Frequently Asked Questions

Clear answers for OpsIQ users.

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

12 topics58 answersCloud & self-hostedUpdated for everyone
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Getting started

What OpsIQ is, who uses it, and what to configure first so testing is easy. See setup answers.

Pricing & billing

Plans, the free option, local currency and what happens if you cancel. See pricing answers.

AI & data privacy

Which models run, whether your data trains them, and how AI actions stay safe. See AI answers.

FAQ

Getting started

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.
Business owners, admins, support agents, sales teams, developers and customers use different parts of OpsIQ. Admins manage the platform from the OpsIQ admin dashboard, while customers manage their profile, preferences, tickets and billing in their account area.
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.
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.
Most teams reach a first measurable result within about two weeks: a share of conversations handled by AI, faster first-reply times and a few tools switched off. There is no implementation-services contract; sign up, connect your platforms and start operating.
FAQ

Pricing and billing

OpsIQ is sold on simple subscription plans rather than per-seat surprises. Higher plans unlock premium capabilities such as Promotion Studio, Site Intelligence, custom HTML and higher campaign and connector limits. See the pricing page for current tiers in your local currency.
Yes. You can start free and explore the core operating layer (chat, tickets, tracking and connectors) before committing to a paid plan.
Yes. The marketing site auto-detects your country and shows pricing in the region's enabled currency, and you can override the currency manually. Operators control which currencies are enabled.
Nine payment gateways ship today: Stripe, PayPal, Paystack, Flutterwave, Razorpay, Mollie, Pesapal (M-Pesa), and crypto via NOWPayments and Plisio. Each runs in test or live mode, and which methods appear at checkout depends on your operator's configuration.
AI is pay-as-you-go and is never bundled into the plan price: no plan includes a free token allotment. With Managed AI you pay only for the tokens the AI processes, from a prepaid wallet or one-time token packs, at a per-plan rate that gets cheaper on higher tiers. Or use BYOK and pay your own provider directly. Token packs are available on every plan, including free Starter.
Yes. Connect your own OpenAI, Anthropic, Google Gemini or xAI Grok key and OpsIQ sends requests straight to that provider, billed by them with no markup from us. Or use Managed mode, where OpsIQ meters usage from your wallet. You can switch modes and choose models per feature.
You keep access until the end of the paid period. Your data can be exported at any time from the export tools, and retention settings control how long logs are kept after that.
FAQ

Cloud vs Self-hosted

Cloud is a managed, multi-workspace setup we run for you: fastest to start, with automatic updates. Self-hosted runs OpsIQ on your own server under a licence, giving you full control of data location and infrastructure. The feature set is the same on both.
Yes. Releases ship to Cloud and Self-hosted alike: the same release for everyone, not an enterprise-only fork.
Yes. Remote Sites let multiple websites send tracking, chat and event data into one dashboard, and agencies can manage many client workspaces from a single hub with per-client permissions.
Each workspace is isolated by tenant. If you have a specific data-residency requirement, talk to us about options, and self-hosting lets you keep the entire data path on your own infrastructure.
Yes. Because the platform and data model are the same on both, you can export your data and migrate. Talk to support to plan a migration.
FAQ

AI and data privacy

OpsIQ supports multiple providers and model tiers, with a cheaper model for routine tasks and a stronger model for complex ones. Operators configure provider keys and model selection.
No. OpsIQ never trains AI models on your data and does not sell it. Only the context needed to answer a request is sent to the model provider you configure; with BYOK that request goes straight to your own provider, whose data-use terms then apply.
Yes. AI History logs every AI turn: the rendered prompt, the response, the model, tokens and result, owner-only and exportable as CSV. The full conversation is also kept in the chat thread, so there is no black box to explain to a compliance team.
Only through action contracts. The AI cannot invent operations; every write goes through an approved, scoped contract with validation and, for sensitive changes, a confirmation card.
The built-in cookie-consent platform enforces choices per category: when analytics consent is off, capture genuinely stops rather than just hiding a banner.
FAQ

Tracking and analytics

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.
OpsIQ can track visits, sessions, pages, referrers, devices, browser details, countries, cities when available, remote sites, events, leads, chat activity and conversion indicators.
Location depends on available signals such as headers, Cloudflare country data or MaxMind GeoIP. VPNs, mobile networks and proxies can reduce accuracy.
Common causes include duplicate tracking scripts, staff traffic, bots, test pages, remote-site duplication, cache behavior or missing excluded IP/path rules.
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.
FAQ

Client AI Chat

It helps customers answer common questions, troubleshoot issues, provide details, request a human, upload attachments and open or continue tickets when needed.
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.
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.
Yes, if attachments are enabled. Admins should set safe file types and maximum upload size.
Yes. You can configure colors, dark/light mode, glass effects, launcher shape, avatars, bubble styles, welcome messages and position.
FAQ

Admin Chat and AI writing

Admin Chat is the staff workspace for customer conversations, internal coordination, assignments, handoff, private notes and live support.
They are private staff messages used for coordination. Customers should never see them.
OpsIQ Writing helps draft replies, summarize issues, prepare announcements, write follow-ups and create clearer customer communication.
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.
FAQ

Tickets and notifications

Tickets support departments, priorities, statuses, rich text, plain text, emoji, attachments, internal notes, staff replies, customer replies and notifications.
Admins create and manage departments in the admin Tickets area. Departments help route support requests to the right team.
Customers can open tickets from /account Support, from the chat escalation flow, or any connected support entry point enabled by the admin.
The bell shows unread notifications. Customers and admins can click it to preview updates and open the full notification details.
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.
FAQ

Webhooks, actions and integrations

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.
Triggers are events or conditions that start a workflow, such as a new signup, ticket reply, visitor returning, failed payment or webhook event.
Webhooks connect OpsIQ with other websites and apps. They send signed events or receive signed requests so systems can communicate securely.
No. The safest approach is to expose approved API actions with scoped permissions, signatures, validation and confirmation for sensitive changes.
Yes. Remote sites allow multiple websites to send tracking, chat and event data into one OpsIQ dashboard.
FAQ

Billing, currency and account

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.
Yes, customers can change currency in /account Preferences if the admin allows it.
Customers should keep company/legal name, phone, billing address, city, state, postcode, country, tax ID and timezone updated. This improves invoices and support accuracy.
Invoices should include seller details, customer billing details, tax ID where applicable, item rows, subtotal, tax, discount, total, amount due, payment status and notes.
FAQ

Security and branding

Yes, admin login can use Google Authenticator where enabled. Make sure device time is correct when validating codes.
Use scoped keys, rotate them when needed, do not expose them publicly, and only allow the actions a connected site actually needs.
Yes. Admins can upload global, footer, account and admin logos, including dark and light variants, plus a favicon.
Yes. Admins can edit the copyright text from the admin Appearance settings.
FAQ

Troubleshooting

Check AI provider settings, API key, model availability, rate limits, knowledge settings, chat behavior toggles and server errors.
Check folder permissions, upload size settings, PHP upload limits, allowed file extensions and available storage.
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.
Check GeoIP path, country headers, country-to-currency rules, fallback currency and whether the signup form selected a different currency manually.