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This Guide explains x-bees requirements and licensing and describes how to activate HubSpot, Salesforce, Google and Microsoft 365 integrations. Other x-bees documentation: x-bees partner program documentation. Created: February 2022 Updated: January 2023 Permalink: https://wildix.atlassian.net/wiki/x/bgvOAQ |
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- Download extension here:https://chrome.google.com/webstore/detail/x-bees/olejekejjhgimnlliplaiodgmbpcflhi
x-bees
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certification
To be able to use x-bees internally or to offer it to customers, it is mandatory to pass the training and get complete x-bees certification: training at eLearning platform https://training.wildix.com/x-bees-partner-program/.
Licensing
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After you get x-bees certification, request the ability to create PBXs on WMP with x-bees
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licensing via Customer Care.
Licensing
Monthly/ Yearly licenses (3-year and 5-year commitment available):
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- x-bees-Device: recommended for users who need only telephony features without chat and presence, e.g. warehouse employees, unattended phones, W-AIR handset users, call group manager dummy users
- user can have 1 device and up to 2 concurrent calls
- 100 minutes of free outbound calls per month per user to CTA1
- x-bees-Basic: recommended for users who need to communicate with colleagues/ customers via chat, calls, video, users who need access to x-bees interface and mobile apps
- user can have up to 10 devices (desk phones, W-AIR DECT) and up to 4 concurrent calls
- 1000 minutes of free outbound calls per month per user to CTA1
- x-bees-Standard: recommended for sales people, customer support, marketing departments, users who need access to CRM integrations
- user can have up to 10 devices (desk phones, W-AIR DECT) and up to 8 concurrent calls
- users can be contacted via WebRTC Kite (widget on a website, contact-me button added to their email signature, add a link to be contacted on their business card)
- ability to add Salesforce leads and HubSpot contacts, manual and automatic logging to CRM
- ability to start conversations with external people and add them to x-bees channels
- 3000 minutes of free outbound calls per month per user to CTA1
- x-bees-SuperBee: recommended for supervisors, managers, users who need access to analytical tools
- user can have up to 10 devices (desk phones, W-AIR DECT) and up to 8 concurrent callsanalytics options: live dashboards dispalying ongoing conversations (calls and conferences) and statistics to create all kinds of reports and dashboards for SLA monitoring
- business Intelligence with Gong.io - can monitor the performance of sales and get tips on how to improve your sales skills
- 3000 minutes of free outbound calls per month per user to CTA1
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- User clicks Send me a message
- x-bees interface opens and user starts typing a message
- Authentication popup opens, requesting user to log in using Google/ Microsoft 365 SSO or email
- In case user chooses to log in via email, a code is sent to their email and they need to type it
- Now they can continue the conversation with the PBX user
External user can invite other members to the conversation by clicking the Add member button - By clicking on the Back arrow next to the conversation icon from the top left-hand side of the screen, user can view all the previous conversations in which they were involved
Integrations
Salesforce integration
Salesforce integration enables automatic logging of calls and conferences that take place on the Wildix system between users and Salesforce leads. From x-bees, users can create new Salesforce leads, find leads, view all the previous interactions with them, create tasks, log activities, and start a new conversation or schedule a call with them.
Requirements
- x-bees-Standard license or higher
- Admin access to Salesforce account
- Salesforce license with API access. API access is included in the following Salesforce editions:
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
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- Go to WMS Settings -> PBX -> Integrations -> x-bees
- Your PBX should be on the x-bees licensing, otherwise, the tab is greyed out
- Wildix Integration Hub opens
- Click on Salesforce
- Click Install to proceed with the activation
- There are 2 activation steps. To continue with the 1st step, click Connect your Salesforce
- Select an environment (live/ sandbox) and click Save
- Click Link connection to connect your Salesforce account (Admin) with x-bees
- Click Allow
- Log in to your account. Once the connection is linked, click Ok
- The 1st step is completed, click Next to proceed to the 2nd step
- On the 2nd step, the Integration is automatically activated
- Salesforce integration gets activated
From x-bees, it is possible to create new SF leads and manually log activities to SF:
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Video available.
HubSpot Integration
HubSpot integration enables automatic logging of calls and conferences that take place on the Wildix system between users and HubSpot contacts. From x-bees, users can create new HubSpot contacts, find contacts, view all the previous interactions with them, create tasks, log activities, and start a new conversation or schedule a call with them.
Requirements
- x-bees-Standard license or higher
- Admin access to HubSpot account
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- HubSpot contacts are visible in Live Search, Dialpad search (if phone number is available), and when creating a conversation
- Information about HubSpot contact is available on the Info tab in x-bees. There, you can perform the following actions:
- open contact in HubSpot
- change the match if the match is wrong
- log activity (Call/ Email/ Meeting)
- create tasks
- see the list of all tasks and activities
- monitor activity history
- Also, you can create new HubSpot contact via x-bees
Google Calendar
Google Calendar integration provides customers with the possibility to view available slots in the Google calendar of salespeople and schedule meetings with them from x-bees. The user’s status gets automatically updated in x-bees based on the events in the Google calendar.
Requirements
- Licensing: x-bees-Standard for access to Kite settings to set up calendars
- Admin access to PBX, Google Suite Admin Console and Google Workspace
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- Go to WMS Settings -> PBX -> Integrations -> x-bees
- Click on Google Calendar
- Click Install
- Proceed with 2 activation steps
- On the 1st step, perform Domain-wide delegation:
- go to https://admin.google.com/ac/owl/domainwidedelegation
- click Add new
- insert Client ID and Scopes copied on Google Calendar page and click AUTHORIZE
- the delegation is performed and you can move to the 2nd step
- On the 2nd step, insert Administrator email which has access to Google Workspace and organization's Primary domain indicated in Google Workspace
- Click Install to complete the activation
- The integration is activated
Microsoft 365
Microsoft 365 integration provides customers with the possibility to view available slots in the Microsoft 365 calendar of salespeople and schedule meetings with them from x-bees. The user's status gets automatically updated in x-bees based on the events in the Microsoft 365 calendar.
Requirements:
- Licensing: x-bees-Standard for access to Kite settings to set up calendars
- Users should have a valid license allowing them to use Outlook and mailbox
- Admin access to PBX, Microsoft organizational account with enabled Global administrator role (Azure AD)
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