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Documentation Index

Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt

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Triple Session’s AI Coach integrates with Quo to automatically pull in your team’s phone calls and analyze them using your active Smart Scorecards. This is an organization-wide integration — one Company Admin connects Quo on behalf of the whole team, so individual reps don’t need to set anything up themselves.
This integration must be set up by a Company Admin in Triple Session. Unlike other integrations such as Zoom or Google Meet, individual team members cannot connect their own accounts.

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Requirements

Before setting up the Quo integration, make sure you meet these requirements:
  • Quo account with owner or admin access: You must be an owner or admin in your Quo workspace to generate an API key.
  • Admin access in Triple Session: Only users with Company Admin privileges can complete this setup.

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Connect Quo to AI Coach

1

Go to AI Coach settings

Log into your Triple Session account. Click the Settings tab from the sidebar menu. You can also access Settings from within any AI Coach page — Analytics, Meetings, or Moments. Click Integrations, find Quo, then click Connect.
AI Coach settings page — Integrations
2

Generate a Quo API key

Log in to Quo as an owner or admin. Open Workspace Settings → API, create a new API key and name it triple-session, then copy the generated API key.
Quo Workspace Settings page
Create new API key in Quo
Copy the generated Quo API key
3

Paste the API key in Triple Session

Return to Triple Session’s Quo integration settings page. Paste your Quo API key into the API key field, then click Verify key. Triple Session will verify the connection and display the available Quo phone numbers.
Paste and verify Quo API key in Triple Session
Quo phone numbers displayed after verification
4

Confirmation

You’ll see a confirmation message once the integration is active. Triple Session will start matching calls by user email and analyzing them with your active Smart Scorecards.
Quo integration confirmation
Once connected, if a rep’s Quo phone number is included, their calls will be pulled in and analyzed automatically.

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Troubleshooting: why aren’t some calls being reviewed?

If the integration is active but a rep’s calls aren’t appearing in AI Coach, check these common issues:
  • The rep’s phone number isn’t linked to their Triple Session account. Make sure the phone number associated with their Quo account matches the one in their Triple Session profile.
  • No Smart Scorecards are selected. Check that at least one Smart Scorecard is enabled for the rep’s recording settings.
  • The API key has expired or been revoked. If the Quo API key is no longer valid, generate a new one in Quo and re-verify it in Triple Session.
Admin action:
  1. Go to Members in your AI Coach settings.
  2. Check the Scorecards column. If it shows 0, the rep has no Smart Scorecards selected.
  3. Click the icon to open options, then click Recording Settings.
  4. Select Smart Scorecards for the rep.
Smart Scorecards admin settings for Quo