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How to Use Quo: Complete Feature Guide (2026)

by | Last updated Sep 10, 2026

Quick Start

This guide covers every Quo feature:

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I ran my own business phone on Quo for eight months and tested every feature here.

These screenshots and steps come from daily use, not vendor marketing.

How to use Quo

Quo is an AI-powered business phone and communication platform for small teams.

Most people set up one phone number and never touch the rest.

This guide on how to use quo.com walks through every major feature.

Step by step, with screenshots and pro tips.

Quo Tutorial

This tutorial moves from simple setup to the advanced features that make you fast.

Quo

Set up a business number in minutes and share it with your whole team. Quo powers conversations for over 90,000 businesses, and its Sona AI agent answers calls 24/7. Plans start at $15 per user.

Getting Started with Quo

Finish this one-time setup before touching any feature below.

It takes about three minutes.

Here is what the first week looked like for me:

Quo Review: The Business Phone System That Feels Like iMessage (2025)

Now let’s break down each step.

Step 1: Create Your Account

Go to the Quo website and click “Get Started.”

Enter your work email and create a password.

Checkpoint: Check your inbox for the confirmation email.

Step 2: Install the Apps

Quo runs on mobile, web, and desktop apps.

Install the iOS or Android app, then the desktop app on your computer.

Here’s what the dashboard looks like:

quo top benefits

Checkpoint: The same conversations appear on every one of your devices.

Step 3: Claim Your Number

Pick a new number with a local area code, or start the porting process.

Porting keeps your old business phone number active while the carrier transfers it.

Quo gives step-by-step guidance during phone system setup, so nothing is guesswork.

My own porting process felt reliable, and the old line never dropped a call.

✅ Done: Account, apps, and number — all that in one sitting.

How to Use Quo Core Calling Features

Core Calling Features let you place and receive calls from any device you own.

Here’s how to use it step by step.

Step 1: Open the Dialer

Tap the keypad icon in the mobile app.

The mobile app offers three ways to make calls: keypad, contacts, and recent threads.

Step 2: Pick the Number You Call From

Tap the “From” field to switch between your active numbers.

Here’s what this looks like:

quo Core calling features

Checkpoint: Customers see your business number, never your personal one.

Step 3: Turn On Call Recording

Open Settings, then enable call recording for the numbers you want.

✅ Result: You can place and receive calls with recorded audio on file.

💡 Pro Tip: Call quality depends on your internet connection, so test on Wi-Fi first.

How to Use Quo Phone Menu & Routing

Phone Menu & Routing lets you send each caller to the right person automatically.

Here’s how to use it step by step.

Step 1: Open Phone Menu Settings

Go to Settings, pick a phone number, then choose Phone Menu.

Step 2: Map Each Key to a Destination

Assign key 1 to sales, key 2 to support, key 3 to billing.

Here’s what this looks like:

quo Phone menu & routing

Checkpoint: A test call reaches the destination you mapped.

Step 3: Record Your Greeting

Record a short greeting, then save the menu.

✅ Result: Callers reach the right desk without a receptionist.

💡 Pro Tip: Custom hold music ships on all plans, so callers hear you, not silence.

How to Use Quo Team Collaborator

Team Collaboration lets colleagues work one shared inbox without stepping on each other.

Here’s how to use it step by step.

Step 1: Invite Your Team Members

Open Members, then send invites by email.

Step 2: Share the Number

Add those members to a number so it becomes one of your shared numbers.

Here’s what this looks like:

quo Team collaboration

Checkpoint: Multiple team members can access the same inbox to answer calls or reply to texts.

Step 3: Use Internal Threads

Tag a teammate inside a thread to hand off the follow up.

✅ Result: Your team can collaborate on one phone number without duplicate replies.

💡 Pro Tip: A shared inbox is a game changer for growing teams that hate voicemail tag.

How to Use Quo AI Call Transcriber

AI Call Transcriptions turn every recording into text you can search later.

Here’s how to use it step by step.

Step 1: Enable Transcriptions

Switch on transcripts in Settings under your number.

Quo transcribes voicemails and missed calls automatically.

Step 2: Open a Finished Call

Click any completed call to read the transcript beside the audio player.

Here’s what this looks like:

quo AI call transcriptions

Checkpoint: You see a summary with key takeaways and action items.

Step 3: Review AI Call Tags

AI call tags label each call by topic or sentiment.

✅ Result: Every conversation becomes searchable text instead of a lost memory.

💡 Pro Tip: Researchers run user interviews here, since Quo records audio and writes the transcript.

How to Use Quo Analytics and Oversight

Analytics and Oversight shows you call volume, response times, and team activity.

Here’s how to use it step by step.

Step 1: Open the Analytics Tab

Click Analytics in the left sidebar of the web or desktop app.

Step 2: Filter by Number and Date

Pick a phone number, then set the date range you care about.

Here’s what this looks like:

quo Analytics and oversight

Checkpoint: You can see which hours bring the most calls.

