Page Comparison

Requirements

• WMS version 5.04.20211022 or higher

Currently in BETA, use the repository rel50beta to install this version

• The PBX must be on the x-bees licensing model on WMP

Currently, there is no procedure for switching a PBX from the UC- licensing model to the xb-licensing, so it can be only done by the Wildix team.

NOTE: access to Collaboration is also available for PBXs on the x-bees licensing plan!

Supported browsers:

• Chrome
• Safari

Mobile apps

• Android 9 or higher
• iOS 13.3 or higher
  • Note: usage of video meetings on the iOS mobile app requires Wizyconf mobile application v1.0.7 or higher

Chrome extension

Coming soon

Licensing

Note: Currently the ability to create PBXs on WMP with x-bees licensing is disabled (coming soon).

Monthly/ Yearly licenses (3-year and 5-year commitment available)

Image Removed

Note: Free minutes to Call Termination Area 1 is available with the CLASSOUND service.

Details on how to activate the service: CLASSOUND Activation Request

Notes:

• Hubspot integration is coming soon
• Analytics is coming soon

Salesforce integration

Requirements:

Salesforce license with API access. API access is included in the following Salesforce editions:

• Enterprise Edition
• Unlimited Edition
• Developer Edition
• Performance Edition

API access is not included in the following versions:

• Professional Edition: API access can be purchased from Salesforce
• Essential Edition

...

Installation:

1. Go to WMS Settings -> PBX -> Integrations -> x-bees
   • Your PBX should be on the x-bees licensing, otherwise, the tab is be greyed out    
2. Wildix Integration Hub opensImage Removed
3. Click Create an Integration button (if no active integrations)
4. Click Salesforce
5. Follow the process. At this step, you need to connect your Salesforce account (Admin) with x-bees. Click Allow:

Image Removed 

Notes:

From x-bees it is possible to create new SF leads and manually log activities to SF:

• The user who performs an action on a Salesforce record from x-bees is assigned as the author of this activity in Salesforce.
• If the user who performs an action is not present in Salesforce, then the activity is automatically assigned to the account's Admin. 

To authorize the SF Admin to perform Author and Owner changes, follow the steps below:

1. Click Settings from SF (the Gear icon in the upper right-hand part of the screen) → Click SetupImage Removed
2. Setup Home screen opens. From the left panel, under ADMINISTRATION, Users → click Users Image Removed
3. Find the System Administrator profile and click to open itImage Removed
4. Click Clone. Clone Profile screen opens.Image Removed
5. Add the following Profile Name: SystemAdminWithCreatedBy and click SaveImage Removed
6. The newly created Profile SystemAdinWithCreatedBy opens. Scroll down to System and click on System Permissions Image Removed
7. Click Edit.Image Removed
8. Scroll down to Set Audit Fields upon Record Creation (Set audit fields, such as Created By and Last Modified By, when you create a record (API only).) and put the tick.Image Removed
9. Scroll up and click Save. Permission Changes Configuration window opens. Click Save againImage Removed
10. On the left panel, under ADMINISTRATION click Users. Find your System Administrator and click Edit next to the entry.Image Removed
11. Setup Users screen opens. Change the Profile from System Administrator to the newly created Profile SystemAdminwithCreatedBy and click Save

Image Removed

Video available.

Access for users and guests

Mobile apps 

Notes:

• x-bees mobile apps are currently available only for users from Canada, the United Kingdom and Italy.
• x-bees mobile apps can be downloaded both by PBX users and guests
• x-bees mobile apps are available for users who are assigned an xb-Essential license or higher 
• Guests have to be previously invited to a channel by a PBX user in order to be able to engage with them in conversations

Follow the steps below:

1. Download the x-bees app from the Apple store or Google Play Market.
2. Log in using your Microsoft 365 or Google SSO, or via email.
   • In case of log n via email, a verification code will be sent to your email address, you will need to enter it to log in
3. For PBX users only: follow the steps below to connect to your Wildix PBX 
   1. Click on your user picture to open SettingsImage Removed
   2. Under Settings, click on Connect to Wildix PBX
   3. Image RemovedEnter the domain name of your PBX into the input field and click ConnectImage Removed

Note: Guests who are not Wildix PBX users need to be invited to an x-bees channel by a PBX user to be able to engage with them in conversations.

