Collaboration 7 Admin Guide

This Guide explains Collaboration 7 requirements and subscription plans and describes how to activate Google and Microsoft 365 integrations.

Related guides: Collaboration 7 Documentation.

For other configurations, check out WMS documentation: WMS Start Guide - English, WMS Settings Menu - Admin Guide

Ports that should be open on your router / firewall: Ports used by Wildix services.

Created: March 2025

Updated: January 2026

Permalink: https://wildix.atlassian.net/wiki/x/AYC7RQ

1 Requirements
2 Subscription Plans
3 Access for users and guests
- 3.1 Mobile apps
- 3.2 Web access
4 Direct link to contact Collaboration 7 user
5 Access WMS via Collaboration 7
6 Integrations
- 6.1 HubSpot Integration
- 6.2 Microsoft 365 Integration
- 6.3 Google Calendar Integration
- 6.4 Phonebook Integration
- 6.5 iFrame Integration
- 6.6 SMS Setup
7 Other
- 7.1 Allow calls to 911 extension via Collaboration
- 7.2 Hide full numbers in CDR-View 2.0 reports

Requirements

WMS version 7.01 and higher

Use the repository rel70 or rel70beta to install this version.

The PBX must be on the Collaboration subscription plan in Salesforce Partner Community
Make sure that these external servers are open on your router/ firewall:
- https://app.wildix.com/
- https://api.x-bees.com/
- https://chat.wildix-chat.com/
- https://conference.wildix.com/
- https://auth.wildix.com/
- https://fs.wildix.com/
- https://avatars.wildix.com/
- https://cognito-idp.eu-central-1.amazonaws.com/
- https://wda.wildix.com/
- https://wda-ws.wildix.com/
- https://wim.wildix.com/
  See the full list in the following documentation: Ports used by Wildix services.
Make sure Cloud Analytics is enabled in WMS -> PBX -> Features (it is activated by default if a PBX or whole WMS Network are running in the Cloud). It is required for correct work of user presence sync and CDR-View 2.0 in Collaboration 7 Analytics. For more details, see documentation WMS Settings Menu - Admin Guide (see the Features section).
If you're switching from Collaboration to Collaboration 7 and your system uses SMS, you need to update the configuration to enable Two-way SMS functionality in Collaboration 7. To do so, please open a CLASSOUND support ticket requesting the configuration change for Collaboration 7 compatibility.

Supported browser

Chrome

Mobile apps

Android 9 or higher
iOS 13.3 or higher

hrome extension

Download extension here: https://chromewebstore.google.com/detail/collaboration-7/lppmjfhhdefbmincgpkgnlbfgnfnloek

Subscription Plans

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

Features	Guest (external users)	PBX-Basic (for unattended phones, W-AIR handset users etc)	UC-Essential (for back office staff who do not deal with customers)	UC-Business (for customer-facing staff: sales and customer support)	UC-Premium (for supervisors, managers)

Features	Guest (external users)	PBX-Basic (for unattended phones, W-AIR handset users etc)	UC-Essential (for back office staff who do not deal with customers)	UC-Business (for customer-facing staff: sales and customer support)	UC-Premium (for supervisors, managers)
Access to Collaboration 7 web and mobile	✅	➖	✅	✅	✅
Max number of concurrent calls	➖	2 calls	4 calls	8 calls	8 calls
Max number of assigned devices	➖	1 device	10 devices	10 devices	10 devices
Free minutes for outbound calls*	➖	CLASSOUND Terms&Conditions	CLASSOUND	CLASSOUND	CLASSOUND
Free SMS*	➖	➖	CLASSOUND Terms&Conditions	CLASSOUND	CLASSOUND
Colleagues search	➖	➖	✅	✅	✅
Colleagues view	➖	➖	✅	✅	✅
Favorites setup	➖	➖	✅	✅	✅
Inbound services (Contact center)	➖	➖	✅	✅	✅
Ability to create conversations	➖	➖	✅	✅	✅
Ability to write chats	✅	➖	✅	✅	✅
Video conferences participation	✅	➖	✅	✅	✅
Video conferences scheduling	➖	➖	✅	✅	✅
Ability to add guests to conversations	✅	➖	➖	✅	✅
2-way SMS / MMS*	➖	➖	➖	✅	✅
Personal contact-me link (chat)	➖	➖	➖	✅	✅
Email signatures configuration	➖	➖	➖	✅	✅
Transcription of calls and conferences	➖	➖	➖	✅	✅
CRM integrations (e.g. HubSpot)	➖	➖	➖	✅	✅
API integrations	➖	➖	➖	✅	✅
Phonebook integration: search, add, edit contacts	➖	➖	✅	✅	✅
Kite Website widget agent	➖	➖	➖	✅	✅
AI Assistant	➖	➖	➖	✅	✅
Webinar functionality (Wizywebinar subscription required)	➖	➖	➖	✅	✅
AI Voice agents** and Chat agents	➖	➖	➖	10 hours included at the company level	10 hours included at the company level
Transcriptions and summaries**	➖	➖	➖	10 hours included at the company level	10 hours included at the company level
Analytics (CDR-View 2.0)	➖	➖	➖	➖	✅
x-caracal (x-caracal subscription required)	➖	➖	➖	➖	✅
teams4Wildix integration*** (second mode)	➖	➖	CLASSOUND	CLASSOUND	CLASSOUND

