Page Comparison

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From the active call screen, the following options are available:

• Send DMTF
• Start/ stop video
• Mute/ unmute
• Hold/ resume
• End a call
• Transfer a call: click on three dots from the right-hand part of the call screen:

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Start a chat with a colleague:  from

1. From the Inbox,

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1. tap on the Search

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1. icon from the upper right-hand part of the screen to open the Search field
2. Type a colleague's name or extension to view matches, tap on the match to start a chat

Start a chat with an external person present in your conversations:

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Start a call from Dialpad

Call from Conversation

Manage calls

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1. From the Inbox, tap on the Diapad icon from the upper right-hand part of the screen
2. Type a colleague's name or extension, or any external number

Note: Make sure you use the preferred mode to generate a call:

• VoIP: generates a call via the Wildix PBX
• Callback: you instantly receive a callback to your mobile number from the Wildix PBX and then the outbound call to the destination is generated
• Mobile: generates a call via your mobile phone using your SIM card operator

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Limitation: currently there's no search of contacts in the corporate phonebooks

Call from Conversation

The Call option is only available in one-on-one conversations with other PBX users: tap the Headset icon from the upper right-hand part of the conversation:

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Manage calls

Note: Call recording is currently available only via the Feature code (*1 by default).

You can see all your active calls from the Inbox and manage them. The headset icon means that currently call is being managed on the web version of x-bees. 

Switch active device: Tap the headset icon from the Inbox or from the Active call screen to continue it on the mobile app: 

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From the Active call screen, the following options are available:

• Send DTMF
• Start/ stop video
• Mute/ unmute
• Hold/ resume
• End a call
• Transfer a call

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History

Note: currently there's no ability to filter events in call history by All and Missed

Note: currently there's no ability to listen to your Voicemails. You receive a copy of your Voicemails to email and you can use the feature code to listen to them (81 by default)

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Direct link to contact an x-bees user ("WebRTC Kite") 

Note: A customizable widget or contact-me button can be added to your website or embedded to your email signature, to enable customers to contact single agents or groups by clicking on a link. The ability to create widgets and buttons is coming soon. 

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

Where name.surname@yourdomain.com is your email address.

Here's an example of what happens if an external (non-authorized) user clicks on a link:

1. User clicks Send us a message Image Added
2. x-bees interface opens and user starts typing a messageImage Added
3. Authentication popup opens, requesting user to log in using Google/ Microsoft 365 SSO or email.Image Added
4. In case user chooses to log in via email, a code is sent to their email and they need to type itImage Added
5. Now they can continue the conversation with the PBX user:Image Added
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: Image Added

Use Cases

In this chapter, we will see how exactly x-bees helps businesses in managing their leads and improving their customer care. 

Communication with an online customer coming from your website

An online customer contacts your company via the link/ widget on your website. Today there are plenty of web chat applications that you can add to your website. But they all have a number of problems:

1. It's always a website visitor who starts a conversation and there's no way for your salespeople to reach out to an online customer after they closed the chat window
2. Online customers get tired of explaining their request over and over again to a new agent every day

x-bees resolves both problems:

1. Every online customer needs to authorize via Google/ Microsoft SSO or email, this means, your salespeople can send them a message and invite them back to a conversation on x-bees, even after they close the chat window
2. When an online customer opens the widget on your website, they can see all the previous conversations in which they participated previously, and they can continue a previous chat

Communication with prospects invited via email

A prospect gave you their business card and now instead of calling them, leaving Voicemails, and writing emails, you can invite them and other decision-makers to a real-time conversation and easily schedule a call.

All you need to do is:

1. create a new conversation on x-bees, invite this prospect to a channel via email
2. Add more participants from both sides
3. Start a real-time discussion in chat, start a call right away with all the decision-makers, or schedule it for later in the calendar

Lead management in CRM

There is a number of pains and problems related to CRM lead management. CRMs are complex and salespeople have problems dealing with them. As a result:

1. Your salespeople spend too much time struggling with the CRM and logging activities. Instead, they could have spent this time on profitable activities, such as talking to customers and running demos.
2. Your salespeople forget to log the activities and update information on leads. As a result, there's no global view and other colleagues do not have the information about what's happening to the leads.

x-bees resolves these problems:

1. Logging to the CRM is done directly on x-bees at any moment, for example, during a call, after a call. You can not only log activities, but you can also create new leads without having to open the CRM.
2. Your salespeople can finally focus on the activities that turn profit: talk to customers and run demos. Managers can finally have up-to-date information on leads.

Create a new Salesforce lead:

1. No matter whether a new prospect arrived through a website, or you added them to a channel yourself: once you qualify them as a lead, you can instantly add them to the CRM, directly from x-bees
2. And of course, you can communicate with this lead in real-time using chat or schedule a call 

Logging activities:

1. In case a Salesforce lead already existed in the system, you can invite them to a conversation, invite more decision-makers from both sides, and schedule a call
2. All actions and important notes can be logged to the CRM at any moment directly from the x-bees interface