Platform / MCP server

New · Released November 2026

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Run your contact center from Copilot, Claude or ChatGPT

Connect Palera to the AI assistant your team already uses and to any AI agent you want to run, whether you built it or a third party did. Standardized on one AI model? Keep it. The AI stays yours: Palera passes instructions to and from it and keeps the conversation record.

We connect your AI live on the call. Start read-only, revoke anytime.

Palera MCPBeta
Copilot is requesting access

Through Palera MCP, your AI tool will be able to:

  • Set up clients, projects and campaigns
  • Manage AI and human agents, with live alerts to your AI agents
  • Build reports on Palera's own metrics
  • Read and update the conversation record
Access will be limited to:
northwind-health · 3 campaigns
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Learn more about Palera MCP
Works withMicrosoft CopilotClaudeChatGPTGeminiAny MCP-compatible AI agent

The AI you already pay for can run your contact center. It just couldn't reach it safely. Until now.

Use the Copilot, Claude, ChatGPT or other AI you already have a contract with, or plug in an AI agent from one of Palera's integrated partners.

What you get

Your AI does the work. Your team gets the time back.

Connect your assistant once, then run Palera by asking. Here is what changes for your floor.

Launch campaigns in minutes, not weeks

Describe the client, campaign and cadence in plain language and it's built. No tickets, no admin backlog, no waiting on IT.

Stop mistakes before customers see them

Manage AI and live agents in one place, and send your AI agents live alerts the moment policy or priorities change.

Get answers without a BI team

Ask for any metric and get a finished table or chart on Palera's own definitions. No PowerBI, no analyst queue, no spreadsheet exports.

Never get locked into one AI vendor

Bring any vendor's agent or your own, and switch when a better one comes along without losing a single conversation of history.

No customer repeats themselves

Every AI and live agent sees the full history across channels before it speaks, so handle time drops and CSAT goes up.

Say yes to AI without the compliance risk

Every action is limited to the clients and fields you name, and logged in one audit trail you can hand to a client or regulator.

Book a 30-minute MCP setupWe connect your AI live on the call. Start read-only, revoke anytime.

Just ask

Set up a campaign in one message

Your managers describe what they want. The assistant does the setup in Palera, step by step, and every step lands in the audit log.

  • Clients, campaigns and cadences
  • Agent assignments and AI agent channels
  • Reports on demand, saved back to Palera
Book a 30-minute MCP setupSee it set up your first campaign, live.
M365 Copilot
New chat
Search
Library
Create
Agents
Notebooks
Palera Connected
Set up a new campaign for Northwind Health: enrollment follow-up, call then text, three attempts over five days. Put the AI voice agent on first contact.
Used Palera
Done. Here's what I set up in Palera:
  • Campaign Northwind · Enrollment follow-up created
  • Cadence: call, text, call over 5 days
  • AI voice agent assigned to first contact
  • Live agents: enrollment team, 6 people
Which agent had the best contact rate last week?
Used Palera
AgentContact rate
AI voice agent61%
Maya Chen58%
Jordan Ellis52%
Message Copilot+

Your AI stays yours

Standardized on one AI model? Keep it.

Many enterprises are required to work in one model. Palera doesn't replace it or train it. Your AI does the AI work. Palera sends it instructions, acts on the instructions it sends back and keeps the conversation record.

  • Your model, your terms, your data agreements
  • Switch AI vendors without losing the history
  • One record across every AI and human agent
Your AI
Your model, under your contract
Instructions→
←Actions and answers
Palera
Keeps the conversation record
VoiceSMSChatWhatsAppSocial

Governance

Built for the reality of contact center data

Scoped per clientNothing is reachable by default.
PII redacted or tokenizedBefore it leaves the record.
Recordings on short-lived linksNever handed over as files.
Every action auditedA log you can hand a regulator.
Zero retention, no trainingYour data never trains a model.
TCPA controls on the recordConsent and calling rules enforced.
Audit logLive
TimeAgentActionScope
10:42:07CopilotCreated campaignnorthwind
10:42:09CopilotAssigned AI voice agentnorthwind
10:44:31AI voice agentRead customer timelinenorthwind
10:45:02ClaudePulled contact-rate reportnorthwind
10:47:18Third-party agentDenied: outside scopeacme
Independently audited and certifiedThe MCP server runs on the same platform your conversations already run on.
SOC 2 Type II
HIPAAHealth data protected
FERPA
Book a 30-minute MCP setupStart read-only. Revoke access anytime.

