9 Voice Commands That Cut CRM Administrative Work for FUB Teams

Why voice commands for CRM work are different from voice for search

Asking Siri for the weather and asking an AI to brief you on a contact's last 30 days of activity are completely different problems. The first needs no context. The second requires the AI to pull live data from your CRM, synthesize it, and respond to a natural language question that might have several valid interpretations.

The 9 commands below work because Follow Up Ace's voice interface is connected to the same tool set as its text interface — 215 MCP tools that can read and write Follow Up Boss data (verified: mcp-server/src/index.ts:206). When you speak a command, the AI interprets it, calls the right tool with the right parameters, and speaks back a useful answer. These aren't scripted responses to rigid phrases — they're natural language commands that route to real CRM operations.

Voice is available on Pro plan ($55/seat/month, verified: chat-app/routes/embed.js:2647). All the underlying tools are also available in text chat.

Command 1: Morning pipeline briefing

Say something like: "Give me a rundown of my hottest leads today — who should I call first?"

What it does: Ace pulls the contacts with the highest Ace Score and Ace Tier = Hot or Warm from your Follow Up Boss account (fields written nightly by Ace Trove, verified: chat-app/shared/aceIntelligenceFieldsConfig.js). It returns a prioritized spoken list with a brief reason for each contact's priority — last activity, days since inbound, velocity trend.

When to use: Morning commute, before sitting down at your desk, or during a coffee break when you want a quick read on where to focus next.

Admin time replaced: Manually reviewing your FUB smart lists and deciding who is most urgent — a task that can take 10–20 minutes when done manually through the CRM interface.

Command 2: Pre-appointment contact briefing

Say something like: "Give me a briefing on the Garcias before I walk in — what do I know about them?"

What it does: Ace pulls the contact's full Follow Up Boss history — notes, stage, last call date, last email, Ace Tier, Ace Score, any tags — and speaks back a concise summary. You arrive with full context without opening the CRM on your phone.

When to use: Driving to an appointment, walking from the parking lot, or any time you need context immediately before a client interaction and can't read a screen.

Why it matters: The alternative is either reviewing the contact in the car (distracted driving), reviewing it quickly in a lobby (hurried and incomplete), or arriving without context (unprofessional). Voice briefings solve all three.

Command 3: Showing debrief

Say something like: "Debrief on the Martinez showing — they really loved the backyard but weren't sure about the kitchen. They mentioned they're under some time pressure. Schedule a follow-up call for tomorrow."

What it does: Ace transcribes the debrief, structures it as a note with extracted key points, and either stages it for your approval or (in text mode, after review) writes it to the FUB contact record. The follow-up task is queued.

When to use: Immediately after leaving a showing, while details are fresh. Speaking the debrief at the car door takes roughly 60–90 seconds. Writing the same note at your desk later, from memory, takes 5–10 minutes and loses nuance.

Command 4: Speed-to-lead check on a new inbound lead

Say something like: "New lead just came in from Zillow — Sarah Johnson. Am I still in the window to respond?"

What it does: Ace calls the lead_speed_to_lead_check tool (verified: mcp-server/src/http-server.ts:508), which checks how old the lead is against the 5-minute and 15-minute response windows. It returns the lead's age, a priority level (CRITICAL, HIGH, MEDIUM, LOW, or STALE), and a recommended action. Ace speaks back the result — for example, "Sarah came in 4 minutes ago — you're in the CRITICAL window. Call now or send a text immediately."

When to use: Any time you're away from your desk and an inbound lead notification comes in. The voice check tells you instantly whether this needs to interrupt what you're doing.

See the Zillow Playbook for the full speed-to-lead workflow.

Command 5: Lead evaluation on a new contact

Say something like: "Evaluate the new lead from Realtor.com — David Park. What's his priority and what's the best way to reach out?"

What it does: Ace calls lead_evaluate (verified: mcp-server/src/http-server.ts:498), which scores the contact's priority, recommends a channel (text, call, or email), drafts a first-contact message, and gives a preview of a 10-day follow-up cadence. The evaluation is spoken back as a summary.

