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This User Guide explains how to access and use x-bees Mobile app and describes the basic operations: how to manage calls, create conversations, schedule conferences etc. Other x-bees documentation: x-bees documentation. Created: February 2022 Updated: November 2023April 2024 Permalink: https://wildix.atlassian.net/wiki/x/ggHOAQ |
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Note: if you are not sure, what your Wildix PBX domain is, please check with your system administrator. |
Settings
The Settings described below are available for the PBX users (for users connected to a Wildix PBX).
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Upon first login, you are requested to provide necessary permissions, e.g. access to microphone, camera and allow notifications:
In case notifications are not allowed, after 2 days users are prompted to enable notification settings. If notifications remain disabled, there are subsequent reminders after 7 days and then every 14 days.
Settings
The Settings described below are available for the PBX users (for users connected to a Wildix PBX).
- Tap your user picture to access Settings
User Picture
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Notifications
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- Under Settings, tap Notifications and enable notificationsnotifications for personal and group conversations.
- Note, that Web and Mobile notifications are managed separately and there is no sync between them; to enable notifications on Web, consult x-bees Web User Guide
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Also, here you can manage notifications played when a conference starts. By default, it is enabled.
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Note: Make sure you have enabled Notifications for x-bees in your phone settings. |
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- Under Status, enable Inbound services
- Enable the switch next to Inbound service requests: the switch allows you to dynamically join the inbound services (call groups)
- Under Inbound services: enable those services (call groups from your PBX) that you would like to join as a call agent (in this menu you cannot change the status in services, to which you were added statically via WMS)
Integrations
On the Integrations screen, you can see the list of connected integrations and their status. Some integrations many need authorization. In this case, there is the button Activate in front of the relevant integrations. Integrations that are connected and do not require authorization are displayed as
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Active.
In case there is an integration that is not active for a user and requires authorisation, a notification pops up that leads to Settings -> Integrations tab, where the user can activate the integration. The notification is displayed when opening Info frame with inactive integrations or when using the search.
If you do not want the notifications to be displayed, in Settings -> Integrations, disable the option Allow notifications.:
For more details
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, check out the documentation: How to manage iFrame integrations in x-bees
Check the current version
- Under Support, tap About
Feedback
You are invited to send us feedback, provide suggestions and report problems!
- Under Support, tap Send Feedback
Logout
- From the Inbox, tap on your user picture in the upper left-hand part of the screen, then tap Log out
Conversations
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- From the Inbox top panel, tap +. The Create conversation screen opens
- Enter conversation name and description (optional)
- If you want to make the conversation available by link, enable the toggle in front of Available by link option
- Tap Next
- Add participants and tap Create
- You can add PBX users, Phonebook contacts, email addresses
If you want
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- You can add PBX users, Phonebook contacts, email addresses
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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.
When conversation is created, the system message displays who created the conversation:
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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- Call the participant
- Start a conference
- Send a private message
- Schedule event
- Send email invitation
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In case of a Salesforce/ HubSpot contact, you also have the following options:
- 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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Conversations with external users
For managing conversations with external users, see the documentation: How to manage conversations and meetings with external users.
Start a conference or schedule an event
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Start a chat with a colleague or a phonebook contactor a phonebook contact:
- From the Inbox, tap on the Search icon from the upper right-hand part of the screen to open the Search field
- Type a name or a phone number to view matches, tap on the match to start a chat
Start a chat with an external person present in your conversations:
- From the Inboxconversation, tap on the Search icon from the upper right-hand part of the screen to open the Search field
- Type a name or a phone number to view matches, tap on the match to start a chat
Start a chat with an external person present in your conversations:
- From the conversation, tap on the picture next to its title to open the Info screen
- Tap on the person and tap Send message
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Conversations features: reactions, quote, forward, edit, delete, tagging, file sharing
The features described below are available both in one-on-one and in group conversations.
Inside a conversation, tap and hold on a message to view the available options:
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- picture next to its title to open the Info screen
- Tap on the person and tap Send message
Conversations features: reactions, quote, forward, pin, edit, delete, tagging, file sharing
The features described below are available both in one-on-one and in group conversations.
Inside a conversation, tap and hold on a message to view the available options:
- Leave a reaction
- Quote: respond to a particular message
- Forward: forward a message to another conversation (when forwarding a message, 10 most recent conversations are displayed as initial search results)
- Edit: edit your message (available only for your messages)
- Copy: copy a message
- Copy link: copy link to the message (available only for PBX users, guests cannot copy message links)
Pin: pin the message (available only for PBX users, guests cannot pin messages)
Note Note:
- The pinned messages feature is not available for conversations started via Chat/ Calendar link or website widget.
- To jump to a pinned message, click the Arrow button in the Pinned messages section. To unpin a message, hover the mouse over it and click Unpin.
- Delete: delete your message (available only for your messages)
Tag a particular participant in a conversation: type "@" and then select the participant to tag
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Send one more multiple files: tap on the paper clip icon from the input field to add your files
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Archive or leave a conversation
- From the Inbox: tap and hold a particular conversation, then tap Hide or tap Leave conversation
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- Archive or tap Leave conversation
You can also access the menu by swiping the necessary conversation to the left:
Conversation tabs
Conversations on the Inbox page in x-bees are split by the following tabs:
- All: displays all available conversations
- 1-1: displays one-on-one conversations with internal users
- Group: displays group conversations with internal users
- External: includes both one-on-one and group conversations with external users
The number next to the tab name (for the tabs 1-1, Group, External) corresponds to the number of unread messages in conversations of the relevant tab.
On the All tab, there is no unread message counter -
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the total number of unread messages is displayed on the Inbox as before. When the new message is received, the counter gets active (blue). In case the tab was opened, but all new messages were not read, the counter becomes grey.
Calls
You can dial any internal or external number. You can search your Colleagues directory and your shared Phonebooks contacts.
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- see the details (duration)
- call
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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Note: The maximum number of files that can be shared to x-bees at a time is 10. |
Appendix 1: Monitoring of colleagues and features with Function keys
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