x-bees Admin Guide

This Guide explains x-bees requirements and licensing and describes how to activate HubSpot, Salesforce, Google and Microsoft 365 integrations.

Other x-bees documentation: x-bees documentation.

Created: February 2022

Updated: December 2024

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

Requirements

WMS version 6.01.20220621.2 and higher

Use the repository rel60 or rel60beta to install this version.

The PBX must be on the x-bees licensing model in Salesforce Partner Community

Currently, there is no procedure for switching a PBX from the UC-licensing model to the x-bees-licensing, so it can be only done by the Wildix team. To check the requirements for switching, refer to the Customer Care documentation.

NOTE: access to Collaboration is also available for PBXs on the x-bees licensing plan!

Make sure that these external servers are open on your router/ firewall:
- https://app.x-bees.com/
- https://api.x-bees.com/
- https://login.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 x-bees 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

Chrome extension

Download extension here: https://chrome.google.com/webstore/detail/x-bees/olejekejjhgimnlliplaiodgmbpcflhi

x-bees certification

To be able to use x-bees internally or to offer it to customers, it is mandatory to complete x-bees Partner Program at e-Learning platform https://e-learning.wildix.com/pages/32/certification-programs.

After you get x-bees certification, you can order PBXs with x-bees licensing in Salesforce Partner Community.

Licensing

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

Features	Guest (external users)	x-bees-Device (for unattended phones, W-AIR handset users etc)	x-bees-Basic (for back office staff who do not deal with customers)	x-bees-Standard (for sales people, customer support)	x-bees-SuperBee (for supervisors, managers)
Access to x-bees 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*	➖	100 min	1000 min	3000 min	3000 min
Free SMS*	➖	➖	50 messages	200 messages	200 messages
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	✅	➖	➖	✅	✅
Personal contact-me links (chat and scheduler)	➖	➖	➖	✅	✅
Email signatures configuration	➖	➖	➖	✅	✅
Calendars setup for meeting scheduling	➖	➖	➖	✅	✅
Transcription of calls and conferences	➖	➖	➖	✅	✅
CRM integrations (Salesforce, HubSpot etc)	➖	➖	➖	✅	✅
Phonebook integration: search, add, edit contacts	➖	➖	✅	✅	✅
WhatsApp integration	➖	➖	➖	✅	✅
Gong.io BI integration logging of events	➖	➖	➖	✅	✅
Website widget agent	➖	➖	➖	✅	✅
AI Assistant	➖	➖	➖	✅	✅
Sales Intelligence	➖	➖	➖	➖	✅
Website widgets configuration	➖	➖	➖	➖	✅
Live dashboard and Analytics	➖	➖	➖	➖	✅

Starting from WMS 6.04.20230920.1, the relevant licenses 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 license type 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, check the list in How to send and receive SMS/ MMS via CLASSOUND.

Access for users and guests

Mobile apps

Notes:

x-bees mobile apps can be downloaded both by PBX users and guests
x-bees mobile apps are available for users who are assigned an x-bees-Basic license 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 the x-bees 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 connect to your Wildix PBX
1. Click on your user picture to open Settings
2. Under Settings, click Connect to Wildix PBX
3. Enter the domain name of your PBX into the input field and click Connect

Note: Guests who are not Wildix PBX users need to be invited to an x-bees 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 x-bees
Users receive an invitation via email with the link to join x-bees

Via the link:

Alternatively, PBX users can join x-bees following the steps below:

Open the link: https://app.x-bees.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:
  - In case user email was changed via WMS, user preserves access to x-bees conversations.
    
    After email is changed, user gets logged out from x-bees 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.
Connect to the PBX:
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 an x-bees user

Note: A customizable 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.

Documentation: x-bees website widget configuration.

Currently, you can create contact-me links and add them to your website or anywhere on the web, in the following format: https://app.x-bees.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 Send me a message
<