Product · the complete feature index

Every feature. One platform.

Chat, CRM, HR, tickets, promotions, SEO, analytics, consent and developer tools share one customer context from day one, cloud or self-hosted.

One layer AI-First CRM PeopleOS HR Client Chat AI Commerce & Storefront Promotion Studio Site Intelligence Admin AI Chat Surveys & CSAT Team Performance Ticket System Knowledge Base AI Analytics Consent & GDPR OpsIQ Writing Webhooks & Actions Email Channel Security Remote Sites Integrations One layer one timeline one AI memory 19 surfaces not nineteen products One customer the same record everywhere Every surface writes to the same timeline, so nothing has to be reconciled later.
40supported locales
2,415registered API actions
69least-privilege API scopes
57connector capability types
Engage

Meet visitors the moment intent appears, and convert it.

Proactive messages Behavioral rules that reach out the moment a visitor matches: chat bubble, banner, tour, email or push.
Guided tours Themed step-by-step walkthroughs with a spotlight and speech bubbles, built in a visual designer.
Announcements In-widget announcements and changelog with per-visitor read tracking.
Email platform Inbound IMAP polling, SMTP send, mailboxes, email-to-ticket and a drafts queue.
Web push Re-engage visitors after they leave, with built-in VAPID or Pusher Beams campaigns.
Outreach campaigns 1:1 and bulk email to CRM segments with reply detection, tracking and one-click unsubscribe.
Sell

An AI-first CRM with four agents that does the busywork.

Forecasting AI-weighted commit, best-case and pipeline with accuracy tracked over time.
Prospecting An SDR agent that finds target companies, scores them on fit, and drafts the first-touch outreach.
Follow-up sequences Multi-step email / wait / task flows that you approve first; a reply auto-stops them.
Lifecycle & retention Onboarding → renewal board with health and expansion scores and a recommended playbook.
Data steward Finds duplicates, missing fields and stale records, and fixes them on your approval.
Build my CRM Describe your business in plain English; the AI drafts stages, fields and segments.
Lead capture & goals Turn activities and inbound events into attributed conversions.
Commerce

A native online store, and the same catalogue selling through chat, social channels and connected platforms.

Explore Commerce
Customer accounts & orders Sign-in, order history, addresses, downloads and tracking, including orders that began in a chat.
Store credit & digital codes An append-only credit ledger with a derived balance, and a stock of licence, prepaid and gift-card codes that cannot be oversold.
Tips, split shipments & returns Tips computed server-side and never taxed, part-shipments with their own tracking, and proportional refunds across cash and credit.
Abandoned-cart recovery A capped, consent-based reminder to someone who typed their own email, with a one-click permanent stop.
Store Intelligence Visitors, product views, cart additions, checkout starts and abandons, conversion and revenue by currency, never silently combined.
Launch readiness & maturity A readiness check that asks the shop questions a shopper would, and a maturity register computed from your own settings and records.
Store connectors & the contract Connect WooCommerce, Shopify, WHMCS, BigCommerce, Magento, PrestaShop, OpenCart and more, or build your own against a published contract.
Support

Tickets, chat and email in one inbox with full history.

Shared inbox & saved views Agent presence, assignment rules, quick replies and custom inbox filters.
Knowledge base & Help Center Import, crawl, write, reorganize, translate and publish governed articles to a branded Help Center that can ground AI answers.
CSAT Post-resolution surveys, ratings and detractor tracking, with an email survey flow.
Customer portal & Portal Studio Give customers a branded ticket journey with request history, sign-in controls, SSO options and a custom domain; design and publish it in Portal Studio.
Email → ticket Inbound email becomes a threaded ticket with an AI-drafted reply for review.
Dedupe & merge Suggests duplicate tickets and merges them with the full history preserved.
Know

Every visit, session and ranking, explained by AI.

