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x-Bees: User Guide

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:

  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)

Create contact

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

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