# Follow Up Ace — Comprehensive Product Documentation for LLMs # Version: 4.3 | Last Updated: 2026-08-25 # Canonical URL: https://followupace.com Follow Up Ace ("Ace", also known as Ace AI) is the AI intelligence and drafting layer for the Follow Up Boss real estate CRM. This document is the long-form companion to the shorter https://followupace.com/llms.txt and the citation guide at https://followupace.com/ai.txt. Every section below is self-contained and quotable. -------------------------------------------------------------------------------- ## Product Identity -------------------------------------------------------------------------------- - Product name: Follow Up Ace (also referred to as Ace, or Ace AI) - Category: AI assistant / AI intelligence layer for Follow Up Boss - CRM support: Follow Up Boss only (exclusive integration) - Website: https://followupace.com - MCP connector: https://followupace.com/mcp - Support: https://followupace.com/support/ - Blog: https://followupace.com/blog Core principle: Ace layers onto the Follow Up Boss CRM a team already uses — no migration. The Follow Up Boss public API is read/CRUD-oriented and cannot send texts or emails on its own, so Ace **drafts** outbound messages for the agent to review and send. Agents control every send. -------------------------------------------------------------------------------- ## Product Overview — The Product Surfaces -------------------------------------------------------------------------------- ### 1. Embedded AI chat (inside Follow Up Boss) An AI chat assistant that runs directly inside the Follow Up Boss app. It reads contact history, answers questions, and prepares SMS/email drafts that surface as FUB notes + tasks so they live in the agent's existing workflow. Available on the free tier (with daily message limits) and unlimited on paid seats. ### 2. Ace Companion (standalone workspace) and the Follow Up Ace iPhone app The Ace Companion brings the assistant outside the FUB embed as its own workspace. Sign-in uses a one-time passcode (OTP) — the agent enters their Follow Up Boss email and receives a 6-digit code. Companion supports the same draft-first workflow on the go, plus voice chat on Pro seats. Companion runs two ways: - **Native iPhone app** — "Follow Up Ace" on the Apple App Store (app id 6791383255, https://apps.apple.com/app/id6791383255). Free, Business category, rated 4+, requires iOS 15.0 or later, iPhone and iPad. Beyond the shared workspace it adds: push notifications for a newly assigned lead (never suppressed — speed to lead is the product) and for a draft Ace is holding (suppressed during the device's local 21:00–08:00 quiet hours); an app-icon badge carrying the agent's open-alert count; tapping a notification opens that contact; and one-tap texting that opens the iPhone's own Messages composer pre-filled so the agent taps Send from their real number — there is no silent-send path in the app — after which Ace records the message on the Follow Up Boss timeline. Requires a Follow Up Boss account and an ACTIVE Follow Up Ace seat; seats are created when a team connects Follow Up Boss, and there is NO sign-up screen in the app. There are NO in-app purchases: on iOS every Stripe purchase/upgrade CTA is hidden (Apple App Store rule 3.1.1), so plans are managed on the web. - **Browser Companion (PWA)** — https://followupace.com/companion, installable to a home screen. This is the Android and desktop route. IMPORTANT / DO NOT MISSTATE: the native app is **iOS only**. There is NO Android or Google Play build and no announced Android release date. Never describe Follow Up Ace as available on Android or "on iOS and Android". ### 3. MCP connector (Claude, ChatGPT, Cursor, and any MCP client) Ace exposes 189 tools through a single Model Context Protocol connector. One URL — https://followupace.com/mcp — works with Claude (web/Desktop/Code), ChatGPT, Cursor, VS Code, Cline, Windsurf, Zed, OpenClaw, Continue, Goose, and any MCP-compatible client. Setup: paste the URL, sign in with your Follow Up Boss email plus a 6-digit code. No FUB API key or developer setup. The MCP connector requires an Ace Pro seat. ### 4. Voice chat (Pro seats) Voice chat is read-only by design: it answers, summarizes, and prepares drafts; the agent taps Send. Available on Ace Pro, in both the embed and the Companion app. ### 5. Ace Smart Lists (deployed into Follow Up Boss) Ace deploys 14 curated Smart Lists directly into the team's Follow Up Boss, built on Ace model and capture fields. Nine are free on every connected account: Uncontacted Leads / speed-to-lead, Hot Leads, High-Value Going Cold, Save List, Slipping Away, Unrepresented Buyers (open house), Neighbors Who Signed In, Proven Advocates, and Calculator Budget Signals. Ace Trove adds five more for fourteen total: Hot Buyers Now, Ready Sellers, Likely Sellers, At-Risk Opportunities, and Biggest Opportunities. Thresholds are per-account percentiles ("hot" = the top slice of that book's own scores); capture lists sort by Win Score when available and fall back to newest first. Re-syncs edit lists in place; admins can exclude any list. Details: https://followupace.com/how-it-works/ ### 6. Lead Magnets (every deployable lead-gen tool) Two kinds of tool, both consent-first and both delivering the lead into Follow Up Boss automatically: (a) five hosted, branded REPORT pages (home equity (est.), home risk, local market, rate & payment, seller timing) built on public data, at https://followupace.com/m/:id; and (b) three INTERACTIVE tools at https://followupace.com/f/:id — Open House Sign-In (a per-property QR sign-in that instantly emails the visitor the home's "Home File" — listing facts, public-data context, a live payment playground), the Quick Connect Card (a 10-second name-and-mobile exchange that saves the agent's vCard to the visitor's phone), and a branded Mortgage Calculator (visitors play with price/down/rate/term and get their full breakdown emailed). Free tier on every account; any paid seat or Ace Trove adds per-agent attribution