Ace does one thing: it makes sure your agents spend their time on what matters most.
There are a lot of features under the hood. But the loop is simple: score every contact, rank each agent's day, hand them the words, and catch the moments that matter as they happen. Here's exactly how that works.
Runs inside Follow Up Boss · Agent-reviewed sends · Starts free
How does Follow Up Ace work? Ace's machine-learning models score every contact in your Follow Up Boss — win probability, churn risk, and with Ace Trove the opportunity class, seller intent, and expected commission (est.). That intelligence reaches agents three ways: the Companion ranks each agent's day and hands them the words (the Team Playbook — think of it as a dynamic Smart List — decides the order); Ace Smart Lists carry the same scores into native FUB lists for agents who work list-style; and the suggestion engine fires on the moments that matter — a new opportunity opening or one about to be missed — drafting the move, adding it to the agent's queue, and creating a FUB task for the important ones.
Nothing auto-sends. The agent always owns the send.
Ace reads your whole database, so nobody has to.
Our proprietary ML models — trained on real conversion outcomes and re-checked against what actually happened — score every contact in your Follow Up Boss, in real time as activity happens and refreshed nightly:
- Ace Win Score — how likely this contact is to become a closed deal, ranked within your own book (free on every account)
- Ace Churn Risk — which engaged contacts are about to go quiet (free on every account)
- Opportunity class, Seller Tier, and Expected GCI (est.) — who's an active buyer, who's likely to list, and what each is worth in your team's real commission economics (with Ace Trove)
These land as plain custom fields in FUB — so everything downstream, from lists to queues to alerts, runs on the same numbers. One brain, every surface.
Every agent gets a Companion that says: here's who, and here's what to say.
Ace lives in the Follow Up Boss sidebar for every agent, free. Paid seats add the standalone Companion on any phone, tablet, or desktop through a one-tap magic-link login, no FUB tab open — Ace seats get the NOW list, alerts, and tasks; Ace Pro unlocks the full workspace. Native iOS and Android apps are in app-store review right now — we'll put the store links here the moment they're live.
The Companion opens on two panes:
- NOW — one contact: the person to work next, why them (the signals, in plain language), and a ready-to-send draft in the agent's voice. Review, edit, send.
- NEXT — the ranked queue behind it. The order is the ranking: work top to bottom and you've worked the right day.
Who decides the order? The Team Playbook — a dynamic Smart List. A normal Smart List filters and sorts by one column. The Playbook re-ranks continuously across many live signals — new lead with no contact yet, hot lead awaiting reply, high score with no recent touch, appointment coming with no prep call, past client lapsed.
The team lead sets the rules — drag them into priority order, tune thresholds, watch a live preview of the resulting call list. Six rules ship on every account; Ace Trove adds rules built on the model scores. One set of rules, every agent's queue.
Prefer working lists in FUB? Same brain, native lists.
Plenty of agents run their whole day from FUB Smart Lists — so Ace meets them there. On connect, Ace deploys curated Smart Lists into Follow Up Boss itself, built on the model fields and pre-ranked so the top of each list is the next call:
- Every account: ⚡ Uncontacted Leads (speed-to-lead) · 🔥 Hot Leads · 💔 High-Value Going Cold · ⚠️ Save List · 📵 Slipping Away
- With Ace Trove: 🎯 Hot Buyers Now · 🏡 Ready Sellers · 🌾 Likely Sellers · 🚑 At-Risk Opportunities · 💎 Biggest Opportunities
Thresholds adapt to your book — "hot" means the top slice of your scores, not a fixed number. The Playbook queue and the Smart Lists run on the same fields, so they always agree on who matters. Work whichever way fits the agent.
When a moment matters, Ace doesn't wait for anyone to notice.
The engine watches two kinds of moments:
- New opportunities — a lead just landed, a contact changed stage, a deal opened, an appointment was booked, an email got clicked, someone's browsing listings again
- Opportunities about to be missed — a high-value contact going quiet, a save-window closing, a likely seller nobody's called
When one fires, Ace:
- Drafts the move — the message, the reasoning ("why now"), and the estimated dollars at stake
- Adds it to the agent's Companion queue in real time
- For the genuinely important ones, creates a task in Follow Up Boss assigned to that agent — it sits in their daily plan, and completing the task closes the loop. Notable-but-less-urgent moments drop a note on the contact instead
- Updates the fields — so the contact also surfaces in the right Ace Smart List automatically
Throttled by design — per-contact cooldowns and daily budgets keep it to the moments that deserve attention, not a firehose. And nothing is ever auto-sent: the agent reviews every message.
The paperwork writes itself, and the team lead sees the whole machine.
After appointments: Ace pings the agent — in-app, never by text — asks how it went, and writes the outcome, note, and follow-up task into FUB from a plain-language answer. The pipeline stays honest without anyone opening a form.
For the team lead, the same intelligence rolls up into the Ace Trove command deck: the Command Center queue of everything needing action now (with dollars at stake and a Coach button that lands in the agent's Companion inbox), the Team Cockpit for per-agent visibility, Pipeline and Book of Business for the money view — and the Team Playbook as the steering wheel for what every agent's queue prioritizes. A morning Ace Trove Brief email covers yesterday's pulse and what needs attention.
Agent and team lead always see the same numbers for the same person — one risk signal, one dollar figure, everywhere.
That's it. That's the product.
Score everyone. Rank the day. Hand the agent the words. Catch the moments that matter. Close the loop. Every feature on the features page is one of those five steps wearing a name tag — and all of it exists so agents spend their time on the contacts that matter most, with the intel to prove it.
See the loop run on your own database.
Connect Follow Up Boss and Ace starts scoring immediately — the Companion, the Smart Lists, and the suggestion engine light up as your book is scored. Starts free, self-serve, no sales call.