5-Minute Quick Start

Step 1: Check Your Email

When a task needs you, Five9 sends you an email.

Look for subject: "A new task requires attention"

The email shows:

• Customer name and phone
• What they need
• A link to claim the task

Step 2: Click the Link & Claim

1. Click the link in the email
2. You'll see the task details page
3. Click "Claim Task" button (top of page)

Done. The task is now yours.

Step 3: Read the Summary

After claiming, you'll see:

• AI Summary - What the customer needs (read this first)
• Conversation history - What's already been said
• Customer info - Name, phone, address

Step 4: Contact the Customer

Look at the bottom right corner of your screen.

Click "Text Message" to expand options:

• Call - For most tasks
• Text - Quick questions
• Email - Detailed info

Choose one and contact the customer.

Step 5: Complete the Task

After helping the customer:

1. Add a note - What happened, what was resolved
2. Check off sub-tasks - If there are any
3. Click "Complete" or "Close" button

You're done. Next email, next task.

That's It!

You now know enough to handle your first task.

Need more detail? → First Task Walkthrough

Something went wrong? → Emergency Quick Fixes