Step 3: Compare Team Members

Switch the view to per-member stats to spot slow replies.

✅ Result: You can manage staffing with real numbers, not guesses.

💡 Pro Tip: Staff your busiest shift first, then fix the quiet hours later.

How to Use Quo Mini CRM

Mini CRM keeps contact details and notes right beside each conversation.

Here’s how to use it step by step.

Step 1: Import Your Contacts

Upload a CSV, or sync contacts from Google.

Step 2: Add Custom Properties

Create fields like company, deal stage, or renewal date.

Here’s what this looks like:

quo mini crm

Checkpoint: Each thread shows who the customer is at a glance.

Step 3: Connect Your Real CRM

Quo connects with HubSpot and Salesforce, so call histories log themselves.

✅ Result: Contacts, notes, and text threads live in one place.

💡 Pro Tip: Spreadsheet syncing works too, which is handy for small companies on a budget.

How to Use Quo Auto-Attendant

Auto-Attendant greets callers when nobody on your team is free.

Here’s how to use it step by step.

Step 1: Set Business Hours

Define open hours per number, including weekends.

Step 2: Turn On the Sona AI Agent

Enable Sona, the ai agent that answers calls 24/7 to capture leads.

Here’s what this looks like:

quo Auto-Attendant

Checkpoint: A test call after hours gets answered, not dropped.

Step 3: Review Captured Details

Sona captures caller details and summarizes each conversation for you.

You start each morning with confidence, without worrying about the calls you missed.

✅ Result: You stay reachable overnight without hiring a night desk.

💡 Pro Tip: Every plan includes the Sona ai agent, so test it before you upgrade.

How to Use Quo Call Routing Tool

Call Routing decides which device or person rings first.

Here’s how to use it step by step.

Step 1: Choose a Routing Style

Ring everyone at once, or ring people in order.

Step 2: Order Your Team

Drag colleagues into the order you want them called.

Here’s what this looks like:

quo Call routing for small business

Checkpoint: An unanswered ring moves to the next person on the list.

Step 3: Add a Fallback

Send unanswered calls to voicemail or to Sona.

✅ Result: Nothing rings into an empty room.

💡 Pro Tip: Sequential routing suits two-person shops; simultaneous suits busy support desks.

How to Use Quo Text Messenger

Text Messaging lets your whole team handle texting from one business number.

Here’s how to use it step by step.

Step 1: Open a Thread

Click the pencil icon and type a contact name.

Step 2: Send Your First Text Message

Write the message, add an image if needed, then send.

Here’s what this looks like:

quo text messaging

Checkpoint: The thread appears for every colleague on that number.

Step 3: Save Snippets

Store your common replies as snippets to answer faster.

✅ Result: You can follow up by text without touching your personal phone.

💡 Pro Tip: Register your business for A2P before mass texting, or carriers filter you.

Quo Pro Tips and Shortcuts

After eight months on this platform, here are the tips I actually use.

Keyboard Shortcuts

ActionShortcut
Search contactsCtrl / Cmd + K
Start a new messageCtrl / Cmd + N
Open the dialerCtrl / Cmd + D
Mark thread as doneE

Hidden Features Most People Miss

  • Webhooks: Create webhooks in Settings for real-time updates in your own system.
  • API keys: Generate an API key for custom work your apps need.
  • Zapier automation: Quo integrates with over 20 popular tools, so repeat tasks run themselves.
  • Project numbers: Give a launch campaign, for example, its own dedicated phone number, then archive it later.

Quo Common Mistakes to Avoid

Mistake #1: Cancelling Your Old Service Too Early

❌ Wrong: You cancel the old carrier, then start the porting process.

✅ Right: Keep the old line paid until the port completes, then cancel it.

Mistake #2: Giving Every Person a Private Line

❌ Wrong: Each person gets a private number, so nobody can cover a sick day.

✅ Right: Run one main line as a shared inbox, then add private numbers after.

Mistake #3: Ignoring Your Network Before a Big Call

❌ Wrong: You take a client call on café Wi-Fi and the audio breaks up.

✅ Right: Check your internet connection first, or dial over mobile data instead.

Quo Troubleshooting

Problem: Choppy Audio on Calls

Cause: Call quality depends on connection strength, and weak Wi-Fi makes calls break.

Fix: Move closer to the router, or switch the call to mobile data.

Problem: Texts Are Not Delivering

Cause: US carriers filter unregistered numbers, and this can happen on brand new lines.

Fix: Finish A2P registration in Settings and wait for carrier approval.

Problem: Calls Ring Nobody

Cause: Routing points to a member who is off duty or logged out.

Fix: Edit the ring order, then add Sona as the fallback answer.

📌 Note: If none of these fix your issue, contact Quo support.

What is Quo?

Quo is a business phone service that runs over the internet instead of a desk line.

Quo formerly OpenPhone, so older reviews still use the previous name.

Think of it like a shared email inbox, except for calls and texts.

