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Workflow Automation

Consistently Deliver Extraordinary Customer Experiences

Five9 Workflow Automation lets you connect your Five9 Intelligent Cloud Contact Centre with other business systems to consistently create exceptional customer experiences by aggregating information, providing comprehensive views of data and performance, and automating sophisticated, cross-platform workflows.

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Improve Agent Productivity And Increase Business Agility To Create A More Human Experience

Eliminate time-consuming manual processes and automate system interactions that get in the way of agents focusing on their customers’ needs and being empathetic. Continuously improve the customer experience by deploying automations rapidly and iterating on them quickly.

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Improve Work for Every Role

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Sales Leader

Supercharge your sales motion. Provide your agents and campaigns with key customer data and buying signals. Streamline lead management, increase close and call-answer rates, and reduce call follow-up time

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Support Manager

Drive successful resolutions by connecting data along the customer journey. Empower agents to focus on customer needs. Automate CX touchpoints to reduce churn, maximise retention, and exceed service levels.

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Contact Centre Admin

Implement integrations faster with less effort and fewer resources. Quickly identify and resolve issues impacting SLAs with automated alerts. Boost agent productivity by eliminating repetitive tasks and streamlining after-contact work.

Connect Disparate Systems with Ease and Speed 

A library of 50+ pre-built connections to popular business applications helps you integrate systems faster, accelerating time to value. Aggregate data in real time, seamlessly combine it with Five9 data, and coordinate CX functionality. Unlock previously siloed information and accelerate decision making. Easily add new connections at scale.

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Act Intelligently with Automated Workflows 

Create intelligent, automated workflows to react in a coordinated manner across Five9 and other business systems to deliver consistent outcomes. Do more with less by building multi-event triggers using business rules across multiple applications. Eliminate manual processes and monotonous, repetitive work for your teams and make them more efficient. 

Connect Key Customer Information Into Time-Saving Workflows That Speed Up Service And Enhance The Customer Experience

  • Connect Systems with Ease

    A library of pre-built connections to popular business systems aggregate data in real-time, combine it with Five9 data, and coordinate functionality.

  • Visualise Performance in Real Time

    Pre-built visualisation widgets let you create dashboards with ease and share information in a way that’s intuitive and easily understood.

  • React Intelligently with Workflows

    Create intelligent, automated workflows to react in a coordinated manner across Five9 and other business systems in a visual, low-code environment.

  • SLA Compliance

    Prevent SLAs violations. Set up inbound communication with mandatory-response SLAs to receive notifications during off-hours via call, email, and SMS with forwarding to on-call resources.

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65% of respondents in companies with more than 1,000 employees rated streamlining operations as very important.
 

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Five9 Workflow Automation has given us the clear edge in every recent sales opportunity. At the end of the day we believe this solution is transforming the contact center as we know it.

Resources To Help You Get Started

Data Sheet

Five9 Digital Outreach

Automate follow-up when calls fail through email, SMS, or social to let your contacts know you missed them.

eBook

Reimagine Customer Experience with Workflow Automation

Automation is transforming the way contact centres connect with customers, paving the way for companies to reimagine customer experience.

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Five9 Workflow Automation

Five9 Workflow Automation lets you connect your Five9 Intelligent Cloud Contact Centre with other business systems to drive exceptional customer experiences.

Data Sheet

Five9 Proactive Notification

Automate omnichannel outbound communication to help your business create exceptional customer experiences.

Video

Five9 Workflow Automation

Connect your Five9 Intelligent Cloud Contact Centre with other business systems to drive exceptional customer experiences.

We’ll help you find the right strategy and products for your evolving business.

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Use real-time data collected from your customers to provide actionable insights for your agents and business.

Explore all our solutions

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Customer Experience

Connect to customers and solve their problems the first time.

Customer Experience

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Agent Empowerment

Empower your agents so they can focus on delivering a more human experience.

Agent Empowerment

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Business 
Agility

Manage your agents with empathy while delivering impact to the business.

Business Agility