Page Comparison

Introduction

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Supported browser

• Chrome

Mobile apps

• Android 9 or higher
• iOS 13.3 or higher

Download apps

Chrome extension

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Notes:

• No way to send SMS messages and Faxes via x-bees
• No way to listen to Voicemails and Call recordings, but you receive a copy via email
• Access to the web version and mobile apps of x-bees is available starting from the xb-Essential license

Licensing 

Login

Users of the PBX receive an invitation via email with the link to join x-bees and download mobile apps. The invitation email should be sent by the PBX admin from WMS.

Follow the steps:

1. Click on the link in the email invitation to join x-beesImage Removed
2. Log in using Google or Microsoft SSO Image Removed

PBX users who joined x-bees via email invitation sent by the system administrator are automatically connected to the correct Wildix PBX. To make sure you are connected to the Wildix PBX, follow the steps below:

1. Click on your user picture from the upper left-hand part of the screen
2. Under Settings, click Connect to Wildix PBXImage Removed
3. Make sure the Wildix PBX domain name is entered into the field Domain 

Image Removed

Settings

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Introduction

x-bees is the customer management communication solution you need for managing leads, improving customer service and increasing sales. 

x–bees focuses on:

• Real–time customer communications
• Sales enablement
• Customer retention and satisfaction

Prerequisites

Supported browser

• Chrome

Mobile apps

• Android 9 or higher
• iOS 13.3 or higher

Chrome extension

• Download extension here:https://chrome.google.com/webstore/detail/x-bees/olejekejjhgimnlliplaiodgmbpcflhi

Notes:

• No way to send SMS messages and Faxes via x-bees
• No way to listen to Voicemails and Call recordings, but you receive a copy via email
• Access to the web version and mobile apps of x-bees is available starting from the xb-Essential license

Login

Users of the PBX receive an invitation via email with the link to join x-bees and download mobile apps. The invitation email should be sent by the PBX admin from WMS.

Follow the steps:

1. Click on the link in the email invitation to join x-beesImage Added
2. Log in using Google or Microsoft SSO Image Added

PBX users who joined x-bees via email invitation sent by the system administrator are automatically connected to the correct Wildix PBX. To make sure you are connected to the Wildix PBX, follow the steps below:

1. Click on your user picture from the upper left-hand part of the screen
2. Under Settings, click Connect to Wildix PBXImage Added
3. Make sure the Wildix PBX domain name is entered into the field Domain 

Image Added

Settings

User picture

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

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1. Click on your user picture in the upper left-hand part of the screen to open Settings
2. Click on your user picture to open profile information 
3. Click Upload image and select a new picture 
    
4. Crop and scale and click Apply
    

External profile link (WebRTC Kite link)

To view your profile link, by which external users can contact you: 

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1. Click on your user picture in the upper left-hand part of the screen to open Settings 
2. Under Status, click on Set a status
   
   
3. Enter the status message into the field, set date and time to clear the status after (optional)
4. Click Save
   

5. To check the status message, click on your user picture in the upper left-hand part of the screen to open Settings. Under Status, check the message

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Notifications

Anchor
webnotifications webnotifications

To enable/ change notifications settings:

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Call forwarding settings

To enable/ change call forwarding settings:

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

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. In this menu, you can select and test the active device for Speakers, Ringing, Microphone and Video:
   
   

Kite settings

Kite settings let you create a professional email signature with contact-me button, which allows recipients to reach out to you via x-bees, website widgets and set up calendars for Kite Meeting Scheduler.

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

   

2. You get redirected to this portal: https://x-bees.biz/kite/console

Email signature

1. Fill out the form which includes the following fields: 
   
   • Full Name
   • Company
   • Job title
     Additional information:
   • Phone
   • Address
   • LinkedIn
   • Custom link
   • Title for custom link
   • Custom text field

2. Under Email signature preview, click Copy to clipboard or Download file to further apply the signature in your email client
   
   

   

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Website widgets

Documentation: x-bees website widget configuration

Calendar settings - Google Calendar integration

Documentation: x-bees Kite Meeting Scheduler

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 Extensions
   
3. Install the Integration service
   

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
   
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)
   
   

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.

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

Feedback

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

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

Logout

1. Click on your user picture in the upper left-hand part of the screen to open Settings, then click Log out

Conversations

Group conversations 

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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

Participants of the conversation can see the green Join button next to the conversation name on the left side panel and can join the conference by clicking the button. Hovering a mouse over the Join button (1), there is a popup window with the list of users participating in the conference (2):

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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

One-on-one conversations 

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

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

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• Right-click on a conversation from the list of active conversations and press Hide:

Calls

Active calls are synced between x-bees and Collaboration.

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This means, if you want to change the active app (x-bees or Collaboration), then refresh the web page with that app.

Start a call from Dialpad 

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1. Click the Dialpad icon from the top menu
2. Type a name of a user, a phonebook contact, a Salesforce/ Hubspot lead or contact, or just enter a phone number into the field 
   • 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

Selecting Caller ID for outbound calls 

If you need to make an external call, but don’t want to show your office phone number, you can select the phone number of the relevant service (e.g. tech support, sales, accounting, etc.) before placing a call:

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Call from Conversation

The Call option is only available in one-on-one conversations with other PBX users: 

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Choosing between the call option and video conference 

If you need telephony features, such as: 

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

Manage calls 

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

History

Notes:

• Call history on x-bees is synced with Collaboration
• Call recordings are currently not available in Call history. You receive a copy of call recordings via email
• Currently there's no ability to filter events in Call history
  
  

Live dashboard 

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If a lead or contact has a match in Salesforce/ HubSpot, there is a relevant icon added and a company name, if available:

Conferences with at least one match in Salesforce/ Hubspot integration are also marked with logo of the relevant CRM integration.

Analytics

x-bees Analytics is an advanced analytics tool which lets to monitor any data you need in a highly customizable manner.

See more in documentation: x-bees Analytics

x-bees Chrome extension

Link to access the extension: https://chrome.google.com/webstore/detail/x-bees/olejekejjhgimnlliplaiodgmbpcflhi.

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• Quick access to x-bees from Chrome toolbar: click the x-bees icon to instantly open browser tab with x-bees running

• click2call functionality: right-click on a phone number on a web page, choose x-bees and select Call

• Creating conversation: right-click on an email address from a web page, choose x-bees and click Create conversation

  

  Note
  Note: In case you installed the extension manually, you need to remove it and reinstall it from the store to avoid issues with further auto-updates.