Quo

quo

How to use the Quo MCP tools well. Covers picking the right tool, chaining IDs between tools, texting and calling customers safely, and working with Sona, Quo's AI agent. Use whenever the user asks about their Quo (formerly OpenPhone) workspace, for example their messages, calls, voicemails, contacts or tasks, or asks to text or call someone, have Sona handle a conversation, or check, correct or add to what Quo's AI agents know about their business, including feedback like "the agent quoted the wrong price".

quo-conversation-insight-log

Create a bounded, passive, prioritized insight log from recent Quo messages, transcribed calls, missed calls, and voicemail transcripts through the Quo MCP. Use for call-log templates, recent customer-conversation reviews, daily or weekly communication digests, and finding important requests, risks, opportunities, commitments, or follow-ups in Quo with ChatGPT or Claude. Do not use it to claim complete call analytics, call volumes, or coverage of answered calls without transcripts.

quo-sales-lead-scoring

Score and prioritize new sales leads from a small business's Quo calls, voicemails and texts, then write results back into Quo — a 0–100 score, tier and stage on saved contacts, a note explaining it, and a follow-up task with assignee, due time and draft text. Runs twice daily (morning covers after hours, evening covers the business day) for home services, cleaning, law firms, agencies and franchise locations. Use whenever someone asks to score, rank or prioritize leads, "who should we call back first", "which leads are hot", "run lead scoring", "set up lead scoring", "adjust my lead scoring weights", or wants follow-up tasks from recent sales calls. Do NOT use for a general what-came-in digest (quo-daily-report), texting every missed caller (quo-missed-call-followup), call quality coaching (sales-call-coaching, daily-call-review), win-loss analysis, real-time urgent alerts, or call volume and answer-rate metrics.

quo-service-scorecard

Build a weekly customer service scorecard for each rep on a small business phone team (home services, cleaning, law firms, franchises, agencies), scored from Quo call transcripts on a weighted rubric (compliance gate, solution, empathy, tone, clarity, efficiency, closing, greeting). Outputs a Google Sheet with a team summary, per-rep scorecards with quoted evidence, a call log with manager overrides, and trends. Use whenever a manager or owner wants to score, grade, QA, or review their team's service calls, for example 'run the weekly scorecard', 'score my reps' calls', 'customer service QA for last week', 'how is my front desk doing on the phones', 'which CSR needs coaching', or wants Quo's scorecard template filled in from real calls. Not for one-person sales coaching (sales-call-coaching), daily team call scoring (daily-call-review), or call volume and answer-rate reporting.