Add Quo to your AI agent
Quo, formerly OpenPhone, is a business phone platform for managing calls, messages, contacts, conversations, tasks, users, and webhooks.
- Things your agent can do in Quo
- 36
Things your AI can do in Quo
Your FormWise AI can handle any of these in Quo — on its own, without you needing to click a button.
Create Contact
Create a Quo contact with standard fields, optional custom fields, and external source metadata.
Create Task
Create a task linked to exactly one phone number, conversation, or activity.
Create Webhook
Create one unified webhook subscription for selected Quo events and return its signing secret, which must be stored securely.
Delete Contact
Permanently delete one Quo contact by ID.
Delete Task
Permanently delete one Quo task by ID.
Delete Webhook
Permanently delete one unified Quo webhook and revoke its signing secret.
Get Call
Get one call and its routing, participants, status, and timing details by ID.
Get Call Voicemail
Get voicemail processing status, transcript, duration, and recording URL for a Quo call. Returns a not-found error when the call has no voicemail.
Get Contact
Get one contact with default and custom fields by Quo contact ID.
Get Message
Get one message by Quo message ID, including its content, related IDs, participants, delivery status, and timestamps.
Get Phone Number
Get one Quo phone number and its assignments and restrictions by ID.
Get Task
Get one task and its current links, assignee, due date, and completion state.
Show 24 more things it can do
Get User
Get one workspace user by Quo user ID.
Get Webhook
Get one unified Quo webhook by its numeric ID.
Get Webhook Delivery
Get the payload and attempt details for one Quo webhook delivery event.
List Call Recordings
List recording segments for a Quo call in chronological order.
List Calls
List calls between a Quo number and one external participant with optional user and creation-time filters. Returns one page and a cursor for the next.
List Contact Custom Fields
List the workspace's contact custom-field definitions for constructing valid contact values.
List Contacts
List contacts, optionally filtered by external IDs or source, with stable-v1 phone and custom fields. Returns one page and a cursor for the next page.
List Conversations
List inbox conversations with optional phone-number, user, creation-time, update-time, and inactive-state filters. Returns one page and a cursor for the next page.
List Messages
List messages exchanged by a Quo phone number and one or more participants, optionally filtered by sender or creation time. Returns one page and a cursor for the next page.
List Phone Numbers
List Quo phone numbers and their assigned users, calling restrictions, and messaging restrictions.
List Tasks
List workspace tasks with cursor-controlled pagination.
List Users
List workspace users and return one cursor-controlled page.
List Webhook Deliveries
List one page of delivery events for a unified Quo webhook, optionally filtered by status, event type, or dispatch time.
List Webhooks
List unified Quo webhooks across call, message, contact, task, and integration event families.
Send Message
Send an irreversible text message from a Quo number to one or more recipients. This consumes messaging credits and may require carrier registration.
Send Message and Mark Conversation Done
Send an irreversible text message from a Quo number and move the resulting inbox conversation to Done. This consumes messaging credits and may require carrier registration.
Set Conversation Status
Set a Quo conversation to read, done, or open.
Set Task Assignee
Assign or unassign a Quo user on a task.
Set Task Completion
Complete or reopen a Quo task.
Set Task Conversation Link
Link or unlink a Quo task and conversation.
Set Task Due Date
Set or remove a Quo task's due date.
Update Contact
Patch selected standard, custom, or source fields on an existing Quo contact. Omitted fields remain unchanged, while explicit null clears a field.
Update Task
Replace both the title and description of an existing Quo task. Both fields are required because Quo treats this as a full textual update.
Update Webhook
Partially update a unified Quo webhook. Only explicitly supplied fields are changed; explicit null clears resource filters or the label where supported.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Quo is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Quo, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Quo for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Quo work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Quo to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Quo in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Quo.
- 3
Hit "Connect"
Click "Connect Quo" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Quo
Build a quick AI Agent (it's like writing instructions, not code), and pick the Quo actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Quo for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Quo workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Quo users had before signing up
Do I need to know how to code?
Not even a little. If you can use Quo today, you can set this up. You'll connect Quo, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Quo login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Quo or delete everything any time.
What happens when Quo updates their app?
We handle it. When Quo adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Quo takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Quo — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Quo on FormWise
Quo, formerly OpenPhone, is a business phone platform for managing calls, messages, contacts, conversations, tasks, users, and webhooks.
Connect Quo once and your FormWise AI gets 36 things it can do inside it. That means your AI can handle the Quo work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Quo? Take a look at www.quo.com.
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Stop doing the Quo work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.