Follow the steps below to integrate Five9 Agent Desktop Toolkit Plus to your CRM web page
Add iframe with Five9 Adapter inside your page
<iframe src="https://app.five9.com/clients/integrations/adt.main.html?f9crmapi=true&f9verticalthreshold=300px" style="position: relative; height: 500px;width: 100%"></iframe>
Load Five9 CRM SDK inside your page
<script type="text/javascript" src="https://app.five9.com/dev/sdk/crm/latest/five9.crm.sdk.js"></script>
Implement CrmApiCallbacks callbacks for search , screen pop and saveLog functionality
//define callbacks
const crmApi = window.Five9.CrmSdk.crmApi();
crmApi.registerApi({
getAdtConfig: () => {
const config = {
providerName: 'Demo CRM ADT adapter',
myCallsTodayEnabled: true,
myChatsTodayEnabled: true,
myEmailsTodayEnabled: true,
showContactInfo: false
};
return Promise.resolve(config);
},
search: (params) => {
const crmObjects = [{id: "123", label: "Contact", name: "Joe", isWho: true, isWhat: false, fields:[{displayName: "Company", value: "ABC"}]}];
return Promise.resolve({crmObjects: crmObjects, screenPopObject: crmObjects[0]});
},
saveLog: (params) => {},
screenPop: (params) => {},
getTodayCallsCount: () => {
return Promise.resolve(77);
},
getTodayChatsCount: () => {
return Promise.resolve(77);;
},
getTodayEmailsCount: () => {
return Promise.resolve(11);;
},
openMyCallsToday: () => {},
openMyChatsToday: () => {},
enableClickToDial: () => {},
disableClickToDial: () => {}
});
Use CrmApi methods to send events to Five9 adapter
crmApi.click2dial({click2DialData: {clickToDialNumber: "9250000111"}});