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- Open Conversation Info and hover mouse over the conversation avatar
- Drag and drop a picture or click Select image button and upload the picture
- Crop and scale the uploaded image and click Apply
- The uploaded image is displayed as conversation avatar
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If you need to copy any user information (e.g. extension, email), hover the mouse over the relevant field and click on the Copy icon:
If it is not a PBX user, then you need to invite this person to x
In case the contact is found in phonebooks, you can find it in the relevant Phonebook section on the Info frame:
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Note:
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If the contact is not found in Phonebooks, you can create a Phonebook record by clicking Create Contact:
If it is not a PBX user, then you need to invite this person to x-bees. They will receive the invitation via email and then they will be able to join your conversation on x-bees:
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Note: From one-on-one conversations, same as from group conversations, you can start a conference or schedule it via Google or Microsoft 365. |
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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:
To assign conversation to another agent, select service and choose an agent from the Assignee drop-down list:
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Note:
Limitation:
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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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Note:
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Unread message indicators
When there are new messages, you can see the total number on the Inbox tab (1) and the relevant number of unread messages next to the conversations (2):
Also, there is unread message indicator (red dot) on the browser tab:
When proceeding to the conversation with unread messages, there is the New messages separator that separates the new messages from the old ones:
Email notifications about unread messages
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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 Anchor x-beeschrome x-beeschrome
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