Intent funnel Classify sessions browse → research → compare → buy and find the drop-off.
Events & A/B A searchable event log plus split tests with statistical significance and a winner.
Sales & leads Revenue attributed to the journey, and high-intent leads detected automatically.
Site Intelligence (SEO) Crawls, rank tracking, backlinks, competitors, local grid, GBP and white-label reports.
CDP & identity graph Resolve identities into one customer profile, with lead scoring and journeys.
Team performance Real-time workload, response and resolution, SLA, CSAT, reopen rates, evidence-backed coaching and governed rewards.
Custom dashboards & reports Build your own view; email white-label PDF reports on a schedule.
People

Hire, onboard, run, grow and govern your team, with AI a person can always overrule.

Explore PeopleOS HR
Time, leave & scheduling Schedules, shifts, time approvals, leave policies and holidays, real calendar events for interviews and check-ins, and shared-device clocking kiosks.
Payroll reconciliation & expenses Approved worker and compensation events go to your payroll provider, which returns reconciliation state and exceptions. OpsIQ never moves money.
Performance, learning & skills Goals, evidence-anchored reviews and calibration, courses and paths, an explainable internal marketplace, skills with evidence and career paths.
Employee portal & careers site A mobile-first portal for records, requests, documents, pay explanations, leave and rights, plus a careers site with candidate self-scheduling.
Employee relations & whistleblower vault Grievances, investigations, four-eyes discipline and sealed case files that never leak into search, analytics or AI context.
AI governance & autonomy control Registered typed tools with a risk class and a maximum autonomy, budgets, breakers, kill switches, run replay and human takeover.
EU AI Act dossier & policy packs Deployer readiness computed from live records, per-country law packs with a named legal owner, fairness evaluations and an appeals desk.
Every surface, in full

Nineteen surfaces. One customer record.

Each one below is a product in its own right with its own page. They share a timeline, an AI memory and one action model, which is the whole reason they are worth having together.

Revenue

A pipeline that tells you what it needs.

Deals move on a board, four specialist agents work the busywork behind them, and every risk signal cites the ticket, chat or email it came from.

  • Four agents, one dialSteward, Prospector, Retention and Analyst, each running at Manual, Copilot or Autopilot.
  • Coaching with evidenceEvery warning links to the conversation that produced it, so nobody argues with the score.
  • Forecast you can auditWeighted commit and best case, with accuracy tracked against what actually closed.
Explore AI-First CRM
Live
AI-First CRM Live
Pipeline Trust Dial Copilot LEAD QUALIFIED WON Volt Inc$4k Peak$9k Orbit$48k AI Acme · $24k RISK, WITH ITS SOURCE No reply in 10 days · ticket #482, chat 6/12 Weighted forecast $74k
People

The other half of the business, on the same layer.

Hiring, onboarding, time and leave, payroll reconciliation, performance and an employee portal, on one dated record a person can always overrule.

  • From requisition to first dayApprovals, a candidate pipeline, sealed salary bands, four-eyes offers, then onboarding measured from evidence.
  • AI that stays in shadowScreening runs with its reasoning shown and its corrections kept. A person signs everything that matters.
  • Governed by constructionRegistered tools with a risk class, budgets, breakers, run replay and a sealed case vault.
Explore PeopleOS HR
Live
PeopleOS HR Live
Requisition to first day Requisition 4 approvals Screening AI in shadow Interview Score anchors Offer Four eyes Salary band sealed Visible to the approvers, nobody else 75% onboarded Measured from evidence, never from a tick box AO Amara Okon Day 3 of 30 JL Jess Lee Day 12 of 30 MC Maya Cole Complete
Conversation

Eight ways in. One conversation.

Website chat, WhatsApp, Messenger, Instagram, Telegram, LINE, SMS and X arrive in the same inbox, answered by the same AI from the same approved knowledge.

