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AI-First CRMPipeline, four AI agents, deal coaching, forecasting and a Trust Dial.AI-First CRMPipeline, four AI agents, deal coaching, forecasting and a Trust Dial.PeopleOS HRRecruiting, onboarding, time and leave, payroll reconciliation, performance and an employee portal, with AI a person can always overrule.PeopleOS HRRecruiting, onboarding, time and leave, payroll reconciliation, performance and an employee portal, with AI a person can always overrule.Client Chat AICustomer-facing AI chat, handoff, identity, knowledge, and support flows.Client Chat AICustomer-facing AI chat, handoff, identity, knowledge, and support flows.Commerce & StorefrontA native online store, selling through chat and social channels, payments, store connectors and the developer contract.Commerce & StorefrontA native online store, selling through chat and social channels, payments, store connectors and the developer contract.Promotion StudioPop-ups, bars and campaigns, visual builder, targeting, A/B, lead capture.Promotion StudioPop-ups, bars and campaigns, visual builder, targeting, A/B, lead capture.Site IntelligenceCrawls, rank tracking, backlinks, competitors and an AI SEO analyst.Site IntelligenceCrawls, rank tracking, backlinks, competitors and an AI SEO analyst.Admin AI ChatAI command center for teams, decisions, and safe admin actions.Admin AI ChatAI command center for teams, decisions, and safe admin actions.Surveys & CSATCSAT, NPS and feedback intelligence, post-resolution prompts, AI analysis and detractor recovery.Surveys & CSATCSAT, NPS and feedback intelligence, post-resolution prompts, AI analysis and detractor recovery.Team PerformanceReal-time workload, SLA, CSAT, coaching evidence, recognition and governed rewards.Team PerformanceReal-time workload, SLA, CSAT, coaching evidence, recognition and governed rewards.Ticket SystemTickets, SLA, routing, the Inbox Copilot, and the customer portal your customers submit from.Ticket SystemTickets, SLA, routing, the Inbox Copilot, and the customer portal your customers submit from.Knowledge BaseGoverned articles, a multilingual Help Center, search, AI grounding and content-gap insight.Knowledge BaseGoverned articles, a multilingual Help Center, search, AI grounding and content-gap insight.AI AnalyticsVisitor intelligence, live sessions, geography, leads, and conversion insight.AI AnalyticsVisitor intelligence, live sessions, geography, leads, and conversion insight.Consent & GDPRCookie-consent studio that enforces, plus a consent ledger and DSAR.Consent & GDPRCookie-consent studio that enforces, plus a consent ledger and DSAR.OpsIQ WritingAI replies, ticket drafts, article writing, announcements, and support content.OpsIQ WritingAI replies, ticket drafts, article writing, announcements, and support content.Webhooks & ActionsTriggers, action endpoints, HMAC signing, and developer automation.Webhooks & ActionsTriggers, action endpoints, HMAC signing, and developer automation.Email ChannelInbox-to-ticket, AI email replies, transactional + broadcast, SPF/DKIM.Email ChannelInbox-to-ticket, AI email replies, transactional + broadcast, SPF/DKIM.Security2FA, OIDC SSO, SCIM, blocking, audit and safe access.Security2FA, OIDC SSO, SCIM, blocking, audit and safe access.Remote SitesConnect websites and platforms into one OpsIQ intelligence workspace.Remote SitesConnect websites and platforms into one OpsIQ intelligence workspace.IntegrationsWHMCS, Stripe, Shopify, WordPress, Slack, Zendesk, webhooks and custom connectors.IntegrationsWHMCS, Stripe, Shopify, WordPress, Slack, Zendesk, webhooks and custom connectors.
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Help Center

30 results for "wallet"

2408.2026
Can my wallet use a different currency from my account?
The customer wallet is designed to operate with one preferred account wallet currency. When a wallet payment involves a different invoice currency, OpsIQ can utilize configured conversion rates when they are available…
628
2408.2026
Why is my invoice still unpaid after I added wallet funds?
Wallet top-up and invoice payment are separate transactions. Adding funds credits the wallet after the top-up payment is confirmed; it does not automatically pay every existing invoice. To pay an unpaid invoice, return…
510
2408.2026
Can I change my wallet's preferred currency after using it?
The wallet is designed around a single account currency and is tied to billing consistency. Changes to the currency may be restricted if there has been account billing or wallet activity. It is important to use the…
598
2408.2026
Why can't I top up my wallet?
