---
title: "Assistants who work in OpenPhone"
description: "Dedicated assistants who work inside OpenPhone every day: answering, dispositions, list hygiene, follow-up and the weekly report. See how the desk runs."
url: https://assistbpo.com/software/openphone/
updated: 2026-09-20
publisher: AssistBPO (SS Support Network LLC)
language: en-US
---

# Assistants who work in OpenPhone

AssistBPO's OpenPhone virtual assistant works as a user on your shared number. Answering calls and texts in your company name, handing work over with internal threads, turning AI call summaries into CRM notes and tasks, keeping snippets and auto-replies accurate, and driving the shared inbox to empty every shift.

- Business phone system
- Your account, your data

[Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) One named assistant, a trained backup and a team lead.

In short

- Your shared number and shared inbox worked to empty every shift
- Call summaries turned into CRM notes and dated follow-up tasks
- Snippets, auto-replies and ring order kept true to what you can deliver

OpenPhone

Business phone system by OpenPhone Technologies, Inc. · US, CA

OpenPhone is a product of OpenPhone Technologies, Inc. The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held.

Updated September 2026 · Reviewed by [Issabela Masters](https://assistbpo.com/team/issabela-masters/)

## Why do OpenPhone users need a virtual assistant?

OpenPhone, now branded Quo, is built for teams that live in a shared inbox: one number, everyone can see the thread, and a text is as ordinary as a call. It works well until volume arrives. Then the shared inbox becomes a shared pile of guilt. Nobody owns a conversation, so nobody closes it. The AI writes a tidy summary of a call whose next step never happens. Snippets go stale, the auto-reply promises a callback within the hour, and the ring order points at two founders in back-to-back meetings. An assistant gives the inbox an owner. They answer calls and texts in your name, hand off cleanly in internal threads, work the AI summaries into real tasks with dates, keep snippets and auto-replies honest, and get the inbox to zero before they log off.

## What can a virtual assistant do inside OpenPhone?

**Shared numbers and shared inbox**
: Sits on your shared number as a user, answers calls and texts in your company name, and drives the inbox to empty each shift so no conversation is left half-finished.

**Internal threads**
: Uses the internal thread on a conversation to hand context to whoever has to act, which keeps the customer-facing thread clean and stops the same story being retold in chat.

**Snippets and auto-replies**
: Keeps your saved replies accurate as hours, policies and links change, and rewrites the after-hours auto-reply so the callback time it promises is one you can actually meet.

**Ring order and phone menus**
: Documents who a call rings and in what order, and what each menu option does, then tests the tree from an outside line and puts changes in writing for your admin.

**AI call summaries and transcripts**
: Reads each summary, corrects what the transcript misheard, logs the outcome on the CRM record and creates the follow-up task while the detail is still fresh.

**Text messaging and A2P 10DLC**
: Texts inside the campaign you registered, sends confirmations and follow-ups with lawful consent and do-not-call scrubbing, and actions every opt-out the same day.

**Contacts and custom properties**
: Keeps contacts deduplicated and fills the custom properties your team filters on, so whoever picks up next sees who is calling and what happened last time.

**Analytics and AI agent handover**
: Pulls call and message volume, response time and missed calls each week, and works the queue of conversations the Sona AI agent captured but could not finish.

## Integrations we handle

- OpenPhone and [HubSpot](https://assistbpo.com/software/hubspot/)
Logs calls, texts and summaries on the contact timeline and creates the dated task, so a conversation in the inbox becomes a step in the pipeline.
- OpenPhone and [Salesforce](https://assistbpo.com/software/salesforce/)
Writes call activity to the lead or opportunity with the outcome and next step, and keeps stage and owner correct after each conversation.
- OpenPhone and [Slack](https://assistbpo.com/software/slack/)
Posts new conversations and missed calls to the channel that owns them with a one-line summary, and pings the person who actually has to answer.
- OpenPhone and [Pipedrive](https://assistbpo.com/software/pipedrive/)
Creates the deal from a first inbound text, logs each call against it and moves the stage only when the buyer did something, not when the rep felt good.
- OpenPhone and [Zapier](https://assistbpo.com/software/zapier/)
Pushes missed calls and new inbound numbers to a sheet or task board, and the assistant reviews failed runs weekly instead of letting them pile up silently.
- OpenPhone and [Make](https://assistbpo.com/software/make/)
Runs the longer routing scenarios, such as tagging a conversation and raising a ticket, with the assistant monitoring the scenario history for errors.