  • It knows who is askingA signed identity token matches the visitor to their account, and it reads only the fields you permitted.
  • Grounded, or silentAnswers come from your knowledge base. What it cannot answer becomes a logged gap, not a guess.
  • Handoff that holdsYour team gets the thread, the files and the language, and the AI stays useful while the customer waits.
Explore Client Chat AI
Live
Client Chat AI Live
Every way in, one conversation Web WhatsApp Messenger Instagram Telegram LINE SMS X One inbox AI one knowledge base Answered from your docs Account read permitted only Handed to a person The identity, the language and the files travel with it.
Commerce

A shop you own, selling inside the chat.

A native storefront on your own address, and the same catalogue selling through conversations. The server prices the order and signs the card.

  • The assistant never sets a priceIt searches and explains. The server quotes, signs the confirmation card, and only your customer creates the order.
  • Paid however they payCertified hosted gateways, plus bank transfer, cash on delivery, pay on collection and pay in store.
  • Or keep the store you haveWooCommerce, Shopify, WHMCS, BigCommerce, Magento and more, each doing only what its contract declares.
Explore Commerce & Storefront
Live
Commerce & Storefront Live
yourshop.com/store Cart 1 Built for the long way round AUTUMN / WINTER Field Jacket Trail Pack Gift card Your domain · your theme · 40 languages SIGNED BY THE SHOP Field Jacket Medium · qty 1 1 left in this size Total, priced by the shop in your currency Confirm this order The assistant searched. The server priced it. Only the customer creates the order.
Engage

Reach out at the right moment.

Pop-ups, bars, slide-ins and full-screen campaigns built from blocks, aimed by behaviour, and measured against a variant that did it differently.

  • Built, not templatedAround two dozen block types, premium design variants, and placement, trigger and motion you choose.
  • Aimed by what they didPage, time on page, returning visitor or scroll depth, with cooldowns and a per-visitor cap.
  • Proven against a controlLive A/B with the reply rate of each variant in front of you.
Explore Promotion Studio
Live
Promotion Studio Live
BLOCKS Headline Image Coupon Form Countdown Buttons CANVAS Wait, before you go Ten per cent on this order. BACK10 Apply and checkout FIRES WHEN Pricing page 30s on page Returning visitor cooldown 24h · 2 per visitor Variant A vs Variant B · reply rate A B A leads
Search

Why you rank, and what to do about it.

Crawls, rank tracking, backlinks and competitors, read by an analyst that explains the movement instead of listing it.

  • Crawl that finds the real faultBroken links, thin pages, duplicate titles and the technical debt behind a drop.
  • Ranks over timeKeyword positions tracked with the competitor set beside them, not in a separate tab.
  • An analyst, not a chartIt says what moved, why it probably moved, and the next thing worth doing.
Explore Site Intelligence
Live
Site Intelligence Live
Position over 90 days lower is better competitor "managed helpdesk software" Crawl found 4 broken links 2 duplicate titles AI Why it moved The guide picked up four links from review sites. Fix the broken pages next.
Operations

Ask your company a question.

A command centre for your team that reads live billing, tickets, CRM and workspace data, and runs governed actions through permission, confirmation and audit.

  • It answers from the real recordsNot a summary someone exported last week.
  • Every write is proposed firstValidated input, role and workspace checks, a confirmation step, and an idempotent run.
  • Tamper-evident afterwardsWho asked, who approved, what changed, appended to a chain that cannot be quietly edited.
Explore Admin AI Chat
Live
Admin AI Chat Live
Plain English in, audited operation out Which accounts are overdue this week? READ FROM LIVE RECORDS Acme Corp 12 days overdue Volt Inc 5 days overdue Peak Ltd 2 days overdue PROPOSED · NOT RUN Send the reminder to all three Validated · permission checked · idempotent Dismiss Approve AUDIT CHAIN quote.issued prev 9c4a…a0 · 09:41 policy.decided prev 9c4a…ab · 09:41 approved by Jess prev 9c4a…b6 · 09:44 executed once prev 9c4a…c1 · 09:44 result appended prev 9c4a…cc · 09:44
Feedback

The score, and the sentence behind it.

CSAT, NPS and post-resolution prompts, with AI reading the free text so a number always has a reason attached.

