Setting Up Telephony

1. Go to the 'User Profile' (Fig. 1).

Fig. 1. Opening ‘User Profile’

Open

1. Click the ‘Call Center Parameters Setup’ button (Fig. 2).

Fig. 2. Clicking the ‘Call Center Parameters Setup’ button

Open

1. Choose Five9 from the dropdown list and fill in the Extension and Login of your Five9 account. The click the ‘Save’ button (Fig. 3).

Fig. 3. Five9 parameters setup

1. Log out from Creatio. To do so click the Profile icon and choose ‘Exit’ from the dropdown list (Fig. 4).

Fig. 4. Logging out from Creatio

1. Then Log In to Creatio again.

How to set up Five9 Connector

Prerequisites

• Agent access to the Five9 Cloud Contact Center Software.

• The latest version of Java installed on the Agent’s PC.

Five9 adapter requires installation of additional utilities. They can be find here: Login | Five9 in Tools & Add-Ons section -> Installing the Softphone.

1. Open CTI panel and wait for the adapter initialization. Insert Username and Password to the appropriate fileds (Fig.1).

Fig. 1. Five9 adapter initialization

2. Choose a ‘Softphone’ from the Station type dropdown list and insert a station number to the appropriate field (Fig. 2).

Fig. 2. Setting of Five9 station

3. Choose audio input and output devices (micro and dinamics) in the Station Check and click the ‘Confirm’ button (Fig. 3).

Fig. 3. Choosing audio devices

4. The adapter set up is completed (Fig. 4).

Fig. 4. The completed set up of Five9 adapter

5. Reload the page after the successful setup.