# Sona by Quo — AI receptionist built into the Quo business phone system, answering calls 24/7 inside your shared inbox. > Source: Receptionist Index — https://receptionistindex.com/quo-sona (structured, researched, re-verified) > Facts last verified: 2026-10-14 Sona is the AI voice agent built into Quo (formerly OpenPhone), a business phone system, answering inbound calls day and night. It is dropped into a Quo call flow, where it answers questions, takes messages, texts callers and transfers to staff. | Fact | Value | | --- | --- | | Website | https://www.quo.com/product/ai/receptionist | | Price | free, then from $25/month | | Free tier | Yes | Every workspace gets 1,000 automation credits a month, about 10 answered Sona calls at 100 credits per call, on every plan including the free tier; calls under 15 seconds are not counted, unused credits expire monthly, and with overages off Sona stops answering once credits run out. Separately there is a 7-day full-feature trial that includes Sona and requires a credit card. ## What it costs at your call volume **Cost at 100 calls a month** · Yes — $82 a month on Tier 3 for 100 calls of 2.5 minutes. Includes required fees: Quo Business plan, per user per month billed monthly 33. > Tier 3 | $49/mo | 10,000 | 100 calls | $0.65 > — https://www.quo.com/pricing · Sona Credit Tiers table, Tier 3 row **Cost at 500 calls a month** · Yes — $232 a month on Tier 5 for 500 calls of 2.5 minutes. Includes required fees: Quo Business plan, per user per month billed monthly 33. > Tier 5 | $199/mo | 60,000 | 600 calls | $0.45 > — https://www.quo.com/pricing · Sona Credit Tiers table, Tier 5 row **What it bills by** · Yes — Billing is per answered call rather than per minute: every Sona call consumes 100 automation credits from a monthly credit tier, so call length does not change the price, and very short calls are excluded entirely. > Sona uses 100 credits per call. Each plan includes 1,000 credits (~10 calls/month) at no extra cost. Calls under 15 seconds don't count toward usage. > — https://support.quo.com/core-concepts/ai-automations/sona/sona-pricing · How it works, 'Key things to know before turning Sona on' bullets **Past your allowance** · Yes — The vendor documents both behaviours and which is the default: with overages off Sona simply stops answering and the call exits down the call flow fallback path, and only if you opt in does it keep answering at the tier's per-call rate. > By default, overages are disabled. When credits run out, Sona stops answering and routes calls through the fallback path in your call flow. If you enable overages, Sona keeps answering and bills extra calls at your tier's overage rate. > — https://support.quo.com/core-concepts/ai-automations/sona/sona-pricing · How it works, 'Key things to know before turning Sona on' bullets **Spam calls not billed** · Partly — Quo flags likely spam from carrier signals, but the label is advisory only and explicitly does not change routing, so a flagged robocall that reaches Sona still burns 100 credits; it is also beta and US numbers only. > Answer or ignore as usual. The label adds context. It doesn't change how the call rings or routes. > — https://support.quo.com/automatic-spam-detection · 'What you can do with a flagged call' bullet list ## What it does on the call **Books appointments** · Partly — Sona can text a scheduling link mid-call and, with Jobber connected, create a service request before the call ends, but no documented action writes an appointment into a calendar during the call. > Let the caller know you'll text the scheduling link now, then /Send SMS: https://example.com/book. Confirm they received it. > — https://support.quo.com/core-concepts/ai-automations/sona/actions · 'Build actions into a job', Example instruction **Transfers to a person** · Partly — Transfers to a teammate, a shared inbox or an external number are supported and the caller is asked first, but the docs say Sona leaves the call at once and cannot return, which undercuts the marketing claim of a summary handed over first. > Sona drops off - After initiating the transfer, Sona leaves the call entirely and cannot return. From that point, the conversation is in the hands of the recipient. > — https://support.quo.com/core-concepts/ai-automations/sona/actions · Transfer call action, 'What happens' step 3 **After-hours rules** · Yes — Because Sona is a step in Quo's call flow builder you can place it only after the business-hours branch, or on every call, and multiple Sona steps can carry different greetings and knowledge per position. > After business hours step: Offer after-hours support and message taking > — https://support.quo.com/core-concepts/ai-automations/sona/overview · Adding Sona to call flows, 'Common Sona placements' **Urgent calls escalated** · Partly — Escalation is real but is something you author: a job instruction can detect the situation and fire a transfer to an on-call person, and the vendor's trade pages describe exactly that, with no out-of-the-box emergency detection. > HVAC: Record after-hours job updates, let customers request maintenance appointments anytime, route urgent repairs to on-call technicians. > — https://www.quo.com/product/ai/receptionist · Industry use cases list, HVAC bullet **Asks your questions** · Yes — Intake is configured through reusable 'jobs' that tell Sona what to ask and when, with lead-qualification and message-taking templates supplied, and up to ten jobs attachable to a single Sona step. > Lead qualification -> When a new customer shows interest, Sona collects key details (like name, contact info, and service needs) so your team can follow up effectively. > — https://support.quo.com/core-concepts/ai-automations/sona/overview · Configuring Sona jobs, template examples **Answers about your business** · Yes — You feed Sona your own content three ways - crawl a website URL, upload documents or type pages - with stated limits of 20,000 characters a page and 10MB an upload, plus a 25-word custom vocabulary. > Website ingestion: Provide website URLs for content extraction ... Document upload: Supported formats: JSON, PDF, CSV, Markdown, plain text. File size limit: 10MB per upload > — https://support.quo.com/core-concepts/ai-automations/sona/knowledge · Creating knowledge pages, 'Content import options' **Texts your callers** · Yes — A Send SMS action texts the live caller from the same business number, and a separate beta lets Sona hold a text conversation with inbound leads; the restriction is that it can only text the caller on the call. > Sends a text to the caller's number on the live call. Uses the same business number that received the call. > — https://support.quo.com/core-concepts/ai-automations/sona/actions · Send SMS action, 'What it does' ## What you get after the call **Call summary by text** · Partly — Summaries and transcripts land in the Quo inbox immediately and can be pushed to email or Slack, but the vendor documents no SMS-to-owner summary, and summaries are always written in English even for Spanish or French calls. > Messages appear in your Quo inbox immediately with a full summary and transcript. > — https://www.quo.com/product/ai/receptionist · What can Sona do?, 'Take detailed messages' **Recordings and transcripts** · Yes — Every Sona call is recorded and transcribed as a matter of course, and AI call summaries and transcripts are listed for all calls on both published plans rather than being a higher-tier extra. > Monitor initial calls for quality and issues, every Sona call is recorded and transcribed for your reference. > — https://support.quo.com/core-concepts/ai-automations/sona/overview · Testing and deployment, 'Publishing Sona' step 3 ## What it connects to **Google Calendar** · Yes — Quo's own integrations directory lists CRMs, field-service and automation tools but no Google Calendar, Outlook or Calendly connector, and the vendor's answer for anything unlisted is to wire it up through Zapier or Make. > Can I connect Quo to an app that isn't listed here? Yes. Use Zapier or Make to connect Quo to thousands of apps without code, or build a custom integration with the Quo API. > — https://support.quo.com/core-concepts/integrations/overview · FAQs accordion, last question **Outlook** · Yes — Quo's own integrations directory lists CRMs, field-service and automation tools but no Google Calendar, Outlook or Calendly connector, and the vendor's answer for anything unlisted is to wire it up through Zapier or Make. > Can I connect Quo to an app that isn't listed here? Yes. Use Zapier or Make to connect Quo to thousands of apps without code, or build a custom integration with the Quo API. > — https://support.quo.com/core-concepts/integrations/overview · FAQs accordion, last question **Calendly** · Yes — Quo's own integrations directory lists CRMs, field-service and automation tools but no Google Calendar, Outlook or Calendly connector, and the vendor's answer for anything unlisted is to wire it up through Zapier or Make. > Can I connect Quo to an app that isn't listed here? Yes. Use Zapier or Make to connect Quo to thousands of apps without code, or build a custom integration with the Quo API. > — https://support.quo.com/core-concepts/integrations/overview · FAQs accordion, last question **CRM, Zapier and webhooks** · Yes — Native CRM logging covers HubSpot, Salesforce, Pipedrive, Zoho and Attio, and Sona's calls carry their summaries and recordings across; anything else goes through Zapier, Make, webhooks or the API. > Every Sona call syncs to HubSpot, Salesforce, Pipedrive, or Jobber via native integrations. Call summaries, transcripts, and recordings are included. > — https://www.quo.com/product/ai/receptionist · What can Sona do?, 'Log calls in your CRM automatically' **Your trade’s software** · Yes — Trade systems are covered directly - Jobber (including a Sona action that files a request mid-call), Clio for law firms, plus Housecall Pro, JobTread and HighLevel documented in the help centre. > Creates a new Request in Jobber when Sona detects that a caller is asking about a new job or service. > — https://support.quo.com/core-concepts/ai-automations/sona/actions · Create Jobber request action, 'What it does' ## Trying it, starting and leaving **Free trial or free plan** · Partly — There are two free ways in but each is bounded: a 7-day trial of everything including Sona, and a standing free allowance of 1,000 credits, roughly ten answered calls, which refreshes monthly on every plan. > Every workspace starts with 1,000 credits (~10 calls) each month. No setup needed. Sona will use credits when it answers calls. > — https://support.quo.com/core-concepts/ai-automations/sona/sona-pricing · How it works, 'You're automatically on the free tier' **Card required to start** · Yes — A card is mandatory at signup for identity and spam checks even though the trial itself is not charged, with one documented exception for accounts created through Stripe Projects by an AI agent. > Credit card required: You must provide a credit card for identity verification and spam prevention, even though we won't charge it yet > — https://support.quo.com/core-concepts/administration/billing/managing-your-trial · Trial limitations bullet list **Sign up without a sales call** · Yes — Signup, number choice, call flow and Sona setup are all self-service with no demo call needed, and the vendor states explicitly that no technical skill is required to deploy the agent. > Do I need to be tech savvy to set up Sona? No. Drag and drop Sona into your existing call flows. > — https://www.quo.com/product/ai/receptionist · Frequently asked questions **Setup fee** · Yes — There is no Sona onboarding fee, but every plan carries a one-time $19.50 carrier review and setup charge, and US texting additionally needs carrier registration with a recurring messaging fee. > Carrier review & setup fee (one-time) | $19.50 > — https://www.quo.com/pricing · Feature Comparison, Core Features table row **Contract and cancelling** · Yes — Month-to-month is published alongside a cheaper annual option, and cancellation is done in the app without contacting anyone, though numbers are only held for 60 days afterwards. > Can I cancel anytime? Yes. Cancel through the app in a few clicks. Your subscription stays active until the end of the billing cycle. > — https://www.quo.com/pricing · Frequently Asked Questions ## Which languages it speaks, and how it sounds **Languages** · Partly — Three languages are offered - English, Spanish and French - selectable per Sona step and mixable on one call, but the feature carries a Beta badge and Sona never uses a language you did not select. > Sona speaks English by default, but you can also configure it to speak Spanish and French. > — https://support.quo.com/core-concepts/ai-automations/sona/overview · Setting Sona's language section **Choose or clone the voice** · Partly — You pick from four preset voices with sample playback and three tone settings, but nothing in the docs offers voice cloning or uploading your own recorded voice. > Choose from 4 distinct voices with their own natural-sounding timbre. > — https://support.quo.com/core-concepts/ai-automations/sona/overview · Choosing Sona's tone and voice, 'Voice options' **Hear it before you buy** · Yes — A public demo line is published so you can hear Sona before signing up, and inside the product a Test Sona button places mock calls against your own configuration before going live. > Call Sona to try it now: (888) 297-7662 > — https://www.quo.com/demo · 'Never miss a customer with Sona' section, On calls block ## Your phone number and where it works **Keep your number** · Yes — Quo lists basic and advanced call forwarding on both plans and documents routing calls out to external numbers, so an existing line can be pointed at a Quo number that Sona answers. > Basic call forwarding | ✓ | ✓ > — https://www.quo.com/pricing · Feature Comparison, Productivity & Collaboration table **Move your number in** · Yes — Numbers port in from other carriers at no extra charge with the old service staying live during transfer, and the help centre documents a porting-out path if you leave. > Can I keep my existing phone number? Yes. Quo supports number porting from other carriers at no additional cost. > — https://www.quo.com/pricing · Frequently Asked Questions **Canada** · Yes — Numbers and included calling cover the US and Canada only > What countries can I call and text? US and Canadian numbers are included. International calling and messaging is available as an add-on with per-minute or per-message rates. > — https://www.quo.com/pricing · Frequently Asked Questions **Australia** · Yes — international calling is a per-minute add-on rather than local numbers, so UK, EU and Australian buyers get no local number and spam detection is US-only. > What countries can I call and text? US and Canadian numbers are included. International calling and messaging is available as an add-on with per-minute or per-message rates. > — https://www.quo.com/pricing · Frequently Asked Questions ## Who it is built for **Industries it is set up for** · Yes — The vendor ships per-trade answering-service pages and documented use cases for electricians, HVAC, legal, property management, real estate and salons, plus reusable job templates for common call scenarios. > Legal: Conduct new client intake, take detailed messages when staff are busy, transfer clients to available attorneys in emergencies. > — https://www.quo.com/product/ai/receptionist · Industry use cases list, Legal bullet **HIPAA, with a signed BAA** · Partly — A BAA is signed on both paid plans, but the vendor carves texting out of covered services and makes AI features conditional on patient notice and authorisation, so Sona calls are only compliant if you do that work. > To use Quo in a HIPAA-compliant way, your organization must sign a Business Associate Agreement (BAA), which is available for Business and Scale plans. > — https://support.quo.com/core-concepts/administration/hipaa-compliance · Opening section, before 'How to get a BAA with Quo' **Several locations or numbers** · Partly — One workspace handles several numbers and inboxes with their own Sona steps, each number beyond the one per user costing $5 a month, but credits are pooled workspace-wide rather than per location. > Additional phone numbers | $5/mo each > — https://www.quo.com/pricing · Add-Ons table ## Getting set up and getting help **Setup help** · Partly — Setup is yours to do in five documented steps and can be live the same day, with dedicated onboarding support reserved for the higher Scale plan rather than included for everyone. > Dedicated onboarding support | ✗ | ✓ > — https://www.quo.com/pricing · Feature Comparison, Support table **Support** · Partly — Email and live chat come with both plans, but inbound phone support is Scale-only and limited to weekdays 8AM-5PM Pacific, as is priority handling. > Inbound phone support (Mon–Fri, 8AM–5PM PT) | ✗ | ✓ > — https://www.quo.com/pricing · Feature Comparison, Support table ## What changed - 2026-10-14 — Capabilities · Free tier · Plan limits · Price · Terms ## Corrections If you represent Sona by Quo, or anything here is wrong or out of date, send a correction with a source. The operations this site accepts from an agent are listed at https://receptionistindex.com/.well-known/agents.json — that catalogue needs no key to read, and each entry states its own auth.