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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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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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Important: To have a full set of features (including video), it is recommended to start a call using the Video icon! |
Call from Search
You can call existing or new contacts directly from the Search field.
1. Insert or start typing a number/ email/ name into the Search field
2. Click the Phone icon to initiate the call
If an existing contact has several numbers, click Arrow down icon (1) and select a preferred option (2):
Choosing between the call option and video conference
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The Colleagues tab displays all users in one place, split by departments, listed in alphabetical order, letting you easily find the necessary colleague, monitor status and presence, start a call, chat, send email, forward, or pickup a call.
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You can see colleagues from All departments or choose the department you are interested in. To select another department, click All departments:
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To find a colleague, use the Search field:
If you are performing a search in a particular department and the Colleague cannot be found there, you are suggested to search in all departments:
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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.
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