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• Real–time customer communications
• Sales enablement
• Customer retention and satisfaction

Prerequisites

Supported browser

• Chrome

Mobile apps

• Android 9 or higher
• iOS 13.3 or higher

Chrome extension

• Download Install extension fromv here:https://chrome.google.com/webstore/detail/x-bees/olejekejjhgimnlliplaiodgmbpcflhi

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• No way to send SMS messages and Faxes via x-bees
• No way to listen to Voicemails and Call recordings, but you receive a copy via email
• Access to the web version and mobile apps of x-bees is available starting from the xbx-bees-Essential Basic license

Login

Users of the PBX receive an invitation via email with the link to join x-bees and download mobile apps. The invitation email should be sent by the PBX admin from WMS.

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1. Click on the link in the email invitation to join x-beesImage Removed
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2. Log in using Google or Microsoft SSO Image RemovedImage Added

PBX users who joined x-bees via email invitation sent by the system administrator are automatically connected to the correct Wildix PBX. To make sure you are connected to the Wildix PBX, follow the steps below:

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1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Click on your user picture to open profile information 
3. Click Upload image and select a new picture 
    
4. Crop and scale and click Apply
    

External profile link (WebRTC Kite link)

To view your profile link, by which external users can contact you: 

1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Click on your user picture
3. You can view and copy the links under Advanced 

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Language

Language is currently selected based on your Browser language. 

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To add a status message: 

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1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Under Settings, click Notifications 
3. Enable Notifications:
   • Here you can enable notifications in personal and group conversations. It is recommended to enable all of them, in case you decide to mute a particular conversation, you can do it from the settings of this particular conversation. Note, that Web and Mobile notifications are managed separately and there is no sync between them, to enable notifications on Mobile, consult this chapterconsult x-bees Mobile User Guide
     
     

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1. Click on your user picture in the upper left-hand part of the screen to open Settings.

2. Under Settings, click Kite settings

   

3. You get redirected to this portal: https://x-bees.biz/kite/console

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Website widgets

Documentation: Using x-bees website widget configuration

Calendar settings - Google Calendar integration

Documentation: x-bees Kite Meeting Scheduler

Extensions

In this menu, you can install the Wildix Integration Service Kite widget, website visitors can communicate with agents via chat, video conference, share data, all in just a few clicks. And the chat requests from website visitors are easily managed by PBX users via x-bees interface.

Documentation: x-bees website widget configuration.

Calendar settings - Google Calendar/ Microsoft 365 integration

Thanks to Google Calendar and Microsoft 365 integrations, it is possible for external users to schedule meetings with Agents using Kite Meeting Scheduler. 

Documentation: x-bees Kite Meeting Scheduler.

External profile link (WebRTC Kite link)

To view your profile link, by which external users can contact you: 

1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Click on your user picture
3. Copy the links under Advanced

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Extensions

In this menu, you can install the Wildix Integration Service (required for Headset Integration) and x-bees Chrome extension:

1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Under Settings, click ExtensionsImage RemovedImage Added
   
3. Install the Integration service
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Inbound services ("Contact center")

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1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Under Status, enable Inbound services
   
3. Enable the switch next to Inbound service requests: the switch allows you to dynamically join the inbound services (call groups)
4. Under Inbound Services: enable those services (call groups from your PBX) that you would like to join as a call agent (in this menu you cannot change the status in services, to which you were added statically via WMS)
   
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Updates 

Updates of the x-bees web interface are available out of the box and do not require any steps from the PBX admin or user.

Changelogs will be shared with Partners in a dedicated channelYou can check all the latest changes in x-bees Changelog.

Check the current version:

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1. Click on + from the top panelImage Removed
   
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2.  Add participants and click Next:
   • You can add PBX users, Salesforce or HubSpot leads and contacts, Phonebook contacts, email addresses
     
     
3. Give your conversation a title and click Create
    

Set conversation picture 

In x-bees, you can set custom pictures for conversations. For this, open

1. Open Conversation Info and hover mouse over the conversation avatar

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2. Drag and drop a picture or click Select image button and upload the picture

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2. Crop and scale the uploaded image and click Apply

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2. The uploaded image is displayed as conversation avatar

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Replace conversation picture 

a) To replace image, click :

1. Click on the existing conversation picture -> press the button Upload image and upload a new picture

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1. Alternatively, you can click View image

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2. And on the View image screen, click Replace

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Delete conversation picture

To remove image, click :

1. Click on the conversation picture Delete image

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2. A screen informing that after image deletion your conversation avatar will be returned to the default one. Confirm deletion by clicking 

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Manage a conversation

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1. Delete

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Manage a conversation

Once a conversation has been created, click on the Info icon from the upper right-hand part of the screen to open the Conversation Info frame.

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In this frame you can:

• Mute the conversation for a period of time
• Add more participants
• Delete member or Send email invitation to a member

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Click on three dots from the upper right-hand part of the screen to open the Conversation Info frame.

