Integrations | PolyAI Platform

Connect PolyAI to telephony, CRM, payments, and knowledge platforms. Your agent can hand off to live agents, look up reservations, create tickets, and retrieve knowledge articles during calls.

All integrations listed here are available from Integrations in Agent Studio.

Self-serve integrations

A self-serve integration set powered by Paragon, plus any MCP server you bring. Connect them from Integrations in Agent Studio and call them from a tool or flow step.

Microsoft 365

Outlook, Calendar, Mail, and Users actions.

Zoom

Schedule, update, and look up Zoom meetings.

Zendesk

Self-serve CRM lookup and ticket creation.

Slack

Post notifications and look up users or channels.

Web search

Bring up-to-date public results into a conversation.

Custom MCP

Plug in any MCP server you control.

Telephony

Call routing, transfers, and live agent handoffs.

Five9

Multi-tenant SIP trunk for call routing and management

NICE CXone

Integrate using the Signal API

Twilio

Flex contact center integration with handoffs

Amazon Connect

Voice agent integration with Amazon Connect

Genesys

Connect via Genesys Cloud BYOC

Zendesk Talk

Route calls and hand off to agents via SIP

Dialpad

Voice automation with Dialpad

Chat

Text-based messaging channels and CCaaS handoff.

SMS

Send and receive text messages

Chat handoff

Hand off webchat and SMS to Salesforce, Zendesk, NICE CXone, Amazon Connect, Genesys, or Webex

WhatsApp is also available in the Studio UI.

CRM

Caller context, ticket management, and customer data lookup.

Salesforce CRM

Access customer records and manage cases

Zendesk CRM, HubSpot, and Microsoft Dynamics 365 are also available in the Studio UI.

Hospitality

Look up, create, and modify reservations during calls.

OpenTable

Restaurant reservation management

Tripleseat

Capture event and large party leads automatically

HotSOS

Automate room service and maintenance requests

Cendyn is also available in the Studio UI.

Healthcare

Electronic health record (EHR) systems for scheduling and patient data.

Epic

Connect to Epic EHR for patient data access

ModMed, athenaOne, Cerner (Oracle Health), and Raintree are also available in the Studio UI.

Knowledge

External knowledge sources for article and answer retrieval during calls.

Gladly

Pull articles from your Gladly knowledge base

Zendesk Knowledge Management, Salesforce Knowledge Management, and Azure AI Search are also available in the Studio UI.

MCP

Any external tool that exposes an MCP server. Agent Studio discovers available functions automatically.

MCP integrations

Add MCP servers and manage tool access

Don’t see your platform?

Build a custom integration using the APIs tab. Define HTTP endpoints, configure per-environment base URLs and authentication, and call them from Python functions using conv.api.

For integrations not available in the Studio UI (Custom SIP, PCI Pal, Stripe, and others), see the Managed services section.

APIs

Define custom HTTP APIs for any platform

MCP

Connect MCP servers for automatic tool discovery

Managed services

Integrations managed by the PolyAI team