Follow Up Boss AI: Setup Checklist for Agents

What is Follow Up Boss AI and how does it work?

Follow Up Boss AI — marketed as Follow Up Ace — is an AI intelligence layer that lives inside your existing Follow Up Boss account. It does not replace the CRM; it augments it. Ace embeds directly into the Follow Up Boss interface as a sidebar app, so agents interact with it without switching tabs.

Under the hood, Ace connects to Follow Up Boss via a standard OAuth authorization flow. Once authorized, it can read contacts, notes, tasks, deals, appointments, and activity history, and it can write back to those same objects. The Agentic layer exposes 215 MCP tools that let Claude Desktop, ChatGPT, and other AI clients execute CRM actions on your behalf — searching contacts, drafting messages, logging notes, and more.

How do I connect Follow Up Ace to Follow Up Boss?

Connection happens through a standard OAuth consent flow that takes under two minutes. The FUB account owner or admin must complete this step first — non-admin agents cannot initiate the account connection.

1. Create your Follow Up Ace account at followupace.com/admin/signup. Use your work email.
2. Trigger the OAuth flow. From the Ace admin dashboard, click "Connect Follow Up Boss." Ace redirects you to app.followupboss.com/oauth/authorize with the required scope parameters.
3. Approve access in Follow Up Boss. Log in with your FUB admin credentials and click Allow. FUB redirects back to Ace with an authorization code that Ace exchanges for access and refresh tokens.
4. Ace auto-installs the embedded app. After the OAuth exchange completes, Ace automatically calls the FUB embedded-app install endpoint so the Ace sidebar appears inside Follow Up Boss for your team. No manual app-store step is required.
5. Agents connect their individual OAuth. Each team member opens the Ace sidebar in FUB and completes their own OAuth step (the /embed/fub-oauth-start flow). This personal link lets Ace act on their behalf for personalized AI drafts and voice commands.

Once connected, you can verify the link status any time from the Ace settings panel — the /embed/fub-oauth-status endpoint reports whether the token is live, expired, or needs re-authorization.

What are the Follow Up Ace plan tiers?

Ace uses three per-seat plan levels plus a separate account-wide Ace Trove tier. Here is how they compare:

Per-seat pricing applies to individual agents regardless of who pays — admins can purchase seats for their team ("team pay") or agents can self-subscribe. Voice chat and the MCP connector are Pro-only; the code gates both on planType === 'pro'.

What is the Ace Trove and when do I need it?

The Ace Trove is an account-level add-on that runs nightly analysis across your entire contact database, not just on contacts you manually open. It writes six scoring fields into Follow Up Boss custom fields for every contact it processes:

• ace_engagement_score — recency and frequency of two-way interactions
• ace_intent_score — signals of active property search behavior
• ace_recency_score — how recently meaningful activity occurred
• ace_quality_score — lead source and profile completeness
• ace_velocity_score — rate of increasing activity over time
• ace_conversion_probability — composite likelihood of near-term transaction

Ace Trove pricing scales with your contact count:

A solo agent with a few hundred contacts does not need the Ace Trove immediately. Teams running contact databases above a few thousand, or brokerages that want automated lead prioritization across agents, benefit most.

What should I configure first after connecting?

After the OAuth handshake completes, prioritize the following in order:

1. Verify the connection status. Open the Ace sidebar in Follow Up Boss and confirm the green "Connected" badge appears. If not, use the reconnect prompt — it redirects you back through the consent screen.
2. Set your plan. If you are on the Free tier, decide now whether Regular or Pro fits your workflow. Pro is required if you plan to use voice commands or the MCP connector with Claude Desktop or ChatGPT.
3. Configure AI prompt suggestions. Inside Ace settings, toggle the "AI prompt suggestions" preference on. This surfaces context-aware message drafts directly inside conversations.
4. Enable the Ace Trove (admins only). If your account qualifies, the account owner or admin can activate the Ace Trove from the Ace admin dashboard. Once enabled, the nightly scoring job begins analyzing contacts and writing scores back to Follow Up Boss custom fields.
5. Check Fair Housing compliance scanning. Ace's scanForComplianceViolations() function runs automatically on outgoing message drafts. Review the compliance settings to confirm it is active for your account — it flags steering language, discriminatory phrasing, and licensing requirement gaps before they leave your keyboard.
6. Set up the Zillow playbook (Pro). If your team receives Zillow leads, the Zillow speed-to-lead checker activates automatically on Pro. Review the playbook settings to confirm response-time targets match your workflow.

