Page Comparison

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To be able to use x-bees internally or to offer it to customers, it is mandatory to complete x-bees training at eLearning e-Learning platform https://training.wildix.com/x-bees-partner-program.

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

Direct link to contact an x-bees

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user 

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

Integrations 

Salesforce

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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 existing 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. Click Settings from SF (the Gear icon in the upper right-hand part of the screen) -> click Setup
   
   
   
   
2. Setup Home screen opens. From the left panel, under ADMINISTRATION, Users -> click Users
    
   
3. Find the System Administrator profile and click to open it
   
   
   
4. Click Clone. Clone Profile screen opens
   
   
5. Add the following Profile Name: SystemAdminWithCreatedBy and click Save
   
   
   
6. The newly created Profile SystemAdinWithCreatedBy opens. Scroll down to System and click on System Permissions 
   
   
   
7. Click Edit
   
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
   
   
   
9. Scroll up and click Save. Permission Changes Configuration window opens. Click Save again
   
   
   
10. On the left panel, under ADMINISTRATION click Users. Find your System Administrator and click Edit next to the entry
    
    
    
11. Setup Users screen opens. Change the Profile from System Administrator to the newly created Profile SystemAdminwithCreatedBy and click Save
    
    

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. 

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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 existing 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

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Calendar Integration

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:
  • 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 Integration

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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• Click Install
   
• Log in to your account if required and grant permissions by clicking Accept
   
• The integration is activated
  

Phonebook

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Integration

Phonebook integration is available starting from x-bees Web 1.32.1.543668 and WMS 6.03.20230630.3 or higher. The integration is enabled by default.

In case the contact is found in phonebooks, you can find it in the relevant Phonebook section on the Info frame:

Image Modified
Phonebook section includes such fields as Name, email, mobile, address, etc., and lets to edit a contact or create a new one. In case of adding/ editing a phonebook contact via x-bees, the changes are synced with the Phonebook.

Webhook

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Integration 

Also, there is possibility to set up Webhook integration with third-party web applications and services, which allows to send events related to calls.

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