Jira

Create, search, and manage Jira issues.

The Jira integration enables your agent to create, search, and manage Jira issues for task tracking and project management.

Connecting Jira

Prerequisites

• A Jira Cloud account with appropriate permissions
• Project management permissions in PolyAI

Connection steps

1. Go to the Integrations page in Agent Studio
2. Find Jira and click Connect
3. Select an environment (Sandbox, Pre-release, or Live)
4. Click Connect new account
5. Authenticate with your Atlassian account via OAuth
6. You’ll be redirected back to PolyAI automatically

Available actions

Issue management

Action	Description
Create Issue	Create a new issue with summary, project, issue type, description, assignee, and more
Update Issue	Update an existing issue’s fields such as summary, status, assignee, and description
Get Issue by Key	Retrieve details of a specific issue using its key (e.g., TEST-1234)
Search Issues	Search issues using structured filters
Search Issues by JQL	Search issues using a JQL query string
Update Any Issue	Update an issue using a flexible schema for custom fields

Project and schema

Action	Description
List Projects	List Jira projects accessible to the authenticated user
Get Issue Types by Project	List available issue types for a given project
List Issue Types	List all available issue types
Get Issue Statuses by Project	List available issue statuses for a project
List Assignees by Project	List users who can be assigned issues in a project
Describe Action Schema	Get the expected input schema for creating or updating a specific issue type

Enabling actions

Reference Jira actions in your agent’s prompts — either enable all actions or select specific ones. See the Zoom integration for detailed examples of this pattern.

Example use case

Ticket creation from calls:

You are a support agent. When a customer reports a bug:
1. Search for existing Jira issues that match the problem
2. If none exist, create a new issue with the customer's description
3. Provide the issue key to the customer for tracking

Troubleshooting

Issue	Solution
Integration not appearing	Verify the feature is enabled for your account and you have project management permissions
Agent can’t access projects	Check that Jira is connected for the correct environment and the account has project permissions
OAuth errors	Ensure pop-ups are not blocked, clear browser cache, or try a different browser

Support

For additional help, contact PolyAI support.