Quo

Sona AI Agent answers the call.

Asks qualifying questions defined in the setup.

Routes qualified leads to the appropriate sales representative.

Logs call summary and qualification data in CRM.

API triggered by CRM event (appointment scheduled).

Sends SMS reminder 24 hours before appointment.

Sends follow-up SMS 1 hour before appointment.

Confirms appointment and updates CRM accordingly.

Customer calls support line.

Sona AI Agent answers and attempts to address the query.

If AI cannot resolve, routes call to a live agent with context.

Agent resolves the issue and updates customer records.

API triggered by e-commerce platform (order placed).

Sends SMS confirmation with order details.

Sends shipping update with tracking information.

Sends delivery confirmation and feedback request.

Team members use a shared number for client communication.

All messages and call logs are visible to the team.

Agents can assign tasks and share context within the platform.

Managers can review conversations and provide feedback.