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This Guide explains x-bees requirements and licensing and describes how to activate HubSpot, Salesforce, Google and Microsoft 365 integrations. Other x-bees documentation: x-bees documentation. Created: February 2022 Updated: January March 2024 Permalink: https://wildix.atlassian.net/wiki/x/bgvOAQ |
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| Features | Guest (external users) | x-bees-Device (for unattended phones, W-AIR handset users etc) | x-bees-Basic (for back office staff who do not deal with customers) | x-bees-Standard (for sales people, customer support) | x-bees-SuperBee (for supervisors, managers) |
|---|---|---|---|---|---|
| Access to x-bees web and mobile | ✅ | ➖ | ✅ | ✅ | ✅ |
| Max number of concurrent calls | ➖ | 2 calls | 4 calls | 8 calls | 8 calls |
| Max number of assigned devices | ➖ | 1 device | 10 devices | 10 devices | 10 devices |
| Free minutes for outbound calls* | ➖ | 100 min | 1000 min | 3000 min | 3000 min |
| Free SMS* | ➖ | ➖ | 50 messages | 200 messages | 200 messages |
| Colleagues search | ➖ | ➖ | ✅ | ✅ | ✅ |
| Colleagues view | ➖ | ➖ | ✅ | ✅ | ✅ |
| Favorites setup | ➖ | ➖ | ✅ | ✅ | ✅ |
| Inbound services (Contact center) | ➖ | ➖ | ✅ | ✅ | ✅ |
| Ability to create conversations | ➖ | ➖ | ✅ | ✅ | ✅ |
| Ability to write chats | ✅ | ➖ | ✅ | ✅ | ✅ |
| Video conferences participation | ✅ | ➖ | ✅ | ✅ | ✅ |
| Video conferences scheduling | ➖ | ➖ | ✅ | ✅ | ✅ |
| Ability to add guests to conversations | ✅ | ➖ | ➖ | ✅ | ✅ |
Personal contact-me links (chat and scheduler) | ➖ | ➖ | ➖ | ✅ | ✅ |
| Email signatures configuration | ➖ | ➖ | ➖ | ✅ | ✅ |
| ➖ | ➖ | ➖ | ✅ | ✅ | |
| Transcription of calls and conferences | ➖ | ➖ | ➖ | ✅ | ✅ |
| CRM integrations (Salesforce, HubSpot etc) | ➖ | ➖ | ➖ | ✅ | ✅ |
| Phonebook integration: search, add, edit contacts | ➖ | ➖ | ➖ | ✅ | ✅ |
| Gong.io BI integration logging of events | ➖ | ➖ | ➖ | ✅ | ✅ |
| Website widget agent | ➖ | ➖ | ➖ | ✅ | ✅ |
| Website widgets configuration | ➖ | ➖ | ➖ | ➖ | ✅ |
| Live dashboard and Analytics | ➖ | ➖ | ➖ | ➖ | ✅ |
Starting from WMS 6.04.20230920.1, the relevant licenses can be assigned to users via WMS -> Users -> Edit user -> License type field. See more in PBX Licensing and Activation - Admin guide (section "Assign correct license type to each user").
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* Free minutes to Call Termination Area 1 and free SMS are available with the CLASSOUND service. Details on how to activate the service: CLASSOUND Activation Request. Note that 2-way SMS are available in certain countries, check the list in How to send and receive SMS/ MMS via CLASSOUND. |
Access for users and guests
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Integrations
Salesforce Integration
Salesforce integration enables automatic logging of calls and conferences that take place on the Wildix system between users and Salesforce leads. From x-bees, users can create new Salesforce leads, find existing leads, view all the previous interactions with them, create tasks, log activities and start a new conversation or schedule a call with them.
