and the server's own origin receive cross-origin access. Copying the embed does not copy authorization. |
| Retention & Erasure Modes | Choose keep record, keep person or erase; scheduled retention and Forget Visitor force full erasure while complaint evidence remains accountable. |
| Realtime & Background Push | Choose polling, Pusher, Ably or Firebase for live delivery, plus Pusher Beams, OneSignal or VAPID for background admin alerts. |
| Current-Message Image Understanding ★ NEW | Opt-in vision inspects up to three JPEG, PNG, GIF or WebP images on the visitor's current message, up to 4 MB each. Files come from private attachment storage, past images are not resent, a vision-capable model is required, and failure falls back to a text-only reply. |
| Attachment Policy & Preview | Control upload size, attempts, windows and allowed extensions; enable previews, paste-only mode and per-thread client upload access independently. |
Everything teams ask before they drop the widget on: performance, identity, handoff and customisation.