How to add custom integration tabs

How to add custom integration tabs

The document describes how to embed custom integrations and display them in a Tab view in x-bees, Collaboration 7 and x-hoppers

Client integrations user documentation: How to set up Client integrations

Created: January 2026

Updated: February 2026

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

Introduction

The feature adds possibility to add new custom integrations and visualize them right in x-bees, Collaboration 7 or x-hoppers like iFrame (similar to WebCRM in Legacy Collaboration)

Current limitations:

  1. The Tab view layout for some integrations e.g. Salesforce, HubSpot, Google Calendar, Microsoft 365 is currently not adaptive

  2. The limit for Tab view integrations is up to 5

  3. Tab view is currently supported on web only

  4. Some services do not support being displayed in the iFrame, e.g. Atlassian, Meta

Requirements

x-bees:

  • x-bees-Standard subscription plan or higher

Collaboration 7:

  • UC-Business subscription plan or higher

x-hoppers

  • HelperHopper subscription plan or higher

How to add custom integration

  1. Go to WMS → PBX → Integrations → Cloud Integrations

  2. In the Third-party apps section, click the Add custom integration button:

x-bees-client-integrations-add-integration.png
  1. Fill out the following fields:

  • Title: enter name of your integration

Note: The maximum number of allowed characters in title name is 25

  • Iframe URL: link to the iFrame client

  • Description (optional): enter description or leave any comments if required

  • Integration type: select Tab view

  • Select tab icon: choose the desired tab icon

Note: Currently only icon names are displayed

  1. Enable the necessary settings:

  • Use authorization token: enable if you want to receive PBX token in requests for secure communication with the integration. 

  • Display on the Info frame: if enabled, the integration data is displayed in the Info frame section

  • Notify users if authorization is required: when enabled, in case the integration requires authorization, the relevant notification is displayed to users, e.g. when Info frame is opened or search is used

  • Available on platforms: choose on which platforms the integration should be available (Web / Mobile / All)

  • By default, the integration is available to all users. But you can allow or block access to the integration for certain emails:

    • Make integration available only to: make the integration available only to a limited number of users by entering their emails here. You can enter multiple emails separated by commas. 

    • Block user access: enter emails of users who should not have access to the integration. 

add-x-bees-client-integration.png

 

  1. Click Install to save the integration, or click Save to apply changes when editing an existing integration

add-integration-install.png

 

How to use integration

The new integration tab will appear as a separate tab in the navigation sidebar under the Contacts section. Click the new tab to open the integration

tab-view-example.png