Page Comparison

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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

If you want external users in the conversation to have read-only access to it, turn the toggle on in front of the Read only conversation option. External members in read-only conversation can view messages, add reactions, add new members to the conversation, but cannot send messages.

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Manage a conversation

Inside a conversation, tap on the picture next to its title. The Info screen opens, allowing you to:

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• Open the contact in Salesforce/ HubSpot
• Create Task
• Log Activity 
• Create a new lead (via Wrong match? button)

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Tap More (three dots) to:

• Turn off notifications: lets you mute conversation for a period of time 
• Edit the title and description of the conversation
• Leave conversation

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Start a conference or schedule an event 

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1. From the Inbox, tap on the Search icon from the upper right-hand part of the screen to open the Search field
2. Type a name or a phone number to view matches, tap on the match to start a chat

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

1. From the conversation, tap on the picture next to its title to open the Info screen
2. Tap on the person and tap Send message

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Conversations features: reactions, quote, forward, edit, delete, tagging, file sharing

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• From the Inbox: tap and hold a particular conversation, then tap Hide or tap Leave conversation

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Conversation tabs

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• see the details (duration)
• call

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Colleagues

The tab displays the list of your colleagues split by departments and lets you monitor colleagues presence and status, see who's in a call or a conference, start a call, conversation, send email, etc. 

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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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Appendix 1: Monitoring of colleagues and features with Function keys

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