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Alternatively, PBX users can join x-bees following the steps below:

  1. Open the link: https://app.x-bees.bizcom/ 
  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

      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.


  3. 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

    3. Enter your Wildix PBX domain into the input field and click Connect

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

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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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  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:


  3. Click Install to proceed with the activation:


  4. The integration gets installed:

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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  • Click Install
  • Proceed with 2 activation steps
  • On the 1st step, perform Domain-wide delegation:
  • 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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  • Sync of users from Azure AD is performed basing on the Primary email address: user’s primary email in Azure AD and in WMS should match. User’s primary email address can be changed by an administrator
  • New custom calendars are added once a day at night when fully synced or as soon as they are updated (e.g. renamed)
  • In order for avatars and icons to be displayed in emails about calendar events in Outlook, the user must confirm that they trust the nothe no-reply@x-bees.biz address com address (this can be done directly through the notification from Outlook, displayed in the header of the mail).
  • On the Kite Settings -> Calendar Settings page, working hours correspond to the settings from Outlook. A lunch break from 1 pm to 2 pm is available. Time zone value is also synced, but time zone name may differ.

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