Collaboration 7 Admin Guide

Requirements

• WMS version 7.01

Use the repository 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/
    
    
• 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).

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

Subcription Plans  

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

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

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 subcription 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:

1. Download Collaboration 7 app from Apple store or Google Play Market
2. 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
     

3. For PBX users only: follow the steps below to make sure user is connected to Wildix PBX 
   1. Click on your user picture to open Settings
      
      
   2. Under Settings, click Connect to Wildix PBX
      
      
      

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

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:

1. Open the link: https://app.wildix.com/ 
2. 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:

     • In case user email was changed via WMS, user preserves access to Collaboration 7 conversations. 
       
       After email is changed, 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 and conversations are available immediately, without relogin.

     • In case user email changes after the user was moved to another PBX, access to conversations is not preserved.

3. 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
   1. Click on your user picture in the upper left-hand part of the screen to open Settings
   2. Under Settings, click Connect to Wildix PBX
      
      
   3. Enter your Wildix PBX domain into the input field and click Connect

Direct link to contact Collaboration 7 user 

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:

1. User clicks Start new conversation
   
   
2. Collaboration 7 interface opens and user starts typing a message
   
   
3. Authentication popup opens, requesting user to log in using Google/ Microsoft 365 SSO or email
   
   
4. In case user chooses to log in via email, a code is sent to their email and they need to type it
   
   
   
   
5. 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
   
   
   
   
6. 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. 

Microsoft 365 Integration

The integration allows customers to find Microsoft 365 contacts in Live and Dialpad search, view and open the latest emails with the contact via the Info frame in Collaboration 7, both on web and in mobile apps. 

Google Calendar Integration

Depending on the events in the Google calendar, the user’s status gets automatically updated. 

See details in the document: How to activate Google Calendar Integration.

Phonebook Integration

Phonebook integration is enabled by default, in case of UC-Essential subscription plan or higher.

In case the contact is found in phonebooks, you can find it in the relevant Phonebook section on the Info frame:

Phonebook section includes such fields as Name, email, mobile, address, etc., and lets to edit a contact or create a new one. In case of adding/ editing a phonebook contact via Collaboration 7, the changes are synced with the Phonebook.

iFrame Integration

iFrame integration allows to configure integration with third-party applications and services and, if required, have the data displayed in the Info frame section in Collaboration.

For setup instructions, check out the document How to set up Client integrations.

Other 

Allow calls to 911 extension via Collaboration

By default, a call to 911 is redirected to a native dialler, due to being an emergency number in some countries. If, say, you have a user with 911 extension on the PBX and need to allow users to make calls to 911 extension, follow the instructions in this guide Custom config parameters List.