Finesse Operations for Cisco Contact Center (CCEFIN) – 3 Days

Sunset Learning Exclusive

This 3-day course is a hands on experience that covers Cisco Finesse for both UCCX and UCCE. The installation and configuration of Cisco Finesse will be covered and many hands-on labs will demonstrate how to customize the desktop for agents and supervisors using the built in functions of the Cisco Finesse Administrative interface. Beyond that you will learn and implement how to deploy and use custom 3rd party or in house gadgets to make the Cisco Finesse exactly what you need.

Course Information

Price: $3,299.00
Duration: 3 days
Certification: None
Learning Credits:
Course Delivery Options

Check out our full list of training locations and learning formats. Please note that the location you choose may be an Established HD-ILT location with a virtual live instructor.

Train face-to-face with the live instructor.

Access to on-demand training content anytime, anywhere.

Attend the live class from the comfort of your home or office.

Interact with a live, remote instructor from a specialized, HD-equipped classroom near you. An SLI sales rep will confirm location availability prior to registration confirmation.

All Sunset Learning dates are guaranteed to run!



Basic familiarity with Contact Centers.


Target Audience:

  • Those wanting to customize the Agent and Supervisor desktop out of the box solution
  • IT support staff that need to be able to troubleshoot the Finesse Server and interfaces
  • Administrators that want to use the basic tools to customize Cisco Finesse


Course Objectives:

  • Cisco Finesse Basics
  • Basic Finesse Customization
  • Gadgets
  • The REST API
  • Troubleshooting


Course Outline:

Finesse Overview

  • Finesse Basics
    • What is Finesse
    • Supported OS and Browsers
    • Versions Supported
    • Components of Finesse
  • Finesse Architecture
    • The Finesse Server
    • The Connections to the Finesse Server
    • Finesse Client Connections
  • Finesse Failover
    • Failover Mechanisms
    • CTI Failure
    • AWDB Failure
    • Finesse Server Failure
    • Finesse Browser Issues
    • Finesse IP Phone Failure
  • Finesse Out of the Box
    • Logging into Finesse as an Agent
    • The Finesse Agent Interface
    • Logging into the Supervisor Interface
    • The Finesse Supervisor Interface

Basic Finesse Customizations

  • Administration Interface Tour
  • Phone Books
  • Screen Pops
  • Reason Codes
  • Wrap up Codes
  • Desktop Layouts
    • Adding CUIC live Data
    • Adding CUIC Gauges and Charts
    • Task Overview
    • CUIC Tasks
    • Finesse Admin Tasks
  • Workflows
    • Web Browser Pops
    • API Actions
      • Recording Calls
      • Post Call Survey 3


  • Dashboards vs Reports
  • Customizing a Report to add to Finesse
  • Setting Permissions on a Customized Report
  • Limitations of Live Data Reports in 12.0
  • Permalinks and how they are used to add a report to Finesse


  • Gadgets Overview
  • Cisco Sample Gadgets
  • Uploading Gadgets to the Finesse Server
  • Adding Gadgets to the Desktop Layout

Rest API

  • The Finesse REST API
  • The Finesse REST API Structure
  • Using the Finesse API from the CLI
  • Adding API Elements to a Web Site

3rd party Solutions

  • Examples of Third-Party Apps (2Ring?)

Troubleshooting Finesse

  • Troubleshooting Finesse Server
  • Collecting Trace Files
  • Finesse Errors

Lab Outline

  • Introduction to Finesse Agent and Supervisor Interfaces
  • Cisco Finesse Admin Basics
  • Layout Lab
  • Workflows
  • Adding a Live Data Report to Cisco Finesse
  • Loading 3rd Party Custom Gadgets
  • Using the REST API
  • Integrating Task Routing into a Web Interface
  • 3rd Party Tour
  • Troubleshooting Finesse