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Monthly/ Yearly licenses (3-year and 5-year commitment available):
| Note |
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Note: Free minutes to Call Termination Area 1 is available with the CLASSOUND service. |
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- Go to WMS Settings -> PBX -> Integrations -> x-bees
- Your PBX should be on the x-bees licensing, otherwise, the tab is greyed out
- Wildix Integration Hub opens
- Click Create an Integration button (if no active integrations)
- Click Salesforce
- Follow the process. At this step, you need to connect your Salesforce account (Admin) with x-bees. Click Allow
From x-bees, it is possible to create new SF leads and manually log activities to SF:
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- Click Settings from SF (the Gear icon in the upper right-hand part of the screen) -> click Setup
- Setup Home screen opens. From the left panel, under ADMINISTRATION, Users -> click Users
- Find the System Administrator profile and click to open it
- Click Clone. Clone Profile screen opens
- Add the following Profile Name: SystemAdminWithCreatedBy and click Save
- The newly created Profile SystemAdinWithCreatedBy opens. Scroll down to System and click on System Permissions
- Click Edit
- 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
- Scroll up and click Save. Permission Changes Configuration window opens. Click Save again
- On the left panel, under ADMINISTRATION click Users. Find your System Administrator and click Edit next to the entry
- Setup Users screen opens. Change the Profile from System Administrator to the newly created Profile SystemAdminwithCreatedBy and click Save
Video available.
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- Download the x-bees app from Apple store or Google Play Market
- Log in using your Microsoft 365 or Google SSO, or via 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
- For PBX users only: follow the steps below to connect to your Wildix PBX
- Click on your user picture to open Settings
- Under Settings, click Connect to Wildix PBX
- Enter the domain name of your PBX into the input field and click Connect
- Click on your user picture to open Settings
| Note |
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Note: Guests who are not Wildix PBX users need to be invited to an x-bees channel by a PBX user to be able to engage with them in conversations. |
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- Open the link: https://x-bees.biz/
- 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
- Connect to the PBX:
- Click on your user picture in the upper left-hand part of the screen to open Settings
- Under Settings, click Connect to Wildix PBX
- Enter your Wildix PBX domain into the input field and click Connect
Direct link to contact an x-bees user ("WebRTC Kite")
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- User clicks Send us a message
- x-bees interface opens and user starts typing a message
- Authentication popup opens, requesting user to log in using Google/ Microsoft 365 SSO or email
- In case user chooses to log in via email, a code is sent to their email and they need to type it
- Now they can continue the conversation with the PBX user
- 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
User Guide
x-bees Web
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- Click on the link in the email invitation to join x-bees
- Log in using Google or Microsoft SSO
PBX users who joined x-bees via email invitation sent by the system administrator are automatically connected to the correct Wildix PBX. To make sure you are connected to the Wildix PBX, follow the steps below:
- Click on your user picture from the upper left-hand part of the screen
- Under Settings, click Connect to Wildix PBX
- Make sure the Wildix PBX domain name is entered into the filed Domain
| Note |
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Note: if you are not sure, what your Wildix PBX domain is, please check with your system administrator. |
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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Click on your user picture
- Select a new picture or use your webcam to make a new one
External profile link (WebRTC Kite link)
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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Click on your user picture
- You can view and copy the link under Advanced
Language
Language is currently selected based on your Browser language.
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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Under Status, click on your current user status (e.g. Available)
- Select the new status
| Note |
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Note: status expiration and custom status message are currently not available. |
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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Under Settings, click Notifications
- Enable Notifications:
- Here you can enable notifications in personal and group conversations. It is recommended to enable all of them, in case you decide to mute a particular conversation, you can do it from the settings of this particular conversation. Note, that Web and Mobile notifications are managed separately and there is no sync between them, to enable notifications on Mobile, consult this chapter
- Here you can enable notifications in personal and group conversations. It is recommended to enable all of them, in case you decide to mute a particular conversation, you can do it from the settings of this particular conversation. Note, that Web and Mobile notifications are managed separately and there is no sync between them, to enable notifications on Mobile, consult this chapter
| Note |
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Note: audio notifications about new chats are currently not available. |
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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Under Settings, click Calls
- Set up call forwarding rules for every Call class:
Audio and video device settings
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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Under Settings, click Audio and Video
- In this menu, you can select and test the active device for Speakers, Ringing, Microphone and Video:
Kite settings
Kite settings let you create a professional email signature with contact-me button, which allows recipients to reach out to you via x-bees. Follow the below steps to generate signature:
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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Under Settings, click Extensions
- Install the Integration service
Inbound services ("Contact center")
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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Under Status, enable Inbound services
- Enable the switch next to Inbound service requests: the switch allows you to dynamically join the inbound services (call groups)
- Under Inbound Services: enable those services (call groups from your PBX) that you would like to join as a call agent (in this menu you cannot change the status in services, to which you were added statically via WMS)
Updates
Updates of the x-bees web interface are available out of the box and do not require any steps from the PBX admin or user.
