> ## Documentation Index
> Fetch the complete documentation index at: https://docs.poly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 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 **Configure > Integrations** in Agent Studio.

<div className="simplified-only">
  ## Self-serve integrations

  A self-serve integration set powered by Paragon, plus any [MCP server](/integrations/mcp) you bring. Connect them from **Configure > Integrations** in Agent Studio and call them from a [tool](/tools/introduction) or [flow step](/flows/introduction).

  <CardGroup cols={3}>
    <Card title="Microsoft 365" icon="microsoft">
      Outlook, Calendar, Mail, and Users actions.
    </Card>

    <Card title="Zoom" icon="video">
      Schedule, update, and look up Zoom meetings.
    </Card>

    <Card title="Zendesk" href="/integrations/zendesk" icon="ticket">
      Self-serve CRM lookup and ticket creation.
    </Card>

    <Card title="Slack" icon="slack">
      Post notifications and look up users or channels.
    </Card>

    <Card title="Web search" icon="globe">
      Bring up-to-date public results into a conversation.
    </Card>

    <Card title="Custom MCP" href="/integrations/mcp" icon="plug">
      Plug in any [MCP server](https://modelcontextprotocol.io) you control.
    </Card>
  </CardGroup>
</div>

## Telephony

Call routing, transfers, and live agent handoffs.

<CardGroup cols={3}>
  <Card title="Five9" href="/integrations/voice/sip/five9" icon="headset">
    Multi-tenant SIP trunk for call routing and management
  </Card>

  <Card title="NICE CXone" href="/integrations/voice/sip/NICECXone" icon="headset">
    Integrate using the Signal API
  </Card>

  <Card title="Twilio" href="/integrations/voice/twilio" icon="phone">
    Flex contact center integration with handoffs
  </Card>

  <Card title="Amazon Connect" href="/integrations/voice/amazon-connect" icon="aws">
    Voice agent integration with Amazon Connect
  </Card>

  <Card title="Genesys" href="/integrations/voice/sip/genesys" icon="headset">
    Connect via Genesys Cloud BYOC
  </Card>

  <Card title="Zendesk Talk" href="/integrations/zendesk" icon="headset">
    Route calls and hand off to agents via SIP
  </Card>

  <Card title="Dialpad" href="/integrations/voice/dialpad" icon="phone">
    Voice automation with Dialpad
  </Card>
</CardGroup>

<div className="full-only">
  ## Chat

  Text-based messaging channels.

  <CardGroup cols={3}>
    <Card title="SMS" href="/sms/introduction" icon="message">
      Send and receive text messages
    </Card>
  </CardGroup>

  WhatsApp and Salesforce Chat are also available in the Studio UI.
</div>

## CRM

Caller context, ticket management, and customer data lookup.

<CardGroup cols={3}>
  <Card title="Salesforce CRM" href="/integrations/salesforce" icon="cloud">
    Access customer records and manage cases
  </Card>
</CardGroup>

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

## Hospitality

Look up, create, and modify reservations during calls.

<CardGroup cols={3}>
  <Card title="OpenTable" href="/integrations/opentable" icon="utensils">
    Restaurant reservation management
  </Card>

  <Card title="Tripleseat" href="/integrations/tripleseat" icon="champagne-glasses">
    Capture event and large party leads automatically
  </Card>

  <Card title="HotSOS" href="/integrations/hotSOS" icon="bell-concierge">
    Automate room service and maintenance requests
  </Card>
</CardGroup>

Cendyn is also available in the Studio UI.

## Healthcare

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

<CardGroup cols={3}>
  <Card title="Epic" href="/integrations/epic" icon="hospital">
    Connect to Epic EHR for patient data access
  </Card>
</CardGroup>

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.

<CardGroup cols={3}>
  <Card title="Gladly" href="/integrations/gladly" icon="comments">
    Pull articles from your Gladly knowledge base
  </Card>
</CardGroup>

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.

<CardGroup cols={3}>
  <Card title="MCP integrations" href="/integrations/mcp" icon="plug">
    Add MCP servers and manage tool access
  </Card>
</CardGroup>

<div className="full-only">
  ## Don't see your platform?

  Build a custom integration using the [APIs tab](/api/introduction). 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) section.
</div>

## Related pages

<CardGroup cols={3}>
  <Card title="APIs" icon="code" href="/api/introduction">
    Define custom HTTP APIs for any platform
  </Card>

  <Card title="MCP" icon="plug" href="/integrations/mcp">
    Connect MCP servers for automatic tool discovery
  </Card>

  <Card title="Managed services" icon="handshake" href="/integrations/managed-services">
    Integrations managed by the PolyAI team
  </Card>
</CardGroup>