How does the Follow Up Ace MCP connector work?

MCP (Model Context Protocol) lets external AI clients — Claude Desktop, ChatGPT, or any MCP-compatible client — talk directly to your Follow Up Boss data through a single authenticated URL. No copy-paste, no manual exports. The Ace MCP server exposes 215 tools covering contacts, notes, tasks, deals, appointments, email, SMS, action plans, smart lists, and team management.

Common MCP use cases for agents:

• Ask Claude to find all contacts in a zip code who have not been contacted in 30 days
• Draft a follow-up sequence for a specific contact and log it directly as a FUB task
• Pull a pipeline health summary without opening Follow Up Boss at all
• Run a lead nurture optimizer across stale opportunities in one command

MCP access requires a Pro plan ($55/seat/mo). The Ace DXT desktop extension is the easiest way to connect — install it once and Claude Desktop has persistent, authenticated access to all 215 tools. See the Agentic page for the full connector setup guide.

Does Follow Up Ace work for teams and brokerages?

Yes. The billing model supports both self-pay (agents subscribe individually) and team pay (the admin purchases seats centrally and assigns them). The two modes are tracked separately so the same agent is never double-billed.

For brokerages managing large contact databases, the Ace Trove provides account-wide nightly scoring. Every contact in your FUB account receives updated scores each night without any agent having to open individual records. Scores surface in FUB custom fields so you can build smart lists and action plans on top of them — for example, a smart list of contacts where ace_conversion_probability crossed 0.75 this week.

If you are evaluating Ace against other AI CRM tools, the comparison page covers the key structural differences in depth.

Setup checklist: quick reference

Use this as a final verification sweep before going live:

Common questions about Follow Up Boss AI setup

Do I need a Pro plan to use the AI chat inside FUB?

No. The AI chat interface is available on the Regular plan ($25/seat/mo). Pro adds voice commands and MCP access for external AI clients. Free accounts have access to a limited version of the chat. The plan gate enforces this at the server level based on the agent's stored planType field.

What happens if my FUB OAuth token expires?

Ace automatically attempts to refresh the token before it expires. If the refresh fails — for example, because your FUB password changed — the sidebar displays a reconnect prompt. Click it to restart the OAuth flow; you do not need to start from scratch or contact support. The token health is also visible to admins on the account health dashboard.

Can non-admin agents sign up for Ace on their own?

Agents who are not FUB admins cannot initiate the account-level OAuth connection. However, if an admin has already connected the account and enabled the embedded app, individual agents can sign themselves up for self-pay seats directly through the Ace sidebar — they do not need admin involvement to subscribe individually.

Is the Ace Trove required to use Follow Up Ace?

No. The Ace Trove is an optional add-on that enables nightly account-wide contact scoring. Agents on the Free, Regular, or Pro per-seat plans get full AI chat, message drafting, and (on Pro) voice and MCP access without it. The Ace Trove becomes valuable when you want automated scoring to run continuously across hundreds or thousands of contacts without any manual trigger.

How does Fair Housing compliance work in Follow Up Ace?

Ace includes a built-in scanForComplianceViolations() function that checks outgoing message drafts for Fair Housing violations, steering language, and other regulatory red flags before they are sent. The scan runs automatically — there is no button to click. Learn more about the specific rules it enforces on the Compliance page.