Wildix Subscription Plans and PBX Activation Guide

Wildix currently offers Per User subscription. It means that you can add as many users of each profile as you need and add more users whenever you need. You pay per user / per period of time. 

Here are the steps to activate a PBX:

1. Choose the platform: Hardware, Virtual, Cloud

2. Choose the recurrent payment cycle: Monthly / Yearly / 5 years / Lifetime (lifetime is not available for Cloud)

3. Choose the number of users of each Profile: Basic / Essential / Business / Premium / Wizyconf Room / Wizywebinar / Service

Example: you need 10 users with basic phone services (fax machines, unattended phones, doorphones), 30 users with access to Legacy Collaboration and only 5 users with access to CDR-View. You activate 10 PBX-BASIC users, 30 UC-ESSENTIAL users and 5 UC-PREMIUM users. At any moment, you can add more users of any type.

Details on each user profile: https://www.wildix.com/licensing/.

Per User subscription is available for any PBX type:

• Hardware

• Virtual

• Cloud

About subscription plans

General recommendations regarding assigning subscription plans to different types of users:

For more details, please refer to the page Wildix Plans & Pricing .

PBX activation

Step 1. Add a new PBX in Salesforce Partner Community

Proceed as follows:

1. Connect to your SFPC at www.bewildix.com using your credentials

2. Open the necessary Opportunity or create a new one (see details how to create an Opportunity in Salesforce Partner Community Guide)

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On the first screen that opens, fill out the following data:

• Company Name: name of the Company

• Email: email address

• Phone: phone number of the Customer

• Salutation: choose how to turn to the Customer

• First Name: Customer first name

• Last Name: Customer last name 

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You can also add shipping details. To do it, enable the toggle in front of Add Address? option:

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Provide the receiver name and address:

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Sales project information

On the next window, provide Sales project information:

• Key Additional Features: preferred feature(s)

• Interested Solution: preferred solution(s)

• Stage: select stage (Intro/Qualification, Demo, Project Presentation, Proposal)

• Opportunity Type: choose if it is a New business or business existing not with Wildix

• Product of Interest: product you are interested in (x-bees/ x-hoppers/ Collaboration)

• Total Users: total number of users

• Close Date: estimated date of closing the Opportunity

• Notes: add notes if required

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When you click Next, the relevant three records are created in Partner Community: Account, Contact, and Opportunity. 

Create Quote

On the Opportunity page, click Create Quote to proceed with generating a Quote:

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4. Fill out the General Questions section of the Quote:

   • Expected Implementation Date: select the date when the project starts (when all licenses get activated, etc.). By default, today's date is displayed. 

   • Billing Frequency: depending on the product of interest chosen (Collaboration, x-bees, or x-hoppers), there are relevant billing frequency options available.

   • Commitment: enabling this option, you commit to keep the PBX up and running for 3 or 5 years (depending on your choice), without possibility to make changes to the service. The discount of 15% (for 3-year Commitment) or 20% (for 5-year Commitment) is added to the existing licenses after renewal.
     You can add any service to the PBX under Commitment (Licenses, CLASSOUND or HWaaS) - in this case, billing is applied from the order date (not Commitment start date). It is not allowed to remove any service (License, CLASSOUND or HWaaS) from the PBX under "Commitment" till the end of the Commitment date. If you want to upgrade lsubscription plans on PBX under the Commitment, a request to Customer Care should be submitted. See more information on Customer Care FAQ page.

   • Product of interest (read-only field): the product you’ve previously chosen for your project. You can select subscription plans and devices for the chosen product.

   • Additional Configuration: here you have the following options:

     • AI+Data Boost: a bundle, that includes company data storage, transcriptions and voice agents. For more information, check the documents AI+Data Boost Bundles Overview, Company Data Storage Flow. AI+Data Boost license is also required if you want to increase data storage duration for Cloud Analytics (CDR-View 2.0). Read more in Company Data Storage Flow.

• PBX Service: Service licenses can be assigned to Park Orbit users and any other virtual users who do not need SIP registration. 

• PBX Service: Service licenses can be assigned to Park Orbit users and any other virtual users who do not need SIP registration. 

• Additional Items: these include additional PBX, Phones, Headsets, W-AIR, Networking, Conference, Media gateways, Power supplies - anything you would like to add outside of the bundle.

• Licenses Upgrade: here you can get x-caracal, Wizywebinar, Wizyconf, MS-PhoneSystem license (read the section Licences Upgrade below in this document for more details)

• CLASSOUND: lets to order New DID, Full Porting, Outbound Only, New Free Phone

• Miscellaneous items: includes such services as Hardware, Software, Installation, Maintenance, Internet Connection

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5. In the AI+Data Boost section, choose the necessary AI+Data Boost bundle size (for more information, check the document AI+Data Boost Bundles Overview):

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For more details, check the page: AI+Data Boost Bundles Overview.

