> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://poly-ai.ferndocs.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://poly-ai.ferndocs.com/_mcp/server.

# Integrations

> Connect PolyAI to your existing platforms: telephony, CRM, payments, and knowledge systems.

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](/integrations/mcp/mcp-integrations) you bring. Connect them from **Integrations** in Agent Studio and call them from a [tool](/agent-studio/tools/overview) or [flow step](/agent-studio/flows/overview).

#### Microsoft 365

Outlook, Calendar, Mail, and Users actions.

#### Zoom

Schedule, update, and look up Zoom meetings.

#### [Zendesk](/integrations/crm/zendesk-talk)

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](/integrations/mcp/mcp-integrations)

Plug in any [MCP server](https://modelcontextprotocol.io) you control.

## Telephony

Call routing, transfers, and live agent handoffs.

#### [Five9](/integrations/telephony/five-9)

Multi-tenant SIP trunk for call routing and management

#### [NICE CXone](/integrations/telephony/nice-c-xone)

Integrate using the Signal API

#### [Twilio](/integrations/telephony/twilio)

Flex contact center integration with handoffs

#### [Amazon Connect](/integrations/telephony/amazon-connect/overview)

Voice agent integration with Amazon Connect

#### [Genesys](/integrations/telephony/genesys)

Connect via Genesys Cloud BYOC

#### [Zendesk Talk](/integrations/crm/zendesk-talk)

Route calls and hand off to agents via SIP

#### [Dialpad](/integrations/telephony/dialpad)

Voice automation with Dialpad

## Chat

Text-based messaging channels and CCaaS handoff.

#### [SMS](/agent-studio/voice/message-templates)

Send and receive text messages

#### [Chat handoff](/agent-studio/integrations/chat-handoffs/overview)

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](/integrations/crm/salesforce)

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](/integrations/hospitality/open-table)

Restaurant reservation management

#### [Tripleseat](/integrations/hospitality/tripleseat)

Capture event and large party leads automatically

#### [HotSOS](/integrations/hospitality/hot-sos)

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](/integrations/healthcare/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](/integrations/knowledge-base/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](/integrations/mcp/mcp-integrations)

Add MCP servers and manage tool access

## Don't see your platform?

Build a custom integration using the [APIs tab](/agent-studio/integrations/overview). 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](/integrations/managed-services/overview) section.

## Related pages

#### [APIs](/agent-studio/integrations/overview)

Define custom HTTP APIs for any platform

#### [MCP](/integrations/mcp/mcp-integrations)

Connect MCP servers for automatic tool discovery

#### [Managed services](/integrations/managed-services/overview)

Integrations managed by the PolyAI team