Using the Ace Companion

The Ace Companion is a floating window that tags along while you work in Follow Up Boss on desktop. It sits alongside FUB, reads context from whichever contact you are currently viewing, and helps you stay in a rhythm moving efficiently from contact to contact.

The Companion is available on both Regular and Pro plans.

Opening the Companion

Click the Open Companion button in the top-right corner of the Ace embed in Follow Up Boss. The Companion window will float above your FUB session and stay open as you navigate between contacts. Keyboard shortcut: Cmd+K / Ctrl+K.

The Three Panes

NOW — Who You Are Looking At

When you click a contact in FUB, the Companion detects the active contact and the NOW pane automatically updates with a briefing: lead source, last activity, key signals, and suggested next steps. You do not need to tell Ace who you are looking at — it reads context from the parent window.

NEXT — Who to Talk to Next

The NEXT pane shows a prioritized call list for the day. Click a contact in NEXT to load them in FUB. The NOW pane updates with their briefing. Regular users see top 5; Pro users see top 10. Admins tune the ranking rules from Admin > Configuration > Team Playbook.

DASHBOARD

Account-wide intelligence: daily briefings, pipeline health, revenue signals, and Ask Ace persistent chat. Available for Pro and AI Engine accounts.

Daily Workflow

1. Open the Companion from the top-right of the Ace embed.
2. Go to NEXT and check today's prioritized list.
3. Click a contact — FUB navigates to them, NOW shows their briefing.
4. Collaborate with Ace in the embed — ask Ace to draft an email, SMS, talking points, or an objection response. Work it until it feels right.
5. Send and move on — review the draft, approve, send, then back to NEXT.

The pattern: NEXT > click > NOW brief > embed chat > draft > send > repeat.

Voice Mode (Pro Only)

Pro users can activate Voice mode from the Companion via the mic icon. Talk to Ace hands-free to ask questions, add notes, or get a quick briefing — great when driving between appointments.

Last updated: June 2026