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.

Integrations have pre-configured operations for commonly used capabilities of each integration’s API. In some cases, you can add to or modify the available operations to suit the needs of your agent and the scope of your integration.

Telephony

Call routing, transfers, and live agent handoffs.

SIP trunk

Connect any SIP-capable platform

Forward your number

Forward an existing number to a new PolyAI number

Five9

Multi-tenant SIP trunk for call routing and management

NICE CXone

Integrate using the Signal API

Twilio

Buy a number or connect your Twilio account

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

Zoom

Zoom Phone and Zoom Contact Center

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, Webex, or Five9

WhatsApp is also available in Agent Studio.

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 Agent Studio.

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 Agent Studio.

Healthcare

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

Epic

Connect to Epic EHR for patient data access

Cerner (Oracle Health), eClinicalWorks, ModMed, NextGen, and Raintree are also available in Agent Studio.

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 Agent Studio.

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 Agent Studio (DNI pooling, PCI Pal, Stripe, and others), see the Managed services section.

Related pages

APIs

Define custom HTTP APIs for any platform

MCP

Connect MCP servers for automatic tool discovery

Managed services

Integrations managed by the PolyAI team