Connect WHMCS
so OpsIQ can see your clients, services, invoices and tickets, and the AI can answer billing and service questions with real account data. In WHMCS admin, open Setup → Staff Management → API Credentials and click…
Set up departments for tickets and chat
Departments send each conversation to the right people, for example Sales, Billing and Support. Open Settings → Team & Departments and click + Add department. Name it and add the team members who work in it. Repeat…
Choose Managed AI or bring your own AI key
OpsIQ can run its AI in two ways. You can switch at any time. Managed AI OpsIQ supplies the AI models. You do not need an account with an AI provider. Usage is billed per token from your OpsIQ wallet at your plan's…
Use your own domain for the Help Center
Show your Help Center on your own address, such as help.yourcompany.com, so customers stay on your brand. Open Help Center → Settings → Web address. Choose A subdomain (the simplest) or a path on your main website…
Give the AI your instructions
Tell the AI how to talk to your customers: your tone, what it may promise and what it should hand to a person. Open Settings → AI Instructions. Choose Customer Chat AI. This is how the AI talks to customers in your chat…
Create your first promotion
Promotions show offers, popups and banners to the right visitors on your website. Open Marketing → Promotion Studio. Click Create your first campaign and pick a template. A safe default design is created for you. Edit…
Add OpsIQ to a WordPress site
You can add the OpsIQ chat widget to any WordPress site by pasting your embed code into the site footer. You can also connect WordPress to OpsIQ so the AI can work with your posts, pages and users. Add the chat widget…
Connect your WooCommerce store
Connect WooCommerce so OpsIQ can see your orders and customers, and the AI can answer order questions. In WordPress admin, open WooCommerce → Settings → Advanced → REST API and click Add key. Enter OpsIQ as the…
Connect Facebook Messenger and Instagram
Customers who message your Facebook Page or Instagram professional account appear in your OpsIQ inbox, and the same AI that runs your website chat can answer them. Connect your Page Make sure your Instagram professional…
Connect your WhatsApp Business number
Bring WhatsApp into the same inbox as your website chat. The AI can answer WhatsApp messages from your own content, and your team can take over at any time. Connect the number Open Integrations → Connectors and go to…
Import contacts from a CSV file
Bring your customer list from another tool or a spreadsheet into the OpsIQ CRM. Export your contacts from your old tool as a CSV file. Save it as UTF-8. In OpsIQ, open CRM → Contacts and click Import. Choose your file…
Import an existing help center into OpsIQ
Moving from another help desk? OpsIQ can rebuild your existing help center, with its categories, so you do not have to copy articles one by one. Open Help Center → Articles and click Import KB. Paste the address of your…
Set working hours and human handoff for chat
Decide when your team is available, what the chat says when you are closed, and how a customer reaches a person. Working hours Open Settings → Client Chat. Switch on Enable Working Hours and set your days and times…
Install the OpsIQ chat widget on your website
The chat widget is one line of code. Once it is on your pages, OpsIQ shows the chat button, tracks visits and captures leads, and the AI starts answering your visitors. Get your code Sign in to OpsIQ and open…
Teach the AI from your website
The AI answers from your own content. The fastest way to give it that content is to let OpsIQ read your website. Open Help Center → Articles and choose Crawl & Import Knowledge. Enter your website address. To fetch…
Add OpsIQ to Wix, Squarespace or Webflow
Website builders have a place for custom code. Paste your OpsIQ embed code there once and it loads on every page. First, copy your embed code in OpsIQ: Onboarding → Get the embed code. Wix In your Wix dashboard, open…
Add your team and choose their roles
Add the people who answer customers and decide what each person can see and change. Open Settings → Team & Departments. Click + Add team member, enter their email address and choose a role. They receive an email…
Connect a support email mailbox
Connect your support address so customer emails become tickets in OpsIQ automatically. Open Integrations → Email Mailboxes and click Add mailbox. Enter the mailbox details: the IMAP host, port, security, username and…
Write and publish your first Help Center article
Help Center articles answer customers before they ask, and the AI uses them to answer chats and emails. Open Help Center, go to Articles and click to add a new article. Write a clear title in your customer's words, for…
Add OpsIQ to a Shopify store
Add the chat widget to your Shopify theme, then connect your store so OpsIQ can see orders and customers. Add the chat widget In OpsIQ, copy your embed code (Onboarding → Get the embed code). In Shopify admin, open…