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How to Use Quo: Complete Feature Guide (2026)

| Last updated Sep 10, 2026

快速入门

This guide covers every Quo feature:

所需时间: 每部影片 5 分钟

本指南还包含以下内容: 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

I ran my own 商业 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 商业 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.

一步一步教你,附带截图和专业技巧。

Quo Tutorial

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

什么

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.

大约需要三分钟。

Here is what the first week looked like for me:

Quo 评测:感觉像 iMessage 的商务电话系统 (2025)

现在让我们逐一分析每个步骤。

第一步:创建您的帐户

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

输入您的工作邮箱并创建密码。

检查点: 检查你的 收件箱 用于确认邮件。

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.

这就是仪表盘的样子:

最高福利

检查点: The same conversations appear on every one of your 设备.

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.

✅ 完成: 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.

以下是使用步骤。

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.

这就是它的样子:

核心调用功能

检查点: 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.

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

💡 专业提示: 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.

以下是使用步骤。

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.

这就是它的样子:

电话菜单和路由

检查点: A test call reaches the destination you mapped.

Step 3: Record Your Greeting

Record a short greeting, then save the menu.

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

💡 专业提示: Custom hold music ships on all plans, so callers hear you, not silence.

How to Use Quo Team Collaborator

团队协作 lets colleagues work one shared inbox without stepping on each other.

以下是使用步骤。

第一步:邀请您的团队成员

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.

这就是它的样子:

团队协作

检查点: 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.

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

💡 专业提示: 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 文本 you can search later.

以下是使用步骤。

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.

这就是它的样子:

人工智能通话记录

检查点: 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.

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

💡 专业提示: 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.

以下是使用步骤。

步骤 1:打开分析选项卡

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.

这就是它的样子:

现状分析和监督

检查点: 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.

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

💡 专业提示: Staff your busiest shift first, then fix the quiet hours later.

How to Use Quo Mini CRM

小型的 客户关系管理 keeps contact details and notes right beside each conversation.

以下是使用步骤。

第一步:导入您的联系人

Upload a CSV, or sync contacts from Google.

Step 2: Add Custom Properties

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

这就是它的样子:

Quo Mini CRM

检查点: 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.

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

💡 专业提示: 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.

以下是使用步骤。

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.

这就是它的样子:

quo 自动应答器

检查点: 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.

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

💡 专业提示: 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.

以下是使用步骤。

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.

这就是它的样子:

小型企业的呼叫路由

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

Step 3: Add a Fallback

Send unanswered calls to voicemail or to Sona.

✅ 结果: Nothing rings into an empty room.

💡 专业提示: 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.

以下是使用步骤。

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.

这就是它的样子:

短信

检查点: The thread appears for every colleague on that number.

Step 3: Save Snippets

Store your common replies as snippets to answer faster.

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

💡 专业提示: 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.

键盘快捷键

行动捷径
搜索联系人Ctrl/Cmd + K
Start a new messageCtrl/Cmd + N
Open the dialerCtrl/Cmd + D
Mark thread as doneE

大多数人错过的隐藏功能

  • 网络钩子: 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 自动化: 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 早期的

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

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

Mistake #2: Giving Every Person a Private Line

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

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

Mistake #3: Ignoring Your Network Before a Big Call

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

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

Quo Troubleshooting

Problem: Choppy Audio on Calls

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

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

Problem: Texts Are Not Delivering

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

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

Problem: Calls Ring Nobody

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

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

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

Quo是什么?

什么 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.

观看这段快速概览:

它包含以下主要特点:

  • 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.
  • 团队协作: 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.
  • 小型的 客户关系管理: Keep contacts, notes, and deal history beside each thread.
  • Auto-Attendant: Greet callers after hours without staffing a front desk.
  • 呼叫路由: 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.

如需完整评测,请参阅我们的 Quo review.

首页

Quo定价

Here’s what Quo costs in 2026:

计划价格最适合
起动机每用户 15 美元Solo founders who need one business phone number
商业每用户 23 美元Teams that want call recording and advanced features
规模每用户 35 美元Larger companies that need priority support

免费试用: Yes, seven days with no card required.

退款保证: 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 自动化 credits per user.

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

维持原价

💰 性价比最高: The Business plan — call recording and analytics for a small jump in price.

维持现状与替代方案

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

工具最适合价格等级
什么Shared numbers for small teams每月15美元⭐ 3.4
拨号键盘AI-first sales calling每月15美元⭐ 4.4
RingCentralFull enterprise phone system每月 30 美元⭐ 4.2
谷歌 嗓音Cheap Workspace add-on每月10美元⭐ 4.0
NextivaContact centre teams每月 25 美元⭐ 4.3
奥玛Desk phone hardware每月 20 美元⭐ 4.1
Zoom PhoneZoom-heavy companies每月15美元⭐ 4.4
蚱蜢Solo operators每月18美元⭐ 3.9

快速精选:

  • 综合最佳: Quo — shared inbox, texting, and an ai agent in one platform.
  • 最佳预算: 谷歌 嗓音 — the cheapest way to get a work number.
  • 最适合初学者: Grasshopper — simple setup with almost nothing to configure.
  • Best for large support desks: Nextiva — queues and 报道 built for volume.

🎯 Quo Alternatives

正在寻找 Quo 的替代品?以下是一些最佳选择:

  • 🧠 拨号盘: 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.
  • 🔧 奥玛: Good pick when you still want physical desk phones on site.
  • Zoom电话会议: Natural fit for companies already running Zoom meetings daily.
  • 👶 蚱蜢: A simple second line for solo operators who only need calls forwarded.

完整列表请参见我们的 Quo alternatives 指导。

⚔️ Quo 对比

以下是 Quo 与各竞争对手的对比情况:

  • Quo vs Dialpad: Dialpad wins on sales AI, Quo wins on shared numbers and price.
  • Quo 对阵 RingCentral: RingCentral suits big orgs; Quo suits teams under fifty people.
  • Quo 与 Google Voice 的对比: 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 对比 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
  • ✅ 团队协作
  • ✅ AI Call Transcriptions
  • ✅ Analytics and Oversight
  • ✅ Mini CRM
  • ✅ Auto-Attendant
  • ✅ Call Routing
  • ✅ Text Messaging

下一步: 选择一项功能,立即试用。

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

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

常见问题解答

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 旅行 over the internet, so quality follows your connection strength.

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