Ace AI
Ace AI
Create, manage, and bulk-assign tasks across your team without touching the FUB task interface. Set follow-up calls, showing reminders, closing tasks, and thank-you notes with specific due dates, times, and assignees — individually or for hundreds of contacts at once.
Search or browse the tools in this category.
create_taskCreate a task linked to a contact with personId, name, type (Follow Up, Call, Email, Text, Appointment, Showing, Closing, Open House, Thank You), dueDate (YYYY-MM-DD), dueDateTime (ISO 8601 with timezone), assignedUserId, and isCompleted flag.
Create a Call task for Maria Santos due tomorrow at 9am assigned to me — follow up on her pre-approval status
fetch_tasksSearch tasks by personId, assignedUserId, completion status, due date ranges (dueStart/dueEnd), task type, and task name. Filter by today, overdue, or upcoming.
Show me all my overdue tasks and any tasks due today
edit_taskUpdate any task field — change the due date, reassign to another agent, rename, change type, or mark as completed.
Push the Henderson follow-up task to next Monday and reassign it to Jake
delete_taskRemove a task by ID. Use for cancelled follow-ups or tasks created in error.
Delete the duplicate showing task for 742 Maple Drive
bulk_create_tasksCreate identical tasks for multiple contacts at once. Provide personIds[], taskName, dueDate, and assignedTo — perfect for post-event follow-ups or team-wide action items.
Create a Follow Up call task due Friday for all 23 contacts from the open house list
Tasks sync automatically from your FUB account — no additional configuration needed
Ace supports all 9 FUB task types: Follow Up, Call, Email, Text, Appointment, Showing, Closing, Open House, and Thank You
Create individual tasks with specific due dates and times, or bulk-create for entire contact lists
Review, edit, reassign, and complete tasks through natural conversation
Start every day by asking Ace for your overdue and today's tasks. Get a clear picture of who needs a call, which emails are pending, and what showings are scheduled. Knock out your task list systematically without bouncing between FUB screens. Mark tasks complete as you go.
After a showing, create follow-up tasks in one sentence. Set a Call task for tomorrow to get feedback, an Email task to send comparable listings, and a Thank You task for the listing agent. Each task gets the right type, due date, and contact link automatically.
As a team lead, create and assign tasks across your agents. Use bulk_create_tasks to assign follow-up calls for an entire lead list to specific agents. Check on completion rates by fetching tasks filtered by assignedUserId and isCompleted status.
Create Closing-type tasks for every transaction milestone: inspection deadline, appraisal date, title review, final walkthrough. Set due dates with specific times using dueDateTime in ISO format. Never miss a critical deadline again.
Ace supports all 9 Follow Up Boss task types: Follow Up, Call, Email, Text, Appointment, Showing, Closing, Open House, and Thank You. Each type appears with its corresponding icon in FUB and can be filtered separately. Choose the type that best matches the action so your task list stays organized and actionable.
Yes. Use the dueDateTime parameter with a full ISO 8601 timestamp including timezone, like 2026-04-07T09:00:00-05:00 for 9am Central. This sets both the date and the exact time. If you only need a date without a specific time, use dueDate in YYYY-MM-DD format. Tasks with specific times trigger reminders in FUB at the set time.
The bulk_create_tasks tool accepts an array of personIds along with a taskName, dueDate, and assignedTo. It creates an identical task for every contact in the list. This is ideal for post-event follow-ups where you need the same action for 20+ contacts, or for team leads distributing call lists to agents.
Yes. Use fetch_tasks with the assignedUserId parameter to see any agent's task list. Filter by isCompleted to see what's done vs outstanding, use the due parameter for today/overdue/upcoming, or search by task type to see all pending calls or showings across the team.
Connect Follow Up Boss to Claude or ChatGPT in 2 minutes.
Get Started Free