Start in Five9
Five9 Agent and integrations browser routes under five9.com/clients.
Trellus for Five9Coach Five9 agents during live browser calls
Keep the campaign, routing, agent controls, and wrap-up workflow in Five9. Trellus recognizes browser calls and keeps useful contact and campaign context with the coaching session.
Where it works: Five9 Agent and integrations browser routes under five9.com/clients.
Five9Live call
Rep workspaceFive9 Agent and integrations browser routes under five9.com/clients
ConversationCall active
Trellus live coaching
Workflow illustrationThe displayed contact, phone number, campaign, and available session context stays close while the rep talks.
Start inFive9
Call withYour existing Five9 workflow
AddTrellus live coaching and context
Finish inFive9
Built around Five9
Keep the Five9 workflow. Add Trellus to the live call.
Reps stay in Five9 for the call itself. Trellus recognizes the live browser call, adds coaching, and keeps the visible contact details with the conversation.
Keep the current workflow
Continue using Five9 for campaigns, queues, routing, call controls, wrap-up, dispositions, callbacks, and the contact-center record.
Add Trellus coaching
Trellus keeps the displayed contact, phone number, campaign, and available session context with the live session and brings guidance into the conversation.
Rep workflow
From Five9 call to coached conversation
Start from the Five9 agent workflow
Join the assigned campaign or queue in the supported browser client.
Handle the call in Five9
Five9 controls the dial, connection, mute, hold, transfer, and end-call state.
Use Trellus coaching
Trellus attaches the available contact, phone, campaign, and session context to the supported live call.
Wrap up in Five9
Choose the required Five9 disposition, notes, and callback behavior in the native agent workflow.
During the call
Keep useful context beside the conversation
Trellus uses the displayed contact, phone number, campaign, and available session context from the live-call view.
- Contact name and phone number when shown
- Campaign name when the active Five9 session supplies it
- Selected Five9 disposition and visible interaction notes for Trellus session context
Good to know
Continue using Five9 for campaigns, queues, routing, call controls, wrap-up, dispositions, callbacks, and the contact-center record.
Continue using Five9 for campaigns, queues, routing, call controls, wrap-up, dispositions, callbacks, and the contact-center record.
A typical call
What this looks like for a rep
Nina receives the next contact from a Five9 campaign. Trellus keeps the displayed contact, phone number, and campaign with the coaching session while Nina handles the live conversation. She finishes the disposition and any callback work in the normal Five9 wrap-up flow.
Why teams add Trellus
Make each Five9 conversation easier to navigate
Keep the operating flow
Continue using Five9 for campaigns, queues, routing, call controls, wrap-up, dispositions, callbacks, and the contact-center record.
Add the Trellus coaching experience
Give reps live guidance and keep the displayed contact, phone number, campaign, and available session context close while the conversation is happening.
FAQ
Using Trellus with Five9
How does Trellus work with Five9?
Reps keep using Five9 for the call. Trellus recognizes the live-call view, adds coaching, and keeps the displayed contact, phone number, campaign, and available session context with the session.
Where does the integration work?
Five9 Agent and integrations browser routes under five9.com/clients.
What context appears in Trellus?
Trellus can keep the displayed contact, phone number, campaign, and available session context when those details are available on the active call view.
Where do call controls and follow-up live?
Continue using Five9 for campaigns, queues, routing, call controls, wrap-up, dispositions, callbacks, and the contact-center record.
See Trellus coaching on a Five9 call
Bring the Five9 browser workflow your reps use today. We will show how Trellus fits into a live conversation.
