Page Comparison

...

1. Download the x-bees app from Apple store or Google Play Market
2. Log in using your Microsoft 365 or Google SSO, or via email

   • In case of login via email, a verification code will be sent to your email address, you will need to enter it to log in
     

3. For PBX users only: follow the steps below to connect to your Wildix PBX 
   1. Click on your user picture to open Settings
   2. Under Settings, click Connect to Wildix PBX
      
      
      
   3. Enter the domain name of your PBX into the input field and click Connect
      
      

...

1. Open the link: https://x-bees.biz/ 
2. Log in via Google or Microsoft 365 SSO, or by email 

   • In case of login via email, a verification code will be sent to your email address, you will need to enter it to log in

   Connect to the PBX: 
3. Click on your user picture in the upper left-hand part of the screen to open Settings
Under Settings, click Connect to Wildix PBX
Image Removed
4. Enter your Wildix PBX domain into the input field and click Connect

Image Removed

Direct link to contact an x-bees user ("WebRTC Kite") 

Currently, you can create contact-me links and add them to your website or anywhere on the web, in the following format: https://x-bees.biz/kite/name.surname@yourdomain.com, where name.surname@yourdomain.com is your email address. 

Here's an example of what happens if an external (non-authorized) user clicks on a link:

...

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

API access is not included in the following versions:

• Professional Edition: API access can be purchased from Salesforce
• Essential Edition

Information: https://help.salesforce.com/s/articleView?id=000326486&type=1.

Installation

...

• Your PBX should be on the x-bees licensing, otherwise, the tab is greyed out    

...

From x-bees, it is possible to create new SF leads and manually log activities to SF:

• The user who performs an action on a Salesforce record from x-bees is assigned as the author of this activity in Salesforce
• If the user who performs an action is not present in Salesforce, then the activity is automatically assigned to the account's Admin

Below you can find the instruction on how to authorize the SF admin to perform Author and Owner changes. Follow this instruction to make sure that all the lead creation and logging activities performed on x-bees have the correct Author and Owner in SF.  

To authorize the SF Admin to perform Author and Owner changes, follow the steps below:

...

Image Removed

...

1. • 
     

     Note

     Note: In case user email was changed via WMS, user preserves access to x-bees conversations.  After email is changed, user gets logged out from x-bees and has to log in with the new email -> go to Settings -> connect to PBX -> log in again. In case of using an invitation link, connection to the PBX is performed automatically and conversations are available immediately, without relogin. In case user email changes after the user was moved to another PBX, access to conversations is not preserved.

     
     

2. Connect to the PBX: 
   1. Click on your user picture in the upper left-hand part of the screen to open Settings
   2. Under Settings, click Connect to Wildix PBX
      
      Image Added
   3. Enter your Wildix PBX domain into the input field and click Connect

Image Added

Direct link to contact an x-bees user ("WebRTC Kite") 

Currently, you can create contact-me links and add them to your website or anywhere on the web, in the following format: https://x-bees.biz/kite/name.surname@yourdomain.com, where name.surname@yourdomain.com is your email address. 

Here's an example of what happens if an external (non-authorized) user clicks on a link:

1. User clicks Send me a message
   Image Added
2. x-bees interface opens and user starts typing a message
   
   Image Added
3. Authentication popup opens, requesting user to log in using Google/ Microsoft 365 SSO or email
   
   Image Added
4. In case user chooses to log in via email, a code is sent to their email and they need to type it
   
   Image Added
   
5. Now they can continue the conversation with the PBX user
   
   Image Added
   
   External user can invite other members to the conversation by clicking the Add member button
   
   Image Added
   
   
6. 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
   
   Image Added

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

API access is not included in the following versions:

• Professional Edition: API access can be purchased from Salesforce
• Essential Edition

Information: https://help.salesforce.com/s/articleView?id=000326486&type=1.

Installation

1. Go to WMS Settings -> PBX -> Integrations -> x-bees
   • Your PBX should be on the x-bees licensing, otherwise, the tab is greyed out    
2. Wildix Integration Hub opens
   
3. Click on Salesforce
   Image Added
   
4. Click Install to proceed with the activation 
   Image Added
   
5. There are 2 activation steps. To continue with the 1st step, click Connect your Salesforce
   
   Image Added
   
6. Select an environment (live/ sandbox) and click Save
   Image Added
   
7. Click Link connection to connect your Salesforce account (Admin) with x-bees
   
   Image Added
8. Click Allow
   
   Image Added
9. Log in to your account. Once the connection is linked, click Ok
   Image Added
   
10. The 1st step is completed, click Next to proceed to the 2nd stepImage Added
11. On the 2nd step, the Integration is automatically activated
    
    Image Added
12. Salesforce integration gets activated
    
    Image Added
    

From x-bees, it is possible to create new SF leads and manually log activities to SF:

• The user who performs an action on a Salesforce record from x-bees is assigned as the author of this activity in Salesforce
• If the user who performs an action is not present in Salesforce, then the activity is automatically assigned to the account's Admin

Below you can find the instruction on how to authorize the SF admin to perform Author and Owner changes. Follow this instruction to make sure that all the lead creation and logging activities performed on x-bees have the correct Author and Owner in SF.  

To authorize the SF Admin to perform Author and Owner changes, follow the steps below:

1. Click Settings from SF (the Gear icon in the upper right-hand part of the screen) -> click Setup
   
   Image Added
   
   
2. Setup Home screen opens. From the left panel, under ADMINISTRATION, Users -> click Users
    Image Added
   
3. Find the System Administrator profile and click to open it
   
   Image Added
   
4. Click Clone. Clone Profile screen opensImage Added
   
   
5. Add the following Profile Name: SystemAdminWithCreatedBy and click Save
   
   Image Added
   
6. The newly created Profile SystemAdinWithCreatedBy opens. Scroll down to System and click on System Permissions 
   
   Image Added
   
7. Click EditImage Added
   
8. Scroll down to Set Audit Fields upon Record Creation (Set audit fields, such as Created By and Last Modified By, when you create a record (API only).) and put the tick
   
   Image Added
   
9. Scroll up and click Save. Permission Changes Configuration window opens. Click Save again
   
   Image Added
   
10. On the left panel, under ADMINISTRATION click Users. Find your System Administrator and click Edit next to the entry
    
    Image Added
    
11. Setup Users screen opens. Change the Profile from System Administrator to the newly created Profile SystemAdminwithCreatedBy and click Save
    
    

Image Added

Video available.

Salesforce Partner Community Integration

Salesforce Partner Community integration with x-bees enables logging of calls and conferences between users and Salesforce leads. From x-bees, users can create new leads, search for leads, view previous interactions with them, create tasks, log activities, start a new conversation or schedule a call with the lead. 

Requirements

• x-bees-Standard license or higher
• Access to Wildix Salesforce Partner Community account

Installation

1. Go to WMS Settings -> PBX -> Integrations -> x-bees
   
   • Your PBX should be on the x-bees licensing, otherwise, the tab is unavailable and greyed out
     
     
2. Navigate to Salesforce Partner Community and click on it:
   
   Image Added
   
3. Click Install to proceed with the activation:
   
   Image Added
   
4. The integration gets installed:
   
   Image Added

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

...

• 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

...

• 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)

...