Wildix

Guides and Tips on how to use the Wildix x-Bees and Collaboration communication systems.

Change handset identity using a feature code.

You can quickly switch the logged-in identity of your Wildix handset using a feature code, useful for hot-desking or changing workstations.

Instructions

On any Wildix handset:

  1. Dial *99.

  2. When prompted, enter your extension number (e.g., 1000), then press #.

  3. Enter the first five characters of your PBX password using the alphanumeric keypad (e.g., "password" would be 72779).

  4. You'll be asked to confirm logging out from the previous identity:

    • Press 1 to confirm and continue.

    • Press 0 to cancel.

  5. Once confirmed, the handset display will immediately show your chosen extension successfully logged in.

Example

If your extension is 1050 and your PBX password is "Fortune":

The handset will now display identity 1050 as logged in.

Important Notes

Invitation to x-Bees + Logging in for the first time.

This guide provides a step-by-step walkthrough for successfully logging into x-Bees for the first time.

1. When you receive your welcome email, you will be asked to log in for the first time.

There are also handy links to download the x-Bees iOS or Android App.

💡 You can always access the x-Bees web app via https://app.x-bees.com.

Click Log in and join the team.


2. You will then be redirected to the login page in your browser, in this example we are using email to sign in.

You may be configured to use Single-Sign On (SSO) via Google or Microsoft, if not instructed to click Sign in with email.


3. Confirm your email is correct and press Next.


4. You will then be prompted to enter a one-time code sent by email.


5. You will receive an email with the one-time code within.


6. Paste or type this code into the prompt in your web-browser and click Next.


7. You will now be successfully logged into x-Bees!


Wildix User Guide Links

Permalink to Wildix x-Bees user guide: https://wildix.atlassian.net/wiki/x/ngrOAQ

Making a call in x-Bees: https://wildix.atlassian.net/wiki/spaces/DOC/pages/30280350/x-bees+Web+User+Guide#x-beesWebUserGuide-StartacallfromDialpad

 

x-Bees: User Guide

Accessing x-Bees

Introduction

x-bees is the customer management communication solution you need for managing leads, improving customer service and increasing sales. 

x–bees focuses on:

Prerequisites

Supported browser

Mobile apps

Chrome extension

Notes:

x-bees native application:

Login

Users of the PBX receive an invitation via email with the link to join x-bees and download mobile apps. The invitation email should be sent by the PBX admin from WMS. Or login directly at https://app.x-bees.com

Follow the steps:

PBX users who joined x-bees via email invitation sent by the system administrator are automatically connected to the correct Wildix PBX. To make sure you are connected to the Wildix PBX, follow the steps below:

  1. Click on your user picture from the upper left-hand part of the screen
  2. Under Settings, click Connect to Wildix PBX

  3. Make sure the Wildix PBX domain name is entered into the field Domain 

Note: if you are not sure, what your Wildix PBX domain is, please check with your system administrator.

Making & Taking Calls

Select an active device for calls

You can make and receive calls directly from x-bees or control other devices registered to your account, including hardware phones (WP, W-AIR), W-AIR Headsets, smartphone apps (iOS / Android) and mobility extension (mobile phone). The first available device is displayed to a user upon the first login.

To select the active device for making and receiving calls:

Start a call from Dialpad 

You can start an internal or an external call from the Dialpad:

  1. Click the Dialpad icon from the top menu
  2. Type a name of a user, a phonebook contact, a Salesforce/ HubSpot lead or contact, or just enter a phone number into the field 
    • In case a contact has more than one number, click on the arrow next to the match, to view the available options
  3. Click on the green Call icon from the Dialpad to start a call

Selecting Caller ID for outbound calls 

If you need to make an external call, but don’t want to show your office phone number, you can select the phone number of the relevant service (e.g. tech support, sales, accounting, etc.) before placing a call:

  1. Open the Dialpad
  2. Click on the drop-down list at the top 

  3. Select the service (Call group) and make a call

  4. The call is performed using CID for outbound calls of the selected Call group (By default, the option “Personal” is displayed)

Handling & Transferring Calls

Manage calls 

In case you have more than one active call, you can see them all from Active conversations and switch between them.

Switch active device: all active calls can be seen and managed both from the web version and from the mobile app. If you started a call on the mobile app, you can continue it on the web version of x-bees (and vice-versa):

From the Active call screen, the following options are available:

Creating Contacts

In case you enter a phone number in the Dialpan and there is no contact found, you have an option to create a contact:

  1. Click Create contact button:


  2. Select which integration to save the contact to


  3. Fill out contact details and click Create

Using Existing Contacts in The Address Book

Call from Search 

You can call existing or new contacts directly from the Search field. 

1. Insert or start typing a number/ email/ name into the Search field

2. Click the Phone icon to initiate the call

If an existing contact has several numbers, click Arrow down icon (1) and select a preferred option (2):

Choosing between the call option and video conference 

If you need telephony features, such as: 

Then opt for the SIP call option. You can start a call from the Dialpad or from one-on-one conversations with colleagues.

If you need screen sharing, opt for the Video conference option from one-on-one or group conversations. 

For a full guide please see the official x-Bees documentation at https://wildix.atlassian.net/wiki/x/ngrOAQ or contact us on support@safetynet-it.com 

WorkForce 5 User Guide

Please see attached PDF for the end user guide to the Workforce 5 Handset.

Wildix Collaboration Screenshots

Collaboration Web/Desktop App GUI

 

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Phone Application Experience

 

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Apple Watch Integration

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x-Bees Disable Manage email notifications

You can manage which email notification you'd like to receive in x-Bees by following the steps below.

Click your Avatar and then choose notifications in the menu that pops up..

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Then in the notification setting area, you can manage which notifications you'd like. This can be notifications of unread messages or also the ability to enable or disable the AI transcription for each call you receive.

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