Quo

I have to admit it: I'm a little obsessed with our newest feature in Quo. With our MCP beta, you can now ask questions about your Quo data in plain English, and let ChatGPT or Claude handle the rest. The Model Context Protocol (MCP) server is a secure bridge between your Quo account and Claude or ChatGPT. So you can ask: • "What are the top 10 reasons why prospects do not buy?" • "What is the most common question customers ask?" • "What do our customers love most about our product?" And your AI assistant searches your actual call transcripts, text messages, and conversation history to give you answers based on your real data. But it goes beyond data analysis. You can also send texts, push bulk messages, and create new contacts, all from the same chat. And my favorite part: You can have it up and running in < 3 minutes. I demonstrate this with Claude in the video below, but the ChatGPT setup is very similar. I can't wait to see all the ways Quo customers put this integration to work 🙂 ps - To learn more (or set it up for yourself), visit: https://lnkd.in/gzQwncVV

Our partnership with Zapier is a core part of our ecosystem strategy here at Quo ⚡️ Today we're releasing 8 new actions and 3 new triggers, built directly on our public API, giving teams more automation power across calls, messages, and CRM workflows. Here are a few things you can do now: → Automatically send AI call summaries to 8,000+ apps → Save call recordings and transcripts to Google Drive → Trigger follow-ups or tasks when key phrases appear in messages → Track call and message trends Huge thanks to Connex Digital, Zapier Solution Partner and Quo Expert, for supporting this launch, and to Allyce Mardesich Wade Foster Tracy Lee Ilia Martinez and the full Zapier team for being incredible partners. Check out my demo below to see it in action 👇🏼

Missed calls → missed leads → missed revenue 💸 Home service businesses lose leads every day when calls go unanswered in the field and customer info gets scattered across tools. We’re hosting a live webinar with Pallavi Singh, Partner Manager at Quo (formerly OpenPhone) and Alysha Dominico, CEO and Co-Founder of growth agency, Tangible Words Ltd., to show how connecting Quo and HubSpot helps solve that. You’ll learn how to centralize calls, texts, contacts, and customer history so every lead gets a fast and informed response. 📅 Thursday, November 20 ⏰ 9 AM PT / 12 PM ET Register here: https://lnkd.in/eHEwUu8P

We've been lucky to work with some incredible partners lately at Quo and excited to team up for something special for home service businesses! On November 20th, we're bringing in kathy nielsen from Chicken Lady Speaks | Operations Excellence as our keynote speaker, alongside our partners at HubSpot and Tangible Words Ltd., for a session on growing your home service business with the right connected tools. Kathy brings 20+ years of deep home-service operational excellence experience and together we'll cover: - What’s working right now in the industry - How to improve speed-to-lead - How better-connected systems *actually* help teams grow If you own, lead, or support a home service business, this one’s for you! 👉 Register here: https://lnkd.in/gXcS7vCF

The other day, I watched Justine set up our voice AI agent, Sona, for a customer. Seeing the complicated scenarios Sona can handle with our Jobs feature was incredible. Here's how it works. Jobs let you customize how Sona handles different types of callers. Say you run a flooring company. You're getting calls from new leads, existing customers, and suppliers. Each group has different needs. With Jobs, you can set up a different flow for each caller type. Each one starts with a trigger based on how people identify themselves in the greeting. For new leads, you want to collect their info right away. Think zip code, type of service they need, budget, and the best time for an appointment. Sona asks the right questions and captures everything as they answer. For existing customers who need immediate help, you can set up transfers. If someone needs urgent support, Sona hands it off and shares any details it collected. This way, nothing gets lost in the handoff. And for suppliers and technicians, you create a job that routes those calls straight to the right person on your team. This ability to train Sona to be precise with every type of caller is what makes Jobs so powerful. In the video, I walk through how Jobs work—and how you can set them up in your Call Flow Builder. We've already heard so many stories from Quo customers using this to never miss a call. And we're just getting started.

🎃🍫 Forget the Halloween candy, we've shipped something even sweeter at Quo: Our AI agent, Sona, can now send texts during a call! When someone calls your business asking for a booking link, your hours, or directions, Sona can now instantly text it to them without interrupting the conversation. The call keeps flowing naturally while the caller gets exactly what they need on their phone. We built this because so many of our customers told us they needed it. It's been our most requested feature by far. Running a business means juggling a million things at once, and having an AI agent that can handle both talking and texting at the same time means fewer things fall through the cracks. The way it works is simple: • Add the new Send SMS action to your job flow • Write the message you want to send (like a scheduling link or your business info) • Sona handles the rest! It ensures callers can always do what they need, like scheduling an appointment, even while you sleep. 😉 If you're one of the many customers who requested this feature, let me know how you put it to work. And if you have ideas for what Sona should do next, I'm always happy to hear from you.