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This document is intended only for the Wildix Partners participating in the x-bees closed beta. |
| Table of Contents |
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Requirements
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- User clicks Send us a message
- x-bees interface opens and user starts typing a message
- Authentication popup opens, requesting user to log in using Google/ Microsoft 365 SSO or email.
- In case user chooses to log in via email, a code is sent to their email and they need to type it
- Now they can continue the conversation with the PBX user:
- By clicking on the Back arrow next to the conversation icon from the top left-hand side of the screen, user can view all the previous conversations in which they were involved:
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User Stories
In this chapter, we will see how exactly x-bees helps businesses in managing their leads and improving their customer care.
Salesperson user story: Prospect reaching out through the website
As a sales representative, I want to be able to reach out to a prospect who contacted me via the website, even after they close the chat window. I would like to be able to follow up with this person regarding their request.
I have my quarterly and yearly goals, but This will help me achieve better results in terms of sales.
Communication with an online customer coming from your website
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