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    The Five9 Troubleshooting Checklist for Management

    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.

     

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