When to use: After a speed-to-lead check, when you need to know not just whether to respond now but how to respond and what to say.

Command 6: BANT qualification assessment

Say something like: "Run a qualification assessment on the Hernandez family — I just got off the phone with them."

What it does: Ace calls lead_qualify (verified: mcp-server/src/http-server.ts:500), which runs a BANT+M (Budget, Authority, Need, Timeline, Motivation) assessment using the contact's FUB history, notes, and any context you provide. It returns a 0–100 qualification score, a tier, the factors that are missing or unclear, and the best questions to ask in the next conversation to close those gaps.

When to use: After a first or second conversation with a lead, when you want a structured read on how qualified they are before investing more time.

Voice use case: Speaking the request immediately after hanging up from a call, while the conversation is fresh, then listening to the qualification summary during the next drive.

Command 7: 10-day follow-up plan for a specific lead

Say something like: "Generate a 10-day follow-up plan for Sarah Johnson — she's a buyer, medium engagement."

What it does: Ace calls lead_generate_followup (verified: mcp-server/src/http-server.ts:506), which produces a full multi-touch follow-up plan covering the timing, channel, and content for each touchpoint over 10 days. Day 1 is front-loaded; quiet hours are respected in the scheduling recommendations. This is a plan for the agent to execute — the tool doesn't automatically send messages.

When to use: When a new lead comes in and you want a structured nurture sequence rather than improvising each follow-up. Voice lets you trigger the plan request immediately, without going back to your desk.

The agentic AI overview explains how these plans fit into the broader nurture workflow.

Command 8: Compliance scan on a draft message

Say something like: "Here's a text I want to send to the Johnsons — 'This neighborhood is perfect for families who want to be near good schools.' Check it for compliance."

What it does: Ace calls scan_message_for_compliance (verified: mcp-server/src/http-server.ts:514), which checks the draft against Fair Housing rules, licensing boundary rules, and AI disclosure requirements. If a violation or potential violation is detected, Ace speaks back the issue and suggests a rewrite. The cleaned version can then be re-scanned before you send.

When to use: Before sending any AI-drafted message to a client — this is especially important for neighborhood or school-proximity references, which can trigger Fair Housing issues even when the intent is innocent.

The practical value: Most agents don't think of school proximity references as a Fair Housing risk. They are, under the "familial status" and "national origin" interpretation of the Act. An automatic compliance check before every send is a meaningful risk reduction. See the compliance overview for more detail.

Command 9: Pipeline health check

Say something like: "Run a pipeline health check — how does my active pipeline look this week?"

What it does: Ace calls the pipeline-health-check tool (verified: mcp-server/src/index.ts:4198), which performs a comprehensive analysis of your FUB pipeline — contacts by stage, active versus stale deals, response rate trends, and any accounts flagged for drop-off risk. The result is spoken back as a structured summary with specific action items.

When to use: Weekly or at the start of each day, especially for team leads who need a fast overview of the full team's pipeline health without reviewing each individual account manually.

Why voice works here: A pipeline health check summary can be listened to during a commute or workout. The spoken format forces the AI to prioritize — it can't dump a table at you through audio — which often surfaces the single most important issue more effectively than a full written report.

How these commands fit into a daily workflow

Requirements and setup

Voice chat in Follow Up Ace requires:

• Pro plan — $55/seat/month (verified: chat-app/routes/embed.js:2647)
• Follow Up Boss account — Ace is embedded in FUB; voice works within that embedded interface
• Microphone access — grant permission in your browser when prompted
• Stable connection — WebRTC voice requires network connectivity; Wi-Fi or strong LTE is recommended

All the underlying tools used by these voice commands are also available in text chat — if voice isn't your preferred interface, every command above works identically when typed. Free and Regular plan users have access to the text interface with the same tool set, excluding voice.

See current pricing for plan details, or the Ace Trove overview for how Ace Score and Ace Tier are populated — the data layer that makes commands 1, 2, and 9 useful.