Follow Up Boss AI Tools: Complete Guide

Does Follow Up Boss have built-in AI tools?

Follow Up Boss (FUB) is a widely used real estate CRM that handles contacts, pipelines, and team communication well. What it does not include out of the box is a generative AI layer — no automatic lead scoring, no AI-written follow-up messages, and no natural-language query interface into your pipeline data.

That gap is exactly what Follow Up Ace fills. Ace is an AI intelligence layer that embeds directly inside the Follow Up Boss interface. Agents interact with it without leaving FUB, and the AI writes data back into FUB custom fields so every tool your team already uses benefits automatically.

The sections below walk through what each AI capability does, which plan unlocks it, and how to get started.

What AI tools does Follow Up Ace add to Follow Up Boss?

Ace ships four distinct AI capability areas. Each is described below with the plan required to access it.

1. AI Chat assistant (all plans including free)

The Ace chat assistant lives in a panel inside Follow Up Boss. You can ask questions in plain English — "which of my leads opened emails this week but haven't replied?" — and Ace queries your FUB data to answer. It can also draft follow-up messages, summarize a lead's activity history, and suggest next steps.

• Free plan: 15 AI messages per day, access to your knowledge base
• Ace Regular ($25/month per seat): Unlimited messages, activity dashboard, real-time notifications
• Ace Pro ($55/month per seat): Everything in Regular plus voice chat, MCP connector for Claude and ChatGPT, and the Zillow Playbook

2. Ace Trove — automated lead scoring written to FUB custom fields

Ace Trove is the core differentiation. It runs a nightly batch analysis across every contact in your Follow Up Boss account and writes the results directly into FUB custom fields. Your smart lists, action plans, and team workflows can filter on these fields the same way they filter on anything else.

The fields written on every analyzed contact (consolidated in June 2026 into a lean, model-grounded set — the earlier heuristic fields like ACE Score, Tier, and Velocity are still computed internally and now power the dashboards instead):

• Ace Win Score (0–100, free) — calibrated probability this contact converts to a closed deal
• Ace Churn Risk (Low / Medium / High, free) — model risk that an engaged contact goes cold
• Ace Expected GCI (est., Ace Trove) — win probability × the account's real median commission
• Ace Opportunity (Ace Trove) — At Risk / Active Buyer / Active Seller / Likely Seller / Nurture
• Ace Seller Tier (Ace Trove) — seller-intent tier from property + behavioral signals, equity estimated (Very High / High / Moderate / Low / None)
• Ace Last Analyzed (Ace Trove) — timestamp of most recent analysis run

Because the data lives in FUB custom fields, you do not need a separate dashboard. A smart list of "Hot leads not contacted in 3 days" is built in FUB exactly as you would build any other smart list.

Ace Trove is part of the Ace Trove add-on, which is priced per account by contact volume rather than per seat.

3. Voice chat (Pro plan)

Ace Pro includes a WebRTC-based voice interface. Instead of typing a query, you speak it. Voice Activity Detection processes audio client-side so audio is not streamed continuously. The feature requires an Ace Pro seat and must be enabled for the account.

Voice is useful in situations where hands-free interaction matters — driving between showings, reviewing a pipeline on a mobile device, or getting a quick lead summary without opening a laptop. It connects to the same AI backend as the chat assistant, so any question you can type, you can ask aloud.

4. MCP connector — use Claude or ChatGPT to control FUB (Pro plan)

The Ace agentic connector exposes your Follow Up Boss data and actions to external AI clients through the Model Context Protocol (MCP). This means you can open Claude.ai or ChatGPT, give it one URL, and immediately have access to 215 tools for reading and writing FUB data — all from a natural-language conversation in whatever AI tool you prefer.

Connection endpoints:

• Claude (Streamable HTTP): https://followupace.com/mcp
• ChatGPT (SSE): https://followupace.com/api/mcp/sse/

Example things you can do through the connector:

• Ask Claude to run a pipeline health check — it pulls your FUB pipeline data and returns a structured analysis of deal velocity, stalls, and at-risk contacts
• Ask the lead nurture optimizer to review a segment and suggest the next action for each contact
• Write notes, update custom fields, or log activities in FUB by describing what happened in plain English

The connector requires Ace Pro. Once connected, AceMemory keeps a shared session ledger across surfaces — work you start in Claude carries over to the Ace panel inside FUB, already queued and ready to send.

How does Follow Up Ace handle Ace Trove pricing?

The Ace Trove (which powers Ace Trove, nightly anomaly detection, and executive reasoning tools) is an account-level add-on priced by how many contacts your Follow Up Boss account contains. Per-seat pricing does not apply to the Ace Trove — one subscription covers the entire account.

The Ace Trove subscription tier auto-adjusts as your contact database grows, so you do not need to manually manage upgrades during a growth period.

Does Ace scan messages for Fair Housing compliance?

