Ace AI
Ace AI
Full control over your Follow Up Boss contacts through natural language. Search, create, edit, tag, merge duplicates, and bulk-update hundreds of contacts in seconds — replacing hours of manual CRM clicking with simple AI conversations.
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fetch_peopleSearch contacts by name, email, phone, stage, tags, assignedUserId, source, price range, created/updated dates, and smart list ID. Supports limit and offset pagination.
Show me all my contacts in the Qualified stage that were created this month
fetch_person_by_idReturns complete contact profile with allFields including every note, task, appointment, event, and deal — perfect for meeting prep in one call.
Pull up everything we have on John Martinez before my 2pm showing
create_personAdd a new contact with firstName, lastName, emails[], phones[], stage, source, tags[], addresses[], assignedUserId, and custom fields.
Add a new lead: Sarah Chen, 512-555-0147, sarah@email.com, source Zillow, tag her as Buyer and Austin Area
edit_personUpdate any contact field by personId — stage, assignedUserId, custom fields, emails, phones, price, source, and more.
Move David Park to the Qualified stage and set his price point to $450,000
check_duplicate_personCheck if a contact already exists by email or phone before creating, preventing duplicate records.
Check if we already have someone with the email mike.johnson@gmail.com
addTagsToPersonAdd one or more tags to a contact. Merges with existing tags without removing any.
Tag everyone from last weekends open house with Spring Open House 2026
removeTagsFromPersonRemove specific tags from a contact while leaving all other tags intact.
Remove the Cold Lead tag from Maria Santos
fetch_people_relationshipsView relationships between contacts — spouse, referral partner, attorney, lender connections stored in FUB.
Who are the related contacts for the Thompson family?
bulk_change_stageMove multiple contacts to a new stage at once by providing an array of personIds and the target stage.
Move all 15 contacts from my open house list to the Nurture stage
bulk_assign_agentReassign multiple contacts to a different agent in one operation using personIds[] and assignedUserId.
Assign all of Jakes unclaimed leads to Rebecca
Connect your Follow Up Boss account through the Ace embed widget or MCP authentication
Ace automatically syncs with your FUB contact database — no manual import needed
Start managing contacts with natural language: search, create, edit, tag, and bulk-update
Use fetch_person_by_id before meetings for instant full-contact briefings
Before any showing or call, ask Ace to pull up a contact with fetch_person_by_id using allFields. You get their full timeline — every note, task, email, text, appointment, deal, and event — in a single response. No more clicking through 6 different FUB tabs.
After an open house, read off sign-in sheet contacts to Ace. It creates each person with create_person, sets source to Open House, adds location-specific tags, and assigns them to the hosting agent. Twenty contacts entered in 2 minutes instead of 30.
Use check_duplicate_person to find contacts with matching emails or phones, then review and merge them. Combine with bulk_change_stage to move stale leads to Long Term Nurture and bulk_assign_agent to redistribute orphaned contacts.
After a client interaction, quickly tag contacts for follow-up campaigns. Tag buyer leads by area, price range, or timeline. Remove outdated tags when situations change. Ace handles the tagging while you focus on the relationship.
Yes. Every action you perform in the FUB contacts interface — searching, filtering, creating, editing, tagging, stage changes — has a corresponding Ace tool. The difference is speed: what takes 15 clicks in FUB takes one sentence with Ace. Bulk operations that would take an hour of manual work finish in seconds.
The check_duplicate_person tool searches by email or phone number before creating a new contact. If a match is found, Ace shows you the existing record so you can update it instead of creating a duplicate. You can also use fetch_people with specific email or phone filters to find potential duplicates across your database.
Absolutely. Ace supports bulk_change_stage to move groups of contacts between stages, bulk_assign_agent to reassign contacts to different team members, and bulk_tag_people to add tags to multiple contacts at once. These operations accept arrays of personIds, so you can act on dozens or hundreds of contacts in a single command.
Ace uses your authenticated FUB API connection and respects all existing FUB permissions. It cannot access contacts outside your account, and all operations are logged in the FUB activity timeline just like manual changes. Your data never leaves the FUB ecosystem.
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