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Engage · Self-Service & Engagement

Where AI and people meet every customer, on every channel.

AI agents and human agents work together across voice, web chat, SMS, email, WhatsApp and video, with context carrying forward when the conversation changes, escalates or needs a person. One omnichannel customer engagement solution, built by voice experts since 2001.

Listening Sentiment: Positive Intent: Detected
Best next response, drafted in real time

Trusted by leading enterprises across every industry

Capabilities

See what better engagement looks like in the moments that matter.

Follow a customer interaction from first contact through resolution and see where AI, people and channels work together along the way.

AI Agents Step 1 of 4 · Sarah’s journey

Resolve, not just respond

  • Self-service that actually gets things done. Five9 combines conversational, multi-step automation across voice and digital channels to resolve complex requests, not just send customers somewhere else.

  • Escalation without starting over. Built-in AI-to-human handoff keeps context intact, so agents can step in without making the customer begin again.

  • Your model strategy can change. Your workflows don’t have to. FlexLM lets you run Google, OpenAI, Anthropic or your own model and switch providers without rebuilding from scratch.

  • Let AI do more before handing off. Tool calling and multi-agent orchestration resolve complex, multi-turn requests and bring in a live agent only when human judgment is needed.

Explore AI Agents
● Voice call · AI Agents
AI · Memory check
Voice AI Agent
Great — thank you very much!
Voice AI Agent
Voice AIMemoryTool calling
Channels Step 2 of 4 · Sarah’s journey

One conversation, across every channel

  • More control where every millisecond matters. Five9 owns its carrier-grade voice infrastructure end to end, rather than licensing or reselling it, for greater control over quality, reliability and performance.

  • Your customer experiences one brand. Your channels should work like one. Voice, SMS, email, web chat, WhatsApp and video come together on one platform, so the experience stays connected as customers move between them.

  • The next channel shouldn’t mean the next platform. Open APIs let you connect new digital channels without rebuilding your CX stack.

  • When seeing the problem is faster than describing it. Move from a call to video, co-browse or screen share without losing context along the way.

Explore Channels
● Voice call · Channels
AI · Memory
✓
Voice AI AgentYou're all set — email and text have been sent. Anything else I can help with today?
Unified memoryEmailSMS
Agent Assist Step 3 of 4 · Sarah’s journey

Real-time help, on every desktop

  • Captured live, not after the fact. Real-time transcription turns conversations into usable context as they happen, without a separate transcription tool.

  • Wrap-up stops eating agent time. Intent, key details and outcomes are captured automatically, so agents spend less time writing notes after the interaction.

  • Coaching that arrives in time to matter. Guidance appears during the interaction, while the agent can still act on it, not after the conversation is over.

  • One screen, not five tabs. Transcription, AI Assist and customer context come together in one purpose-built agent workspace.

Explore Agent Assist
● Web chat · Agent Assist
AI · Sentiment detectedFrustration rising — escalating to a human agent with full context
AI Agent→Human Agent
Genius AI · Suggested for agent
Human Agent
Thanks for taking care of that!
AI · Sentiment resolvedCustomer sentiment: positive
TranscriptionSummariesKnowledge
Outbound Step 4 of 4 · Sarah’s journey

More conversations, not more dials

  • Reach the right customers at the right moment. Segment audiences, prioritize outreach and keep campaigns moving across proactive service, renewals and revenue opportunities.

  • Spend more time connecting, less time dialing. Predictive, progressive and power dialing help teams reach more customers without simply adding more attempts.

  • One campaign across every channel. Coordinate renewals, win-back and payment reminders across channels instead of running disconnected one-off blasts.

  • Compliance is built into the campaign. TCPA, FDCPA and GDPR controls are embedded in the dialing workflow, not added as an afterthought.

Explore Outbound
● Running · Campaign Manager
0%Connect rate
0%List scrub
0Active campaigns
AI · List scrub & match
Human Agent
TCPA-compliantPredictivePreview
Customer Results

Real outcomes that you can measure.

See how Five9 customers are turning their best outcomes into stronger performance across more interactions.

Retail · Consumer

Omaha Steaks

Holiday demand was pushing Omaha Steaks' contact center to the limit, across every channel customers turned to. Five9 helped it scale from 200 to more than 1,500 seasonal agents, automate payments, cut average wait time and protect $2.4 million in holiday sales, without losing a single conversation along the way.

