# x-Bees: User Guide

## Accessing x-Bees

<p class="callout info">Quick link to access x-Bees: [https://app.x-bees.com](https://app.x-bees.com/)</p>

#### Introduction

<span class="legacy-color-text-default">x-bees is the customer management communication solution you need for managing leads, improving customer service and increasing sales. </span>

<span class="legacy-color-text-default">x–bees focuses on:</span>

- <span class="legacy-color-text-default">Real–time customer communications</span>
- <span class="legacy-color-text-default">Sales enablement</span>
- <span class="legacy-color-text-default">Customer retention and satisfaction</span>

#### Prerequisites

<span class="legacy-color-text-default">**Supported browser**</span>

- <span class="legacy-color-text-default">Chrome</span>

<span class="legacy-color-text-default">**Mobile apps**</span>

- <span class="legacy-color-text-default">**Android 9 or higher</span>
- <span class="legacy-color-text-default">**iOS** 13.3 or higher</span>

<span class="legacy-color-text-default">**Chrome extension**</span>

- <span class="legacy-color-text-default">Install extension from here: [https://chrome.google.com/webstore/detail/x-bees/olejekejjhgimnlliplaiodgmbpcflhi](https://chrome.google.com/webstore/detail/x-bees/olejekejjhgimnlliplaiodgmbpcflhi)</span>

<span class="legacy-color-text-default">Notes:</span>

- <span class="legacy-color-text-default">Access to the web version and mobile apps of x-bees is available starting from the x-bees-Basic license</span>

**<span class="legacy-color-text-default">x-bees native application:</span>**

- <span class="legacy-color-text-default legacy-color-text-default">EXE file for Windows 10, 11: </span>
    - [https://files.wildix.com/integrations/win/x-bees/x-bees.exe](https://files.wildix.com/integrations/win/x-bees/x-bees.exe)
- <span class="legacy-color-text-default legacy-color-text-default">MSI file for Windows 10, 11:</span>
    - [https://files.wildix.com/integrations/win/x-bees/x-bees.msi](https://files.wildix.com/integrations/win/x-bees/x-bees.msi)
- <span class="legacy-color-text-default legacy-color-text-default">For MacOS:</span>
    - [https://files.wildix.com/integrations/osx/x-bees/x-bees.pkg](https://files.wildix.com/integrations/osx/x-bees/x-bees.pkg)

#### Login

<span class="legacy-color-text-default">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](https://app.x-bees.com/)**</span>

<span class="legacy-color-text-default">Follow the steps:</span>

1. <span class="legacy-color-text-default">Click on the link in the email invitation to join x-bees  
    ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-invite.png?version=1&modificationDate=1667994684820&cacheVersion=1&api=v2&width=350 "Documentation > x-bees Web User Guide > x-bees-invite.png")</span>
2. <span class="legacy-color-text-default">Log in using Google or Microsoft SSO or with email  
     </span>![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-login-screen.png?version=2&modificationDate=1728575335586&cacheVersion=1&api=v2&width=650 "Documentation > x-bees Web User Guide > x-bees-login-screen.png")

<span class="legacy-color-text-default">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:</span>

1. <span class="legacy-color-text-default">Click on your user picture from the upper left-hand part of the screen</span>
2. <span class="legacy-color-text-default">Under *Settings*, click **Connect to Wildix PBX** </span>![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-web-connect%20to%20Wildix%20PBX-updated.png?version=4&modificationDate=1733739498004&cacheVersion=1&api=v2&width=250 "Documentation > x-bees Web User Guide > x-bees-web-connect to Wildix PBX-updated.png")
3. <span class="legacy-color-text-default">Make sure the Wildix PBX domain name is entered into the field *Domain* </span>

![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-web-domain.png?version=1&modificationDate=1663685104794&cacheVersion=1&api=v2&width=330 "Documentation > x-bees Web User Guide > x-bees-web-domain.png")

<p class="callout warning"><span class="legacy-color-text-default">Note: if you are not sure, what your Wildix PBX domain is, please check with your system administrator.</span></p>

## Making &amp; Taking Calls

#### Select an active device for calls

<span class="legacy-color-text-default">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.</span>

<span class="legacy-color-text-default">To select the active device for making and receiving calls:</span>