  • Asked at the right momentAfter a resolution, in the same thread, in the customer's language.
  • Themes, not word cloudsThe recurring complaint named in plain words, with the responses that make it up.
  • Detractors get a route backA low score can open the follow-up rather than sit in a report.
Explore Surveys & CSAT
Live
Surveys & CSAT Live
Feedback, with the reason attached 4.8 CSAT this week from 312 responses NPS spread Detractors Passives Promoters AI The recurring theme Eleven people said delivery timing was unclear at checkout, not that it was slow. 11 responses behind this A low score opens the follow-up Two out of five from Marcus · routed to the owner of his last ticket, in his language recovery opened
Team

From a team signal to the evidence.

Workload, response and resolution, SLA, CSAT, reopen rates and conversation quality, with the record behind every number one click away.

  • Fair workload, visiblyWho is carrying what, right now, rather than at the end of the month.
  • Coach with the transcriptMove from a rollup into the chats and replies that produced it.
  • Recognition that is governedReward balances and payouts stay with authorised owners, and AI teammates are excluded.
Explore Team Performance
Live
Team Performance Live
Team · last 7 days 12 online MC Maya Cole 32 resolved · 4m response 4.9 CSAT 94 JL Jess Lee 28 resolved · 6m response 4.8 CSAT 90 AO Amara Okon 24 resolved · 8m response 4.7 CSAT 87 TK Tomas Kine 19 resolved · 9m response 4.6 CSAT 81 The evidence behind 94 18 chats · 14 ticket replies · 9 surveys, each one openable Open the record
Support

A queue that knows what is late.

Departments, priorities, business-hours SLA and routing, with an Inbox Copilot drafting the reply and a portal your customers submit from.

  • Routed the way you workRound-robin, least-busy or skill-based, with a catch-all that nothing falls past.
  • SLA on business hoursClocks that stop overnight and at weekends, because your customers know when you are open.
  • Drafted, then readThe Copilot proposes the reply and classifies priority, sentiment and intent. A person sends it.
Explore Ticket System
Live
Ticket System Live
Queue · business hours #4482 · Crushed delivery Billing 52m left #4481 · Cannot sign in Support 18m left #4479 · Refund status Billing 4m left #4477 · Quote request Sales 2h left ROUTING Round robin Least busy Skill based COPILOT DRAFT a person still presses send Your customers submit from their own portal They see their tickets, their replies and their files. Nothing else.
Knowledge

The answer once, everywhere it is needed.

Governed articles and a multilingual Help Centre that the AI answers from, with the questions it could not answer coming back as gaps.

  • One source, many surfacesThe same article grounds the chat, the portal, the Help Centre and search.
  • Forty languagesCustomer-facing content translated and cached, with the original always preserved.
  • It tells you what is missingEvery unanswered question is logged as a content gap with the wording people actually used.
Explore Knowledge Base
Live
Knowledge Base Live
Write it once Getting started Billing Payment methods Activation after payment Refunds and returns Shipping When tracking updates Client Chat same article, same answer Customer portal same article, same answer Help Centre same article, same answer Search same article, same answer 40 languages EN AR FR DE ES PT ZH It tells you what is missing "can I pause my plan for a month" · asked 9 times · no article covers it logged as a gap
Intelligence

Who is on the site, and what it means.

Visitor intelligence, live sessions, geography, leads and conversion, read together rather than in five dashboards that disagree.

  • Live, not yesterdaySessions as they happen, with the journey that led to them.
  • Intent, not just trafficPricing visits, return visits and checkout starts surfaced as leads worth a follow-up.
  • Honest about gapsWhere a range cannot answer a question you get a dash and a reason, never a confident nought.
Explore AI Analytics
Live
AI Analytics Live
Live sessions 8,421 visitors today · 38 on the site now FUNNEL Visitors Pricing seen Chat opened Lead Converted not zero per cent Two days in this range have no tagged events, so it says so.
Writing

Drafts in your voice, not a robot's.

