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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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Note

Note:

  • After assigning the conversation for the first time, all other agents are removed. 
  • In one-on-one conversations, after assigning it to particular agents, those agents are added as group chat members.
  • You cannot assign conversations for dynamically added agents.
  • When assigning conversation to yourself, without selecting a service, the nearest random call group is automatically selected.

Limitation: 

  • It is currently impossible to assign a conversation to agents belonging to another PBX in WMS Network.

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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Warning

Important: To have a full set of features (including video), it is recommended to start a call using the Video icon!

Call from Search 

 You can call existing or new contacts directly from the Search field. 

1. Insert or start typing a number/ email/ name into the Search field

2. Click the Phone icon to initiate the call

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If an existing contact has several numbers, click Arrow down icon (1) and select a preferred option (2):

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Choosing between the call option and video conference 

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The Colleagues tab displays all users in one place, split by departments, listed in alphabetical order, letting you easily find the necessary colleague, monitor status and presence, start a call, chat, send email, forward, or pickup a call.

Note

Note: 

  • Currently, ACL rules are not applied. 
  • Colleagues that do not belong to any department are displayed in the All departments section. 
  • Current user is also displayed in the list of the user's Colleagues, both in All departments and in the relevant department user is assigned to.  


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You can see colleagues from All departments or choose the department you are interested in. To select another department, click All departments: 

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To find a colleague, use the Search field:
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If you are performing a search in a particular department and the Colleague cannot be found there, you are suggested to search in all departments:

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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 documentationx-bees Analytics.


x-bees Chrome extension 
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