| Scroll export button | ||||||||
|---|---|---|---|---|---|---|---|---|
|
| Info |
|---|
This guide explains how to manage conversations with users that come from personal link, meeting scheduler or website widget. Other x-bees documentation: x-bees documentation. Created: September 2023 Updated: February 2024 Permalink: https://wildix.atlassian.net/wiki/x/AQBHEQ |
Table of Contents
Introduction
...
- Via personal contact-me links (chat and calendar links)
- Via website widget (example from Wildix website below)
| Note |
|---|
Note: For instructions on how to set up and use Meeting Scheduler and Website Widget, check out documentation: |
How to manage conversations
...
4. Enter the necessary details and click Add:
Manage conversations created from calls
Conversation with external user is also created when receiving an incoming call from an external number / performing an outgoing call to an external number:
- The conversation is created in case the call was answered.
- When opening the conversation, there is a Call button which allows to perform a SIP call from the conversation:
- Service, to/ from which the call was made, is automatically added to the conversation. It is not possible to change the Service.
- In case the Service doesn’t have an SMS number, the message field in the conversation is inactive.
- It is possible to add colleagues to the conversation. If the invited agent calls the external user via the same service, the conversation is reused. Otherwise, a new conversation is created.
| Note |
|---|
Limitation: In case of a WMS v. 6.05.20231215 or lower, Service tag may be missing for conversations created after performing an outgoing call, and a duplicate conversation can be created for the same external phone number in case of a missing Service tag. |
Manage scheduled meetings
...