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Simple AI has built-in integrations with popular business platforms. These require minimal setup — connect your account, configure the integration, and your agents can start using it.

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Contact Center

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Five9

Five9 integration connects Simple AI with your Five9 contact center for call recording sync and live agent transfers. What you can do:
  • Call recording sync — automatically import call recordings from Five9 into Simple AI for analysis, transcription, and reporting
  • Live agent transfer — transfer calls from your AI agent to Five9 human agents, with full context passed through
  • Chat transfer — hand off chat conversations to Five9 agents when the AI cannot resolve the issue
Setup:
  1. Go to Settings > Integrations > Five9 in the Simple AI dashboard
  2. Connect your Five9 account credentials
  3. Configure which recordings to sync and how transfers should be routed

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Knowledge Base Imports

Simple AI can import content from your existing helpdesk platform so your agents have immediate access to your support content without manual re-entry.

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Zendesk

Import articles directly from your Zendesk Help Center into a Simple AI knowledge base. What you can do:
  • Automatically sync help center articles into a Simple AI knowledge base
  • Keep your agents up to date with the same content your support team uses
  • Use imported content alongside custom articles and uploaded files
Setup:
  1. Create a new knowledge base in the Simple AI dashboard
  2. Choose Import from Zendesk
  3. Enter your Zendesk subdomain (e.g., yourcompany for yourcompany.zendesk.com)
  4. Simple AI imports your published articles

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Kustomer

Import articles from your Kustomer knowledge base into Simple AI. What you can do:
  • Automatically sync knowledge base articles from Kustomer
  • Give your agents access to existing support documentation
  • Combine Kustomer content with other knowledge sources
Setup:
  1. Create a new knowledge base in the Simple AI dashboard
  2. Choose Import from Kustomer
  3. Enter your Kustomer subdomain (e.g., yourcompany for yourcompany.kustomer.com)
  4. Simple AI imports your articles

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CRM Integrations

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Salesforce

Connect Simple AI with Salesforce to keep your CRM in sync with call activity. What you can do:
  • Log calls and outcomes as activities in Salesforce
  • Sync contact and account data so your agents have context during calls
  • Trigger workflows in Salesforce based on call results
Setup: Contact your account team at support@usesimple.ai to set up the Salesforce integration. Configuration varies based on your Salesforce edition and the data you want to sync.

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Microsoft Dynamics 365

Connect Simple AI with Dynamics 365 to sync call data and contact records. What you can do:
  • Log call activity and outcomes in Dynamics 365
  • Look up contact and account details during calls
  • Keep your Dynamics records updated with the latest call data
Setup: Contact your account team at support@usesimple.ai to set up the Dynamics 365 integration.

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E-Commerce

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Shopify

Connect Simple AI with Shopify so your agents can access order, product, and customer data during calls. What you can do:
  • Order lookup — agents can look up order status, tracking numbers, and delivery estimates during a call
  • Customer lookup — pull up customer profiles, order history, and account details by phone number or email
  • Returns and exchanges — initiate returns or exchanges directly from a call based on your Shopify policies
  • Product information — answer questions about product availability, pricing, and variants
Setup: Contact your account team at support@usesimple.ai to connect your Shopify store. Configuration includes which data your agents can access and what actions they can perform.

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Communication and Notifications

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Slack

Send call summaries, alerts, and escalation notifications to your Slack workspace. What you can do:
  • Post-call summaries — automatically post call summaries, outcomes, and analyzer results to a Slack channel after each call
  • Escalation alerts — notify a channel or individual when a call needs human follow-up
  • Campaign updates — get notified when campaigns start, complete, or hit issues
  • Real-time alerts — trigger Slack messages based on call events like negative sentiment or failed transfers
Setup: Contact your account team at support@usesimple.ai to connect your Slack workspace and configure which channels receive which notifications.

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Microsoft Teams

Send call notifications and summaries to Microsoft Teams channels, and integrate with Teams telephony. What you can do:
  • Post-call summaries — automatically post call outcomes and key details to a Teams channel
  • Escalation alerts — notify your team when a call requires human attention
  • Telephony integration — route calls between Simple AI and Teams Phone System via SIP (see SIP Integration)
  • Agent handoff — transfer calls from your AI agent directly to a Teams user
Setup: Contact your account team at support@usesimple.ai to connect your Teams workspace. For telephony integration via SIP, see SIP Integration.

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Automation

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Zapier

Connect Simple AI to thousands of apps through Zapier without writing any code. What you can do:
  • Trigger Zaps from call events — start a Zapier workflow when a call completes, a tag is applied, or an analyzer extracts a specific result
  • Post-call workflows — automatically create CRM records, send emails, update spreadsheets, or notify your team after calls
  • Campaign triggers — kick off Zapier workflows based on campaign outcomes
  • Connect to any app — Zapier supports thousands of apps, so you can connect Simple AI to tools that do not have a native integration
Common Zap examples:
  • Call completes → create a HubSpot contact with call details
  • Negative sentiment detected → send an email to the support manager
  • Analyzer extracts a qualified lead → add a row to Google Sheets
  • Call tagged “follow-up needed” → create a task in Asana or Monday.com
Setup: Contact your account team at support@usesimple.ai to set up the Zapier integration. Once connected, you can build Zaps using Simple AI triggers and actions in the Zapier dashboard.

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SMS and Messaging

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Attentive

Connect Simple AI with Attentive for SMS marketing event tracking. What you can do:
  • Track custom events from call outcomes in Attentive
  • Trigger SMS marketing flows based on call results
  • Sync user and phone number data between Simple AI and Attentive
Setup: Contact your account team at support@usesimple.ai to configure the Attentive integration.

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Requesting New Integrations

If you need an integration that is not listed here, reach out to your account team or contact support@usesimple.ai. Simple AI’s HTTP tool system also lets you connect to any service with a REST API without waiting for a native integration.