Skip to main content
Connecting to Five9

Guide on how to integrate and connect Five9 data to Echo AI

Emiliano Colosimo avatar
Written by Emiliano Colosimo
Updated over a week ago

Integrating Echo AI with Five9 is a straightforward process. Follow these steps to ensure a smooth integration:

Requirements

  1. Basic Authentication: Five9 requires basic authentication through HTTPS requests and valid credentials.

  2. Administrator Credentials: Five9 requires the credentials to be those of an administrator.

Steps to Integrate

  1. Create a Dedicated User:

    • Log into Five9 and create a dedicated administrator user for Echo AI. This user should have the VCC Administrator role and the appropriate permissions. This step is optional but highly recommended.

  2. Share the Credentials:

    • Securely share the username and password of the newly created admin user with the Echo AI team*. This information is necessary for Echo AI to integrate with Five9.

By following these steps, you can successfully integrate Echo AI with Five9, ensuring secure and efficient communication between the two platforms.

* If you do not have the means to share securely, we recommend using the Virtru email extension to securely share the required credential information.

Important Information

  • Five9 recommends that you create several administrator users reserved for the Web Services if you plan to send multiple concurrent requests. Otherwise, if you try to use the same username and password for multiple concurrent requests, your requests are denied, and you receive an exception.

  • The administrator user must have the VCC Administrator role. Be sure to set the appropriate permissions for each administrator.

This article is based on the Five9 documentation, which can be found here. Please note that the details provided may change at any time.

Did this answer your question?