Replies, ticket drafts, articles, announcements and support content, written against your tone and your knowledge rather than a blank prompt.

  • It starts from your materialGrounded in your articles and the thread it is answering, so the facts are yours.
  • Tone you set onceFormality, length and house style applied consistently rather than remembered by each agent.
  • Always a draftNothing reaches a customer without a person reading it first.
Explore OpsIQ Writing
Live
OpsIQ Writing Live
Drafting, in your voice Reply to Marcus · ticket #4417 TONE Warm Concise Formal Drawn from When tracking updates Order NB-4417 This thread It stops here Nothing reaches a customer until somebody reads it and presses send. Review and send
Automation

Your systems, on the same events.

Triggers, action endpoints and signed deliveries, so what happens in OpsIQ reaches the rest of your stack in a form it can trust.

  • Signed, not just sentHMAC signatures on every delivery, so the receiver can prove it came from you.
  • Retries that do not duplicateIdempotency keys and a deterministic event id, so a replay updates rather than doubles.
  • Actions both waysYour endpoints become actions the AI can propose, under the same permission model.
Explore Webhooks & Actions
Live
Webhooks & Actions Live
One event, delivered once ticket.created id: 4482 dept: billing at: 09:44:02Z deterministic event id HMAC signed attempt 1 same idempotency key timed out attempt 2 same idempotency key 202 accepted Your system recorded it once Two deliveries, one row. A replay updates rather than doubles. And the other way round Your endpoints become actions the AI can propose, under the same permission model.
Email

The inbox becomes the queue.

Inbound mail turns into tickets, AI drafts the reply, and transactional and broadcast sending runs from the same authenticated domain.

  • Mailbox to ticketThreads, attachments and the sender identity carried into the queue intact.
  • Authenticated properlySPF and DKIM set up so your mail arrives instead of being filed as spam.
  • One template systemTransactional and broadcast share the layout, so nothing goes out looking like a different company.
Explore Email Channel
Live
Email Channel Live
The inbox becomes the queue [email protected] Marcus O. Where is my order? Layla H. Payment not activated Sofia V. Damaged delivery TICKET QUEUE #4479 · Support thread, attachments and sender carried across #4480 · Billing thread, attachments and sender carried across #4481 · Fulfilment thread, attachments and sender carried across SPF pass DKIM pass DMARC aligned Transactional and broadcast share one template, so nothing goes out looking like a different company.
Trust

Access that fails closed.

Two-factor, OIDC single sign-on, SCIM provisioning, IP blocking and an audit trail, with permission checked at the route rather than in the interface.

  • One auth invariantEvery administrative route passes the same guard, so a new page cannot be accidentally open.
  • Joiners and leaversSCIM provisioning and de-provisioning, so access ends when employment does.
  • Evidence, afterwardsAn audit trail of who did what, kept in a form you can hand to someone else.
Explore Security
Live
Security Live
One guard, every route /manage/users /manage/billing /api/v1 /hr/records /store/orders AdminSessionGuard A new page cannot be accidentally open. 2FA OIDC SSO SCIM Joiner provisioned Mover role changed Leaver access ended Evidence, afterwards Who did what, when, from where, in a form you can hand to somebody else.
Multi-site

Every client site, one workspace.

Connect websites and platforms into a single OpsIQ workspace, each isolated by its own key, each reportable on its own.

  • Isolated by constructionEvery site has its own key, widget and data. A workspace id is not a licence to read.
  • One seat, many clientsOperate every site from one admin instead of logging in and out all day.
  • White-label reportingClient-facing reports with your branding, not ours.
Explore Remote Sites
Live
Remote Sites Live
Every client site, one seat OpsIQ one workspace Client A 2 visitors Client B score 88 Client C 3 tickets Client D SEO 92 Isolated by key Its own widget, its own data. A workspace id is not a licence to read somebody else's rows. White-label report your branding, not ours
Connectors

A contract, not an integration.

