What Is Follow Up Ace? A Quick Introduction

Meet Your AI Real Estate Assistant

Follow Up Ace (Ace) is an AI assistant built directly into Follow Up Boss. It reads your CRM, answers questions about your contacts, helps you draft follow-ups, creates tasks, and coaches your next move — without ever leaving the tool you already use every day.

Think of Ace as a knowledgeable team member who has read every note, reviewed every activity log, and is always available to help you decide who to call, what to say, and what to do next.

What Ace Knows About Your Business

Ace has real-time access to your Follow Up Boss data:

• Contacts — history, notes, tags, assigned agent, lead source
• Activity — calls, emails, texts, property searches, showings
• Pipeline — stages, deals, open and overdue tasks
• Team — assignments, action plans, follow-up activity by agent
• CRM structure — your custom fields, tags, and SmartLists

This means you can ask questions like "Who are my warmest buyer leads this week?" or "What's the last note on the Johnson file?" and get an immediate, accurate answer.

What You Can Do With Ace Every Day

• Morning planning: "Who should I call today and why?" — Ace surfaces your highest-priority contacts based on recency and activity signals
• In-the-moment prep: "Remind me about the Garcias before I call them." — pulls full contact summary, last conversation, and pending tasks in seconds
• Follow-up drafting: "Write a re-engagement text for this lead who went quiet 3 weeks ago." — Ace drafts in your voice, you review and send
• Pipeline review: "Which active listings have had no showing in 14 days?" — surfaces gaps before they become problems
• Objection coaching: "A buyer just said the market is too hot right now. What should I say?" — instant talking points
• Task creation: "Schedule a call with Marcus Rivera for Thursday at 10am." — Ace creates the task and confirms it with you

What Ace Will Never Do Without Your Approval

Ace is an advisor and drafter, not an autopilot. It will always show you a preview and ask for confirmation before:

• Sending any email, text, or message
• Creating or modifying a task or note
• Changing a pipeline stage
• Applying an action plan

Ace does not have access to your personal email inbox, calendar, or any data outside your Follow Up Boss account.

Where to Find Ace in FUB

The Ace widget appears as a button in the bottom corner of every Follow Up Boss page. Click it to open the chat panel. When you're viewing a contact, Ace automatically knows who you're looking at — no need to specify.

If you see a "Connect Follow Up Boss" prompt, your session token has expired. Tap it once to reconnect (quick, no password required).

Plan Levels

Your access level is determined by the plan your admin has assigned you:

• Free — limited daily credits, basic functionality
• Regular — full CRM access, unlimited conversations, task and note creation, email drafting
• Pro — everything in Regular, plus voice chat, full call transcripts, direct email/SMS sending from Ace, and advanced AI features

Not sure what plan you're on? Ask Ace: "What plan am I on?" — or check with your account admin.

➡️ Understanding Your Ace Plan: Regular vs. Pro

Last updated: April 2026