## Which OpenPhone admin tasks can you delegate?

- Answer calls and texts on your shared number in your company name
- Drive the shared inbox to empty before the end of each shift
- Hand off work in an internal thread instead of a side chat
- Log call summaries and next steps on the CRM record
- Keep snippets current as hours, policies and links change
- Rewrite auto-replies so the promised callback time is real
- Return voicemails inside your callback window
- Book meetings and callbacks straight from the conversation
- Record opt-outs and update the do-not-call file the same day
- Deduplicate contacts and fill in custom properties
- Test the phone menu and ring order monthly from an outside line
- Send a weekly report on response time and missed calls

## Roles that work in OpenPhone

Sales & lead gen
### Sales development representative

Dedicated SDR - Research instincts: finds the right person and a reason to reach out
- Persuasive, concise writing for cold email and LinkedIn
- Confident phone presence with quick objection handling

Works in Hire a remote sales development representative

[Sales development representative](https://assistbpo.com/roles/sales-development-representative/)

Customer support
### Customer support agent

Dedicated support agent - Clear written English that explains without condescending
- Product curiosity: learns features, limits and workarounds quickly
- Structured troubleshooting and clean bug reports

Works in Hire a remote customer support agent

[Customer support agent](https://assistbpo.com/roles/customer-support-agent/)

## Services delivered in OpenPhone

- [Inbound lead response service](https://assistbpo.com/services/inbound-lead-response/)
- [Sales follow up services](https://assistbpo.com/services/sales-follow-up/)
- [Appointment setting services](https://assistbpo.com/services/appointment-setting/)
- [Phone answering service for small business](https://assistbpo.com/services/phone-answering/)

## Other business phone system tools we work in

- [RingCentral](https://assistbpo.com/software/ringcentral/)
- [Vonage](https://assistbpo.com/software/vonage/)
- [Zoom Phone](https://assistbpo.com/software/zoom-phone/)
- [8x8](https://assistbpo.com/software/8x8/)
- [Aircall](https://assistbpo.com/software/aircall/)
- [Comcast Business VoiceEdge](https://assistbpo.com/software/comcast-business-voiceedge/)
- [All tools](https://assistbpo.com/software/)

## Frequently asked questions

### What does an OpenPhone virtual assistant do on a shift?

They open the shared inbox, work the oldest unanswered conversation first and take calls on the shared number in your company name. Each thread ends in a decision: a question answered from a snippet, a meeting booked, a handover written into the internal thread, or a follow-up task dated in your CRM. Voicemails are returned inside your callback window and every AI summary is checked against what was actually said. The shift closes with the inbox empty and a short note on what is waiting on you.

### OpenPhone is now called Quo. Does that change anything for us?

No. OpenPhone renamed itself Quo, and the product, your numbers, your threads and your integrations carried across with it. We still see the old name used more often by buyers than the new one, which is why this page is titled the way it is. Our staff train on the current app whatever the label on the login page says, and if you are running the older branding in your own documents we work to your wording rather than correcting it on calls. Nothing about setup or access changes.

### Do you have OpenPhone certified assistants?

There is no vendor certification for receptionists or support agents on this product, and we do not claim one. Our staff train on OpenPhone before joining a client: the shared inbox, internal threads, snippets and auto-replies, ring order and phone menus, call transfer, AI summaries, contacts and custom properties, and the texting rules that come with a registered campaign. Supervised calls and messages follow, scored by a team lead against your tone guide. AssistBPO is not a partner, reseller or affiliate of OpenPhone or Quo.

### How much does an OpenPhone virtual assistant cost?

Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. Inbound coverage is priced per person for a block of monthly hours on the Front desk & phones desk, and outbound follow-up and appointment setting sit on the Sales & lead generation desk, also priced per person rather than per call or per booking. You provide the user seat, which is the only license the assistant needs, and we add no markup to it. Shared coverage per call is available for low volumes.

### How do we add the assistant to our OpenPhone workspace?

Invite them as a user, give them access to the shared numbers they should work and set where they sit in the ring order. Workspace settings such as billing, porting and campaign registration stay with your admin. Numbers on this product are US and Canadian, so your assistant works those numbers whatever country your customers sit in. They sign in from a managed device with multi-factor authentication under their own login, so every call and message is attributed to them. Our staff are employed, background-checked and under NDA.

### Can the assistant send follow-up texts and calls from our number?

Yes, within the rules for your country and the people being contacted. Texting runs inside the campaign you registered, lists are scrubbed against your own do-not-call file and the national registry where one exists, and messages and calls go only to people who gave lawful consent. Contact happens inside permitted hours for the recipient's time zone, every attempt is dispositioned, and opt-outs are honored the same day and written back to your contact record. We do not text or call purchased lists, whoever supplies them.

Next step

## Your desk, staffed. Wherever you are.

Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours.

[Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours, or [hear our demo receptionist](https://assistbpo.com/demo-line/).

- A named assistant proposed within 72 hours
- Employed, screened and managed staff, never freelancers
- Your hours, your tools, your data

---

Source: https://assistbpo.com/software/openphone/ · Contact: https://assistbpo.com/contact/ · Full site map for agents: https://assistbpo.com/llms.txt