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  1. Under Status, enable Inbound services
  2. Enable the switch next to Inbound service requests: the switch allows you to dynamically join the inbound services (call groups)
  3. 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)

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Integrations 

On the Integrations screen, you can see the list of connected integrations and their status. Some integrations many need authorization. In this case, there is the button Activate in front of the relevant integrations. Integrations that are connected and do not require authorization are displayed as Active in Settings -> Integrations 

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In case there is an integration that is not active for a user and requires authorisation, a notification pops up that leads to Settings -> Integrations tab, where the user can activate the integration. The notification is displayed when opening Info frame with inactive integrations or when using the search.

If you do not want the notifications to be displayed, in Settings -> Integrations, disable the option Allow notifications.:

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For more details about iFrame integrations, check out the documentation: How to manage iFrame integrations in x-bees

Check the current version

  • Under Support, tap About 

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Feedback

You are invited to send us feedback, provide suggestions and report problems!

  • Under Support, tap Send Feedback

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Logout

  • From the Inbox, tap on your user picture in the upper left-hand part of the screen, then tap Log out

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Conversations 

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  1. From the Inbox top panel, tap +. The Create conversation screen opens
  2. Enter conversation name and description (optional)
  3. If you want to make the conversation available by link, enable the toggle in front of Available by link option
  4. Tap Next
  5. Add participants and tap Create
    • You can add PBX users, Phonebook contacts, email addresses

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Manage a conversation

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  • Call the participant
  • Start a conference
  • Send a private message
  • Schedule event
  • Send email invitation

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In case of a Salesforce/ HubSpot contact, you also have the following options:

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Starting from iOS app v. 1.17.1.120512 and Android app v. 1.17.1.120512, it is possible to share items (e.g. images, files) to x-bees:

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Note

Note: The maximum number of files that can be shared to x-bees at a time is 10.

Appendix 1: Monitoring of colleagues and features with Function keys

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