Live chat
Premium AI chat that identifies the visitor, answers from your knowledge base, and hands off to a human with full context.
25+product modules
1,200+executable AI actions
25+pre-built connectors
Light + darkacross every screen
Engage
Meet visitors the moment intent appears, and convert it.
Voice, video & co-browse
WebRTC calls and screen-share right inside the chat widget, with agent whisper notes.
Promotion Studio
Visual builder for pop-ups, bars, slide-ins and full-screen campaigns: ~24 blocks, targeting, A/B, coupons, lead capture.
Sell
An AI-first CRM with four agents that does the busywork.
CRM Command Center
Your daily briefing: pipeline, tasks due, and an AI "what to do next" approve-queue.
Pipeline & deal coaching
Drag-and-drop deal board where every risk signal cites the ticket, chat or email it came from.
Four AI agents
Steward, Prospector, Retention and Analyst, governed by a Trust Dial: Manual, Copilot or Autopilot.
Support
Tickets, chat and email in one inbox with full history.
Admin Chat AI
Operate your backend and engineer your servers by chatting. Ask live billing, tickets and CRM and run signed, approve-queued actions, then connect a server and it will SSH in to read and edit code, run commands, monitor health and scan security, all backed up and reversible.
Tickets & SLA
Departments, priorities, business-hours SLA, and routing: round-robin, least-busy or skill-based.
Inbox Copilot & triage
AI drafts replies and auto-classifies priority, sentiment, intent and department.
Know
Every visit, session and ranking, explained by AI.
Visitor intelligence
Real-time tracking with sessions, geo, device, source and identity resolution.
Session replay
Timeline playback of clicks, scroll and form interactions, with sensitive fields masked.
Live feed
See who is on your site this second and what they are doing, updating live.
Trust · cross-cutting
Capabilities every feature inherits.
One control layer sits underneath every module: permissions, audit history, exports, identity, consent and developer-grade integration paths.
Consent & GDPRCookie-consent design studio, per-channel enforcement, DSAR export/erasure and tamper-evident consent receipts.
Security & SSO2FA, OIDC SSO, SCIM 2.0, OAuth2/PKCE, a libsodium secrets vault, IP firewall and per-route rate limits.
Action contractsAI cannot invent calls. Every operation is a registered contract with role checks, validation and a confirm step on writes.
AI HistoryEvery AI turn is recorded with the exact prompt, response, action and duration. Search, filter, export.
Connectors25+ official connectors, 1,200+ actions, a no-code connector builder and a marketplace to publish your own.
REST API & webhooksBearer-scoped REST API, signed retried webhooks, an events API, widget SDK and WordPress/WHMCS plugins.
Multi-currencyRegion-aware currency switching on the public site and FX conversion in revenue reporting.
Cloud or self-hostedThe same product. Cloud removes infra worry; self-hosted gives total control. Migrate either way, anytime.
Export everythingCSV/JSON exports for tickets, contacts, AI history, conversions, consent and audit logs. No lock-in.
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.
| Capability | Typical stack | OpsIQ |
|---|---|---|
| Live chat + AI | $70–$150 / mo | Included |
| Help-desk / ticketing | $50–$120 / mo | Included |
| CRM + sales automation | $80–$300 / mo | Included |
| Pop-ups / promotions | $40–$120 / mo | Included |
| SEO / rank tracking | $99–$300 / mo | Included |
| Analytics + session replay | $30–$120 / mo | Included |
| Email + web push | $30–$90 / mo | Included |
| Cookie consent / GDPR | $20–$60 / mo | Included |
| Safe AI actions + audit trail | — | Built 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
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
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
Full feature list
Everything in Engagement & growth extras.
Every capability, grouped. ★ marks a stand-out.
| Feature | What 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 NEW | Completion rates and per-step drop-off funnels. |
| Tour Triggering via Proactive Rules NEW | Auto-trigger a tour the moment a visitor matches a rule. |
| Tour Step Customization NEW | Target any element by CSS selector, with emoji, image, alignment and bubble side. |
| Tour Progress Styles NEW | Counter, dots, bar, or hidden. |
| Tour Animation Styles NEW | Pop, fade, slide or bounce entrance. |
| Tour Back Button NEW | Let visitors revisit previous steps. |
| Tour Spotlight Halo Ring NEW | An animated halo, custom colour, draws attention to the highlight. |
| Tour Overlay Blur & Opacity NEW | 0–90% opacity and 0–12px blur to focus attention. |
| Announcements | |
| Announcements (In-App) ★ | Post to the widget bell, no email needed. |
| Announcement Design Presets ★ NEW | 12 one-click designs. |
| Announcement Markdown Support NEW | Bold, italic, links, code and lists. |
| Announcement Read Tracking NEW | Read count and CTA click-through rate. |
| Announcement Audience Targeting NEW | Everyone, logged-in, new visitors, or a CRM segment. |
| Announcement Page Rules NEW | Show only on URLs that match a substring. |
| Announcement Scheduling NEW | From/until windows or always-on. |
| Announcement Card Shapes NEW | Classic, card, gradient, glass or stripe. |
| Announcement Emoji & Header NEW | Emoji 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 NEW | Subscriptions, delivery and CTR per campaign. |
| Push Action Buttons NEW | Up to 2 custom URL buttons per push. |
| Push Require-Interaction NEW | High-priority mode: stays until dismissed. |
| Push Audience Filtering NEW | All, new, returning, or a segment. |
| Push Page Rule Targeting NEW | Target by subscribe page or domain. |
| Growth & analytics | |
| Custom Dashboards (Metric Builder) ★ NEW | Drag-and-drop metric dashboards on a 4-column grid, with sharing and PDF. |
| Dashboard Widget Types NEW | Tiles, line, bar and text widgets. |
| Dashboard Date Presets NEW | Today, 7d, 30d, 90d, swapped instantly. |
| Dashboard Sharing & Permissions NEW | Share with all admins; the creator keeps control. |
| Dashboard Export to PDF NEW | Print-to-PDF for stakeholders. |
| Conversion Goals (Attribution) ★ NEW | Turn any activity into attributed revenue across 5 models, with a webhook fire. |
| Conversion Attribution Windows NEW | 1–3650 days to match your sales cycle. |
| Conversion Goal Quick-Start Presets NEW | Stripe, demo, signup and subscription templates. |
| Conversion Linked-Only Filter NEW | Platform clients only, for upsell and renewal goals. |
| Scheduled Reports (Email) NEW | Daily, weekly or monthly email reports to chosen recipients. |
| Scheduled Report Metrics NEW | Pick 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.
The core operating layer (chat, CRM, tickets and analytics) shares one customer context on every plan. Premium capabilities unlock by tier: connectors, webhooks, Site Intelligence (SEO) and CRM automation on Growth; remote sites and white-label on Business; SSO on Enterprise. See pricing for the full matrix.
Yes. Cloud removes infrastructure work, while self-hosted gives your team full control. Both use the same product architecture.
Write actions use registered contracts, validation, role checks and confirmation steps. AI history keeps the prompt, response and action trail searchable.
Yes. Most teams start with chat, tickets or CRM, then connect analytics, SEO, promotions and consent as they consolidate their customer operations stack.