Five9 LabA student's open lab: learning and sharing, free for everyone.

CRM and CTI

Plus and a prebuilt adapter share a technology story

Named adapters, the CTI API, and the Salesforce and ServiceNow details this check would not guess.

Learn it in 5 minutes

CRM and CTI integrations ยท practice ยท 12 min full read

The desktop page says that whether you deploy Agent Desktop Plus or a pre-built CRM integration, you get the same underlying technology. It also describes the Agent Desktop Toolkit as REST APIs, reference UIs, and other tools to embed agent functionality in a custom CRM or another CRM.

Same technology is not the same screen. Plus is the Five9 screen. A prebuilt integration is the CRM screen. The toolkit is how you embed. Say which of the three you are looking at.

Name the surfacePlusOne Five9 screen.AgentCRMOr the CRM's own screen.AgentToolkitREST APIs and referenceUIs.BuilderSameThe page says theunderlying technologyReaderSplitThe screens are stilldifferent objects.ReaderSayThe design names whichone.Reader

Pick one.

Worked example

Label the desk

Write Plus, prebuilt, or toolkit under the picture.

  1. One label
  2. No bookmark called an adapter

The label matches the page's three stories.

Plus and a prebuilt integration, per the desktop page,
The toolkit includes
Embedding into a custom CRM is
Same technology means the screens are identical. True or false?
A URL bookmark is

Sources and go deeper

Ecosystem

Glossary. Default queue: Where a Skill Transfer with no skill goes, per the community article. Skill Transfer functions

Sister technologies. Cisco, Avaya, or Asterisk gateway. Gateway-to-gateway over internet, VPN, or Direct Connect. Not a UCCX importer. Technical requirements PDF

Config. Write Plus, prebuilt, or toolkit under the picture.

Troubleshooting. Agents are clicking a saved URL. Use the true name.

Cross-platform bridge. A mapping to another PBX or contact center is a teaching bridge. It is not an import button.

Future hook. The guide's cloud endpoint stays unset. Confirm before relying on a dated catalog or a case-study number.

Back to CRM and CTI integrations