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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Under Support, click About
Feedback
You are invited to send us feedback, provide suggestions and report problems!
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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Under Support, click Send Feedback
Logout
- Click on your user picture in the upper left-hand part of the screen to open Settings, then click Log out
Conversations
Group conversations
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- Click on + from the top panel
- Add participants and click Next:
- You can add PBX users, Salesforce leads and contacts, Phonebook contacts, email addresses
- You can add PBX users, Salesforce leads and contacts, Phonebook contacts, email addresses
- Give your conversation a title and click Create
Manage a conversation
Once a conversation has been created, click on the info icon from the upper right-hand part of the screen to open the Conversation Info frame.
In this frame you can:
- Mute the conversation for a period of time
- Add more participants
- Delete member or Send email invitation to a member
Click on three dots from the upper right-hand part of the Conversation Info frame to view other options:
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- Start a call with all the participants: click on the Video icon from the upper right-hand part of the conversation screen
Schedule event via Google/ Microsoft:
- Click on the Info icon from the upper right-hand part of the conversation to open the Conversation Info frame
- Click on the three dots from the upper-right hand part of the frame
- Click Schedule event via Google or via Microsoft: calendar opens enabling you to schedule a conference in the participants' calendars
One-on-one conversations
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- Start typing a name or a phone number into the Search field in the upper left-hand part of the screen
Click on the match to open a conversation
Note Note: The ability to mute the chat/ Other actions appears only after you have exchanged the first chat.
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:
| Note |
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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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- Leave a reaction
- Quote: respond to a particular message
- Forward: forward a message to another conversation
- Copy: copy a message
- Edit: edit your message (available only for your messages)
- Delete: delete your message (available only for your messages)
Tag a particular participant in a conversation: type "@" and then select the participant to tag:
Send one more multiple files: click on the paper clip icon from the input field or use drag and drop to add your files:
Screen sharing
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- From a conference
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- :
To start screen sharing, you need to start a conference in a conversation:
- Click on the Video icon from the upper right-hand part of the screen to start a conference:
2. Click on the screen sharing button inside the conference:
From a call:
| Note |
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Note: The support starts from WMS 5.04.20220422 or higher. |
- When in a call, click on the screen sharing button:
2. Audio call is automatically terminated and both participants are redirected to video conference
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with enabled screen sharing.
| Note |
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Current limitation: In case a call is transferred to a device which doesn't support screen sharing (for example, WP phones, etc) the button "Screen Sharing" is not disabled. This will be fixed in further releases. |
Hide or leave a conversation
- Right-click on a conversation from the list of active conversations and press Hide:
Calls
Active calls are synced between x-bees and Collaboration.
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- Click the Dialpad icon from the top menu
- Type a name of a user, a phonebook contact, a Salesforce lead or contact, or just enter a phone number into the field
- In case a contact has more than one number, click on the arrow next to the match, to view the available options
- Click on the green Call icon from the Dialpad to start a call
Selecting Caller ID for outbound calls
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- Click on the Handset icon from the upper right-hand part of the conversation
| Note |
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Note: currently there's no option to select an active device, calls are started via the x-bees interface. |
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| Warning |
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Important: To have a full set of features (including video, screen sharing), it is recommended to start a call using the Video icon! |
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Switch active device: all active calls can be seen and managed both from the web version and from the mobile app. If you started a call on the mobile app, you can continue it on the web version of x-bees (and vice-versa):
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
- Add more participants to a SIP call
Note, that this option allows you to merge SIP calls into a conference call:
History
Notes:
- Call history on x-bees is synced with Collaboration
- Call recordings are currently not available in Call history. You receive a copy of call recordings via email
- Currently there's no ability to filter events in Call history
Live dashboard
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Live dashboard allows you to view all active conversations on the PBX, including calls and conferences:
x-bees Chrome extension
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- Salesforce logo next to a contact indicates that there's a match in your Salesforce instance
- Orange icon indicates this match is a Salesforce lead
- Violet icon indicates this match is a Salesforce contact
To look up the activities, click on the match:
If you are already in a conversation with a Salesforce lead or contact, click on the contact from the Info tab to view the information on this Salesforce match:
Logging activities
To manually log activities, open a Salesforce lead on x-bees. You have two options:
- Create Task
- Log Activity
Inbound and outbound calls via PBX are automatically logged for all users that have a match in Salesforce (leads, contacts, accounts) and are displayed in Salesforce as completed tasks.
