Connect Quo (formerly OpenPhone) to Simplesat, and when an answered call ends, the caller gets a text with a link to your survey, sent from the Quo number they called.
The integration is Send survey after completing a phone call, under Survey integrations on the Quo page in Simplesat.
Before you start
The integration is available on every Simplesat plan. You'll need:
The Manage integrations permission in Simplesat, to connect Quo and switch the integration on. Owner and Admin have it by default.
A Quo API key. Only Quo workspace owners and admins can create one.
US Carrier Registration complete in your Quo workspace, if you text US numbers. Quo requires it for texts sent through its API.
A Simplesat survey to send. You'll set it to Generic Embed, because Quo doesn't have its own option in the list of places to add a survey.
If your security team wants to know what Simplesat can read and write once Quo is connected, send them Integration security, permissions and data flow.
Connect Quo
In Quo, open your workspace settings, go to the API tab and click Generate API key. Give it a label, for example
Simplesat, and copy the key.In Simplesat, on the Integrations page, open Quo and click Authenticate.
Enter the API key in API Key and click Authenticate.
When the page shows Authenticated with Quo, you're connected.
Send surveys by text after Quo calls
There's nothing to set up in Quo.
Heads up: The integration runs as soon as you activate it, and answered calls don't get a working survey link until Survey link is filled in. Do steps 4 to 7 in one go.
Create or open the survey and choose External email embed.
Under Choose where to add your survey, choose Generic Embed.
On Publish, click Generate embed code, choose Link and click Copy survey.
On the Quo page, click Activate integration on Send survey after completing a phone call.
Paste the survey link into Survey link.
Edit Message if you want. It starts as
How did we do? {{surveyUrl}}.{{surveyUrl}}becomes a short link to the survey for that call, so keep it where you want the link to appear.Click Save.
From then on, every answered incoming call gets one text when it ends. Missed calls don't get one. You can edit Message and Survey link later without switching the integration off.
Before your team relies on it, call your Quo number from your own mobile, answer the call in Quo, then hang up. The survey text should arrive on your mobile. Testing an integration end to end has more on testing.
Caller details in Simplesat
Quo gives Simplesat the caller's phone number, not their name or email. So each response comes in with:
The caller's phone number as the customer's name and customer ID.
A placeholder email made from the phone number, for example
[email protected].The Quo call's ID as the ticket ID.
No team member is added to the response. How tickets, customers and team members connect on a response is in Attribution: linking feedback to tickets, customers and agents.
Change the Quo API key
Reconnect when you replace the API key in Quo, or to connect a different Quo workspace.
In Quo, create the new API key.
On the Quo page in Simplesat, click Revoke access.
Click Authenticate and enter the new key.
Click Activate integration on Send survey after completing a phone call. Reconnecting doesn't switch it back on, but your Message and Survey link are kept.
Heads up: Simplesat doesn't check the connection after you connect. If someone deletes the API key in Quo, the texts stop, but the page still shows Authenticated with Quo.
Troubleshooting
My callers aren't getting a text after a call
Check these:
Send survey after completing a phone call is active. If you reconnected Quo, click Activate integration again.
Survey link has the link you copied from the survey's Publish page, and Message has
{{surveyUrl}}in it.The call came in to your Quo number and was answered. Missed calls don't get a text.
For US numbers, US Carrier Registration is complete in Quo.
The API key you connected with still exists in Quo.
Responses from Quo calls show a phone number instead of the caller's name
That's expected. Quo gives Simplesat the caller's phone number, not their name or email, so the number becomes the customer's name and ID, and the email is a placeholder made from it.
My Quo integration stopped working, but the page still says Authenticated with Quo
Simplesat doesn't check the connection after you connect, so if the API key is deleted in Quo, the texts stop and the page doesn't change. Click Revoke access, then Authenticate with a current API key, then click Activate integration on Send survey after completing a phone call.
FAQ
Do outgoing calls get a survey text?
No. Only answered incoming calls text the caller. When you call someone from Quo, they don't get a survey text.
Can I survey only some calls?
No. Every answered incoming call gets one text when it ends, and missed calls don't. There's no other setting.
Do I need to set up a webhook in Quo?
No. Activating the integration connects it to your Quo calls.
Does Simplesat send the text, or Quo?
Quo does, from the Quo number the caller called.