Yes. Every message drafted or analyzed by Ace runs through a compliance scan before it is surfaced to the agent. The scanForComplianceViolations() function in the backend checks the text against two sets of rules:

• Fair Housing Act (42 U.S.C. 3601–3619): Terms and coded language that indicate discrimination based on race, color, religion, national origin, sex, familial status, or disability — flagged as high severity
• Licensing boundary violations: Language that crosses into legal advice, appraisal opinions, or other areas outside an agent's licensed scope — flagged as medium severity

When a violation is detected the flag surfaces inline, the message is not auto-sent, and the agent can revise before proceeding. The AI system prompt also includes a standing Fair Housing instruction that redirects the AI away from responding to questions that could produce discriminatory guidance.

This is a meaningful operational guardrail — Fair Housing enforcement actions increasingly cite written communications, and having an automated pre-send check reduces the surface area for mistakes. See the Compliance page for a full breakdown.

How do I set up AI tools in Follow Up Boss with Follow Up Ace?

Setup is designed to be a single session with no IT involvement required. Here are the steps:

1. Create a free Follow Up Ace account at followupace.com/admin/signup. No credit card required.
2. Connect Follow Up Boss via OAuth. Ace uses the official FUB OAuth flow — you authorize Ace to read and write your FUB account. No API keys to copy, no webhook configuration.
3. The Ace panel appears inside Follow Up Boss immediately after authorization. The chat assistant is available on the free plan at this point.
4. To enable Ace Trove (Ace Trove), subscribe to the Ace Trove tier that matches your contact count. Ace begins the nightly analysis run the same evening.
5. To enable voice chat and the MCP connector, upgrade to Ace Pro ($55/month per seat). The MCP endpoint URLs appear in your Ace settings panel under Connectors once Pro is active.
6. To connect Claude, open Claude.ai → Settings → Integrations → Add custom integration, paste https://followupace.com/mcp, and authenticate with your Ace credentials.
7. To connect ChatGPT, use the SSE endpoint https://followupace.com/api/mcp/sse/ in a custom ChatGPT Action or compatible client.

What Ace Trove recipes are included?

Beyond raw lead scoring, the Ace Trove ships a catalog of ready-to-deploy workflow recipes. Each recipe describes a smart list pattern, an Ace Trove field to filter on, and (where the FUB API supports it) the action to apply. Current recipes include:

• Hot Leads Call Queue — surfaces Hot-tier contacts who have not been called recently
• Stale High-Value Re-Engagement — identifies high-score leads that have gone quiet and routes them to a re-engagement action plan
• Ghost / At-Risk Owner Alert — flags contacts showing disengagement signals and notifies the lead owner
• Speed-to-Lead Slow Responders — uses the ACE Response Time field to identify inbound leads that did not receive a quick first reply
• Ready Buyers Fast Track — routes contacts with a high Buyer Readiness score to a closing-focused action plan
• Investor Segment View — isolates Lead Type = Investor contacts for specialized outreach

Each recipe uses only FUB-supported API operations. Smart lists themselves cannot be created programmatically through the FUB API, so recipes describe the filter criteria you build in FUB, then the Ace fields make the filters meaningful.

How does Ace compare to other AI tools for Follow Up Boss?

The landscape of AI add-ons for real estate CRMs is expanding, but most tools focus on a single surface — usually message drafting or lead routing. The table below positions Ace against the general category:

See the full competitor comparison for side-by-side detail against specific platforms.

Is Follow Up Ace free to try?

Yes. The free plan is not a trial — it does not expire. It includes:

• 15 AI chat messages per day
• Live Ace Win Score + Churn Risk on every contact (a subset of the full Ace Trove field set)
• Knowledge base access so Ace can answer questions about your team's processes and listings
• Fair Housing compliance scanning on messages Ace drafts

Paid plans unlock unlimited messages, the full nightly analysis with the four Ace Trove intelligence fields (Expected GCI est., Opportunity, Seller Tier, Last Analyzed) on top of the free Win Score + Churn Risk, voice chat, and the MCP connector for external AI clients. No sales call is required to start or upgrade.

Frequently asked questions

Does Ace replace Follow Up Boss or work alongside it?

Ace works alongside Follow Up Boss. It does not replicate FUB features or require you to change your workflows. The Ace panel embeds inside the FUB interface, and AI outputs are written back into FUB as custom fields, notes, or activity logs — exactly where your team already looks.

Can the whole team use Ace from one subscription?

Per-seat plans (Regular and Pro) are per user. Team admins can purchase seats centrally, or individual agents can purchase their own. The Ace Trove add-on, however, is a single account-level subscription — it covers analysis of all contacts in the account regardless of how many agents are on the team.

How quickly do ACE fields appear after connecting?

The initial batch run begins the evening you activate the Ace Trove. Depending on account size, the first complete pass can take several hours. After that, the nightly batch refreshes all contacts on a scheduled cadence, and individual contacts are re-scored when significant new activity is logged.

Does using the MCP connector require coding?

No coding is required. Connecting Claude takes about two minutes through Claude's Settings UI — you paste one URL and log in. The 215 tools are described to the AI in natural language, so you interact with your FUB data by typing or speaking normally. See the Agentic page for step-by-step install guides for Claude, ChatGPT, Cursor, VS Code, and other clients.