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| Note |
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Note: Keep in mind that the same Salesforce match can appear as a lead (orange icon) and a contact (violet icon). In this case, you need to select whether to log the activity to the Salesforce lead or to the Salesforce contact. |
Create a Salesforce lead
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- Click Wrong match?
- Click Create Salesforce Lead
Multiple matches found in Salesforce:
- Click Create Salesforce Lead
- At the next step, fill out the fields and click Save
HubSpot contacts management
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- Download the x-bees app by Wildix from Apple Store or Google Play market
- Log in using Google or Microsoft SSO
Make sure you are connected to the Wildix PBX:
- Tap your user picture in the upper left-hand part of the screen
- Under Settings, tap Connect to Wildix PBX
- Make sure that the PBX domain name is entered into the field
| Note |
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Note: if you are not sure, what your Wildix PBX domain is, please check with your system administrator. |
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- Tap your user picture to access Settings
User Picture
- Tap your user picture to upload a new picture or use your webcam to make a new one
User Status
- Under Status, tap on your current user status (e.g. Available) and select a new one
Notifications Anchor mobilenotifications mobilenotifications
| mobilenotifications | |
| mobilenotifications |
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| Note |
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Note: Make sure you have enabled Notifications for x-bees in your phone settings. |
Call forwarding settings
- Under Settings, tap Calls and set up call forwarding rules for every Call class
Inbound services ("Contact center")
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- Under Status, enable Inbound services
- Enable the switch next to Inbound service requests: the switch allows you to dynamically join the inbound services (call groups)
- Under Inbound Services: enable those services (call groups from your PBX) that you would like to join as a call agent (in this menu you cannot change the status in services, to which you were added statically via WMS)
Check the current version
- Under Support, tap About
Feedback
You are invited to send us feedback, provide suggestions and report problems!
- Under Support, tap Send Feedback
Logout
- From the Inbox, tap on your user picture in the upper left-hand part of the screen, then tap Log out
Conversations
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- From the Inbox top panel, tap +. The New Conversation screen opens
- Add participants and tap Next
- You can add PBX users, Phonebook contacts, email addresses
- Give your conversation a title and tap Create
Manage a conversation
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- Mute the conversation for a period of time
- Add more participants
- Leave the conversation
Tap on a participant to:
- Send a private message
- Send email invitation
- Delete member
Tap More (three dots) to:
- Edit the title of the conversation
- Send email invitations to all the participants
- Schedule an event in their calendars
Start a conference or schedule an event
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Start a call with all the participants: inside a conversation, click on the Video icon from the upper right-hand part of the screen
Schedule event in the calendar:
- Inside a conversation tap on the picture next to its title
- Tap More (three dots) and tap Schedule event
- Make sure you select the correct calendar when scheduling an event from the mobile app
One-on-one conversations
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- From the Inbox, tap on the Search icon from the upper right-hand part of the screen to open the Search field
- Type a name or a phone number to view matches, tap on the match to start a chat
Start a chat with an external person present in your conversations:
- From the conversation, tap on the picture next to its title to open the Info screen
- Tap on the person and tap Send message
Conversations features: reactions, quote, forward, edit, delete, tagging, file sharing
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- Leave a reaction
- Quote: respond to a particular message
- Forward: forward a message to another conversation
- Copy: copy a message
- Edit: edit your message (available only for your messages)
- Delete: delete your message (available only for your messages)
Tag a particular participant in a conversation: type "@" and then select the participant to tag
Send one more multiple files: tap on the paper clip icon from the input field to add your files
Hide or leave a conversation
- From the Inbox: tap and hold a particular conversation, then tap Hide or tap Leave conversation
Calls
You can dial any internal or external number. You can search your Colleagues directory and your shared Phonebooks contacts.
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- 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
Selecting Caller ID for outbound calls
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- Tap the Handset icon from the upper right-hand part of the conversation
Manage calls
| Note |
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Note: Call recording is currently available only via the Feature code (*1 by default). |
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Switch active device: tap the handset icon from the Inbox or from the Active call screen to continue it on the mobile app:
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
History
Notes:
- Currently there's no ability to filter events in call history by All and Missed
- 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)
Sales documentation
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