AI Customization Platform
What is Ply and what can I build with it?
Ply is a no-code platform that lets you build custom features directly inside your existing apps. You can add custom buttons, interfaces, AI solutions, smart forms, and more to the tools your team already uses. These features can help you accelerate workflows, deliver contextual experiences, and embed powerful capabilities where your users already work (for example, inside Gmail, Zendesk, HubSpot, Intercom, Airtable, Salesforce, and other apps).
What types of features can Ply add for customers and for internal teams?
For customers, Ply enables features that enhance the outside-in experience—dynamic forms that deliver answers, data-based routing, real-time AI-assisted interactions, and embedded experiences for leads, onboarding, self-service, and checkout.
For internal teams, Ply lets you add features into the apps your team uses (Gmail, Zendesk, HubSpot, Intercom, Airtable, Salesforce, etc.), including dedicated interfaces and contextual playbooks that run based on your business logic. You can deploy and update these features across your team’s tools at scale while using per-user credentials where needed.
What core platform capabilities does Ply provide?
- An almighty builder for custom features
- Context and data-aware interfaces
- Mini-apps that run inside existing apps
- Integrations with your current tools
- Table processing for data operations
- Event mapper for event-based workflows
- API access for custom integrations
- AI code assistant to help build AI-enabled flows
- Advanced logic and subflows for complex workflows
- Setup options, including per-user connections
- Authentication flows and email interactions
- I-Async (asynchronous processing) support
How does Ply access data when I click a button in an app?
When you click a button added to an app, Ply automatically gets data about the item you’re currently on, enabling actions and responses that are contextual to that item.
How does Ply handle security and data protection?
Ply is designed with security in mind, featuring a serverless, end-to-end encrypted architecture and measures to minimize data exposure. It provides granular permissions through role- and space-based access control, and supports per-user connections to run actions using each user’s credentials. Ply is built to support secure collaboration across teams.
Where is data hosted and how is data protected in transit and at rest?
- Data at rest is encrypted with AES.
- Data in transit uses TLS 1.2.
- The platform is hosted on AWS, with security measures appropriate for enterprise workloads.
- The service includes protections such as a Web Application Firewall (WAF) and DDoS protection.
- It emphasizes serverless architecture and end-to-end encryption to minimize data exposure.
What security certifications and compliance does Ply have?
Ply maintains:
- SOC 2 Type II audit
- ISO 27001 certification
- CSA STAR principles
- GDPR compliance
These certifications and practices reflect ongoing security assessments and strong data protection standards.
How are access control and permissions managed in Ply?
Ply provides granular permissions with role- and space-based access control, along with role-based access control (RBAC). It supports:
- Synced groups to automate permissions by mapping roles from your apps
- Per-user connections to use each user’s credentials when running steps
- User matching to map users across apps with cross-app ID matching
What authentication options exist today, and what is planned for SSO?
Today, Ply supports per-user connections that use your users’ credentials when running actions. SAML SSO and directory synchronization are planned features to enhance authentication and user management in the future.
How can teams deploy new or updated features across apps?
Ply supports remote deployment of new and updated features into your team’s apps at scale, enabling you to keep workflows current without manual rework in each integrated app.
What integrations does Ply support?
Ply works with a range of familiar tools and apps, including Gmail, Zendesk, HubSpot, Intercom, Airtable, Salesforce, and Ply-specific enhancements like Ply for HubSpot. You can explore all integrations within the platform to see current supported connectors.
