How to set up Client integrations
This Guide describes how to set up and manage custom integrations with Wildix communication platforms, for different user applications and services. Client integrations can be set up for x-bees, Collaboration 7 and x-hoppers.
Client integrations user documentation: How to manage Client integrations
Other documentation: x-bees documentation, Collaboration 7 Documentation, x-hoppers documentation.
Created: October 2023
Updated: February 2026
Permalink: https://wildix.atlassian.net/wiki/x/AQCFDw
Introduction
Client integration allows to set up integration with applications and services and, if required, have the data displayed in the Info frame section in x-bees, Collaboration 7 or x-hoppers.
Requirements
x-bees:
x-bees-Standard subscription plan or higher for each user who needs to use the integration
Collaboration 7:
UC-Business subscription plan or higher for each user who needs to use the integration
x-hoppers:
HelperHopper subscription plan or higher for each user who needs to use the integration
How to add integration
Note: The maximum number of integrations allowed is 5.
Go to WMS -> PBX -> Integrations -> Cloud integrations
In the Apps section, at the top you can view integrations that are already pre-configured and ready to be installed:
To add a new integration, click the Add custom integration button in Third-party apps section:
Note: If you want to develop your custom integration that can be embedded in x-bees, Collaboration 7 or x-hoppers, check out this template.
Or click Learn more on the Add new integration page:
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 Info view for the integration to be displayed on x-bees Info frame.
Note: For Tab View, see the documentation for more details: How to add custom integration tabs
5. Enable the necessary settings:
Use authorization token: enable if you want to receive PBX token in requests for secure communication with the integration.
Important: In case of Salesforce integration, the option 'Use x-bees authorization token' should be enabled.
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.
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.
Important: "Block user access" has higher priority, meaning that if both fields are configured, for example, "Make integration available only to=agentA@wildix.com" and "Block user access=agentB@wildix.com", access to the integration will be blocked for agentB@wildix.com, while it will be granted to all other users who are not specifically listed in "Block user access".
Once completed, click Install.
How to manage integrations
Edit integration
To edit an installed integration:
Go to WMS Settings -> PBX -> Integrations -> Cloud integrations
Click on the necessary integration, make required edits and click Save changes:
Integrations position
The order in which integrations data is displayed on the Info frame depends on the the order of the integrations in the list.
Click Apps priority in the Apps section on the Cloud integrations page:
If you want to prioritise an integration, move it up in the list, dragging it or using the arrow buttons to the right of the integrations:
Delete integration
To delete an integration:
Go to WMS Settings -> PBX -> Integrations -> Cloud integrations
Click on the necessary integration and press the Delete button: