Ace AI
Ace AI
Part of Follow Up Boss Automation: The Definitive Guide
Set up and optimize Follow Up Boss action plans with AI assistance. Bulk enroll contacts, analyze plan performance, and get AI recommendations for which sequences to assign based on engagement scores and behavior profiles.
Follow Up Boss action plans are automated sequences of tasks, emails, and texts that trigger on enrollment. They are powerful but static — every contact in a plan gets the same sequence regardless of their engagement level or behavior profile. Ace adds an intelligence layer: the AI analyzes each contact using ACE Intelligence scores and recommends the optimal action plan. A Decision Ready contact with an Elite engagement tier should get an aggressive conversion sequence, not the same gentle nurture plan as a Research Phase contact with Low engagement.
Instead of clicking into each contact and manually selecting an action plan, tell the AI: 'Enroll all new Zillow leads from this week in my Speed to Lead action plan.' The AI identifies the matching contacts, verifies they are not already enrolled in a conflicting plan, and enrolls them in batch. You can also use conditional enrollment: 'Enroll contacts with aceEngagementTier of High or Elite in my Hot Lead Conversion plan, and everyone else in the Standard Nurture plan.' This segmented enrollment would take an hour manually but completes in seconds with AI.
Most agents create action plans and never measure their effectiveness. Ace can analyze your action plan performance using actual CRM data. Ask: 'Which action plan has the highest conversion rate from enrollment to closed deal?' or 'Compare the response rates between my New Lead Welcome plan and my Re-engagement plan.' The AI reads enrollment data, tracks which contacts progressed through stages after enrollment, and provides actionable performance metrics. This lets you invest time optimizing your best-performing plans rather than maintaining sequences that do not convert.
Contact situations change, and action plans need to adapt. The AI can pause action plans for contacts who are traveling or temporarily unavailable, resume plans when they re-engage, and switch contacts between plans when their lifecycle stage changes. 'Pause the nurture plan for everyone who just entered the Showing stage' prevents nurture emails from going out while you are actively showing properties. 'Switch all contacts in the Standard Nurture plan who now have an aceEngagementTier of High to the Hot Lead Conversion plan' dynamically upgrades contacts as their engagement increases.
Ask the AI to audit your existing action plans: 'Review my Speed to Lead plan and suggest improvements based on best practices.' The AI evaluates your sequence timing, channel mix, content variety, and cadence against the benchmarks built into the system — like the 5-minute gold standard for initial response and the 3-contact maximum per day. It can suggest adding rest days, improving channel rotation, adjusting timing intervals, or adding compliance-safe language alternatives. You keep full control of your plans while getting data-informed optimization recommendations.
Ace can enroll contacts in, pause, resume, and analyze your existing action plans. Creating new plans from scratch is done through the Follow Up Boss interface directly. However, the AI can draft the full plan specification for you — sequence timing, email templates, task types — which you then build in FUB. This hybrid approach ensures your plans are both AI-optimized and fully within your FUB workflow.
The AI checks for existing enrollments before bulk enrollment and will flag conflicts. You can choose to unenroll from the current plan and enroll in the new one, or skip contacts who are already in active sequences. This prevents contacts from receiving duplicate or conflicting automated communications.
The Cadence Engine's rules (max 3 contacts per day, quiet hours, engagement-based frequency) apply on top of action plan sequences. If an action plan schedules a Day 2 email but the contact has already received 3 touches today, the Cadence Engine delays the email to the next day. This prevents over-contacting even when multiple automation systems are running simultaneously.
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