Five9 gives us the flexibility and efficiency to meet customers where they are, without delay.

— Omaha Steaks
Red and white packaging of Omaha Steaks.
70%
Reduction in wait times
Order confirmed Payment verified Sentiment: Delighted
Loyal customer — fast-track for the holidays
Telecommunications · Mobile

TruConnect

Nearly every interaction required a live agent, and TruConnect's legacy system couldn't scale. Five9 gave agents real-time transcription, summaries and guidance the moment a conversation needed a person, cutting after-call work by 40%.

The integration of Five9 AI Agent Assist and Voice AI agents has had a profound impact on our business and supports our key corporate objectives of operational efficiency, customer satisfaction, and revenue growth.

— TruConnect
Woman talking on the phone while standing by a large window in a bright, modern room.
40%
less aftercall work
Issue: Identified Transcript: Live Agent guidance: Ready
Giving the agent the answer before the customer has to repeat the problem
Healthcare · Diagnostics

Lumexa Imaging

Manual dialing was capping how much revenue Lumexa Imaging's patient outreach could generate, and agents couldn't keep up with the volume. Five9 now handles 75% of outbound calls automatically, driving a 24% higher conversion rate and $4 million in additional revenue.

Five9 Auto Dialer has enabled us to realize a 24% higher conversion rate of appointment revenue capture. This equates to $4M in additional revenue that we would not have realized without Five9.

— Lumexa Imaging
A healthcare professional reassures a patient in a medical setting.
$4M
Untapped Revenue
Patient: Reached Appointment intent: Confirmed Next opening: Found
Turning outreach into a booked appointment
Financial Services · Credit Union

MSU Federal Credit Union

A static phone tree and an on-premises system couldn't keep pace with MSU Federal Credit Union's growth. Five9 AI Agents now route members to the right team faster, while an AI chat assistant handles 75% of chat volume. Call abandonment has nearly halved.

Their platform has allowed for integrations that have increased self-service for our members, driven member satisfaction, and increased employee productivity and engagement. Five9 is a true partner in the success of our organization.

— MSU Federal Credit Union
A woman and a man share a smartphone, smiling, with coffee mugs on a wooden table.
48%
drop in call abandonment 
Request: Understood Identity: Verified Self-service path: Available
Resolving the request now — no agent needed

Why Five9

Why Engage on Five9

The hard part isn’t adding more ways to connect. It’s making every interaction feel connected when AI, people and channels all have a role. With Five9, that continuity is built in. We were built for the hard part.

Built by voice experts

Voice isn’t another channel bolted on later. Five9 has run cloud contact centers since 2001, with owned voice infrastructure spanning 140+ countries.

Intelligence at the ready

Not a separate window to dig through, not a generic model trained on someone else's CX. It's already there, already learning from your own interaction history, ready the moment an agent needs it.

Open by design

Build around what works for you. Connect the models, channels and systems your CX depends on through an open platform and partner ecosystem.

Go deeper

Build the engagement experience your customers need.

Bring together the tools to engage customers across channels and give agents the support they need when they step in.

FAQ

Frequently asked questions about Five9 Engage

Common questions about self-service, AI Agents, and omnichannel engagement on Five9.

  • Five9 Engage is the self-service and engagement layer of the Five9 Genius CX Platform. It combines AI Agents, IVAs and human agent tools across voice, digital and video channels, carrying context forward as a conversation moves between channels, AI and people.

  • An IVA (Intelligent Virtual Agent) follows scripted, NLP-based conversation flows for structured, high-volume journeys. AI Agents go further, using multi-step reasoning to handle complex, open-ended requests and take action across systems, with a warm handoff to a human agent when needed.

  • Five9 Engage supports voice, SMS, email, web chat, WhatsApp, video and social — plus IVR and outbound campaigns — all orchestrated from one platform instead of bolted-on point solutions.

  • Five9 Agent Desktop Plus is a simple, user-friendly agent interface. It brings real-time transcription, AI Agent Assist and case context into a single screen, so agents don't have to switch tools mid-interaction.

  • Five9 Advanced Campaign Manager builds TCPA compliance safeguards into the dialer, list, and campaign engine for predictive, progressive and power dialing.

Smarter CX With Every Interaction

Ready to meet every customer, on every channel?

See how AI and human agents work together across voice, web chat, SMS, email, WhatsApp and video, giving your customers the right kind of help wherever and whenever they need it.