Get Started with Five9

 

Getting Started is as Easy as 1-2-3:

Get Trained

The first step in the Five9 Getting Started process is focused on increasing your knowledge of the Five9 Virtual Call Center solution. We recommend that, prior to the first session with your Implementation Manager, you review the Administrator training available online from Five9 University. The Administrator training materials are an excellent introduction to the Five9 Virtual Call Center software's functions and capabilities.

 

What do I need to do?
Review the Administrator Training for Outbound Call Centers 100 minutes
This session instructs new Five9 Administrators on the steps required to configure the virtual call center for outbound campaigns.
Start
Review the Administrator Training for Inbound Call Centers 100 minutes
This session instructs new Five9 Administrators on the steps required to configure the virtual call center for inbound campaigns.
Start

 

Ready to start? To access the Administrator training materials, login and enter the user name and password provided to you. After login, select the Customer Support link. The Administrator training can be reached by selecting the Certification and Training link listed in the Online Training section in the right-hand column.


Install the Five9 Applications

After reviewing the Administrator training materials online, the next step in the Five9 Getting Started process is to install the Five9 applications. To get started, we suggest that you review the Getting Started Guide and follow the step-by-step instructions for installing the Five9 applications.

 

What do I need to do?
Access and review the Getting Started Guide Get step-by-step instructions for installing the Five9 applications
Get started installing the Five9 applications.
Start
Verify your installation of Java Verify that you have Java installed and that it is a supported version
Verify your Java Runtime Environment.
Start
Configure Your Personal Settings Configure your your email address, password and auto-login preferences
Get started defining your personal settings.
Start
Launch Five9 Administrator Launch the Five9 Administrator to start configuring your Five9 Virtual Call Center software
Install the Five9 Administrator application.
Start
Install the Five9 Agent application Install the Five9 Agent application to enable you to make and answer calls
Install the Five9 Agent application.
Start
Install the Five9 Supervisor application Install the Five9 Supervisor application to enable you to monitor and manage your Agents
Install the Five9 Supervisor application.
Start

 

Ready to start installing? To locate the Getting Started Guide, login to the Customer Portal, then select the Customer Support link. The Getting Started Guide is located in the Customer Documentation section in the right-hand column. 


Implement and Deploy

The final step in the Five9 Getting Started process is to design, implement and deploy your Five9 Virtual Call Center solution. Each Five9 Virtual Call Center software Implementation project is assigned a dedicated Implementation Manager from Five9's Professional Services team for the duration of the project. Your assigned Implementation Manager will be in contact you within 24 hours of you receiving your Getting Started email to kick-off your Implementation.

During the initial discussions, your Implementation Manager will gather your requirements and work with you to schedule your follow-on Implementation and Training sessions. During these follow-on sessions, your Implementation Manager will: 

  • Implementing your solution according to your requirements
  • Training you to use and administer your solution
  • Helping you verify it delivers the results you expect
  • Supporting you as you go live
  • Working with you to tune your solution for maximum results

What do I need to do?
Gather your requirements and call flows What do you want your Five9 Virtual Call Center software to do? Get ready for your Discovery session, have your key requirements ready so we can deliver your desired Customer Experience
Gather sample reports and metrics How do you measure your success today? Kick-start the Reporting conversation by having your current reports and metrics ready for Review
Define your implementation goals What are the key things that your Five9 Virtual Call Center software must deliver in order for you to be successful?

 

Haven't heard from us yet? If you haven't been contacted by Professional Services to begin your Implementation and it's been more than 24 hours since you received your Login Credentials please click here to email Five9 Implementation Services for help.