The Five9 Troubleshooting Checklist for Management

Written By Yerika Ramirez (Super Administrator)

Updated at May 27th, 2025

Management:

 

Step 1: Verify that Agent has completed all Troubleshooting below

  • Browser Troubleshooting
  • Agent Rebooting Computer is allowed
    • To avoid any disruption to coverage or productivity, we ask that any restarts during working hours be approved by management first.
    • That said, feel free to reboot your computer outside of working hours as needed, doing so won’t interfere with your ability to take calls. 
  • Confirm that the uptime screenshot reflects proper requirements
    • A fresh reboot means the uptime should be from the same day, usually under 1 hour if the screenshot was taken soon after login.
    • It should not show something like 1 day, 2 days, or longer.

Step 2: Complete Internet Troubleshooting

  • Confirm internet service is functional if not conduct standard internet troubleshooting. 
  • If using Wi-Fi, Five9 will not function reliably, the employee must switch to an ethernet connection.
  • If already using an ethernet connection, make sure the ethernet cable is working.
  • Confirm Performance requirements
    • Check internet speed
      • Google “internet speed test
  • Ensure that your internet speed matches the indicated below
    • One person working at home + no one downloading things at home during work hours:
      • Upload: 10 MBPS
      • Download: 30 MBPS
    • More than one person working from home and/or someone might be downloading things from home during work hours:
      • Upload: 20 MBPS
      • Download: 100 MBPS

Step 3: Consult the resources below & ensure that you action any applicable troubleshooting

 

Step 4: Complete the Issue Template & Submit IT Ticket

  • Open a ticket via Service Now using the template below.
  • CC both [Copy Yourself to have visibility] and Yair on the ticket.
  • Include the completed template in the body or as an attachment.

 

Step 5: Track Recurring Issues

  • Ask the affected agent to document at least three additional examples (with timestamps and screenshots).
    • Screenshots need to be of the full screen, not just the error message. So technical teams can have as much context as possible. 
  • These examples should be forwarded under the same ticket to provide evidence of ongoing issues.

 

Step 6: Escalation & Monitoring

  • IT will review the case and verify settings.
  • If necessary, they will engage Five9 Support and may install a tracking tool on the agent’s computer to gather logs.

 

Five9 Issue Reporting Template

Identification

 

Agent Name:

 

Supervisor/Manager Submitting Ticket:

 

SIP Phone Extension Version: (On the top right side of the web browser there is a puzzle icon, that is where the extension is, click on it & then search for Five9 Extension>click on the 3 dots>Manage Extension>view version)

 

   

3. Description of the Issue

 

Date/Time of Last Occurrence:

 

Frequency of Issue: (e.g., "3 times a day every day", "once a day", etc.)

 

Issue Summary: (Brief description of what’s happening)

 

Caller ID (if applicable)

 

Screenshot of full screen including error message: (Attach screenshot)

 

Other Team Members Affected: (Yes/No. If yes, specify how many and names if possible)

 

Are You Using VPN?: (Yes/No)

 

Location: (Home / Office / Both)

 

Browser Used: (e.g., Chrome, Firefox, Edge)

 
 

 

Actions Taken

 

Steps Already Taken to Troubleshoot: (e.g., restarted browser, cleared cache, rebooted computer, tried different network, etc.)

 

Issue continues after reboot: (Yes/No)

 

 

Once the ticket is submitted, please continue to collect and send at least 3 more examples of the issue with full timestamps and screenshots to help establish the frequency and support IT/Five9 in troubleshooting.