Watch this quick overview:

It includes these key features:

  • Core Calling Features: Place and receive calls from mobile, web, or desktop apps.
  • Phone Menu & Routing: Send every caller to the right team member automatically.
  • Team Collaboration: Share one inbox so colleagues never double-reply to a customer.
  • AI Call Transcriptions: Turn recorded audio into searchable text and structured summaries.
  • Analytics and Oversight: See response times, call volume, and team activity by hour.
  • Mini CRM: Keep contacts, notes, and deal history beside each thread.
  • Auto-Attendant: Greet callers after hours without staffing a front desk.
  • Call Routing: Ring the right device, person, or shift automatically.
  • Text Messaging: Send a text message and follow up from shared numbers.

Quo powers conversations for over 90,000 businesses, from solo founders to growing teams.

For a full review, see our Quo review.

quo homepage

Quo Pricing

Here’s what Quo costs in 2026:

PlanPriceBest For
Starter$15 /userSolo founders who need one business phone number
Business$23 /userTeams that want call recording and advanced features
Scale$35 /userLarger companies that need priority support

Free trial: Yes, seven days with no card required.

Money-back guarantee: No formal refund window, but you can cancel monthly.

Every plan includes the Sona ai agent and the core tools.

Starter also includes 1,000 automation credits per user.

Annual billing cuts the cost further, and Scale plans add the deepest admin controls.

quo pricing

💰 Best Value: The Business plan — call recording and analytics for a small jump in price.

Quo vs Alternatives

How does Quo compare? Here’s the competitive landscape:

ToolBest ForPriceRating
QuoShared numbers for small teams$15/mo⭐ 3.4
DialpadAI-first sales calling$15/mo⭐ 4.4
RingCentralFull enterprise phone system$30/mo⭐ 4.2
Google VoiceCheap Workspace add-on$10/mo⭐ 4.0
NextivaContact centre teams$25/mo⭐ 4.3
OomaDesk phone hardware$20/mo⭐ 4.1
Zoom PhoneZoom-heavy companies$15/mo⭐ 4.4
GrasshopperSolo operators$18/mo⭐ 3.9

Quick picks:

  • Best overall: Quo — shared inbox, texting, and an ai agent in one platform.
  • Best budget: Google Voice — the cheapest way to get a work number.
  • Best for beginners: Grasshopper — simple setup with almost nothing to configure.
  • Best for large support desks: Nextiva — queues and reporting built for volume.

🎯 Quo Alternatives

Looking for Quo alternatives? Here are the top options:

  • 🧠 Dialpad: Live coaching and real-time transcription for sales teams that live on the phone.
  • 🏢 RingCentral: A full communication suite with meetings, faxing, and deep admin controls.
  • 💰 Google Voice: The budget pick if your team already pays for Workspace.
  • 📊 Nextiva: Strong queues and reporting for support desks with heavy call volume.
  • 🔧 Ooma: Good pick when you still want physical desk phones on site.
  • Zoom Phone: Natural fit for companies already running Zoom meetings daily.
  • 👶 Grasshopper: A simple second line for solo operators who only need calls forwarded.

For the full list, see our Quo alternatives guide.

⚔️ Quo Compared

Here’s how Quo stacks up against each competitor:

  • Quo vs Dialpad: Dialpad wins on sales AI, Quo wins on shared numbers and price.
  • Quo vs RingCentral: RingCentral suits big orgs; Quo suits teams under fifty people.
  • Quo vs Google Voice: Voice is cheaper, but Quo handles team texting far better.
  • Quo vs Nextiva: Nextiva wins on call centre depth, Quo wins on simple setup.
  • Quo vs Ooma: Ooma sells hardware, Quo keeps everything inside software apps.
  • Quo vs Zoom Phone: Zoom wins on meetings, Quo wins on customer conversations.
  • Quo vs Grasshopper: Grasshopper is a forwarding line, Quo is a real phone system.

Start Using Quo Now

You learned how to use every major Quo feature:

  • ✅ Core Calling Features
  • ✅ Phone Menu & Routing
  • ✅ Team Collaboration
  • ✅ AI Call Transcriptions
  • ✅ Analytics and Oversight
  • ✅ Mini CRM
  • ✅ Auto-Attendant
  • ✅ Call Routing
  • ✅ Text Messaging

Next step: Pick one feature and try it now.

Most people start with a new number and the shared inbox.

Five minutes today saves future you a week of missed leads.

Frequently Asked Questions

How much does Quo cost a month?

Starter costs $15 per user, Business costs $23 per user, and Scale costs $35 per user. Annual billing lowers each price.

Is Quo the same as OpenPhone?

Yes. Quo formerly OpenPhone is the same service under a new name, with the same accounts, numbers, and apps.

Does Quo use AI?

Yes. The Sona ai agent answers calls 24/7, captures caller details, tags topics, and writes call summaries for your team.

Can Quo receive text messages?

Yes. Every number can send and receive a text message, and shared numbers let colleagues reply from the same thread.

How does the Quo app work?

The app runs on mobile, web, and your computer. Calls travel over the internet, so quality follows your connection strength.

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