6. In the PBX Service section, add the necessary number of Service Licenses:

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7. In the section License Bundle, choose activation date and Licenses Type:

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The subscription list is displayed according to the product of interest chosen:

• Legacy Collaboration: check the subscription options on this page https://www.wildix.com/product/pricing/

• Collaboration 7: check the subscription options on this page Collaboration 7 Admin Guide

• x-bees: check the subscription options here: x-bees Admin Guide

• x-hoppers: view subscription options in x-hoppers Admin Guide https://e-learning.wildix.com/pages/62/x-hoppers-admin-documentation

• After choosing subscription plan, select the number of users for the chosen license type and bundle add ons if required:

  Bundle add-ons:

  • Phones (Start 5, WorkForce 5, SuperVision 5, etc.)

  • Headsets (DuoLED, MonoLED, DuoLED-BT, MonoLED-BT, etc.)

  • W-AIR (WAIR-Basic, WAIR-Office, WAIR-LifeSaver, etc.) 

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To add another license type, click the + button:

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One more License Bundle tab appears where you can choose another license type, number of users and bundle add ons:

• Wizywebinar:

9. Fill out Licenses Upgrade section, where you can get x-caracal, Wizywebinar, Wizyconf, MS-PhoneSystem license:

• Select the Activation date

• x-caracal: tick the option to activate x-caracal ACD stats service on this PBX. Important: make sure you add at least 10 Business/ Premium + 1 Premium subscription plans on this PBX to be able to activate x-caracal. More information on how to activate x-caracal on the WMS side: x-caracal documentation. Important: x-caracal is supported only on Cloud or Virtual PBXs, Hardware PBXs are not supported. Make sure you have the min. required WMS version

• Wizywebinar: indicate if you need Wizywebinar subscription. If positive, fill out the below field:
  Wizywebinar Licenses Quantity: enter the preferred number of subscription plans

• MS-PhoneSystem: this is an extension of the teams4Wildix (integration of Microsoft Teams with Wildix PBX). It requires the CLASSOUND service to be activated on the PBX.
  Important: Make sure you have the min. required WMS version

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10. Fill out other sections of the Quote (e.g. Additional items, CLASSOUND, selected in the General Questions -> Additional Configuration items). For detailed instruction, check out the guide How to Create Quote and Confirm Order in Salesforce Partner Community.

11. When you are ready to save your quote, click Save to draft(1) -> Save & Make Primary(2):

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12. Then, you need to create Order from the Quote. For this, in Salesforce Partner Community go to the Quote page and click on the status Accepted:

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Click Mark as Current Status:

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The status is successfully changed:

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Once you mark Accepted quote status as Complete, the Quote is converted into Order and is available on the Order page.

13. Go to the Order page and click Confirm Order to proceed with the Order confirmation:

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Note: In case you've ordered CLASSOUND, Confirm Order button may be inactive, as you need to finalize CLASSOUND order first:

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On the screen that pops up, fill out the necessary fields (e.g. Contact, address, etc.), depending on the CLASSOUND service chosen (for more details about CLASSOUND order, check out the guide CLASSOUND Activation Request) and click Next:

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On the screen that pops up you need to fill out the following information:

1) Enter Master PBX DNS name – the PBX domain name by which your PBX is accessible via the browser. in the example provided below, the PBX can be accessed by URL https://wildix-test2.wildixin.com. Click Validate DNS to check if the provided DNS Name is available: 

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2) Select Master PBX model (WPBX-CLOUD for Cloud / WPBX-VM/HW for Virtual or Hardware PBX):
In case of Cloud PBX, you also need to select PBX datacenter region:

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3) Choose if you want to create WMS Network:
In case you've activated WMS Network option, fill out Client PBX(s) data (DNS name, type and region):

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To add or delete Client PBX, click on the + or - buttons correspondingly:
4) Then, you can select CAPEX items that should be delivered from Wildix. On the next screen, you can see the list of items and the Activation Date. The activation date corresponds to the PBX activation date as the earliest subscription start date.

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If you change a licence start date for a later date, it gets automatically applied to all items:

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You need to select when you want to activate the PBX. You have the following options:


a) If the start date is more than 14 days from the order date:

• I need the system up and running, and ready for configuration on the start date.


• I need the system up and running, ready for configuration 14 days before the start date and I commit to keep it for at least 6 months. The start date can not be changed. Two weeks will be free of charge but with MRR gained.

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b) If the start date is less than 14 days from the order date:

• I need the system up and running, and ready for configuration on the start date.

• I need the system up and running today and I commit to keep it for at least 6 months. The start date can not be changed. Period till the start date is free of charge but with MRR gained.

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You need to select one of the options before you can proceed. Once the necessary option is ticked off, click Next. 

5) On the next screen, you need to provide Shipping Information: 

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Provide recipient contact and the receiver. The Receiver field uses the Address Name as the receiver name. You can begin typing the reciever's name or address details (e.g., country, street, postal code) to search for an existing address. If a match is found, the address is filled out automatically.

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If the recipient or address is not found, click the Add an Address button and fill out the necessary details to add a new address:

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Once completed, confirm the address: 

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6) Click Next

Click OK on the pop-up screen that appears to confirm the order:

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Once order status successfully changed, the first step of the order flow turns green:

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Step 2. Activate PBX from WMS