Admin Guide

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• Download extension here:https://chrome.google.com/webstore/detail/x-bees/olejekejjhgimnlliplaiodgmbpcflhi

x-bees Partner Program

In order to sell x-bees, it is mandatory to x-bees certification: https://training.wildix.com/x-bees-partner-program/ (currently available in English, other languages will be added later)

Licensing  

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Monthly/ Yearly licenses (3-year and 5-year commitment available):

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• xb-Device: recommended for users who need only telephony features without chat and presence, e.g. warehouse employees, unattended phones, W-AIR handset users, call group manager dummy users
  • user can have 1 device and up to 2 concurrent calls
  • 100 minutes of free outbound calls per month per user to CTA1
• xb-Essential: recommended for users who need to communicate with colleagues/ customers via chat, calls, video, users who need access to x-bees interface and mobile apps 
  • user can have up to 10 devices (desk phones, W-AIR DECT) and up to 4 concurrent calls
  • 1000 minutes of free outbound calls per month per user to CTA1
• xb-Business: recommended for sales people, customer support, marketing departments, users who need access to CRM integrations
  • user can have up to 10 devices (desk phones, W-AIR DECT) and up to 8 concurrent calls
  • users can be contacted via WebRTC Kite (widget on a website, contact-me button added to their email signature, add a link to be contacted on their business card)
  • ability to add Salesforce leads and HubSpot contacts, manual and automatic logging to CRM
  • ability to start conversations with external people and add them to x-bees channels
  • 3000 minutes of free outbound calls per month per user to CTA1
• xb-Premium: recommended for supervisors, managers, users who need access to analytical tools
  • user can have up to 10 devices (desk phones, W-AIR DECT) and up to 8 concurrent calls
  • analytics options: live dashboards dispalying ongoing conversations (calls and conferences) and statistics to create all kinds of reports and dashboards for SLA monitoring
  • business Intelligence with Gong.io - can monitor the performance of sales and get tips on how to improve your sales skills
  • 3000 minutes of free outbound calls per month per user to CTA1

Salesforce integration

Requirements

• xb-Business license or higher
• Admin access to Salesforce account
• Salesforce license with API access. API access is included in the following Salesforce editions:
  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition

API access is not included in the following versions:

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1. Go to WMS Settings -> PBX -> Integrations -> x-bees
   • Your PBX should be on the x-bees licensing, otherwise, the tab is greyed out    
2. Wildix Integration Hub opensClick Create an Integration button (if no active integrations)
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3. Choose salesforce
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4. Click Use Integration opens
   
5. Click on Salesforce
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6. Click Install to proceed with the activation 
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7. There are 2 activation steps. To continue with the 1st step, click Connect your Salesforce
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8. Select an environment (live/ sandbox) and click Save
   
   
9. Click Link connection to connect your Salesforce account (Admin) with x-bees
   
   
10. Click Allow
    
    
11. Log in to your account. Once the connection is linked, click Ok
    
    
12. The 1st step is completed, click Next to proceed to the 2nd step
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13. On the 2nd step, the Integration is automatically activated
    
    
14. Salesforce integration gets activated
    
    
    

From x-bees, it is possible to create new SF leads and manually log activities to SF:

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1. Go to WMS Settings -> PBX -> Integrations Navigate to the -> x-beestab
   
   • Your PBX should be on the x-bees licensing, otherwise, the tab is greyed out   
     
2. Click Use Integration

   Wildix Integration Hub opens. Click Create an Integration (if there are no active integrations yet) 

3. Choose HubSpot
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4. opens 

5. Click on HubSpot
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6. Click Install to proceed with the activationactivation 
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7. There are 2 activation steps. To continue with the 1st step, click Connect your HubSpot
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8. Log in to your HubSpot account (Admin) with x-bees, click Choose Account
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9. Allow the access by clicking Connect App
   
   
10. Once done, a pop-up screen shows up confirming that connection is linked. Click Ok
    
    
    

11. The 1st step is completed, click Next to proceed to the 2nd step

    

12. On the 2nd step, the Integration is automatically activated

13. HubSpot integration gets activated:

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Usage 

HubSpot integration offers the following features: 

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• x-bees mobile apps are currently available only for users from Canada, the UK, Italy, Spain, Germany, Switzerland, France and the USA
• 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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Currently, you can create contact-me links and add them to your website or anywhere on the web, in the following format: https://x-bees.biz/kite/name.surname@yourdomain.com, where name.surname@yourdomain.com is your email address. 

Here's an example of what happens if an external (non-authorized) user clicks on a link:

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• No way to send SMS messages and Faxes via x-bees, as well as
• No way to listen to Voicemails and Call recordingsYou , but you receive a copy of Call recordings and Voicemails via email
• Access to the web version and mobile apps of x-bees is available starting from the xb-Essential license

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1. Click on your user picture from the upper left-hand part of the screen
2. Under Settings, click Connect to Wildix PBX
3. Make sure the Wildix PBX domain name is entered into the filed field Domain 

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1. Click on your user picture in the upper left-hand part of the screen to open open Settings
2. Click on your user picture to open profile information 
3. Select a new picture or use your webcam to make a new one 

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1. Click Upload image and select a new picture 
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2. Crop and scale and click Apply
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External profile link (WebRTC Kite link)

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1. Click on your user picture in the upper left-hand part of the screen to open open Settings
2. Click on your user picture
3. You can view and copy the link links under Advanced 

Language

Language is currently selected based on your Browser language. 

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Kite settings let you create a professional email signature with contact-me button, which allows recipients to reach out to you via x-bees. Also, Kite settings allow to create a website widget, website widgets and set up calendars for Kite Meeting Scheduler.

1. Click on your user picture in the upper left-hand part of the screen to open Settings. Under Settings, click Kite settings

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2. You get redirected to this portal: https://x-bees.biz/kite/console

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1. Fill out the form which includes the following fields: 
   
   • Full Name
   • Company
   • Job title
     Additional information:
   • Phone
   • Address
   • LinkedIn
   • Custom link
   • Title for custom link
   • Custom text field

2. Under Email signature preview, click Copy to clipboard or Download file to further apply the signature in your email client
   

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Documentation: How to apply your x-bees email signature.

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Documentation: x-bees website widget configuration

Calendar settings - Google Calendar integration

Documentation: x-bees Kite Meeting Scheduler

Extensions

In this menu, you can install the Wildix Integration Service (required for Headset Integration):

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• Edit: edit the event title
• Send email invitation: opens your email client enabling you to send a customized email invitation to all the members
• Schedule event via Google and Schedule event via Microsoft: calendar opens enabling you to schedule a conference in the participants' calendars

Start a conference or schedule an event

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Analytics

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

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

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• Tap your user picture to upload a new picture or use your webcam camera to make a new one

User Status and Status message

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1. Under Status, enable Inbound services
2. Enable the switch next to Inbound service requests: the switch allows you to dynamically join the inbound services (call groups)
3. Under Inbound Servicesservices: enable those services (call groups from your PBX) that you would like to join as a call agent (in this menu you cannot change the status in services, to which you were added statically via WMS)

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Create a new conversation

1. From the Inbox top panel, tap +. The New Conversation screen opens
2. Add participants and tap Next
   • You can add PBX users, Phonebook contacts, email addresses
3. Give your conversation a title and tap Create

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Start a call with all the participants: inside a conversation, click on the Video icon from the upper right-hand part of the screen

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