Web access

From WMS:

Go to WMS - Users, select users and click Invite to x-bees.

Users receive an invitation via email with the link to join x-bees.

Via the link:

Alternatively, PBX users can join x-bees following the steps below:

1. Open the link: https://x-bees.biz/ 
2. Log in via Google or Microsoft 365 SSO, or by email 
   • In case of login via email, a verification code will be sent to your email address, you will need to enter it to log in
3. Connect to the PBX: 
   1. Click on your user picture in the upper left-hand part of the screen to open Settings
   2. Under Settings, click Connect to Wildix PBX:
   3. Image RemovedEnter your Wildix PBX domain into the input field and click Connect:Image Removed

x-bees Web

Current limitations: no way to send SMS messages and Faxes via x-bees, as well as to listen to Voicemails and Call recordings.

Note: you receive a copy of call recordings and Voicemails via email.

Settings

User Picture

In case you were previously using Collaboration, your user picture is synced with Wildix Collaboration. 

To set up/ change the picture 

1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Click on your user pictureImage Removed
3. Select a new picture or use your webcam to make oneImage Removed

Language

Language is currently selected based on your Browser language. 

Note: professional translation is currently only available in Italian. Professional translations into German, Spanish and French are coming soon. 

User status 

The following user presence statuses are available in x-bees:

• Green: available
• Yellow: away
• Red: do not disturb

Note: user presence status and call status are synced with Wildix Collaboration.

Note: geolocation services are currently not available. 

To change user status:

1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Under Status, click on your current user status (e.g. Available)Image Removed
3. Select the new status:Image Removed

Note: status expiration and custom status message is currently not available

Notifications

To enable/ change notifications settings:

1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Under Settings, click NotificationsImage Removed
3. Enable Notifications:
   • Note: here you can enable notifications in personal and group conversations. It is recommended to enable all of them, in case you decide to mute a particular conversation, you can do it from the settings of this particular conversation.Image Removed

Note: audio notifications about new chats are currently not available. 

Call forwarding settings

To enable/ change notifications settings:

1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Under Settings, click CallsImage Removed
3. Set up call forwarding rules for every Call class:Image Removed

Audio and video device settings

To change the active devices for audio/ video:

1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Under Settings, click Audio and Video
3. Image RemovedIn this menu you can select and test the active device for Speakers, Ringing, Microphone and Video: Image Removed

Extensions

In this menu, you can install the Wildix Integration Service (required for Headset Integration):

1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Under Settings, click ExtensionsImage Removed
3. Install the Integration service:Image Removed

Inbound services ("Contact center")

The contact center feature present in Wildix Collaboration is available in x-bees and allows you to view the available services (call groups) and dynamically log in/ log out from them:

1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Under Status, enable Inbound services:
   Image Removed
3. Enable the switch next to Inbound service requests: the switch allows you to dynamically join the inbound services (call groups)
4. 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)Image Removed

Updates 

Updates of the x-bees web interface are available out of the box and do not require any steps from the PBX admin or user.

Changelogs will be shared with Partners in a dedicated channel.

Check the current version:

1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Under Support, click AboutImage Removed

Feedback

You are invited to send us feedback, provide suggestions and report problems!

To send your feedback:

1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Under Status, click Send FeedbackImage Removed

Conversations

Group conversations

Important: Conversations (chats) on x-bees are not synced with Wildix Collaboration.