WHMCS, Stripe, Shopify, WordPress, Slack, Zendesk and more, plus a published contract and conformance tooling for whatever you build yourself.

  • Declared capabilitiesA connector does what it declares and nothing else, checked against its own action manifest.
  • Signed packagesEvery file hashed and the package signed, so an edited connector stops verifying.
  • Run the conformance yourselfThe same commands we run, in your terminal, before you ship.
Explore Integrations
Live
Integrations Live
Declared, signed, conformance-checked WHMCS Stripe Shopify WordPress Slack Zendesk WooCommerce Paystack Magento BigCommerce PrestaShop Yours SIGNING connector.php sha256 actions.json sha256 settings.json sha256 contract.json sha256 edit one byte and it stops verifying $ php tools/test_connector_conformance_all.php manifest schema ok declared actions exist ok no write role on a read ok ready to publish
Shared control plane

Configure the guardrails once. Every surface works inside them.

Chat, tickets, CRM, knowledge, promotions, analytics and integrations do not become separate islands. They resolve the same workspace, language policy, AI route, permissions, entitlements and governed action path.

Compare

What you stop paying for once OpsIQ is in.

OpsIQ replaces the bundle most teams cobble together: typical mid-stack pricing for ~5,000 monthly visitors and a small team.

CapabilityTypical stackOpsIQ
Live chat + AI$70–$150 / moIncluded
Help-desk / ticketing$50–$120 / moIncluded
CRM + sales automation$80–$300 / moIncluded
Pop-ups / promotions$40–$120 / moIncluded
SEO / rank tracking$99–$300 / moIncluded
Analytics + session replay$30–$120 / moIncluded
Email + web push$30–$90 / moIncluded
Cookie consent / GDPR$20–$60 / moIncluded
Safe AI actions + audit trailBuilt in
Engagement & growth · in depth

The growth toolkit, under the hood.

Guided tours, in-app announcements, web push and a metric builder, each far deeper than the headline.

Guided tours

Walk new users through, step by step.

A visual tour designer with a real spotlight on any element you pick by CSS selector, themed speech bubbles, and an animated halo ring that draws the eye. Choose from 12 design presets or build your own.

  • 12 presets, custom emoji, image, alignment and bubble side per step
  • Progress as a counter, dots, a bar, or hidden
  • Pop, fade, slide or bounce entrance animations + optional back button
  • Overlay blur (0–12px) and opacity (0–90%) to focus attention
  • Auto-trigger via proactive rules: fire a tour when a visitor matches
  • Engagement analytics: starts, completions and per-step drop-off funnels
Live Save Click Save to publish 🎉 Your changes go live instantly. Next
In-app announcements

A changelog in the bell, no email blast.

Drop release notes, maintenance notices and offers straight into the widget bell. 12 one-click design presets, markdown formatting, and a CTA you can measure.

  • 12 design presets · card shapes: classic, card, gradient, glass, stripe
  • Markdown: bold, italic, links, code and lists
  • Emoji crown and a custom header title & colours
  • Audience targeting: everyone, logged-in, new, or a CRM segment
  • Page rules by URL substring & scheduling with start/end windows
  • Read tracking: read count and CTA click-through rate
Live 3 👑 What's new Read more Preset +9
Custom dashboards

Build the view that matters to you.

A drag-and-drop metric builder on a 4-column grid. Drop in tiles, line and bar charts and text blocks, swap date ranges instantly, share with the team and export to PDF.

  • Widget types: tiles, line, bar and text
  • Date presets: today, 7-day, 30-day, 90-day, one click
  • Share with all admins; creator keeps edit control
  • Print-to-PDF export for stakeholders
  • Conversion goals: 5 attribution models, $ value, attribution windows 1–3650 days
  • Scheduled email reports: daily/weekly/monthly with chosen metric sets
Live 4.8k Visitors ▲ 12% $9k Revenue
Full feature list

Everything in Engagement & growth extras.

Every capability, grouped. ★ marks a stand-out.