How it fits

One connection between your AI and your contact center

Your AI tools connect to the Palera MCP server. The server checks scope, logs the action and works on Palera directly. Nothing is exported and nothing is copied.

Your AI
CopilotAssistant
Claude or ChatGPTAssistant
Third-party AI agentVoice, chat or SMS
Your own AI agentBuilt in-house
Palera MCP server
✓ Scoped to each client
✓ Personal data redacted
✓ Every action logged
Palera
Clients and campaignsSet up and run
AI and live agentsManage, score, alert
Reports and dashboardsPalera's own metrics
Conversation recordEvery channel, one timeline

How it works

Four steps, and none of them is a data migration

1

Connect

Point your AI at your Palera endpoint and authorize it. Standard protocol, no custom integration.

2

Scope

Choose which clients, campaigns, channels and fields it can reach. Nothing is reachable by default.

3

Work

It sets things up and pulls the record it needs in real time, mid-conversation if needed.

4

Audit

Every request is logged: which agent, what it asked for, what came back and when.

EK

"Every platform I ran promised to connect a customer's conversations across channels. None of them did, and it cost me business. We built the MCP server so whichever AI you choose works from that one record, under your rules."

Eric Kades · Founder and CEO, Palera. On the phones since 1996.

If you are a BPO

You or your client brings the AI agents.
You control the conversation.

Give your AI agents, or the ones your client brings, governed and scoped access while the record stays on your platform. Whoever manages the AI agents keeps the customer.

Why BPOs run Palera →

Questions

Do I have to move or copy my data?

No. That is the point. The record stays in Palera and the AI agent reads it in place through the MCP server. There is no export, no restructuring, no vector store to keep in sync, and no second copy of regulated data for you to defend.

Which AI agents can connect?

Any agent that speaks MCP, which is the standard most AI platforms are adopting. That covers Palera-partnered agents and agents your own team built. Palera remains the system of record whichever you choose, so switching later costs you a vendor rather than your history.

Can a connected agent see another client's conversations?

No. Access is scoped per client and nothing is reachable by default. You name the clients, campaigns, channels and fields each connection may read, and every request against that scope is logged.

What happens to personal data and call recordings?

Personal data is redacted or tokenized before it leaves the record. Recordings are never handed over as files; they are served through short-lived secure links that expire, so access cannot be forwarded or retained.

Will my conversations be used to train someone's model?

No. Connected models run under zero-retention, no-training terms. Your conversations are read to answer a request and are not kept or learned from.

How is this different from an API?

An API is something your developers build against. MCP is a standard an AI agent already speaks, so connecting one is configuration rather than a project. It also carries the scoping, redaction and audit rules with it, which a raw data export cannot.

Book your 30-minute MCP setup

On one call, we will:

  • Connect your AI assistant or AI agent to Palera
  • Scope it to one client, with personal data redacted
  • Set up your first campaign live, by asking
  • Turn on the audit log so you can see every action

Start read-only. Revoke access anytime. No change to your current AI contract.

Security and compliance

Audited, compliant and recognized.

Microsoft Copilot and Microsoft 365 Copilot are trademarks of Microsoft Corporation. Claude is a trademark of Anthropic, PBC. ChatGPT is a trademark of OpenAI. Gemini is a trademark of Google LLC. All other trademarks belong to their respective owners. Palera is not affiliated with, sponsored by or endorsed by these companies.