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Connect Quo (formerly OpenPhone) to bring calls and available recordings into Presolve, send and receive one-to-one SMS, and keep selected contacts up to date in both systems.
This guide applies to organizations where the Quo integration is available. If you do not see Quo in Settings → Integrations, ask your Presolve administrator about availability and whether text messaging is enabled for your organization.

Before you connect

  • You need permission to manage your organization’s integrations in Presolve.
  • A Quo workspace owner or administrator must generate an API key in Workspace Settings → API. Create a dedicated key for Presolve. See Quo’s API key instructions.
  • Use a key from your firm’s Quo workspace. Each Presolve organization saves its own connection and credentials; there is no shared platform key to enter.
  • For contact sync, you also need permission to view, edit, and export contacts, and access to the personal-injury contact directory. You can connect calls and SMS without enabling contact sync.
  • Confirm that your Quo account and numbers are ready to send texts, including any required carrier registration and API messaging credits. Connecting Presolve does not complete those requirements.
A Quo API key grants access to its workspace’s API. Enter it only in the Quo connection form in Presolve. Do not send it in chat, email, or a support screenshot. Presolve stores the connection credentials encrypted.

Connect your workspace

  1. Open Settings → Integrations and choose Quo.
  2. Enter your Quo API key and select Find phone numbers.
  3. Select the numbers this Presolve organization should use. These become shared sending numbers for authorized case users, so select only the intended firm numbers.
  4. Choose the features to enable:
    • Import available recordings and transcribe them
    • Send SMS from cases
    • Enable two-way sync for contacts I link
  5. Select Connect Quo, review Connected numbers, and select Sync now.
Presolve imports activity for the selected numbers. Calls and contact updates are checked periodically, and webhook notifications bring in updates between checks. The initial call sync looks back seven days; it is not a complete historical import. Only one texting provider can be active for an organization. If another texting provider is connected, coordinate the switch with your administrator. RingCX and Microsoft Teams Phone can remain connected alongside Quo.

Review calls and recordings

Review imported calls in the relevant case’s Records area. A call is automatically attached only when Presolve can identify a single case match; ambiguous calls are not automatically assigned to one case. A call entry does not guarantee that audio is available. Recording import must be enabled, and a recording must exist and finish processing in Quo. Presolve imports available audio and generates a transcript from it; this does not start recording calls or import Quo’s native transcript. Calls with multiple recording segments require review in Quo. Presolve does not combine those segments or treat one segment as the complete recording.

Send and review texts

Use the case’s Texts view to review conversations and send from the configured number when SMS sending is enabled and you have the required case access. Review the message’s delivery status; a connected integration does not prove that a particular message was delivered. For unmatched conversations, use the text-review panel in Quo settings to attach a conversation to the correct case or dismiss it. Select Sync now to check for recent activity and refresh the review list. This integration supports one-to-one SMS. Review group texts and media messages in Quo. If a send has an unknown outcome, check the conversation in Quo before sending again to avoid a duplicate. Contact sync updates only people you explicitly link. It does not create a matching contact automatically, sync organizations, or sync the NSA contact directory. Create the contact in each system before linking it.
  1. In Quo settings, open Two-way contact sync and load the contact choices.
  2. Select the existing Presolve contact and its matching Quo contact.
  3. Under Use these details for the first sync, choose Presolve or Quo. Review both contacts first: the selected source supplies the initial values.
  4. Select Link and sync.
First name, last name, primary phone, and email then sync in both directions. The contact chooser shows up to 500 contacts from each side. Quo contacts with multiple phone numbers or emails are not supported by this connection; choose a contact with one of each before linking. Edits to different fields can merge. If both systems change the same field differently, the link pauses for review and shows the conflicting fields. Select Keep Presolve details or Keep Quo details after checking which contact has the values you want. A paused link can also show a contact error. Correct the underlying issue, then choose which system’s current details to keep to resume sync. One failing contact does not stop the other links from syncing. Archiving, merging, or deleting a linked contact pauses its link; Presolve does not delete the contact in the other system. Avoid editing the same contact in both systems during synchronization, since simultaneous remote edits can still require reconciliation.

Disconnect or change the setup

Select Disconnect in Quo settings to stop the local connection. To change selected numbers or connection options, disconnect and reconnect with the new choices. Contacts must be linked again after reconnecting. Presolve can disconnect locally even if Quo cannot remove the old webhook. If the old API key is no longer needed, the Quo workspace administrator can revoke that dedicated key in Quo.

Troubleshoot

Related: Communication integrations, text-messaging setup, and contacts.