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When a Guest User schedules a meeting, a dedicated conversation is automatically created:
The conversation can also 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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- Click on the + button on the top panel (1) and select Create SMS conversation (2):
Enter the recipient's phone number (1) and choose Service (2):
Warning Limitations:
- Only one SMS recipient is allowed in SMS conversation (sending SMS to multiple users via SMS conversation is not supported).
The list of Services includes only Services (Call Groups) with SMS number added in WMS.
Service cannot be changed after SMS conversation is created.
Click Create conversation:
Note Note: If agent tries to create a new SMS conversation but SMS conversation with the same Service for the current SMS number already exists, the agent is added to the existing conversation.
In the created conversation, type your message and click Send:
Note Note:
- The maximum number of characters allowed in the input message field is 670.
- Sending MMS is currently possible for US/ Canada DIDs only. See the section Two-way MMS below.
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- Click on the + button on the top panel (1) and select Create SMS conversation (2):
Enter the recipient's phone number (1) and choose Service (2) and click Create conversation:
Note Note: - Only one recipient is allowed in SMS conversation (sending MMS to multiple users via SMS conversation is not supported).
The list of Services includes only Services (Call Groups) with SMS number added in WMS.
Service cannot be changed after SMS conversation is created.
- If agent tries to create a new SMS conversation but the conversation with the same Service for the current number already exists, the agent is added to the existing conversation.
- In the created conversation, click on the Attach button to the left of the message field:
Choose the file you want to send and press Send. The MMS message gets sent:
Note Note:
- You can find the list of supported files on this page: List of Supported File Types for Two-Way MMS
The allowed number of files that can be sent in a MMS is 10.
The maximum allowed size of MMS message is 3.5 MB. When adding multiple files, if their total size exceeds the 3.5 MB limit, some of the files are deleted so that the remaining ones are not more than 3.5 MB.
When sending a text message along with an attachment, the text is sent as an SMS and the attachment as MMS. In this case, the same text limits apply as for SMS: 670 characters.
In case of sending a text file, the operator transforms the file into text, so the recipient receives an SMS (or several SMS, if the length of the original message is more than 4500 characters).
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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
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