Create a new conversation 

1. Click on + from the top panelImage Removed
2.  Add participants and click Next:
   • Note: you can add PBX users, Salesforce leads and contacts, Phonebook contacts, email addressesImage Removed
3. Give your conversation a title and click Create: Image Removed

Manage a conversation

Once a conversation has been created, click on the info icon from the upper right-hand part of the screen to open the Conversation Info frame.

Image Removed

In this frame you can:

• Mute the conversation for a period of time
• Add more participants
• Delete member or Send email invitation to a member

Image Removed

Click on three dots from the upper right-hand part of the Conversation Info frame to view other options:

• Edit: edit the event title
• Send email invitation: opens your email client enabling you to send a customized email invitation to all the members

Start a conference or schedule an event

Start a call with all the participants: click on the video icon from the upper right-hand part of the conversation screen:

Image Removed

Schedule event via Google/ Microsoft:

1. Click on the Info icon from the upper right-hand part of the conversation to open the Conversation Info frame
2. Click on the three dots from the upper-right hand part of the frame
3. Click Schedule event via Google or via Microsoft: calendar opens enabling you to schedule a conference in the participants' calendars

Image Removed

One-on-one conversations

Important: Conversations (chats) on x-bees are not synced with Wildix Collaboration.

On x-bees you can start a one-on-one conversation (chat) with any match found in the Search field. It can be a colleague, a phonebook contact, a Salesforce lead or Salesforce contact:

Note: The ability to mute the chat/ Other actions appears only after you have exchanged the first chat

Image Removed

Note: If it is not a PBX user, then you need to invite this person to x-bees. They will receive the invitation via email and then they will be able to join your conversation on x-bees:

Image Removed

Note: From one-on-one conversations, same as from group conversations, you can start a conference or schedule it via Google or Microsoft 365.

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.

Hover the mouse over a message to view the available options (options are described from the left to the right):

• Leave a reaction
• Quote: respond to a particular message
• Forward: forward a message to another conversation
• Copy: copy a message
• Edit: edit your message (available only for your messages)
• Delete: delete your message (available only for your messages)

Image Removed

Tag a particular participant in a conversation: type "@" and then select the participant to tag:

Image Removed

Send one more multiple files: Click on the paper clip icon from the input field or use drag and drop to add your files:

Image Removed

Screen sharing

Important: Screen sharing on x-bees is available only inside a conference!

To start screen sharing, you need to start a conference in a conversation: Click on the Video icon from the upper right-hand part of the screen to start a conference:

Image Removed

Hide or leave a conversation

Right-click on a conversation from the list of active conversations:

Image Removed

Calls

Note: active calls are synced between x-bees and Collaboration.

Start a call from Dialpad

You can start an internal or an external call from the Dialpad:

Note: currently there's no option to select an active device, calls are started via the x-bees interface.

1. Click the Dialpad icon from the top menu:
2. Type a name of a user, a phonebook contact, a Salesforce lead or contact, or just enter a phone number into the field 
   • Note: in case a contact has more than one number, click on the arrow next to the match, to view the available options
3. Click on the green Call icon from the Dialpad to start a call

Image Removed

Call from Conversation

The Call option is only available in one-on-one conversations with other PBX users: click on the Headset icon from the upper right-hand part of the conversation:

Image Removed

Note: currently there's no option to select an active device, calls are started via the x-bees interface.

Important: To have a full set of features (video, screen sharing), it is recommended to start a call using the Video icon!

Choosing between the call option and video conference 

If you need telephony features, such as: 

• Transfer a call
• Put a call on hold
• Send DTMF

Then opt for the SIP call option. You can start a call from the Dialpad or from one-on-one conversations with colleagues.

If you need screen sharing, opt for the Video conference option from one-on-one or group conversations. 

Manage calls

Note: Call recording is currently available only via the Feature code (*1 by default).

In case you have more than one active call, you can see them all from Active conversations and switch between them.