There are several reasons why you may be unable to top up your wallet: Wallet funding can be globally disabled. Funding may be limited to a specific permitted amount range. The required payment route may not be…
530
2408.2026
What is the OpsIQ wallet?
The OpsIQ wallet is an optional customer credit balance that can be used for supported billing and AI-related funding workflows. This feature is available only when wallet functionality is enabled for your account. The…
628
2408.2026
Can I pay an invoice with my OpsIQ wallet?
Yes, you can pay an invoice with your OpsIQ wallet when the following conditions are met: The wallet is enabled. Your available balance is sufficient. Any required currency conversion rate is configured. If there is not…
628
2408.2026
Can the wallet fund Managed AI usage?
Where Managed AI token-wallet funding is enabled for your account, your wallet or purchased AI credits can support metered Managed AI consumption. The AI Dashboard and Add-ons areas display the current account options…
605
2408.2026
Why can't I enable wallet auto-recharge?
To enable auto-recharge, you need to have the wallet feature activated, a supported saved payment method, and valid threshold/refill settings. If these prerequisites are not configured, your account will prompt you to…
520
2408.2026
How does wallet auto-recharge work?
When enabled and supported by a saved payment method, auto-recharge monitors the wallet threshold you configure. If the balance reaches the threshold, the account can charge the selected reusable payment method for the…
715
2408.2026
How do I add funds to my OpsIQ wallet?
When wallet top-up is enabled, choose an amount within the current minimum and maximum displayed by the portal. The top-up creates a payment obligation, and wallet credit is added only after the payment is confirmed…
578
2408.2026
Can product plan changes affect my wallet balance?
Yes, product plan changes can affect your wallet balance. An eligible downgrade or other proration result may create account credit, while an upgrade can result in an amount due. It is important to review the quoted…
587
2408.2026
Why is a wallet currency conversion unavailable?
Wallet payment across currencies requires a configured conversion rate. If OpsIQ cannot determine a supported rate, the account disables that conversion rather than inventing one. If you believe the required currency…
656
1308.2026
Integrations, API & Connector Builder — OpsIQ
OpsIQ offers a robust platform for integrating various systems through governed packages, APIs, and signed webhooks. Users can also build, publish, and sell connectors via the OpsIQ Marketplace. The integration process…
693
2408.2026
What can I see on the Transactions page?
The Transactions page provides a view of your financial activity. It displays gateway transactions, which include the following details: Date Gateway Transaction Type Amount Status Reference When the wallet feature is…
600
1308.2026
OpsIQ FAQ: Pricing, AI Chat, Tickets and Security — OpsIQ
OpsIQ FAQ: Pricing, AI Chat, Tickets and Security Overview: OpsIQ is an AI-powered operations platform designed for websites and online businesses, offering features like visitor tracking, customer chat, ticketing…
651
2408.2026
Can I use account credit produced by a plan change?
When an eligible plan change generates customer credit, that value can be represented as account or wallet credit based on the billing configuration. This credit is used as financial credit for supported future…
641
1308.2026
AI Live Chat Widget That Knows Your Customer — OpsIQ
OpsIQ introduces an innovative AI live chat widget designed to enhance customer interactions by recognizing visitors, auto-detecting their language, and providing tailored responses based on your knowledge base and…
711
1308.2026
Pricing & Plans: Free to Start, No Hidden Fees — OpsIQ
OpsIQ offers transparent pricing for both cloud and self-hosted plans, allowing users to start for free without needing a credit card. Each plan includes essential features such as live chat, ticketing, AI, and…
672
2408.2026
What account areas should support check before escalating a customer issue?
When addressing customer issues, it is important to check specific account areas before escalating the matter. Below are the key areas to review: Access Problems For access-related issues, verify the following: My…
671
2408.2026
How do I know whether a plan feature or price in an old article is still current?
To determine whether a plan feature or price mentioned in an old article is still current, please refer to the live Plan & Billing, Order New Product, Add-ons, Marketplace, or Referrals pages. The commercial values…
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Add-ons Find information about purchasing and managing add-ons and tokens → Cancellations Learn about cancellation options and their implications for your account → Invoices Access details on viewing and managing your OpsIQ invoices → Payment Methods Get help with saving and managing your payment methods in OpsIQ → Transactions View details about your transaction history and related activities → Wallet Understand how to use and manage your OpsIQ wallet and its features →
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