- <span class="legacy-color-text-default">Click the **Dialpad** icon from the top menu</span>
- <span class="legacy-color-text-default">To the left of the green Call button, click **This device**</span>
- <span class="legacy-color-text-default">Select the preferred option from the list (e.g. Android x-bees, iOS x-bees, Any device, etc.)  
     ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-select%20an%20active%20device%20for%20calls.png?version=3&modificationDate=1741345845967&cacheVersion=1&api=v2&width=500 "Documentation > x-bees Web User Guide > x-bees-select an active device for calls.png")  
    <span class="legacy-color-text-blue3">Outgoing and incoming calls are received on the selected device, until another device is chosen. </span></span>

#### Start a call from Dialpad 

<span class="legacy-color-text-default">You can start an internal or an external call from the Dialpad:</span>

1. <span class="legacy-color-text-default">Click the **Dialpad** icon from the top menu</span>
2. <span class="legacy-color-text-default">Type a name of a user, a phonebook contact, a Salesforce/ HubSpot lead or contact, or just enter a phone number into the field </span>
    - <span class="legacy-color-text-default">In case a contact has more than one number, click on the arrow next to the match, to view the available options</span>
3. <span class="legacy-color-text-default">Click on the green **Call** icon from the Dialpad to start a call</span>

#### ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-Start%20a%20call%20from%20Dialpad%C2%A0.png?version=1&modificationDate=1668100266320&cacheVersion=1&api=v2&width=450 "Documentation > x-bees Web User Guide > x-bees-Start a call from Dialpad .png")

#### Selecting Caller ID for outbound calls 

<span class="legacy-color-text-default">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:</span>

1. <span class="legacy-color-text-default">Open the **Dialpad**</span>
2. <span class="legacy-color-text-default">Click on the drop-down list at the top </span>
3. <span class="legacy-color-text-default">Select the service (Call group) and make a call</span>
    
    ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-choose-caller-id-web.png?version=2&modificationDate=1713953212324&cacheVersion=1&api=v2&width=650 "Documentation > x-bees Web User Guide > x-bees-choose-caller-id-web.png")
4. <span class="legacy-color-text-default">The call is performed using CID for outbound calls of the selected Call group (By default, the option “Personal” is displayed)  
    </span>

## Handling &amp; Transferring Calls

#### Manage calls 

<span class="legacy-color-text-default">In case you have more than one active call, you can see them all from *Active conversation*s and switch between them.</span>

<span class="legacy-color-text-default">**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):  
</span>![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-call-switch-active-device.png?version=1&modificationDate=1686859775064&cacheVersion=1&api=v2&width=650 "Documentation > x-bees Web User Guide > x-bees-call-switch-active-device.png")

<span class="legacy-color-text-default">From the *Active call screen*, the following options are available:</span>

- <span class="legacy-color-text-default">**Send DMTF** </span>
    
    <table class="wysiwyg-macro" data-macro-body-type="RICH_TEXT" data-macro-id="ec57865a-6669-4bb4-83ad-6872e2b3f3fc" data-macro-name="note" data-macro-schema-version="1"><tbody><tr><td class="wysiwyg-macro-body">Note: If you paste number into the the DTMF area, all <span class="legacy-color-text-blue3">unsupported characters are automatically cut out.</span>
    
    </td></tr></tbody></table>
- <span class="legacy-color-text-default">**Mute/ unmute, manage Audio settings  
    ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/manage-audio-settings.png?version=1&modificationDate=1736869046377&cacheVersion=1&api=v2&width=550 "Documentation > x-bees Web User Guide > manage-audio-settings.png")**</span><span class="legacy-color-text-default"> **![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/audio-settings-mic-speaker.png?version=1&modificationDate=1736869105034&cacheVersion=1&api=v2&width=600 "Documentation > x-bees Web User Guide > audio-settings-mic-speaker.png")**</span>
- <span class="legacy-color-text-default">**Hold/ resume**</span>
- <span class="legacy-color-text-default">**End a call**</span>
- <span class="legacy-color-text-default">**Transfer a call**: click on transfer call icon at the bottom of the call screen  
      
    ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-transfer-call.png?version=2&modificationDate=1694780514325&cacheVersion=1&api=v2&width=650 "Documentation > x-bees Web User Guide > x-bees-transfer-call.png")</span><span class="legacy-color-text-default">  
    <span class="legacy-color-text-blue3">The dedicated Transfer dialog appears, where you can transfer the call to another user or send it to your voicemail:  
      
    ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-transfer-dialog.jpg?version=1&modificationDate=1694780642729&cacheVersion=1&api=v2&width=650 "Documentation > x-bees Web User Guide > x-bees-transfer-dialog.jpg")</span>  
    <span class="legacy-color-text-blue3">Start entering number, user name or extension and click the arrow icon next to the necessary user from the search results below:  
      
    ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-transfer-select-contact.png?version=1&modificationDate=1694780847940&cacheVersion=1&api=v2&width=650 "Documentation > x-bees Web User Guide > x-bees-transfer-select-contact.png")Select the option:</span></span>
    - <span class="legacy-color-text-default"><span class="legacy-color-text-blue3">Voicemail</span></span>
    - <span class="legacy-color-text-default"><span class="legacy-color-text-blue3">Attended Transfer</span></span>
    - <span class="legacy-color-text-default"><span class="legacy-color-text-blue3">Transfer (blind transfer)  
          
        ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-transfer-options.png?version=1&modificationDate=1694781134018&cacheVersion=1&api=v2&width=650 "Documentation > x-bees Web User Guide > x-bees-transfer-options.png")  
        </span></span>
        
        <table class="wysiwyg-macro" data-macro-body-type="RICH_TEXT" data-macro-id="eff86fa3-a958-4e04-a095-afcde7230875" data-macro-name="note" data-macro-schema-version="1"><tbody><tr><td class="wysiwyg-macro-body">Note: When you click on the user from the search result, attended / semi-attended transfer is started by default.
        
        </td></tr></tbody></table>
        
        <span class="legacy-color-text-default"><span class="legacy-color-text-blue3">  
        </span>When you perform an attended / semi-attended transfer, a separate call dialog opens. To proceed with the transfer, click the green **Transfer to** button:  
          
        ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-attended-transfer-call-dialog.png?version=1&modificationDate=1698230480615&cacheVersion=1&api=v2&width=650 "Documentation > x-bees Web User Guide > x-bees-attended-transfer-call-dialog.png")</span>

## 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. <span class="legacy-color-text-blue3">Click **Create contact** button:  
      
    ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/dialpad-create-contact.png?version=1&modificationDate=1741710817867&cacheVersion=1&api=v2&width=450 "Documentation > x-bees Web User Guide > dialpad-create-contact.png")  
    </span>
2. <span class="legacy-color-text-blue3">Select which integration to save the contact to  
      
    ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/select-integration-to-save-contact.png?version=1&modificationDate=1741348536077&cacheVersion=1&api=v2&width=450 "Documentation > x-bees Web User Guide > select-integration-to-save-contact.png")  
    </span>
3. <span class="legacy-color-text-blue3">Fill out contact details and click **Create  
      
    ![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/create-new-contact-enter-details-click-create.png?version=1&modificationDate=1741348715462&cacheVersion=1&api=v2&width=400 "Documentation > x-bees Web User Guide > create-new-contact-enter-details-click-create.png")**</span>

## Using Existing Contacts in The Address Book

#### Call from Search 

<span class="legacy-color-text-blue3">You can call existing or new contacts directly from the Search field. </span>

<span class="legacy-color-text-blue3">1. Insert or start typing a number/ email/ name into the Search field</span>

<span class="legacy-color-text-blue3">2. Click the Phone icon to initiate the call</span>

<span class="legacy-color-text-blue3">![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-start-call-from-search-number.png?version=1&modificationDate=1692979240644&cacheVersion=1&api=v2&width=400 "Documentation > x-bees Web User Guide > x-bees-start-call-from-search-number.png")</span>

<span class="legacy-color-text-blue3">If an existing contact has several numbers, click **Arrow down** icon (1) and select a preferred option (2):</span>

<span class="legacy-color-text-blue3">![](https://wildix.atlassian.net/wiki/download/thumbnails/30280350/x-bees-call-from-search.png?version=1&modificationDate=1692979074112&cacheVersion=1&api=v2&width=400 "Documentation > x-bees Web User Guide > x-bees-call-from-search.png")</span>

#### Choosing between the call option and video conference 

<span class="legacy-color-text-default">If you need **telephony features**, such as: </span>

- <span class="legacy-color-text-default">Transfer a call</span>
- <span class="legacy-color-text-default">Put a call on hold</span>
- <span class="legacy-color-text-default">Send DTMF</span>

<span class="legacy-color-text-default">Then opt for the SIP call option. You can start a call from the Dialpad or from one-on-one conversations with colleagues.</span>

<span class="legacy-color-text-default">If you need **screen sharing**, opt for the Video conference option from one-on-one or group conversations. </span>

<p class="callout info">For a full guide please see the official x-Bees documentation at [https://wildix.atlassian.net/wiki/x/ngrOAQ](https://wildix.atlassian.net/wiki/x/ngrOAQ) or **contact us** on <support@safetynet-it.com></p>