Workflow Automation

Consistently deliver extraordinary customer experiences.

Five9 Workflow Automation lets you connect your Five9 Intelligent Cloud Contact Center 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.

Visualize Performance in Real Time

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


  • Dashboards and wallboards
  • Pre-built data visualizers
  • Share visualizations 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 center as we know it.

Carlos Eduardo Leite

Solution Director, Nuveto

Resources To Help You Get Started

Data Sheet

Five9 Workflow Automation

Improve decision-making with a single view of operational performance in real time across multiple systems.

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Data Sheet

Five9 Operational Intelligence

Boost organizational alignment and agility with a unified, real-time view of your contact center’s performance.

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Data Sheet

Five9 Proactive Notification

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

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Data Sheet

Five9 Digital Outreach

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

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Data Sheet

Five9 Social Engagement

Respond intelligently to social media mentions to create positive business outcomes and exceptional experiences.

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

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Learn more about how Five9 helps you deliver a more human experience through your agents and our business applications.

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Customer Experience

Exceed your customers’ expectations on their channel of choice.

Customer Experience

Agent Empowerment

Empower your agents to deliver a more human experience.

Agent Empowerment


Streamline contact center operations and provide exceptional customer experiences.

Business Agility