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In this frame you can:

• Mute the conversation for a period of time
• Add more participants
• Delete member or Send email invitation to a member

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Click on three dots of the Conversation Info frame to view other options:

• Edit: edit the event title
• Send email invitation: opens your email client enabling you to send a customized email invitation to all the members
• Schedule event via Google and Schedule event via Microsoft: calendar opens enabling you to schedule a conference in the participants' calendars
• Leave conversation
  
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Start a conference or schedule an event

• Start a call with all the participants: click on the Video icon from the upper right-hand part

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• Edit: edit the event title
• Send email invitation: opens your email client enabling you to send a customized email invitation to all the members
• Schedule event via Google and Schedule event via Microsoft: calendar opens enabling you to schedule a conference in the participants' calendars

Start a conference or schedule an event

• Start a call with all the participants: click on the Video icon from the upper right-hand part of the conversation screen

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Notes:

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• of the conversation screen

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Participants of the conversation can see the green Join button next to the conversation name on the left side panel and can join the conference by clicking the button. Hovering a mouse over the Join button (1), there is a popup window with the list of users participating in the conference (2). When a conference starts, participants are notified with a sound notification:

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Schedule event via Google/ Microsoft:

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• Leave a reaction
• Quote: respond to a particular message
• Forward: forward a message to another conversation
• Copy: copy a message
• Edit: edit your message (available only for your messages)
• Delete: delete your message (available only for your messages)

• Tag a particular participant in a conversation: type "@" and then select the participant to tag:
  
  
  

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1. Click on the Video icon from the upper right-hand part of the screen to start a conference:Image Modified

2. Click on the screen sharing button inside the conference:

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1. When in a call, click on the screen sharing button:Image Removed
2. Audio call is automatically terminated and both participants are redirected to video conference with enabled screen sharing
   

Hide or leave a conversation

• Right-click on a conversation from the list of active conversations and press Hide:

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Calls

Active calls are synced between x-bees and Collaboration.

Important: in case you are using both x-bees and Collaboration at the same time, the logic is the following:

• The app (x-bees or Collaboration) that was last open, is the active one to receive incoming calls 
• If you manually use another app to make or accept a call, then this app becomes the active one
• If you close the active app, then another tab becomes the active one

This means, if you want to change the active app (x-bees or Collaboration), then refresh the web page with that app.

Start a call from Dialpad 

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1. Click on the screen sharing button inside the conference:
   

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• From a call:
  
  

1. When in a call, click on the screen sharing button:Image Added
2. Audio call is automatically terminated and both participants are redirected to video conference with enabled screen sharing
   

Hide or leave a conversation

• Right-click on a conversation from the list of active conversations and press Hide or Leave conversation:
  
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• Alternatively, click on three dots from the upper right-hand part of the Conversation Info frame and click Leave conversation 
  
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Calls

Active calls are synced between x-bees and Collaboration.

Important: in case you are using both x-bees and Collaboration at the same time, the logic is the following:

• The app (x-bees or Collaboration) that was last open, is the active one to receive incoming calls 
• If you manually use another app to make or accept a call, then this app becomes the active one
• If you close the active app, then another tab becomes the active one

This means, if you want to change the active app (x-bees or Collaboration), then refresh the web page with that app.

Select an active device for calls

You can make and receive calls directly from Collaboration or control other devices registered to your account, including hardware phones (WP, W-AIR), W-AIR Headsets, smartphone apps (iOS / Android) and mobility extension (mobile phone). The first available device is displayed to a user upon the first login.

To select the active device for making and receiving calls:

• Click the Dialpad icon from the top menu
• To the left of the green Call button, click This device
• Select the preferred option from the list (e.g. Android x-bees, iOS x-bees, etc.)
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Start a call from Dialpad 

You can start an internal or an external call from the Dialpad:

1. Click the Dialpad icon from the top menu
2. Type a name of a user, a phonebook contact, a Salesforce/ Hubspot HubSpot lead or contact, or just enter a phone number into the field 
   • In case a contact has more than one number, click on the arrow next to the match, to view the available options
3. Click on the green Call icon from the Dialpad to start a call

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Selecting Caller ID for outbound calls 

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• Call history on x-bees is synced with Collaboration
• Call recordings are currently not available in Call history. You receive a copy of call recordings via email
• Currently there's no ability to filter events in Call history
  

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Hovering a mouse over an entry, you can open a conversation or call back a contact. Clicking on the user, you are automatically directed to a conversation with this contact:

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Live dashboard 

Live dashboard allows you to view all active conversations on the PBX, including calls and conferences. Here, you can see status and duration of the conversation, :

Hovering a mouse over name of a user, you can see a tooltip which includes user email and extension. Clicking on the user, you are automatically directed to a conversation with this user:

If a lead or contact has a match in Salesforce/ HubSpot, there is a relevant icon added and a company name, if available:

Conferences with

Conferences with at least one match in Salesforce/ Hubspot HubSpot integration are also marked with logo of the relevant CRM integration.

Analytics

x-bees Analytics is an advanced analytics tool which lets to monitor any data you need in a highly customizable manner.

See more in documentation: x-bees Analytics.

x-bees Chrome

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extension 

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x-beeschrome x-beeschrome

Link to access the extension: https://chrome.google.com/webstore/detail/x-bees/olejekejjhgimnlliplaiodgmbpcflhi.

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