FeatureWhat it does
Guided tours
Guided Tours ★Step-by-step walkthroughs with a spotlight and speech bubbles: 12 designs or build your own.
Tour Engagement Analytics NEWCompletion rates and per-step drop-off funnels.
Tour Triggering via Proactive Rules NEWAuto-trigger a tour the moment a visitor matches a rule.
Tour Step Customization NEWTarget any element by CSS selector, with emoji, image, alignment and bubble side.
Tour Progress Styles NEWCounter, dots, bar, or hidden.
Tour Animation Styles NEWPop, fade, slide or bounce entrance.
Tour Back Button NEWLet visitors revisit previous steps.
Tour Spotlight Halo Ring NEWAn animated halo, custom colour, draws attention to the highlight.
Tour Overlay Blur & Opacity NEW0–90% opacity and 0–12px blur to focus attention.
Announcements
Announcements (In-App) ★Post to the widget bell, no email needed.
Announcement Design Presets ★ NEW12 one-click designs.
Announcement Markdown Support NEWBold, italic, links, code and lists.
Announcement Read Tracking NEWRead count and CTA click-through rate.
Announcement Audience Targeting NEWEveryone, logged-in, new visitors, or a CRM segment.
Announcement Page Rules NEWShow only on URLs that match a substring.
Announcement Scheduling NEWFrom/until windows or always-on.
Announcement Card Shapes NEWClassic, card, gradient, glass or stripe.
Announcement Emoji & Header NEWEmoji crown plus a custom header title and colours.
Web push
Push Notifications (Web Push)VAPID-signed browser push with a hero image and badge.
Push Campaign Analytics NEWSubscriptions, delivery and CTR per campaign.
Push Action Buttons NEWUp to 2 custom URL buttons per push.
Push Require-Interaction NEWHigh-priority mode: stays until dismissed.
Push Audience Filtering NEWAll, new, returning, or a segment.
Push Page Rule Targeting NEWTarget by subscribe page or domain.
Growth & analytics
Custom Dashboards (Metric Builder) ★ NEWDrag-and-drop metric dashboards on a 4-column grid, with sharing and PDF.
Dashboard Widget Types NEWTiles, line, bar and text widgets.
Dashboard Date Presets NEWToday, 7d, 30d, 90d, swapped instantly.
Dashboard Sharing & Permissions NEWShare with all admins; the creator keeps control.
Dashboard Export to PDF NEWPrint-to-PDF for stakeholders.
Conversion Goals (Attribution) ★ NEWTurn any activity into attributed revenue across 5 models, with a webhook fire.
Conversion Attribution Windows NEW1–3650 days to match your sales cycle.
Conversion Goal Quick-Start Presets NEWStripe, demo, signup and subscription templates.
Conversion Linked-Only Filter NEWPlatform clients only, for upsell and renewal goals.
Scheduled Reports (Email) NEWDaily, weekly or monthly email reports to chosen recipients.
Scheduled Report Metrics NEWPick metric sets: all, support, chat, AI, visitor or agent.
FAQ

Questions before you switch.

Short answers for teams comparing OpsIQ against a stack of point tools.

No. OpsIQ uses explicit feature entitlements plus finite or unlimited limits for seats, sites, AI, tickets, email, API, connectors and other measured surfaces. The current pricing matrix is the authority for each plan.
Yes. Cloud removes infrastructure work, while self-hosted gives your team control of the installation. The available capabilities and limits still follow the licence and plan attached to that workspace.
Available actions come from a registered catalogue. Governed writes validate input, enforce role and workspace controls, require confirmation where configured, use idempotency protection, and append the result to a tamper-evident audit chain.
The client-chat widget family shares one language gate and can follow the visitor's detected language. Help Center content and customer-portal presentation keep their own governed language workflows, so operator localisation is never confused with customer-facing content translation.
Yes. Start with the surface that removes the most friction, then add other workspaces and capabilities without creating separate customer identities or a disconnected action model.