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Note

Notes:

  • HubSpot and x-bees sync may take up to 5 minutes.
  • x-bees contact can be created only with users that have an email address.
  • Contacts deleted from HubSpot are not removed in x-bees.

Access for users and guests

Mobile apps 

Notes:

  • x-bees mobile apps are currently available only for users from Canada, the United Kingdom and Italy
  • x-bees mobile apps can be downloaded both by PBX users and guests
  • x-bees mobile apps are available for users who are assigned an xb-Essential license or higher 
  • Guests have to be previously invited to a channel by a PBX user in order to be able to engage with them in conversations

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  1. Click the Dialpad icon from the top menu
  2. Type a name of a user, a phonebook contact, a Salesforce lead or contact, or just enter a phone number into the field 
    • In case a contact has more than one number, click on the arrow next to the match, to view the available options
  3. Click on the green Call icon from the Dialpad to start a call

Selecting Caller ID for outbound calls 

If you need to make an external call, but don’t want to show your office phone number, you can now select the phone number of the relevant service (e.g. tech support, sales, accounting, etc.) before placing a call:

  1. Open the Dialpad and click on the drop-down list at the top 
  2. Select the service (Call group) and make a call
    The call is performed using CID for outbound calls of the selected Call group.
    By default, the option “Personal” is displayed.



Note

Note: To set up Caller IDs, go to WMS -> Dialplan -> Call groups -> select a group -> click Edit strategy and specify CID for outbound calls. 



Call from Conversation

The Call option is only available in one-on-one conversations with other PBX users: 

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Live dashboard allows you to view all active conversations on the PBX, including calls and conferences:

x-bees Chrome extension

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Link to access the extension: https://chrome.google.com/webstore/detail/x-bees/olejekejjhgimnlliplaiodgmbpcflhi

Features: 

  • Quick access to x-bees from Chrome toolbar: click the x-bees icon to proceed to the browser tab where it’s running / to open icon to instantly open browser tab with x-bees in the web browser in case it’s not running.
  • Also, x-bees browser extension offers

    click2call functionality: right-click on a phone number

    or a link on

    on a web page, choose x-bees and select Call.

  • Creating conversation: right-click on an email address from a web page, choose x-bees and

    and select Call

    click Create conversation. 


    Note

    Note: In case you installed the extension manually, you need to remove it and reinstall it from the store to avoid issues with further auto-updates.


Salesforce leads management 

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