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This guide explains how to manage conversations with users that come from personal link, meeting scheduler or website widget. Other x-bees documentation: x-bees documentation. Created: September 2023 Permalink: https://wildix.atlassian.net/wiki/x/AQBHEQ |
Table of Contents
Introduction
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The conversation can be assigned to a particular agent of a Service (Call group). You can assign a conversation to yourself or any other agent.
Assign conversation to a Service
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1. Click on the Service field:
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Current limitation:
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Assign conversation to another agent
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1. Choose the relevant Service
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When Guest User schedules a meeting, a dedicated conversation is automatically created
Note Note: Conversations created by external users are public by default (available by link).
- Agent also receives an email notification about the scheduled meeting
- An event for the scheduled meeting is automatically added to Agent’s calendar. For Google Calendar it is necessary to confirm it by clicking Yes, otherwise, the slot is assumed as available
- Agent can change the meeting's duration, reschedule or delete it. In case of changing meeting details, the relevant notification is displayed in the conversation and emails are sent both to Guest User and Agent
- Before the meeting, a reminder notification is sent
Manage conversations with external users on mobile
On mobile, you also can manage conversations with external users as on the web:
- Assign a conversation to a Service or to another agent:
- Create a CRM contact:
- Add external user to Phonebook contacts:
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