- Five9 setup — configure a Campaign (Five9’s queue equivalent) that agents can log into.
- Artemis project configuration using the tenant name, campaign name, and auth mode from Five9. Set it as the default Agent Transfer route.
Campaign = Five9’s queue. Five9 uses “Campaign” — specifically an Inbound Campaign — as its routing/queue construct, the same role a “queue” plays in Genesys or Salesforce. It is not a marketing or outbound-dialing campaign. Agents log into a Campaign to receive routed interactions, and Artemis checks that Campaign for logged-in agents before creating a transfer.
- Authentication modes: The integration supports two auth modes —
anonymous(authenticates using only the tenant name, no stored Five9 user credentials, recommended default) andsupervisor(authenticates using a dedicated Five9 username and password). Each transfer performs a fresh authentication against Five9; Artemis does not cache or reuse tokens across conversations. - Agent availability check: Before creating a conversation, Artemis checks whether any agent is logged into the configured Campaign. If none are available, the transfer is blocked and the end user sees: “We are currently unable to service your request. Please contact us during normal business hours.” The conversation then continues with the bot.
Prerequisites
- Access to Five9 VCC Admin for your tenant.
- Supervisor auth only: a dedicated Five9 user (username and password) created in Five9 VCC Admin > User Management.
- Artemis project access with permission to open Project > Integration, and Project Settings > Agent Transfer.
Five9 setup
For more details on the setup steps, refer to the Five9 documentation for Admin Console > Create Inbound Campaigns ↗.- Log in to Five9 VCC Admin.
- Create a new Inbound Campaign:
- Go to Campaigns > Add Campaign.
- Configure the campaign settings, ensuring it is enabled for chat/messaging.
- Note the exact Campaign Name.
- Log in at least one agent to the campaign:
- Go to Users > User Management.
- Select an agent and log them into the campaign.
Configure the Connection in Artemis
- Go to Project > Integration > Agent Desktop > Five9.
- Select Connect. The Connect Five9 configuration dialog opens.
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Configure the following fields:
- Click Create Connection.
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Use the Five9 integration for Agent Transfer routing:
Go to Project Settings > Agent Transfer > Default Routing > Connection and select the integration.
Verify the connection
- In Five9, make sure at least one agent is logged into the configured Campaign — otherwise the transfer will be blocked with the “unable to service your request” message.
- Trigger an agent transfer in a test conversation in your Artemis project.
- Open the Five9 agent desktop and accept the incoming interaction.
- Confirm that messages sent from the test conversation appear on the agent side, and that agent replies appear back in the Artemis conversation.
Troubleshoot integration issues
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