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: Dial *99 . When prompted, enter your extension number (e.g., 1000 ), then press # . Enter the first five characters of your PBX password using the alphanumeric keypad (e.g., "password" would be 72779 ). You'll be asked to confirm logging out from the previous identity: Press 1 to confirm and continue. Press 0 to cancel. 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": Dial *99 Enter 1050 , then press # Dial 36788 (corresponding to "Fortu") Press 1 to confirm The handset will now display identity 1050 as logged in. Important Notes Your identity refers to your internal extension number (e.g., 1234 ). Your PBX password is the same one used to access Collaboration or x-Bees. If you're unsure of your PBX password, please contact us, and we'll provide it. You may not be aware of it if your company uses Single Sign-On (SSO) - Contact the help desk on support@safetynet-it.com or 0333 305 8224 . 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 Quick link to access x-Bees: https://app.x-bees.com Introduction x-bees is the customer management communication solution you need for managing leads, improving customer service and increasing sales.  x–bees focuses on: Real–time customer communications Sales enablement Customer retention and satisfaction Prerequisites Supported browser Chrome Mobile apps Android   9 or higher iOS  13.3 or higher Chrome extension Install extension from here:   https://chrome.google.com/webstore/detail/x-bees/olejekejjhgimnlliplaiodgmbpcflhi Notes: Access to the web version and mobile apps of x-bees is available starting from the x-bees-Basic license x-bees native application: EXE file for Windows 10, 11:  https://files.wildix.com/integrations/win/x-bees/x-bees.exe MSI file for Windows 10, 11: https://files.wildix.com/integrations/win/x-bees/x-bees.msi For MacOS: https://files.wildix.com/integrations/osx/x-bees/x-bees.pkg 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: Click on the link in the email invitation to join x-bees Log in using Google or Microsoft SSO or with email   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: Click on your user picture from the upper left-hand part of the screen Under  Settings , click  Connect to Wildix PBX 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: Click the  Dialpad  icon from the top menu To the left of the green Call button, click  This device Select the preferred option from the list (e.g. Android x-bees, iOS x-bees, Any device, etc.)   Outgoing and incoming calls are received on the selected device, until another device is chosen.  Start a call from Dialpad  You can start an internal or an external call from the Dialpad: Click the  Dialpad  icon from the top menu 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 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: Open the  Dialpad Click on the drop-down list at the top  Select the service (Call group) and make a call 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 conversation s 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: Send DMTF Note: If you paste number into the the DTMF area, all  unsupported characters are automatically cut out. Mute/ unmute, manage Audio settings Hold/ resume End a call Transfer a call : click on transfer call icon at the bottom of the call screen The dedicated Transfer dialog appears, where you can transfer the call to another user or send it to your voicemail: Start entering number, user name or extension and click the arrow icon next to the necessary user from the search results below: Select the option: Voicemail Attended Transfer Transfer (blind transfer) Note: When you click on the user from the search result, attended / semi-attended transfer is started by default.  When you perform an attended / semi-attended transfer, a separate call dialog opens. To proceed with the transfer, click the green  Transfer to  button: 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: Click  Create contact  button: Select which integration to save the contact to 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:  Transfer a call Put a call on hold Send DTMF 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. Link Wildix Collaboration Screenshots Collaboration Web/Desktop App GUI   Phone Application Experience   Apple Watch Integration 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.. 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.