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This Guide explains how to set up and use Kite Meeting Scheduler allowing Guest Users to access Agents' calendars and schedule meetings with them. 

Created: July 2022

Updated: November 2022

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

Table of Contents

Introduction

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  • Admin access to PBX, Microsoft organizational account with enabled Global administrator role (Azure AD)
  • Agents should have a valid license allowing them to use Outlook and mailbox

Notes

  • Sync of users from Azure AD is performed basing on the Primary email address: user’s primary email in Azure AD and in WMS should match. User’s primary email address can be changed by an administrator
  • New custom calendars are added once a day at night when fully synced or as soon as they are updated (e.g. renamed)
  • In order for avatars and icons to be displayed in emails about calendar events in Outlook, the user must confirm that they trust

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  • the no-reply@x-bees.

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  • biz address (this can be done directly through the notification from Outlook, displayed in the header of the mail).
  • On the Kite Settings -> Calendar Settings page, working hours correspond to the settings from Outlook. A lunch break from 1 pm to 2 pm is available. Time zone value is also synced, but time zone name may differ.

Limitation

  • Calendars added via Outlook -> Settings -> Add personal calendars / Add from directory are not synced

Google Calendar and Microsoft 365 Integrations Activation for Admins

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Once the integration is activated, Agent needs to select which calendars the events should be added to and which calendars are used to check available slots.To select calendars, take the following stepsset up calendars and available slots:

  • Click on your user picture in the upper left-hand part of the screen to open Settings. Under Settings, click Kite settings 


  • Go to Calendar Settings tab

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