AI+Data Boost Bundle Overview

Introduction

AI+Data Boost Bundle is designed for businesses that need transcriptions, voice automations and secure data storage, offering a complete solution that grows with your needs.

The Bundle consists of the following components:

1. Transcriptions + AI Voice agents: Allocated hours for AI-powered transcriptions and Voice automation agents at the company level

2. Company Data Storage (CDS): A storage with a defined data retention period for your files

3. Possibility to use Static IPs for any number of PBXs in WMS Network (available after buying at least 1 bundle)

4. AI Chat agents: Ability to deploy AI chat agents

Glossary

• AI unit = the measurement for AI consumption in the Bundle. Depending on the service mode used, one AI unit may cover 1 hour (for real-time service mode) or 2 hours (for post-call mode) of AI features usage.

• Service mode = defines how AI features are used: during or after a call. Service mode determines the rate at which AI units are consumed. There are two service modes:

  • Real-time mode: Voice AI agents and real-time call/conference transcription

  • Post-call mode: post-call transcription of calls.

Bundle Overview

Starting from March 1, 2026, the Bundle logic has been changed to ensure more flexibility. Instead of bundles of different sizes (from S to XL), there is now one Bundle type. You can get as many bundles as you need to cover your business needs.

The total number of AI units and storage capacity scales with the number of bundles purchased.

Maximum data retention period

• included by default - 3 months

• 1 bundle - up to 1 year (default 1 year)

• more than 1 bundle - up to 10 years (default 1 year)

AI Units Calculation

AI units are consumed based on the service mode used. See the table below to understand how hours convert to units:

In the example below, you have 2-hour call/ conference. In case real-time transcription or AI Voice agent were used, that equals to 2 AI units (1 hour = 1 unit). In case of post-call transcription only, 1 AI unit is used:

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CDS Multipliers

With each purchased bundle, CDS gets summed up and multiplied according to the following logic:

Each bundle includes 25 AI units and they get summed up. For example, in case of buying 3 bundles, customer gets:

• 3*25 = 75 AI units

The previously purchased AI+Data Boost Bundles were automatically converted on March 01, 2026 to the appropriate quantity of Bundles, according to the following logic:

Before March 1, 2026 (deprecated):

Overage

• When an overage occurs, the system automatically adds the appropriate quantity of AI+Data Boost Bundles, and charges them in the following month

• When the number of AI+Data Boost Bundles is automatically increased once the allocated CDS storage or AI items have been exceeded, admin receives an email notification (see example of the email below):

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• If your usage decreases in the next month, the system does not automatically decrease the quantity of Bundles

• If you need to decrease the quantity of Bundles, you can do it in Salesforce Partner Community

• If your Customer exceeds their data but chooses not to get another Bundle, it is your responsibility as the Partner to determine which data should be rotated and to define the appropriate retention period

Transcriptions + Voice agents

AI transcriptions and Voice agents are available on x-bees and UC systems on WMS 7 with the following subscription plans:

• x-bees Standard

• x-bees SuperBee

• UC-Business

• UC-Premium

Usage

• AI units are applied to Voice agents, calls and video conferences transcriptions and allocated at the company level

• The Voice agent duration is counted based on how long the actual call was ongoing, regardless of the Voice agent used (Generative AI, Webhook, Dialogflow CX, etc.).

• Unused AI units expire at the end of each month

• When the amount of used units or CDS reaches 90%, admin receives an email notification

• When the number of AI+Data Boost Bundles is automatically increased when the allocated CDS storage or AI units have been exceeded, admin receives an email notification

Company Data Storage (CDS)

Starting from WMS 6.05, files are stored in a dedicated storage system (CDS), within the same AWS region as a PBX is running, however, it can also be activated on Virtual/ Hardware PBXs. The following data types are stored:

• Backups

• Call recordings

• Cloud analytics calls stats

• Voicemails and faxes

• x-bees files and video conference recordings

• AI Transcriptions

Important: While some of the data may be stored locally, Cloud service data is stored in CDS regardless of the subscription plans or retention settings configured on the PBX. See the table below for more details:

Company Data Storage Activation

Cloud PBXs

CDS is enabled by default on Cloud PBXs running on WMS 6.05 and higher.

For users who have integrations that directly access recordings from PBX, we offer two options:

• API to retrieve recordings: Access recordings through the API endpoint: GET /api/v1/pbx/recordings

• 7-day local copy: A local copy of recordings is kept for seven days, ensuring continued access

Virtual and Hardware PBXs

Admins can activate this feature for Virtual and Hardware PBXs. To enable it and transfer the data to the CDS, you need to run the following script via Terminal:

Running this script initiates the migration process, ensuring that data is securely transferred to the CDS. When the data migration is completed, the feature is automatically activated.

