Workspace discovery
Example prompts:
- “Which Quo numbers can I use, and who is assigned to each one?”
- “Find Jamie’s user ID and show the inboxes assigned to them.”
Messages and conversations
Choose the correct send tool
Bulk message modes
send-bulk-messages accepts one of two input modes:
- Same message: Provide
toas an array of 2–40 phone numbers andcontentas the message sent to every recipient. - Personalized messages: Provide
messagesas an array of 2–40 objects, each containing that recipient’stophone number andcontent.
messages with to or content, and include each recipient only once. Use send-message when sending to one person.
All three send tools:
- Require a
fromnumber that belongs to the connected Quo workspace. The tool accepts its E.164 number orPN…phone-number ID. - Accept message content up to 1,600 characters.
- Use prepaid messaging credits and count as API-powered messages. See API pricing.
- Cannot undo or recall a message after it is sent.
- “Show me yesterday’s messages across the support inbox and summarize the open questions.”
- “Draft a reply to +14165550100, but ask me to approve it before sending.”
- “Send this service notice privately to these 12 customers so none of them can see the other numbers.”
- “Send each attendee their own confirmation time from this list as a private message.”
Calls and voicemail
Voicemail processing is asynchronous. If a voicemail has an
in-progress status, its duration, transcript, and recording URL may be empty; retry after processing completes. A missed call with no voicemail is still returned.
Call and message results include activity IDs (AC…). Multi-contact results can also include conversation IDs (CN…). Use these IDs to link a follow-up task to the exact call, message, or conversation.
Example prompts:
- “What calls did we miss yesterday, and which callers left a voicemail?”
- “Summarize this week’s completed call transcripts for the sales inbox.”
- “Find Pat’s call from this morning and create a task linked to that call.”
Contacts
Phone numbers are normalized to E.164. Email values must be valid email addresses.
Example prompts:
- “Look up the contact with +14165550100 and show their custom fields.”
- “Create a contact for Priya Shah at Northwind, then show me the new contact ID.”
- “Clear the outdated role on this contact without changing any other field.”
Tasks
When creating a task, use the most specific link available:
- Use an
activityId(AC…) for one particular call or message. - Use a
conversationId(CN…) for the whole thread with a contact. - Use an inbox number or
PN…ID only when the task is not about a specific activity or conversation.
update-task can update the title and description together as one change. Assignment, unassignment, due-date changes, completion or reopening, and conversation linking or unlinking are separate change types.
Example prompts:
- “List the open tasks and show who each is assigned to.”
- “Create a follow-up task for tomorrow linked to this missed call and assign it to Alex.”
- “Mark task
TK…complete.”
Fetch modes and pagination
The fetch tools can search a specific contact deeply or discover activity across an inbox broadly.One contact
SetparticipantPhoneNumber to query one contact.
fetch-messages,fetch-call-transcripts, andfetch-missed-callsreturn up to 100 matching records per page.- If the response includes a next-page token, call the same tool with the same filters plus
pageToken. - A
pageTokencan be used only whenparticipantPhoneNumberis set.
Whole inbox
OmitparticipantPhoneNumber to discover active conversations across the inbox.
fetch-messagesreturns up to 10 in-window messages per contact across up to 50 contacts. It flags contacts with more messages so the client can re-query that contact in one-contact mode.maxResultsapplies to one-contact message queries and is ignored by the whole-inbox message view.- Call tools aggregate matching calls across discovered participants, up to the requested result limit.
- If a response indicates that older conversations remain, continue discovery with the returned
conversationPageToken.
Dates, times, and phone numbers
- Pass
createdAfter,createdBefore, and task due dates as ISO 8601 datetimes withZor an explicit offset, such as2026-08-21T14:00:00-04:00. - Fetch results use UTC timestamps. A client should convert relative requests such as “yesterday” from the user’s local timezone to the corresponding UTC range, then present results in the user’s timezone.
- Use E.164 for external phone numbers, such as
+14165550100. International numbers are supported. - When a tool accepts an inbox, use either its E.164 number or its
PN…ID. Runlist-inboxesto discover valid values.