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This guide explains how to navigate and use Sales Intelligence tool in x-bees to gain insights from calls and conferences.

Created: April 2024

x-bees documentation: link

Permalink: https://wildix.atlassian.net/wiki/x/uxTOAQ

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Sales Intelligence is a powerful tool specifically created for sales managers and professionals. It offers a comprehensive view of customer interactions, empowering sales teams to analyze and extract valuable insights from their meetings. With Sales Intelligence, you can gain a deeper understanding of sales interactions, identify areas for improvement, leading to higher customer satisfaction and increased sales.

Requirements

  • Starting from WMS 6.06
  • x-bees SuperBee license
  • ACL rules "Can see analytics" and "Can see call recordings"
  • Calls and conferences being recorded and transcribed; to enable call transcription, set TRANSCRIBE_RECORDED_CALLS=yes parameter in Dialplan Settings

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  • To start a discussion, click Open chat. When you write a comment, a dedicated conversation named "Comments | Call/ conference title" is created with all agents (internal users) involved in the call/ conference. You can refer to a specific part of the call/ conference to provide targeted feedback for coaching purposes. Adjust the timeline to select the preferred part of the recording and start writing your message. Your comment will include a reference to the specified timeframe

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  • To  leave a personal feedback, select a participant from the list. This allows you to provide individual opinions that may not be relevant to the entire group

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