AI+Data Boost Statistics

To view statistics of the CDS space usage, proceed to WMS -> PBX -> Call and chat history -> AI+Data Boost tab:

• 1 - The tab displays the total number of space used and a bar graph visualises the space distribution between all the stored files and free space. Hovering the mouse over a section on the bar graph, the number of used space is displayed for the relevant section

• 2 - In the next section, you can find the graph displaying the usage of transcription and Voice bot hours, total amount of time available and the amount of time used, as well as the quantity of bundles on the PBX. Hovering the mouse over a bar graph for the selected month, the number of used hours is displayed, along with the hours for the current bundle

• 3 - In the table below, you can find information about oldest file of different types and size of files, as well as data retention period. In the Data retention period column, you can configure how long the data should be stored for different types of files

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Note: For voicemails, please make sure the data retention values set in WMS → Call and chat history → Settings for the field Delete voicemail after is equal to or longer than the data retention period set in the AI+Data Boost tab:

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Delete voicemail after setting defines how long the voicemails metadata is stored. Without metadata, voicemails cannot be accessed.

Expected data retention time

Expected data retention time is displayed at least one day after any data has been added to the CDS. The data is updated every day. To make a rough calculation of time the data will be stored, first the average MB usage is calculated. The average MB usage for X days is calculated by the following formula:

Where:

• Y = number of MB added

• S = number of MB removed

• A = average MB gain for the previous day

• X = number of days

Example:

Day 1: 
10 MB added, 2 MB removed
Average gain is 8 MB/ day. 

Day 2:
200 MB added (Y), 20 MB removed (S). Previous average gain is 8 MB (A).
((200-20)+((1*8))/2= 94 MB/day 

Day 3: 
50 MB added, 5 MB removed, previous average gain is 94 MB /day.
((50-5)+(2*94))/3 = 77.7 MB / day

Basing on the average MB gain per day, the rough calculation of expected number of months to store the data is performed. 

The minimum expected retention time that can be displayed is 1 month. E.g. if there are 10 days or 20 days left – in both cases  “less than 1 month” will be displayed in the “Expected retention time”. 

Data retention period

When you configure Data retention period and click Apply, you are requested to confirm the changes:

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In case of decreasing data retention period, any data exceeding the configured retention time will be deleted (e.g. you’ve changed data retention period from 12 months to 6 months - this means that data older than 6 months is due for deletion). The usage statistics get updated within 24 hours.

PBX with Static IPs

Static IPs assignment is performed manually at the per-PBX level in Salesforce Partner Community.

Please note that Static IPs are not applicable to Virtual and Hardware PBXs.

FAQ

Q1. What happens if I exceed the included AI items without a purchased Bundle?

If any user exceeds the included AI items, the necessary quantity of Bundles is automatically added and charged in the following month.

Q2. What if I exceed my purchased Bundle?

If you exceed your current Bundle, you are automatically added another Bundle.

Q3. Can I purchase only transcriptions or CDS?

No, AI+Data Boost Bundle is all-inclusive. Individual components cannot be purchased separately.

Q4. Will my Bundle decrease automatically if I use fewer AI items next month?

No, the Bundle remains at the highest usage level. However, you can manually decrease the quantity of Bundles in Salesforce Partner Community.

Q5. How to check used hours and CDS Storage?

You can view storage usage, hours usage and configure data rotation settings in WMS -> PBX -> Call and chat history -> AI+Data Boost tab.

Q6. Is a Bundle applied to all Client PBXs?

Yes, when a Bundle is purchased, it is applied at the company level and covers all PBXs within the WMS Network.

Q7. What is 1 AI Unit?
For real-time use (e.g., AI Voice Agent), 1 AI Unit equals 1 hour of usage. For post-call mode (e.g., transcription), 1 AI Unit equals 2 hours of processed audio.

Q8. When will post-call mode be available?
Post-call mode, along with the related PBX changes, will be available by end of June.

Q9. Is it possible to combine real-time mode and post-call mode?
Yes, you can use both modes on the same PBX.

Q10. In post-call mode, how many AI Units are needed to analyze 10 calls of 1 hour each using Revenue Intelligence?
10 calls × 1 hour = 10 hours of audio. In post-call mode, 1 AI Unit covers 2 hours, so you would need 5 AI Units.

Q11. Do AI Units work with Collaboration 7?
Yes. While real-time AI features are primarily designed for x-bees, Collaboration 7 benefits from post-call mode, which allows you to analyze calls after they have ended.

Q12. How does the choice of AI Models affect bundle consumption?

Currently, you can use any AI Model without any additional cost. Once pricing is defined, we will announce it so you can plan accordingly.