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This User Guide explains how to access and use x-bees 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: July August 2023 Permalink: https://wildix.atlassian.net/wiki/x/ngrOAQ |
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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Under Availability, click on your current user status (e.g. Available)
- Select the new status
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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Under Availability, click on Set a status
- Enter the status message into the field, set date and time to clear the status after (optional)
- Click Save
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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- Click on your user picture in the upper left-hand part of the screen to open Settings
- Under Settings, click Extensions
- Install the Integration service/ x-bees Chrome extension
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To send your feedback, click on the Feedback button at the left of the screen:
Conversations
Group conversations
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- Click on + from the top panel
Enter conversation name and description (optional) and click Next:
If you want the conversation to be available by link, turn the toggle on in front of Available by link option.
Note Note: Conversations created by external users (e.g via Meeting Scheduler) are available by link by default.
When conversation is available by link, the relevant link icon is displayed next to conversation name on the Info frame. Clicking on the icon and sending the URL to other users, you can invite them to the conversation:
- Add participants and click Invite and create:
You can add PBX users, Salesforce or HubSpot leads and contacts, Phonebook contacts, email addresses
Note Note:
- The maximum number of users that can be added to a conversation is 1000.
- Participant should have an email address to be added to a conversation.
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When a Guest User schedules a meeting, a dedicated conversation is automatically created:
The conversation can be assigned to a particular agent of a Service (Call group). Service is determined automatically. You can assign a conversation to yourself or any other agent.
To assign the conversation to yourself, click Assign to me:
To assign conversation to another agent, select service and choose an agent from the Assignee drop-down list:
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Note:
Limitation:
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When a guest user clicks the Start new conversation button via the Meeting Scheduler or your Chat link, x-bees looks up if the guest had a conversation with the same agent before – if positive, the communication continues in the same channel.
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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 Anchor x-beeschrome x-beeschrome
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