# A CRM note you can defend

- A defendable note names the surface, the list, and the gap. Surface: Plus, prebuilt, toolkit, or bookmark. List: the API CRM names, the UC names, or the WFO actions. Gap: anything from an admin guide that did not open, marked confirm, with no URL and no guessed field.
- The API page says integrations can often be done with minimal coding. Often and minimal are the page's words. They are not a project estimate. The desktop page's single screen is the agent experience it describes, not a count of browser tabs this lab measured.
- Name the surface and the list
- Leave unread features blank

## Sources and go deeper

- [APIs and SDKs](https://www.five9.com/platform/integrations-and-ecosystem/apis-and-sdks). vendor. last checked 2026-10.
- [Agent Desktop](https://www.five9.com/platform/self-service-and-engagement/agent-desktop). vendor. last checked 2026-10.
- confirm. Project size is not on the API page. Minimal coding is their phrase, not an estimate. last checked 2026-10.