Switch active device: all active calls can be seen and managed both from the web version and from the mobile app. If you started a call on the mobile app, you can continue it on the web version of x-bees (and vice-versa):

Image Removed

From the active call screen, the following options are available:

• Start/ stop video
• Mute/ unmute
• Hold/ resume
• End a call
• Transfer a call: click on three dots from the right-hand part of the call screen:

Image Removed

• Add more participants to a SIP call: 

Image Removed

Note: this option allows you to merge SIP calls into a conference call:

Image Removed

History

Note: call history on x-bees is synced with Collaboration

Note: call recordings are currently not available in Call History. You receive a copy of call recordings via email.

Image Removed

Note: currently there's no ability to filter events in call history.

Live dashboard

Note: Live dashboard is available for users with Premium license.

Live dashboard allows you to view all active conversations on the PBX, including calls and conferences:

Image Removed

Salesforce leads management

Note: Salesforce lead management described in this chapter is currently available only on the x-bees web interface. 

Find Salesforce leads and look up activities

Use the search field in the upper left part of the screen to find Salesforce leads and contacts. All the results matching your criteria from your Salesforce instance appear in the drop-down list with relevant icons:

• Salesforce logo next to a contact indicates that there's a match in your Salesforce instance
• Orange icon indicates this match is a Salesforce lead
• Violet icon indicates this match is a Salesforce contact

Image Removed

To look up the activities, click on the match: 

Image Removed

If you are already in a conversation with a Salesforce lead or contact, click on the contact from the Info tab to view the information on this Salesforce match:

Image RemovedLogging activities

Note: Currently, you can log activities manually from x-bees to Salesforce. Auto-logging is coming soon.

Open a Salesforce lead on x-bees. You have two options: 

• Create Task
• Log Activity

Image Removed

Multiple matches found in Salesforce

In some cases, when looking for a Salesforce lead on x-bees, multiple matches are found. In this case, you need first confirm the match, and then log the activity:

Note: Keep in mind that the same Salesforce match can appear as a lead (orange icon) and a contact (violet icon). In this case, you need to select whether to log the activity to the Salesforce lead or to the Salesforce contact.

Image Removed

Create a Salesforce lead

You can create a Salesforce lead in x-bees from a conversation or from a contact card.

From a conversation:

In case you are in a conversation with an external person who is not present in Salesforce, you can add this contact:

From a contact card:

In case you opened a Salesforce lead and you consider it a wrong match, you have an option to create a new Salesforce lead:

One match found in Salesforce:

1. Click Wrong match?
2. Click Create Salesforce Lead

Image Removed

Multiple matches found in Salesforce: click Create Salesforce Lead

Image Removed

At the next step, fill out the fields and click Save:

Image Removed

x-bees Mobile

x-bees Mobile app and the Web version share the same codebase and the same set of features. 

Settings

Tap your user picture to access Settings:

Image Removed

User Picture

Tap your user picture to upload a new picture or use your webcam to make a new one.

Image Removed

User Status

Under Status, tap on your current user status (e.g. Available) and select a new one.

Image Removed

Notifications

Under Settings, tap Notifications and enable notifications.

Note: Make sure you have enabled Notifications for x-bees in your phone settings. 

Image Removed

Call forwarding settings

Under Settings, tap Calls and set up call forwarding rules for every Call class.

Image Removed

Inbound services ("Contact center")

The contact center feature present in Wildix Collaboration is available in x-bees and allows you to view the available services (call groups) and dynamically log in/ log out from them:

1. Under Status, enable Inbound services
2. Enable the switch next to Inbound service requests: the switch allows you to dynamically join the inbound services (call groups)
3. 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)

Image Removed

Check the current version

Under Support, tap About 

Image Removed

Feedback

You are invited to send us feedback, provide suggestions and report problems!

Under Status, tap Send Feedback

...

Admin Documentation

User Documentation

Sales Documentation

Other Related Documentation

x-bees Changelog

x-bees Changelog

x-bees News on our blog