Hi Ánh nam,

We know your time is valuable, that's why we've made a series of updates this month focused on helping your team stay responsive and efficient. From a free trial of Sona to improved CRM integrations, we're giving you more ways to automate the busywork and stay one step ahead.

Here's what's new:

Sona, our AI phone agent, now comes with a 7-day free trial. Sona answers every call, responds instantly, and captures key information so you never miss a lead or have to rely on an expensive answering service.

Have questions? Join our weekly Sona webinar to learn how to set it up and get your questions answered live.

Setting up Sona is now easier than ever. You can paste in a link to your website or upload PDFs, CSVs, and other docs and Sona will use that info to build its knowledge base. You can review and edit everything before it goes live.

We've also made a few upgrades to how Sona handles calls:

• It now sounds more natural when saying numbers and dollar amounts
• Spells out names more clearly, letter by letter
• Handles message-taking in a more conversational way

And to top it off, any call under 15 seconds no longer counts toward your Sona usage so spam calls and quick hang-ups won't impact your billing.

We've added more control and clarity around call recording compliance. In your settings, you can now:

• Automatically play a disclosure when recording begins
  
• Or add an audio prompt to remind you to verbally disclose
• Customize call recording notifications for inbound and outbound calls

This feature is available on all OpenPhone plans. You can choose to disable it, but a compliance warning will be shown to help your team stay protected.

OpenPhone + HubSpot experience just got smoother:

• Better contact syncing, including names, titles, and phone numbers

• Automatic logging of AI-generated call summaries

• Direct links to each conversation in OpenPhone

• Clearer text message logging

Whether you're syncing contacts or tracking conversations, the latest updates bring deeper context and better visibility right inside HubSpot.

We've rolled out key improvements to boost reliability and data quality:

• AI call summaries now appear in Salesforce tasks
  
• Clearer tracking of Sona-handled calls
  
• Smarter logging of forwarded, routed, and missed calls
  
• Cleanup of duplicate activity
  

These improvements are automatic and no setup is required. Your historical data stays the same, but all new activities will benefit from these enhancements. To remove duplicate contacts, you will need to disconnect and reconnect their Salesforce integration.

Are you a consultant, agency owner, CRM pro, or system integrator helping businesses modernize how they work?

We're kicking off the next chapter of our partner program, OpenPhone Experts.
Join us for a behind-the-scenes look at what we're building, hear how other partners are growing with OpenPhone, and get your questions answered live by our team.

Date: July 9, 2025
Time: 9:00 AM PT (60-minute session)

In this session, you'll:

• Get a first look at the new program
• Hear from fellow partners
• Connect directly with our team during live Q&A

Whether you're already a partner or just curious, it's a great opportunity to see what we're building and learn how to get involved.

Other features you should know about 

• Keep track of calls and follow-up tasks with call views

• Free up your time and stay consistent in your responses with snippets

• Jump back to where you were with recently viewed

How any business can call audit in 4 steps

A simple, four-step guide to auditing calls and improving service.

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Personalized customer experience: By channel playbook

Automate personalized customer communication using triggers, data, and smart routing. 

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What is call recording compliance? (and why you can't ignore it)

Learn the rules and best practices for call‑recording compliance to stay on the right side of regulations.

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As always, please feel free to reply to this email with any feedback! While I may not be able to reply to every message, I do read every email and will share your feedback with the right team.

That's a wrap! See you next month ✌️

- George

OpenPhone

2261 Market St PMB 4157

San Francisco, CA 94114-1612

🎁 Refer a friend to OpenPhone and we'll give you a $50 gift card and your friend $20 once they've been a customer for 3 months. Cha-ching!

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