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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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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.

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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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Workflow Automation
Savings Calculator

Want to learn how workflow automation can help you save money and improve agent productivity and process consistency?

Just provide some basic metrics for an automation opportunity in your contact centre and our savings calculator will do the rest.

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  • Pre-built data and functional integrations
  • Real-time data aggregation
  • Add integrations with APIs or webhooks


  • Dashboards and wallboards
  • Pre-built data visualisers
  • Share visualisations via URL or email


  • React to events in real time
  • Intricate, multistep actions
  • Cross-system workflows

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 centre as we know it.

Carlos Eduardo Leite

Solution Director, Nuveto

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.


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.


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.

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Customer Experience

Customer Experience

Connect to customers and solve their problems the first time.

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

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Business Agility


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

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