OnsiteIQ

Answers to some of the most frequently asked questions 

FAQs

Release Notes

Learn how to use the OnsiteIQ AI Agent to get faster answers, automate reporting, and navigate your project data with powerful, natural-language intelligence.

AI Agent

Read the progress tracking table and understand how we track progress

Progress Tracking

Learn how to navigate through and use the features within the Gantt module.

Gantt Chart

Learn how to read and utilize the features in the Portfolio Dashboard

Portfolio Dashboard

Navigate the 360° Viewer and the features within

360° Viewer

Learn how to add and remove users and modify their permissions

User Management

Review our integrations and how to use them

Integrations

How to use all the other core features in OnsiteIQ

Other Feature Guides

Store, organize, and share project documentation in one place

Files

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Find answers and get help from Intercom Support and Community Experts

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Volume, creators and topics for your company.

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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