The relevant subscription plan can be assigned to users via WMS -> Users -> Edit user -> License type field. See more in PBX Subscription Plans and Activation Admin Guide (section "Assign correct subscription plan to each user").

* Free minutes to Call Termination Area 1 and free SMS are available with the CLASSOUND service. Details on how to activate the service: CLASSOUND Activation Request.

Note that 2-way SMS are available in certain countries only, check the list in How to send and receive SMS/ MMS via CLASSOUND.

** By default, you get 10 hours of Transcriptions and summaries along with AI Voice agents at the company level. If the included hours are exceeded, the next available Bundle is automatically applied and charged in the following month. For details, check the documentation: AI+Data Boost Bundles Overview.

*** The second mode of the teams4Wildix integration requires CLASSOUND and Microsoft Phone System. For information, consult the guide: teams4Wildix - Instructions for Wildix Partner on MS Phone System Setup.

Access for users and guests

Mobile apps

Notes:

Collaboration 7 mobile apps can be downloaded both by PBX users and guests
Collaboration 7 mobile apps are available for users who are assigned UC-Essential subscription plan 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

Follow the steps below:

Download Collaboration 7 app from Apple store or Google Play Market
Log in using your Microsoft 365 or Google SSO, or via email
- In case of login via email, a verification code will be sent to your email address, you will need to enter it to log in
For PBX users only: follow the steps below to make sure user is connected to Wildix PBX

Click on your user picture to open Settings

Under Settings, click Connect to Wildix PBX

Make sure the domain name is entered or enter the domain name of your PBX into the input field and click Connect

Note:

Generally, user is automatically connected to PBX upon login to Collaboration 7.
User is not automatically connected to the PBX in the following cases:
- if user email is not found on the PBX
- if user with the email exists on several PBXs

Note: Guests who are not Wildix PBX users need to be invited to Collaboration 7 channel by a PBX user to be able to engage with them in conversations.

Web access

From WMS:

Go to WMS -> Users, select users and click Invite to Collaboration
Users receive an invitation via email with the link to join Collaboration 7

Via the link:

Alternatively, PBX users can join Collaboration 7 following the steps below:

Open the link: https://app.wildix.com/
Log in via Google or Microsoft 365 SSO, or by email

In case of login via email, a verification code will be sent to your email address, you will need to enter it to log in

Note:

After email is changed in WMS, user gets logged out from Collaboration 7 and has to log in with the new email -> go to Settings -> connect to PBX -> log in again. In case of using an invitation link, connection to the PBX is performed automatically.
Access to conversations is not preserved in case user email was changed.

Connect to the PBX:

Note:

Generally, user is automatically connected to PBX upon login to Collaboration 7.
User is not automatically connected to the PBX in the following cases:
- if user email is not found on the PBX
- if user with the email exists on several PBXs

Click on your user picture in the upper left-hand part of the screen to open Settings
Under Settings, click Connect to Wildix PBX

Enter your Wildix PBX domain into the input field and click Connect

Direct link to contact Collaboration 7 user

Note: A customizable Kite widget or contact-me button can be added to your website or embedded to your email signature, to enable customers to contact single agents or groups by clicking on a link.

Currently, you can create contact-me links and add them to your website or anywhere on the web, in the following format: https://app.wildix.com/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:

User clicks Start new conversation

Collaboration 7 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

External user can invite other members to the conversation by clicking the Add member button

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 in

Access WMS via Collaboration 7

Admin users can access PBX, where you can set up integrations, manage users, etc. via Collaboration 7 Settings -> Manage PBX button:

For other users, this option is not displayed.

Integrations

HubSpot Integration

The integration allows users to create new HubSpot contacts, find existing contacts, view all the previous interactions with them, create tasks, log activities, and start a new conversation right via Collaboration 7.

For managing calls directly from HubSpot account, refer to a separate integration: HubSpot Integration User Guide.