| Scroll export button |
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| scope | current |
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| template-id | 0fa09813-8b86-460a-aa1d-ef450a80e9ce |
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| quick-start | true |
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| add-on | Scroll PDF Exporter |
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When a Guest User schedules a meeting, a dedicated conversation is automatically created:
The conversation can also 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: Limitation: - It is currently impossible to assign a conversation to agents belonging to another PBX in WMS Network.
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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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Current limitations: - After an external user with only a phone number is converted to a CRM contact, any previously sent faxes/ voicemails are not displayed, as a new conversation is created. PBX user can find the faxes / voicemails in the original conversation with the external user, but for the external user, they are no longer available.
- Fax message currently doesn’t include the information about remote ID, status and the number of pages.
- In the conversation with external user who has only phone number indicated, the system allows sending messages, though . Though the message cannot can only be delivered to the external user (no SMS integrationif you have CLASSOUND DID for 2-way SMS sending (see more in the documentation How to send and receive SMS via CLASSOUND).
- The title for a fax/ voicemail message is in English by default.
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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
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