Page Comparison

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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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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. 

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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1. 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
     
     
2. Navigate to Salesforce Partner Community and click on it:
   
   
   
3. Click Install to proceed with the activation:
   
   
   
4. 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.

Requirements

• x-bees-Standard license or higher
• Admin access to HubSpot account

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1. 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 (not Cloud integrations). Your PBX should be on the x-bees licensing, otherwise, the x-bees tab is greyed out.

   
   

2. Wildix Integration Hub opens
   
3. Click on HubSpot Auto Logging
   
   
   
4. Click Install to proceed with the activation:
   
   
   
5. Log in to HubSpot and click Choose account:
   
   
   
6. HubSpot integration gets activated:
   
   

II. To enable Salesforce HubSpot in x-bees Client integrations:

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Microsoft 365 integration allows customers to see Microsoft 365 contacts in Live and Dialpad search, as well as view and open the latest emails with the contact via the Info frame in x-bees.

Requirements: 

• Licensing: x-bees-Standard license for each user who needs to use the integration
• Users should have a valid license allowing them to use Outlook and mailbox
• Admin access to PBX, Microsoft account 

To activate the integration, take the following steps:

1. 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.

   
   

2. Click on x-bees Client integrations
   
   
3. Proceed to the Ready Integrations tab and under Microsoft 365, click Install:
   
   
4. The integration gets installed:
   

After the installation users need to activate the integration in x-bees (documentation: Microsoft 365 Integration with x-bees). 

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Microsoft 365 Calendar Integration

Google Calendar Microsoft 365 integration provides customers with the possibility to view available slots in the Google Microsoft 365 calendar of salespeople and schedule meetings with them from x-bees. The user’s user's status gets automatically updated in x-bees based on the events in the Google Microsoft 365 calendar.

Requirements:

• Licensing: x-bees-Standard for access  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, Google Suite Admin Console and Google Workspace

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• Microsoft organizational account with enabled Global administrator role (Azure AD)

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 the no-reply@x-bees.com 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

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 Google Calendar

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Microsoft 365 Calendar 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)

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 the no-reply@x-bees.com 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

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• Microsoft 365

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• Click Install
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• Log in to your account if required and grant permissions by clicking Accept
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• The integration is activated
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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 -> 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

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• Click Install
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• Proceed with 2 activation steps
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• On the 1st step, perform Domain-wide delegation:
  • go to https://admin.google.com/ac/owl/domainwidedelegation
  • click Add new
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  • insert Client ID and Scopes copied on Google Calendar page and click AUTHORIZE
    
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  • the delegation is performed and you can move to the 2nd step
    
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• 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
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• The integration is activated
  
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Google Workspace Integration

Google Workspace Integration supports the following features:

• Contacts search
• Possibility to view the current and upcoming event on the Info frame
• Possibility to create and edit contacts via x-bees

To activate the integration, follow the steps below:

1. Go to WMS Settings -> PBX -> Integrations -> Cloud

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1. integrations
   

2. Click on x-bees Client integrations
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3. Proceed to the Ready Integrations tab and under Google Workspace, click Install:
   
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4. The integration gets installed:
   
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After the installation users need to activate the integration in x-bees (documentation: Google Workspace Integration with x-bees). 

Phonebook Integration

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 Basic licence or higher.

In case the contact is found in phonebooks, you can find it in the relevant Phonebook section on the Info frame:

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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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