Knowledge base

Getting Started with Follow Up Ace (3)

Everything you need to set up and activate Follow Up Ace for your team.

Admin Setup & Configuration (16)

• Admin Setup Guide
• Cheat Sheet: Using Ace in Follow Up Boss
• Cheat Sheet: Ace MCP + Claude

View all 16

Prompts (2)

• Ace AI Quick Prompt System Guide
• Complete Guide: Creating Custom Prompts for ACE AI Workflows

Admin Portal & Dashboard (1)

• Ace AI Admin Portal — Dashboard Overview

Troubleshooting (1)

Troubleshooting category

Common Issues & Fixes (1)

• Troubleshooting: Common Issues and Fixes

Video Library (1)

Repository for all training videos.

Training Videos (1)

• Video: Ace AI Admin Setup

Team & Billing Management (2)

Manage seats, subscriptions, and account settings.

Managing Your Admin Account (1)

• How to Cancel Ace AI

Seats & Subscriptions (1)

• Managing Seats and Subscriptions

Using Ace in Follow Up Boss (1)

How to use Ace in your daily workflow — chat, prompts, RANT, and voice.

Daily Use & Chat (2)

• Using Ace: The Complete Chat Guide
• What Is Follow Up Ace? A Quick Introduction

AI Engine Add-On (2)

What the AI Engine add-on unlocks, how to activate it, and how it is billed.

AI Engine Overview (2)

• What Is Account AI? Overview and Pricing
• AI Engine Add-On: What It Is and How to Get Started

Features & Configuration (1)

• Activating Account AI and Understanding Engagement Scores

Developer & Integrations (1)

MCP server setup, custom integrations, and developer reference.

MCP (Model Context Protocol) (1)

• Connect FollowUpAce to Claude, ChatGPT & Other AI Assistants via MCP