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Frequently Asked Questions

Clear answers for OpsIQ users.

Find practical answers for customers, admins, support teams and developers using OpsIQ tracking, chat, tickets, notifications, billing, branding, security and integrations.

Getting started

What is OpsIQ?+

OpsIQ is an AI-powered operations platform for websites and online businesses. It combines visitor tracking, customer chat, admin chat, tickets, AI writing, analytics, webhooks, billing tools, notifications and account management.

Who uses OpsIQ?+

Business owners, admins, support agents, sales teams, developers and customers use different parts of OpsIQ. Admins manage the platform in /manage, while customers manage their profile, preferences, tickets and billing in /account.

Can OpsIQ work as a cloud platform and a self-hosted system?+

Yes. OpsIQ can support a managed cloud-style setup and self-hosted deployments. In both cases, the goal is the same: connect websites, track activity, support customers and automate safe actions.

What should I configure first?+

Start with branding, currency, admin security, departments, tracking, customer account pages, notifications, then AI chat and webhooks. This makes testing easier and avoids enabling too much at once.

Tracking and analytics

Why is tracking important in OpsIQ?+

Tracking shows how visitors move through your website before they chat, open tickets, sign up or buy. It helps you understand traffic sources, page performance, location, lead intent and support demand.

What can OpsIQ track?+

OpsIQ can track visits, sessions, pages, referrers, devices, browser details, countries, cities when available, remote sites, events, leads, chat activity and conversion indicators.

Why are visitor locations sometimes wrong?+

Location depends on available signals such as headers, Cloudflare country data or MaxMind GeoIP. VPNs, mobile networks and proxies can reduce accuracy.

Why are my numbers too high?+

Common causes include duplicate tracking scripts, staff traffic, bots, test pages, remote-site duplication, cache behavior or missing excluded IP/path rules.

Why is no activity showing?+

Check that the tracking script is installed, the site key is correct, the browser is not blocking the script, excluded paths are not too broad and the remote site is marked active.

Client AI Chat

What does Client AI Chat do?+

It helps customers answer common questions, troubleshoot issues, provide details, request a human, upload attachments and open or continue tickets when needed.

Should the AI create a ticket immediately?+

No. The AI should first try to understand and help with the issue. A ticket should be created when the customer provides enough detail, needs staff help or the issue is not resolved.

Can the chat use customer account information?+

For logged-in customers, the chat can use safe account context only when enabled by the admin. Access should be limited to what is useful and appropriate.

Can customers upload files in chat?+

Yes, if attachments are enabled. Admins should set safe file types and maximum upload size.

Can the widget match my brand?+

Yes. You can configure colors, dark/light mode, glass effects, launcher shape, avatars, bubble styles, welcome messages and position.

Admin Chat and AI writing

What is Admin Chat?+

Admin Chat is the staff workspace for customer conversations, internal coordination, assignments, handoff, private notes and live support.

What are whispers or internal notes?+

They are private staff messages used for coordination. Customers should never see them.

What does OpsIQ Writing help with?+

OpsIQ Writing helps draft replies, summarize issues, prepare announcements, write follow-ups and create clearer customer communication.

Can AI replies be automatic?+

Yes, but automatic replies should only be enabled where the knowledge is reliable and the topic is safe. Billing, legal, abuse and security cases should usually be reviewed by staff.

Tickets and notifications

What makes the ticket system advanced?+

Tickets support departments, priorities, statuses, rich text, plain text, emoji, attachments, internal notes, staff replies, customer replies and notifications.

Where are departments created?+

Admins create and manage departments in /manage Tickets. Departments help route support requests to the right team.

How do customers open tickets?+

Customers can open tickets from /account Support, from the chat escalation flow, or any connected support entry point enabled by the admin.

What does the notification bell do?+

The bell shows unread notifications. Customers and admins can click it to preview updates and open the full notification details.

Can admins post notices to customers?+

Yes. Admins can create customer notices with title, message, style, optional link, start date and end date. Notices can appear in the customer account header during the selected period.

Webhooks, actions and integrations

What are actions?+

Actions are approved operations that OpsIQ can request from a connected platform, such as reading a customer, creating a task, updating a ticket or checking a subscription.

What are triggers?+

Triggers are events or conditions that start a workflow, such as a new signup, ticket reply, visitor returning, failed payment or webhook event.

What are webhooks used for?+

Webhooks connect OpsIQ with other websites and apps. They send signed events or receive signed requests so systems can communicate securely.

Should AI have direct database access?+

No. The safest approach is to expose approved API actions with scoped permissions, signatures, validation and confirmation for sensitive changes.

Can OpsIQ connect multiple websites?+

Yes. Remote sites allow multiple websites to send tracking, chat and event data into one OpsIQ dashboard.

Billing, currency and account

How does currency detection work?+

OpsIQ can detect a visitor or signup country using available location signals and assign the best matching currency. Admins can set fallback currency and country mappings.

Can customers change currency?+

Yes, customers can change currency in /account Preferences if the admin allows it.

What profile details should customers add?+

Customers should keep company/legal name, phone, billing address, city, state, postcode, country, tax ID and timezone updated. This improves invoices and support accuracy.

What should invoices contain?+

Invoices should include seller details, customer billing details, tax ID where applicable, item rows, subtotal, tax, discount, total, amount due, payment status and notes.

Security and branding

Does /manage support Google Authenticator?+

Yes, admin login can use Google Authenticator where enabled. Make sure device time is correct when validating codes.

How should API keys be protected?+

Use scoped keys, rotate them when needed, do not expose them publicly, and only allow the actions a connected site actually needs.

Can I upload different logos for dark and light mode?+

Yes. Admins can upload global, footer, account and admin logos, including dark and light variants, plus a favicon.

Can I change the copyright text?+

Yes. Admins can edit the copyright text from /manage Appearance.

Troubleshooting

The chat is not answering. What should I check?+

Check AI provider settings, API key, model availability, rate limits, knowledge settings, chat behavior toggles and server errors.

Attachments are not uploading. What should I check?+

Check folder permissions, upload size settings, PHP upload limits, allowed file extensions and available storage.

The notification bell is not updating. What should I check?+

Check that notifications are being created for the correct customer or admin, unread status is set, JavaScript loads correctly and the dropdown route is reachable.

Currency is wrong during signup. What should I check?+

Check GeoIP path, country headers, country-to-currency rules, fallback currency and whether the signup form selected a different currency manually.

Launch smarter

Still need help?

Contact support with the page name, account email, exact message and what you expected to happen. That helps the team solve it faster.