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This Guide explains x-bees requirements and licensing and describes how to activate HubSpot, Salesforce, Google and Microsoft 365 integrations. Other x-bees documentation: x-bees documentation. Created: February 2022 Updated: August October 2024 Permalink: https://wildix.atlassian.net/wiki/x/bgvOAQ |
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- The PBX must be on the x-bees licensing model on WMPin Salesforce Partner Community
Currently, there is no procedure for switching a PBX from the UC-licensing model to the x-bees-licensing, so it can be only done by the Wildix team. To check the requirements for switching, refer to the Customer Care documentation.
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After you get x-bees certification, request the ability to create PBXs on WMP you can order PBXs with x-bees licensing via Customer Carelicensing in Salesforce Partner Community.
Licensing
Monthly/ Yearly licenses (3-year and 5-year commitment available):
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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) |
|---|---|---|---|---|---|
| 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.
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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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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.
- It is possible to install either Salesforce integration or Salesforce Partner Community integration with x-bees. Usage of both integrations at the same time is not supported.
- 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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