Ace AI
Ace AI
Master Follow Up Boss automation with AI-powered smart list workflows, bulk operations, 30+ pre-built prompt templates, and Gmail integration. Eliminate hundreds of manual clicks per day.
Processing a single Follow Up Boss smart list manually is brutal. You open the list, click a contact, review their details, decide on an action, compose a message, send it, go back to the list, click the next contact, and repeat. For a list of 40 leads, that is easily 200+ clicks and an hour of your time — for work that is largely repetitive. Multiply that across the 5-10 smart lists most productive agents maintain (hot leads, new inquiries, past clients due for check-in, stale leads to re-engage) and you are looking at 5-10 hours per week of pure clicking. AI automation through Ace collapses this entire workflow into a single conversation. You tell the AI 'draft follow-up emails for my hot leads list' and it processes the entire list — reading each contact's history, composing personalized messages, and queuing them for your review — in minutes instead of hours.
Smart lists are Follow Up Boss's most powerful feature, but most agents underuse them because the manual workflow is so tedious. With Ace's MCP tools, smart lists become launch pads for bulk AI operations. Ask the AI to 'analyze all contacts in my Zillow Leads smart list and identify who needs immediate follow-up' and it will read each contact's engagement data, last contact date, and activity history, then prioritize them for you. Ask it to 'draft personalized check-in emails for everyone in my 90-day no contact list' and it generates unique messages based on each contact's history and preferences. The AI can also process smart lists for stage transitions — 'move all contacts in my Closed list to Past Client stage and create a 6-month check-in task for each one' — eliminating bulk manual updates entirely.
Follow Up Boss action plans are sequences of tasks, emails, and texts that trigger automatically. Ace makes action plans more powerful in two ways. First, the AI can analyze contacts and recommend which action plan fits best based on their engagement score, behavior profile, and lifecycle stage — instead of you manually deciding for each lead. Second, Ace enables bulk enrollment through natural language: 'enroll all my new Zillow leads from this week in the Speed to Lead action plan' processes the entire batch in one request. You can also ask the AI to review action plan performance — 'which action plan has the best conversion rate for my Zillow leads?' — using your actual CRM data to make informed decisions about which sequences to keep, modify, or retire.
Ace ships with over 30 tested prompt workflows organized into nine categories. Lead Analysis (4 prompts) covers initial lead assessment, database health checks, engagement scoring reviews, and pipeline velocity analysis. Zillow-Specific (9 prompts) addresses speed-to-lead sequences, lead quality triage, cost-per-lead tracking, conversion funnel analysis, and Zillow-specific nurture campaigns. Speed-to-Lead (4 prompts) automates the critical first 5 minutes through Day 10 of initial contact. Stage Transitions (4 prompts) manages contacts moving between pipeline stages with appropriate follow-up. Re-engagement (4 prompts) targets cold leads with varied reactivation approaches. SOI and Past Clients (4 prompts) maintains sphere-of-influence relationships with timely touchpoints. Search Pattern Insights (4 prompts) analyzes what properties contacts are viewing to personalize outreach. Market Intelligence (4 prompts) integrates Federal Reserve data into client communications. Conversion and Closing (4 prompts) supports the final stages from showing to close.
Beyond email drafting, Ace's 200+ MCP tools enable true bulk CRM operations through natural language. Tag management: 'add the tag Spring 2026 Campaign to all contacts in my active buyer list' applies tags across dozens or hundreds of contacts instantly. Stage updates: 'move all contacts who have not responded in 60 days to the Long Term Nurture stage' performs bulk stage transitions with a single request. Task creation: 'create a follow-up call task for next Tuesday for every contact who opened my last email' generates individual tasks for each qualifying contact. Lead assignment: 'reassign all of Mike's pending leads to Sarah' handles bulk reassignment during team changes. Each operation that would require clicking into every individual contact record now happens in one conversation turn.
Ace integrates with Gmail through OAuth, allowing the AI to draft and send emails on your behalf using your actual email address. This is not a separate email platform — messages come from your Gmail account, appear in your sent folder, and thread correctly with previous conversations. The workflow is: ask the AI to draft an email for a specific contact or batch of contacts, review the drafts, approve them, and the AI sends through your connected Gmail. Combined with the Compliance Guard that automatically scans for Fair Housing violations and ensures AI disclosure, you get the speed of automation with the safety of human review. The Gmail integration works with both individual sends and bulk operations from smart list workflows.
Follow Up Boss custom fields are where ACE Intelligence stores its 17-field analysis, but Ace's MCP tools can also read and write any custom field in your CRM. This enables workflows like: 'update the preferred price range field for all contacts based on their recent search activity' or 'flag all contacts whose custom Mortgage Pre-Approval field is empty and create a task to follow up on pre-approval status.' For pipeline management, the AI can move deals between stages, update deal values, assign team members to deals, and generate pipeline reports — 'what is my total pipeline value for deals expected to close this quarter?' — all through natural conversation instead of clicking through the deals interface.
The Daily Brief feature generates an AI-powered summary of your CRM activity each morning. It highlights which contacts need immediate attention, which tasks are overdue, what new leads came in overnight, and which deals are approaching key dates. Instead of spending 20 minutes scanning your dashboard and clicking through notifications, you get a prioritized briefing that tells you exactly where to focus your first hour. The Daily Brief pulls from your actual CRM data — contact engagement scores, task due dates, deal timelines, and recent activity — to create a personalized action plan for the day.
ACE Solutions has completely changed how we work inside Follow Up Boss. It\'s not just automating tasks — it\'s actually paying attention.
Our ISAs say Ace is their secret weapon. It gives them better context on every lead, helps tailor the conversation, and makes follow-up a lot smoother.
Having instant access to market insights is a huge confidence booster. I can pull Federal Reserve data into a client email in seconds.
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No. The Gmail integration requires your OAuth authorization and you review all drafts before they are sent. The AI composes messages but you maintain final approval. Every email goes through the Compliance Guard which scans for Fair Housing violations and ensures proper AI disclosure before anything is sent.
Ace can process smart lists of any size through the MCP tools. For very large lists (100+ contacts), the AI processes them in batches automatically. A typical smart list of 30-50 contacts can be fully processed — with personalized drafts for each — in a single conversation that takes a few minutes.
The chat interface on the Ace plan ($25/month) gives you unlimited AI conversations for planning, analysis, and individual contact work. Ace Pro ($55/month) adds the 200+ MCP tools that enable bulk operations through Claude Desktop and ChatGPT, plus ACE Intelligence scoring, voice, and Federal Reserve data. For serious automation, Pro is where the leverage is.
Yes. Ace reads and works with your existing action plans, smart lists, stages, tags, and custom fields. It does not replace your FUB setup — it adds an AI layer on top that makes everything faster. You can enroll contacts in your existing action plans, update your existing stages, and work with your existing tags, all through natural language.
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