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

# Overview

> Connect Cara to the tools you already use and leverage AI to search and maintain your records

Cara connects with AMS and CRM platforms to bring policy, client, and task data into one place — so AI can better support your workflows and your tools stay in sync.

### How integrations work

To access integrations, click [Settings](https://app.getcara.ai/app/settings) at the bottom of the Cara sidebar and navigate to [**Integrations**](https://app.getcara.ai/app/settings/integrations). You’ll see all the available integrations, as well as ones that you have already set up.

When you click an integration, you'll be prompted to enter your credentials and set up how you want Cara to sync data to your system. Cara will also periodically read certain data from the integration to keep her knowledge up to date.

### How integrations are used

Cara automatically reads from and writes to integrations when needed. In addition, you can use Cara to read from and write to integrations on-demand.

Here are the ways in which integrations can be used by Cara (depending on the capabilities of each integration – limitations are noted on each integration's documentation page):

* Cara **automatically looks up and references customer information** based on the incoming caller's phone number when handling a phone call.
* Cara **automatically logs calls** handled by [Voice AI](/communication/voiceai) to your AMS or CRM, if enabled. This includes the caller's information, call summary, transcript, and recording URL.
* Cara **automatically creates tasks** from services requests created as a result of a Voice AI phone call or an [Email AI](/communication/emailai) thread forwarded to Cara.
* Cara can be told to **explicitly search for or summarize** client information in the Copilot or Email AI.
* Cara can be told to **explicitly write tasks, notes, and documents** to a particular client's account in the Copilot or Email AI.

<Note>
  If you're on the BASIC plan and need an AMS integration, contact [support@getcara.ai](mailto:support@getcara.ai) to upgrade.
</Note>

### Get started with integrations

Cara currently supports native integrations with:

<CardGroup cols={2}>
  <Card title="AgencyZoom" href="/integrations/agencyzoom">
    Read  accounts, tasks, notes, and policies. Write tasks and accounts.
  </Card>

  <Card title="EZLynx" href="/integrations/ezlynx">
    Read applicants and policies via CSV or API.
  </Card>

  <Card title="AMS360" href="/integrations/ams360">
    Read accounts, contacts, policies, notes, and documents. Write accounts, notes, tasks, calls, and documents.
  </Card>

  <Card title="Hawksoft" href="/integrations/hawksoft">
    Read accounts and policies. Write notes, tasks, calls, and documents.
  </Card>

  <Card title="NowCerts Momentum" href="/integrations/momentum">
    Read accounts, policies, and documents. Write tasks, notes, calls, and documents.
  </Card>

  <Card title="Applied Epic" href="/integrations/appliedepic">
    Read accounts, contacts, and policies.
  </Card>

  <Card title="HubSpot" href="/integrations/hubspot">
    Read contacts. Write calls and tasks as engagements or tickets.
  </Card>

  <Card title="Zapier" href="/integrations/zapier">
    Trigger Zaps from accounts, calls, tasks, notes, and documents.
  </Card>
</CardGroup>
