Holded integration

AI for Holded: customers and ERP context in your internal assistant

Connect Holded to Polp so teams can query contacts, customer context, and operational knowledge without switching tools.

Connect Holded with Polp See integrations

Holded connected

Recommended flow

Contacts

Customers

Commercial context

Connect selected business sources instead of exposing everything by default.

Keep answers traceable with sources and context from the original tool.

Combine integrations with uploaded PDFs, document permissions, feedback, and knowledge quality workflows.

For teams that already use Holded

Holded keeps important work moving. Polp adds a company knowledge layer so employees can ask questions, reuse context, and find the right source without opening several tools.

Operations can find procedures, records, and approved ways of working.
Sales and customer-facing teams can reuse context from proposals, contracts, and connected tools.
Admins can keep the knowledge base focused on sources that are useful to employees.

Why search alone is not enough

A file name or record list rarely explains the answer. Polp retrieves the relevant content and turns it into a sourced response that employees can check.

Semantic retrieval instead of relying only on exact titles or folders.
Short answers for employees who do not know where the information lives.
Signals that show which repeated questions should become better internal documentation.

Implementation

How it works in Polp

An administrator connects Holded from Polp.

The team selects the sources or records that should become knowledge.

Polp prepares the content so it can be used by the internal assistant.

Employees ask questions and receive answers with context and sources.

Frequently asked questions

Does Polp replace Holded?

No. Holded remains the system of record. Polp is the AI layer for querying, citing, and improving knowledge across your sources.

Who controls the integration?

Connection and availability are managed from Polp so the company can choose what is exposed to the assistant.

Request a demo

See whether Polp fits your real sources

Tell us where your knowledge lives and we will suggest which integrations to connect first.

Sources, permissions, and roles from the start.

Answers with cited documents.

Designed for non-technical teams.

Demo request

Tell us about your team

We will tailor the demo to your real documents and workflows.

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