Quo AI: How 5 features work together to save you time

As a small business owner, you’ve probably been in the middle of something when a potential customer calls. 

Whether you’re a hair salon owner squeezing in clients back-to-back, a real estate agent driving between showings, or running a home repair business from the field, it’s inevitable. And by the time you listen to voicemails and call back, the lead has already moved on.

Quo, formerly OpenPhone’s, AI features remove the hurdle of “not enough hours in the day.” From an AI voice agent that picks up when you can’t, to call summaries that make it easier to follow up, here’s how Quo AI saves you time and helps you win more customers.

How Quo AI works

Quo is a business phone system that brings calls, texts, and contacts into one platform. AI works across every conversation, capturing details, surfacing insights, and handling tasks for you. 

Here’s how to make the most out of Quo’s AI features.

1. Never miss a call with AI voice agent Sona

Every missed call is potentially lost revenue. And if you’re a small team, you can’t always get to the phone — especially after hours or when you’re with another client.

Sona is an AI voice agent from Quo. As an AI voice answering service, it answers calls around the clock, handles common questions using your business information, and captures caller details. It can even transfer calls to your team when someone needs to talk to a human. Using conversational AI, Sona responds naturally, so your callers get the help they need quickly.

After every call, a summary is stored in the customer’s conversation inbox so nothing falls through the cracks.

Check out Sona in action

Lucid Bots, a Charlotte-based AI robotics company that builds cleaning drones, uses Sona to support customers after hours. Check out this video to see how Quo has supported Lucid Bots’ customer support team. 

💡Pro tip: Always disclose to your customers that they are talking to an AI voice agent. Don’t try to “trick” them into thinking they are talking to a human. If you don’t make it clear upfront that they’re talking to a voice agent, it can leave a bad impression once they realize it.

Example script: “Hi, I’m Sona, an AI voice agent for [company name].”

How to set up Sona

Getting started takes just a few minutes. Add your business information, set instructions for how Sona should handle different jobs, like qualifying leads or booking appointments, and integrate it into your call flow. 

For a full walkthrough, check out Quo’s Sona setup guide or watch the video below:

Sona pricing

Sona is an add-on to any Quo plan. It uses tier-based pricing, so you only pay for what you use and can easily scale as your call volume grows.

	Tier 1	Tier 2	Tier 3	Tier 4	Tier 5
Sona tiers	Free	$25 per month	$49 per month	$99 per month	$199 per month
Included credits	1,000 credits/10 calls	4,000 credits/40 calls	10,000 credits/100 calls	25,000 credits/250 calls	60,000 credits/600 calls
Overage rate per credit	$0.01	$0.0075	$0.0065	$0.0055	$0.0045
Overage rate per call	$1.00	$0.75	$0.65	$0.55	$0.45

2. Follow up faster with call summaries and transcripts

Following up after customer calls is critical, but it’s also time-consuming. If you have to listen to a full call recording or scroll through a lengthy transcript, it eats into time you could spend calling the customer back — or talking to the next customer.

Quo’s AI call summaries give you the key takeaways and next steps from every call. Time-stamped transcripts let you jump to the most relevant parts of a conversation without replaying the entire recording.

You can also send summaries and transcripts directly to your CRM. Quo integrates directly with CRMs like Jobber, HubSpot, and Salesforce. You can also build custom workflows with Zapier, Make, or Quo’s API.

Call summaries and transcripts in action

Pink’s Windows is a window cleaning franchise with 75+ locations. They use Quo to automatically log AI call summaries and transcripts to Jobber. Any team member can get up to speed on a customer’s history in seconds, and managers can review past conversations without being on the call. 

On average, each manager at Pink Windows saves up to five hours a week using Quo’s shared inboxes and AI features. Across all locations, that adds up to more than 375 hours saved weekly.

How to enable call transcripts and summaries

Call transcripts and summaries are enabled by default on Quo’s Business plan, which starts at $23 per user per month. To disable or re-enable them:

1. Go to Settings and Phone numbers.
2. Select the specific phone number.
3. Go to the Call assistant section, then find the Transcribe and summarize calls setting.
4. Toggle on or off as needed.

3. Boost efficiency with call tags

When you’re fielding dozens of customer calls a day, it’s hard to spot patterns. Which complaints keep coming up? Where are you losing potential revenue? Do customers call in with the same questions over and over?

AI call tags automatically surface these patterns. Quo categorizes your calls based on the context of each conversation, like customer sentiment, complaints, or new leads. You can customize tags for each phone number in your Quo account based on what’s important to your business. 

Once you set up call tags, you can quickly filter your call history based on tags — which is much easier than reading through call summaries or transcripts. You might even spot common issues you can solve with changes to your business, like adding an FAQs section to your website.

