Five9 setup
Campaigns, scripts and users configured before go-live.
- Inbound and outbound campaigns
- IVR scripts
- Skills and skill groups
- Users, roles and user profiles
Five9 setup & management
setup · admin · automation
Five9 Contact Centre Management
We set up Five9 campaigns, IVR scripts and skills routing for your contact centre, and manage them month to month.
- Five9 setup — Campaigns, scripts and users configured before go-live.
- Routing and campaigns — Calls routed by skill and campaigns set up to match.
- Ongoing management — Weekly admin as agents and demand change.
- Integrations — Five9 connected to your CRM and lead sources.
From $100 a month Month to month, no minimum term
Works with 
Routing to skill groups through IVR scriptsCampaign profiles hold advanced settingsRoles decide which Five9 apps a user opensUser profiles apply settings to groupsWritten scope and price before you start
What we do on Five9
Five9 setup, management and automation
Pick one of them or all of them.
Routing and campaigns
Calls routed by skill and campaigns set up to match.
- Skills-based routing through IVR scripts
- Campaign profiles
- Dispositions
- Tested with test calls
Ongoing management
Weekly admin as agents and demand change.
- User and skill changes
- Campaign and script updates
- Service-level reporting
- Monthly routing review
Integrations
Five9 connected to your CRM and lead sources.
- CRM connection
- Dispositions into your CRM
- List loading
- Integration monitoring
Onboarding
How we start on Five9
Including how access is granted in Five9.
-
Tell us what you need
Setup, routing, campaigns or ongoing management.
-
An administrator user
You create a user for us with the Administrator role, scoped by user profile where possible.
-
Build and test
Scripts and campaigns built and checked with test calls before go-live.
-
Handover or monthly management
With ongoing management, routing is reviewed monthly.
Real situations
When teams bring us in on Five9
Skills no longer match the agents
Agents keep skills they no longer have, so calls go to the wrong people.
What we doWe review skills and routing and update them whenever the team changes.
Launching a campaign takes days
Every new campaign means lists, dispositions and scripts set up from scratch.
What we doWe build campaigns and IVR scripts to a standard setup so launches are quick.
Five9 and the CRM disagree
Call outcomes in Five9 do not match what the CRM shows.
What we doWe map dispositions to CRM fields and check the sync regularly.
From Five9’s own documentation
- Skills routing Five9 routes inbound calls to skill groups through IVR scripts, with further campaign settings held in campaign profiles. Source ↗
Cost
Priced for the size of the operation
One monthly fee for Five9, with no minimum term.
From
$100/month
The starting price, for a small deployment. Scales with seat count and the number of queues.
Not included — so there are no surprises
- Your Five9 licences and telephony charges — billed to you directly
- Hiring or training agents
- Workforce management software
- A new CRM connection — quoted as a one-off project
Your price in writing within 2 working days.
Five9 limits
The Five9 limits that decide how it should be run
From Five9’s own documentation, with sources.
Five9 — documented limits
| Limit | Value | Applies to |
|---|---|---|
| Skills-based routing | IVR scripts routing to skill groups | Inbound campaigns source ↗ |
| Campaign profiles | Additional campaign settings | Advanced mode source ↗ |
| User roles | Administrator, Supervisor, Agent | Determine which applications a user can access source ↗ |
| User profiles | Roles, permissions and skills for groups of users | Plus default field layout source ↗ |
Checked September 2026. Plans change.
Free download
Why your calls go to spam: a 10-point check
Find out why answer rates are falling, and what to fix first, in about 20 minutes.
CRMs that integrate with Five9
Integrate Five9 with your CRM
Still typing call outcomes into your CRM? We connect Five9 to any of these 25 CRMs and sales tools once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Dialers
Aircall vs JustCall vs Kixie: choosing a dialer for a small team
How the three dial, who can do what, and how much each helps keep your numbers answerable, from each vendor's own documentation.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
Five9 management — common questions
How does skills-based routing work in Five9?
Inbound calls are routed to skill groups through IVR scripts, so a call reaches agents with the right skill. Skill membership has to be kept current as agents change teams.
What is a campaign profile in Five9?
In Advanced mode, additional campaign settings are defined in a campaign profile rather than on the campaign itself.
What do roles control in Five9?
Roles such as Administrator, Supervisor and Agent determine which Five9 applications a user can access.
What are user profiles in Five9?
User profiles apply roles, permissions and skills to groups of users at once, and control the default field layout and contact search conditions for the group.
How much does Five9 management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
