Ace AI
Ace AI
Access FUB's most powerful feature through conversation instead of clicks. Smart lists are saved filter views that segment your database by stage, tags, activity, custom fields, dates, and more. Ace lets you query smart list results, build new lists, and take bulk action on matching contacts — replacing 200+ clicks per session with one AI conversation.
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fetch_smart_listsList all saved smart lists in your FUB account with their IDs, names, and configuration. See every filter view your team has built.
Show me all my saved smart lists
fetch_smart_list_by_idGet the full details of a specific smart list including its filter conditions, columns, sort order, and sharing settings.
What filters are set up on my Hot Buyers smart list?
fetch_smart_list_resultsReturns the actual contacts that match a smart list's criteria. Pass smartListId with limit and offset for pagination. This is where smart lists become actionable — see exactly who matches your filters.
Pull up all contacts in my Overdue Follow-Ups smart list
create_smart_list_spaBuild a new smart list with name, conditions[][] (nested AND/OR logic), columns[], shared flag, and sortBy. Conditions filter by any FUB field — stage, tags, last activity date, custom fields, assigned agent, and more.
Create a smart list called Stale Leads that finds contacts in the Lead stage with no activity in the last 30 days
Smart lists sync automatically from your FUB account — any lists you or your team have built are immediately accessible
Use fetch_smart_lists to see all available lists and fetch_smart_list_results to see matching contacts
Create new smart lists through Ace with AND/OR filter conditions on any FUB field
Combine smart list results with bulk tools to take action on entire segments at once
Build smart lists that segment your database into actionable groups: hot buyers with recent activity, sellers approaching listing expiration, past clients due for an annual check-in, or leads from a specific source with no contact in 60 days. Smart list conditions support nested AND/OR logic for precise targeting.
Pull smart list results, then take bulk action on the matching contacts. Tag everyone in a list, change their stage, assign them to a new agent, or enroll them in an action plan. Smart lists become the filter and Ace becomes the action engine — no more exporting CSVs and re-importing.
Create smart lists that track agent activity: contacts assigned to each agent with no activity in 7 days, deals stuck in a stage for too long, or new leads without a first contact. Run these lists weekly to identify coaching opportunities and accountability gaps.
Build smart lists for each stage of your pipeline and monitor movement. How many contacts are in each stage? Which ones have been stagnant? Where are the bottlenecks? Smart lists give you real-time pipeline visibility without building reports from scratch.
Smart lists support filters on virtually every FUB field: stage, tags, assigned agent, lead source, last activity date, created date, contacted status, price range, custom fields, email/phone presence, and more. Conditions use nested AND/OR logic — for example, stage is Lead AND last activity is older than 30 days AND tag contains Buyer. This gives you precise control over database segmentation.
The FUB smart list interface requires navigating through multiple filter dropdowns, selecting conditions one at a time, and clicking through results pages. A typical smart list session involves 200+ clicks. With Ace, you describe what you want in plain English, and the list is built or queried instantly. More importantly, you can immediately take bulk action on results without exporting or switching screens.
Yes. When creating a smart list with create_smart_list_spa, set the shared flag to true. This makes the list visible to all team members in FUB. Existing shared lists from your team are also accessible through Ace — use fetch_smart_lists to see all lists you have access to, including those shared by teammates.
Smart lists are dynamic filters, not static snapshots. Every time you query a smart list with fetch_smart_list_results, it returns the contacts that currently match the criteria. If a contact's stage changes, their activity date updates, or they get a new tag, they automatically appear in or disappear from the matching smart lists. The results are always current.