Call tags in action

Environment Control, a Tucson-based janitorial and facility services company, uses call tags to quickly identify important conversations. In addition to speeding up daily workflows, call tags help their managers improve communication with their team by providing clear context for each call.

How to add call tags

Call tags are available on Quo’s Scale plan, which starts at $35 per user per month.

Enabling the feature:

1. Navigate to phone number settings for the inbox you want to configure.
2. Go to the Call assistant section and click Enable.

Creating custom tags:

1. Go to the AI call tags settings page.
2. Click Add Tag.
3. Name your tag and change the tag icon.
4. Add an optional description up to 500 characters to help guide how the AI applies it.

4. Stay organized with AI contact suggestions

If you ever talk to a customer and don’t have the full context, it can be an awkward conversation. Scrambling for information makes it hard to meet customer service expectations.

For many companies, contacts are disorganized or not saved in any centralized system. Teams spend way too much time tracking down the details they need.

In Quo, AI contact suggestions automatically detect details like a caller’s first and last name, company, and role. That information is saved to your contacts so you can identify incoming callers and personalize conversations more easily. 

For example, a home services business could recognize a repeat customer who called three months ago. Instead of answering the call with a generic, “How can we help you?” the company could say, “Good to hear from you again, Jerry.”

How to manage contact suggestions

AI contact suggestions are enabled by default for all Business plan customers. If you’d like to adjust this setting:

1. Navigate to Settings and Contacts.
2. Toggle Contact suggestions on or off.

5. Unlock automations through Quo’s MCP

When you’re working in the field or juggling customer appointments, it isn’t always practical to pick up your phone or respond to a text. 

Quo’s Model Context Protocol, or MCP, connects your phone system with AI platforms like Claude or ChatGPT. Once connected, these platforms can pull your messages, contacts, and call transcripts — and take actions on your behalf. 

A few example prompts you can use once Quo is connected to Claude or ChatGPT:

• Send bulk messages: “Send this update to the entire team: Job starting at 8 a.m. today at 1455 Pine Street.”
• Send a text: “Text (713) 222-7788 from my (713) 138-4875 number: Running 5 minutes late.”
• Analyze message patterns: “Pull my last 100 messages from +1 (713) 555-1234 and summarize: what questions do potential clients ask most?”
• Check recent messages: “Show my last 10 texts with +1 (832) 555-0134.”

How to connect Quo to Claude or ChatGPT

To integrate Quo with an AI assistant, you’ll need to generate an API key first. This key proves you own the account and enables the connection.

Get your API key

1. Log in to Quo with owner or admin access.
2. Go to Settings and API.
3. Click Generate API key.
4. Give it a descriptive name, like “Claude Integration.”
5. Copy the key — you’ll need it during setup.

For Claude users

Requires a paid Pro or Team Claude plan

1. Open Claude and go to Admin Settings and Connectors.
2. Click Add custom connector.
3. Name it Quo.
4. Paste this URL: https://mcp.quo.com/sse.
5. Click Connect.
6. Paste your API key when prompted, then click Authorize Access.

For ChatGPT users

Requires ChatGPT Plus or Pro. Note: Custom connectors must be set up from chatgpt.com — not the mobile or desktop app.

1. Open ChatGPT and go to Settings and Apps.
2. Turn on Developer mode under Advanced settings.
3. Click the Create button at the top of the Apps page.
4. Name it Quo.
5. Paste this URL: https://mcp.quo.com/sse.
6. Set Authorization as OAuth.
7. Complete the setup and paste your API key when prompted.

How Quo AI features work together

AI features in Quo are a complete intelligence system on top of your business phone. 

Let’s say a new customer calls your landscaping business at 7 p.m. on a Tuesday, and you’re not available to answer. Here’s what would happen in Quo:

1. Sona picks up, answers their questions about your services, and captures their caller details.
2. AI contact suggestions automatically save that information to your contacts. 
3. The call summary logs the key points and next steps. 
4. Call tags help you prioritize new leads across dozens of conversations.
5. If you’re already heading to a job site, you can use MCP to send a quick follow-up text without pulling out your phone.

Yes, each AI feature in Quo will save you time. But the real value lies in how everything works together — not five standalone tools.

Get started with Quo AI

Every small business wonders how hard it is to set up a new tool or specific features. In Quo, call summaries, transcripts, and AI contact suggestions are automatic. 

You also don’t need to “train” any of Quo’s AI features. Just add your business information for Sona, set your call tag preferences, and you’re set. Configuration only takes a few minutes.

None of these features is meant to replace your team or the personal touches you provide to your customers. They simply handle the busywork so you can give customers your full attention.

Ready to give Quo a try? Sign up for a free seven-day trial and see how AI features can work for your business.