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Features | Guest (external users) | x-bees-Device (for unattended phones, W-AIR handset users etc) | x-bees-Basic (for back office staff who do not deal with customers) | x-bees-Standard (for sales people, customer support) | x-bees-SuperBee (for supervisors, managers) |
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Access to x-bees web and mobile | ✅ | ➖ | ✅ | ✅ | ✅ |
Max number of concurrent calls | ➖ | 2 calls | 4 calls | 8 calls | 8 calls |
Max number of assigned devices | ➖ | 1 device | 10 devices | 10 devices | 10 devices |
Free minutes for outbound calls* | ➖ | 100 min | 1000 min | 3000 min | 3000 min |
Free SMS* | ➖ | ➖ | 50 messages | 200 messages | 200 messages |
Colleagues search | ➖ | ➖ | ✅ | ✅ | ✅ |
Colleagues view | ➖ | ➖ | ✅ | ✅ | ✅ |
Favorites setup | ➖ | ➖ | ✅ | ✅ | ✅ |
Inbound services (Contact center) | ➖ | ➖ | ✅ | ✅ | ✅ |
Ability to create conversations | ➖ | ➖ | ✅ | ✅ | ✅ |
Ability to write chats | ✅ | ➖ | ✅ | ✅ | ✅ |
Video conferences participation | ✅ | ➖ | ✅ | ✅ | ✅ |
Video conferences scheduling | ➖ | ➖ | ✅ | ✅ | ✅ |
Ability to add guests to conversations | ✅ | ➖ | ➖ | ✅ | ✅ |
Personal contact-me links (chat and scheduler) | ➖ | ➖ | ➖ | ✅ | ✅ |
Email signatures configuration | ➖ | ➖ | ➖ | ✅ | ✅ |
➖ | ➖ | ➖ | ✅ | ✅ | |
Transcription of calls and conferences | ➖ | ➖ | ➖ | ✅ | ✅ |
CRM integrations (Salesforce, HubSpot etc) | ➖ | ➖ | ➖ | ✅ | ✅ |
Phonebook integration: search, add, edit contacts | ➖ | ➖ | ✅ | ✅ | ✅ |
Gong.io BI integration logging of events | ➖ | ➖ | ➖ | ✅ | ✅ |
Website widget agent | ➖ | ➖ | ➖ | ✅ | ✅ |
AI Assistant | ➖ | ➖ | ➖ | ✅ | ✅ |
Sales Intelligence | ➖ | ➖ | ➖ | ➖ | ✅ |
Website widgets configuration | ➖ | ➖ | ➖ | ➖ | ✅ |
Live dashboard and Analytics | ➖ | ➖ | ➖ | ➖ | ✅ |
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.
Also, Salesforce integration with x-bees allows to manage Salesforce Opportunities, track stages, view and edit summary, view and edit notes and tasks.
Note |
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For managing calls and contacts directly from Salesforce account, refer to a separate integration: Salesforce Lightning Integration User Guide (compatible only with Lightning). |
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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- Install Salesforce Auto Logging integration: it ensures automatic logging of calls and conferences that take place in x-bees between users and Salesforce leads; also, the integration ensures contact lookup for calls.
- Enable Salesforce in x-bees Client integrations: this allows to view Salesforce lead data on the Info frame in x-bees, see Salesforce contacts in Live Search and Dialpad search, create tasks and new Salesforce leads, and manage Salesforce Opportunities via x-bees.
I. To enable Salesforce Auto Logging:
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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
- Your PBX should be on the x-bees licensing, otherwise, the tab is unavailable and greyed out
- Navigate to Salesforce Partner Community and click on it:
- Click Install to proceed with the activation:
- 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.
Note |
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For managing calls directly from HubSpot account, refer to a separate integration: HubSpot Integration User Guide. |
Requirements
- x-bees-Standard license or higher
- Admin access to HubSpot account
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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)
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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
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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:
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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