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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://app.x-bees.bizcom/kite/console

Email signature

1. Fill out the form which includes the following fields: 
   
   • Full Name
   • Company
   • Job title
     Additional information:
   • Phone
   • Address
   • LinkedIn
   • Custom link
   • Title for custom link

   • Custom text field
     
     On the email preview, you can see how your email signature looks like. Two buttons, Chat with me and Schedule a call (which leads to the Meeting Scheduler), are automatically added.

     Note
     Note: The link to the meeting scheduler is added to the email signature for all users with x-bees Standard and x-bees SuperBee licenses, regardless of whether the calendar integration is enabled or not. In calendar integration is missing, the link should be removed manually.

     
     

2. Under Email signature preview, click Copy to clipboard or Download file to further apply the signature in your email client
   
   

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When a Guest User schedules a meeting, a dedicated conversation is automatically created:

The conversation can be assigned to a particular agent of a Service (Call group). Service is determined automatically. You can assign a conversation to yourself or any other agent.

To assign the conversation to yourself, click Assign to me:

Image ModifiedTo assign conversation to another agent, select service and choose an agent from the Assignee drop-down list:

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When a guest user clicks the Start new conversation button via the Meeting Scheduler or your Chat link, x-bees looks up if the guest had a conversation with the same agent before – if positive, the communication continues in the same channel.

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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 extension 

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x-beeschrome x-beeschrome

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