Hi Ánh nam,

Running a small business means plans shift fast — staffing changes, holidays, unexpected spikes in demand. This month's updates are all about helping you stay flexible, deliver fast answers, and give your customers a smoother experience no matter what's happening behind the scenes.

Here's what's new:

Sona is now more capable than ever. Whether you want route calls, gather information, or send texts during a conversation, you now have full control over how Sona handles every situation.

Transfer calls to your team — Sona can now hand off calls to the right teammate or department whenever human help is needed. If a caller requests a specific person or Sona hits a question she can't answer, you decide when and where calls should be routed.

Send text messages during calls — Want Sona to share a scheduling link, directions, or other information? Sona can now send SMS messages while on the call. Just add the new SMS action to your job flow and write the message you'd like Sona to send.

Sona is now included on all Quo plans with 10 free calls every month, plus overage protection and lower rates as you grow. 

We've made a series of improvements that help Sona communicate more naturally, stay on-brand, and understand your instructions more reliably.

A more natural, accurate Sona — Sona's upgraded speech model makes conversations feel smoother than ever. You'll notice faster replies, fewer awkward pauses, and better accuracy in noisy environments. 

Choose the tone that matches your brand — You can now set Sona's tone — Casual, Neutral, or Formal — so every call feels consistent with your brand's personality. Just go to Sona → Settings → Tone to update.

Optimize Sona instructions with one click — Writing perfect instructions can take time. Now there's an Optimize button that rewrites your instructions to make them easier for Sona to follow, without changing your intent. This reduces configuration errors and helps Sona handle calls more reliably.

We've expanded our Zapier integration with 8 new actions and 3 new triggers, giving you far more ways to connect Quo to the rest of your stack. Built on our public API, the upgrade unlocks deeper automation across call management, messaging, CRM syncing, and data retrieval. All while staying fully backward-compatible.

What you can do now

• Send AI call summaries and transcripts to tools like HubSpot, Salesforce, Slack, Airtable, and Google Drive
  
• Capture and archive call recordings automatically
  
• Sync conversation threads and message data to help desks, CRMs, or project tools
  
• Detect keywords in SMS and trigger follow-ups or tasks
  
• Build dashboards in Sheets or Data Studio to track call and message trends
  
• Keep your phone number inventory synced across systems

This expanded integration gives you everything you need to streamline follow-ups, centralize call data, and automate entire back-office workflows.

We now offer HIPAA compliance on our Business and Scale plans — without the cost and complexity of traditional healthcare communication systems. If you need to protect PHI across phone and voicemail then sign-up here and request a Business Associate Agreement (BAA).

We're running a short 3–5 question survey to better understand the needs, challenges, and sentiment of small businesses today. Your feedback will help shape future Quo improvements and inform our broader thought leadership and PR efforts.

Other features you should know about 

• Create multiple call flows, and switch back and forth easily

• Build smart call routing with multi-level phone menus

• Speed through your inbox our new keyboard shortcuts 

• Stay compliant with automatic call recording notifications

Customize the actions Sona takes on calls with this step-by-step guide

Define custom actions and workflows for your AI voice agent.

Read the post

7 Zapier examples to help you grow your business

These automations save time, boost customer engagement, and drive small business growth. 

Read the post

Heartwarming holiday text messages

We've created a holiday texting guide with 100+ business text templates you can use.

Read the post

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

Quo

2261 Market St PMB 4157

San Francisco, CA 94114-1612

🎁 Refer a friend to Quo 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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