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For managing calls and contacts directly from Salesforce account, refer to a separate integration: Salesforce Lightning Integration User Guide (compatible only with Lightning). |
Requirements
- x-bees-Standard license or higher
- Admin access to Salesforce Classic or Lightning account
- Salesforce license with API access. API access is included in the following Salesforce editions:
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
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- x-bees-Standard license or higher
- Access to Wildix Salesforce Partner Community account
Installation
Go to WMS Settings -> PBX -> Integrations -> Cloud integrations
Note Note: In case of WMS version lower that WMS 6.05.20231110.2, the tab is named x-bees. Your PBX should be on the x-bees licensing, otherwise, the x-bees tab is greyed out.
- Your PBX should be on the x-bees licensing, otherwise, the tab is unavailable and greyed out
- Your PBX should be on the x-bees licensing, otherwise, the tab is unavailable and greyed out
- Navigate to Salesforce Partner Community and click on it:
- Click Install to proceed with the activation:
- The integration gets installed:
HubSpot Integration
HubSpot integration enables automatic logging of calls and conferences that take place on the Wildix system between users and HubSpot contacts. From x-bees, users can create new HubSpot contacts, find existing contacts, view all the previous interactions with them, create tasks, log activities, and start a new conversation or schedule a call with them.
| Note |
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For managing calls directly from HubSpot account, refer to a separate integration: HubSpot Integration User Guide. |
Requirements
- x-bees-Standard license or higher
- Admin access to HubSpot account
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Google Calendar Integration
Google Calendar integration provides customers with the possibility to view available slots in the Google calendar of salespeople and schedule meetings with them from x-bees. The user’s status gets automatically updated in x-bees based on the events in the Google calendar.
Requirements
- Licensing: x-bees-Standard for access to Kite settings to set up calendars
- Admin access to PBX, Google Suite Admin Console and Google Workspace
To activate the integration, take the following steps:
Go to WMS Settings -> PBX -> Integrations ->
x-bees- Click on Google Calendar
- Click
Cloud integrations
Note Note: In case of WMS version lower that WMS 6.05.20231110.2, the tab is named x-bees. Your PBX should be on the x-bees licensing, otherwise, the x-bees tab is greyed out.
- Click on Google Calendar
- Click Install
- Proceed with 2 activation steps
- On the 1st step, perform Domain-wide delegation:
- go to https://admin.google.com/ac/owl/domainwidedelegation
- click Add new
- insert Client ID and Scopes copied on Google Calendar page and click AUTHORIZE
- the delegation is performed and you can move to the 2nd step
- On the 2nd step, insert Administrator email which has access to Google Workspace and organization's Primary domain indicated in Google Workspace
- Click Install to complete the activation
- The integration is activated
Microsoft 365 Integration
Microsoft 365 integration provides customers with the possibility to view available slots in the Microsoft 365 calendar of salespeople and schedule meetings with them from x-bees. The user's status gets automatically updated in x-bees based on the events in the Microsoft 365 calendar.
Requirements:
- Licensing: x-bees-Standard for access to Kite settings to set up calendars
- Users should have a valid license allowing them to use Outlook and mailbox
- Admin access to PBX, Microsoft organizational account with enabled Global administrator role (Azure AD)
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To activate the integration, take the following steps:
Go to WMS Settings -> PBX -> Integrations -> Cloud integrations
Note Note: In case of WMS version lower that WMS 6.05.20231110.2, the tab is named x-bees. Your PBX should be on the x-bees licensing, otherwise, the x-bees tab is greyed out.
- Click on Microsoft 365
- Click Install
- Log in to your account if required and grant permissions by clicking Accept
- The integration is activated
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Phonebook integration is available starting from x-bees Web 1.32.1.543668 and WMS 6.03.20230630.3 or higher. The integration is enabled by default, in case of x-bees Standard licence or higher.
In case the contact is found in phonebooks, you can find it in the relevant Phonebook section on the Info frame:
Phonebook section includes such fields as Name, email, mobile, address, etc., and lets to edit a contact or create a new one. In case of adding/ editing a phonebook contact via x-bees, the changes are synced with the Phonebook.
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