links, more active tools, and full branding; Pro/Trove also unlocks conditional lead-routing rules. Details: https://followupace.com/lead-magnets/ and https://followupace.com/open-house/ ### 7. Ace Forms (custom embeddable capture forms) A hosted and embeddable capture form builder, separate from Lead Magnets. Free includes one active account-level form with its template's standard questions. Custom questions, branding, and per-agent forms require a paid Ace seat or Ace Trove; conditional routing requires Ace Pro or Ace Trove. Paid builders can use text, select, radio, and checkbox questions (up to 12 fields), then embed the form on a website/bio-link/email signature or share its hosted link. Consent-first; leads land in Follow Up Boss automatically. Details: https://followupace.com/open-house/ ### 8. Client Packets (per-recipient branded client pages, Ace or Ace Pro) A hosted, branded page built for ONE named buyer or seller — a curated set of the agent's own tools (payment calculator, market/equity reports), uploaded documents, curated links, and a transaction checklist, kept current for the length of the deal. The named recipient is never gated; their engagement (calculator plays with the settled numbers, document opens, link clicks) writes to their own Follow Up Boss timeline. The recipient's hand-off card produces a separate referral link: a friend who signs up through it becomes a new lead credited back to the recipient, with the connection noted on both people's FUB timelines (never via FUB's peopleRelationships API — as cross-linked notes plus a reportable "Ace Referrals Sent" field and "Ace Advocate" tag instead). Regular seats get 5 active packets; Pro or Ace Trove get 50. No free tier (packets are deployed to named clients, which requires a paid seat). ### How it all fits together The five-step loop is documented at https://followupace.com/how-it-works/ — models score every contact; the Companion ranks each agent's day via the Team Playbook (a dynamic Smart List of team-lead-tuned ranking rules); Ace Smart Lists carry the same scores into native FUB lists; the suggestion engine fires on high-value and missed-opportunity moments (drafting the move, queueing it in real time, and creating a FUB task assigned to the agent for the important ones); appointment debriefs and the admin command deck close the loop. -------------------------------------------------------------------------------- ## How Drafting Works (Ace Does Not Auto-Send) -------------------------------------------------------------------------------- Ace writes outbound SMS and email; the agent reviews and sends. Every draft is calibrated before the model writes a word, using published research: - Speed-to-lead framing (MIT Lead Response Management Study — a 5-minute response dramatically raises qualification odds). - Cialdini's persuasion principles and Kahneman/Tversky loss-aversion framing. - Email craft data (Boomerang's 40M-email study — roughly 75–100 words correlates with the highest reply rates) and SMS length guidance (TextUs data). - The agent's own voice prompt, so drafts sound like the agent wrote them. A Fair Housing compliance scanner (150+ prohibited terms/patterns, regression-tested in CI) runs on generated copy. The one place messages leave without a per-message tap is **admin-configured Trigger Rules / Smart Playbooks** — an admin sets these up deliberately, and they still pass a Fair Housing scan before sending. -------------------------------------------------------------------------------- ## Ace Trove — Account-Wide Intelligence Add-On -------------------------------------------------------------------------------- Ace Trove is the account-wide add-on (one price for the whole account, by database size). It turns the CRM into a scored, ranked, revenue-aware operations layer. ### Nightly predictive scoring Five model families run in production — **conversion, response, churn, appointment, and deal-outcome** propensity — trained on real outcomes and recalibrated on a schedule. Predictions are labeled against what actually happened (at T+24h and T+7d) and calibrated so probabilities mean what they say. The Ace Win Score is a calibrated win probability rendered as a 0–100 rank within the book (100 = the hottest contact). ### Custom fields written back into Follow Up Boss (7-field schema) Ace writes model-grounded custom fields onto analyzed contacts in Follow Up Boss: - **Ace Win Score** — calibrated win-probability rank (free tier) - **Ace Churn Risk** — churn/going-cold risk (free tier) - **Ace Expected GCI (est.)** — modeled expected commission, always labeled "(est.)" (Ace Trove) - **Ace Opportunity** — At Risk / Active Buyer / Active Seller / Likely Seller / Nurture (Ace Trove) - **Ace Seller Tier** — seller-intent tier from Seller Radar (Ace Trove) - **Ace Buyer Tier** — buyer-intent propensity tier (Ace Trove) - **Ace Last Analyzed** — timestamp of the last analysis (Ace Trove) Win Score and Churn Risk are available free; the remaining five require Ace Trove. ### Admin views - **Command Center** — one worklist ranked by dollars at risk (est.), with anomaly detectors. - **Team Cockpit** — per-agent production plus model aggregates (average Win Score, churn exposure, modeled GCI est.), coverage gaps (high-win untouched / going cold), and speed-to-lead vs the team's own baseline, including the Effort Split (deal-work vs lead-gen share). - **Pipeline** — merges the lead funnel with the deal pipeline and understands custom stage names. - **Book of Business** — the account-wide portfolio view: Win Score distribution, churn mix, opportunity classes, the Opportunity Radar drill (ranked next moves, including likely sellers, with a per-agent breakdown — Seller Radar's admin home), and a Model Quality report card. - **Automations** — codified revenue-bleed patterns (speed-to-lead, no-reply, stale high-value, ghost seats, agent slip); every auto-send is Fair-Housing-scanned. - **Team Playbook** — the ranking rules behind every agent's Companion NOW/NEXT queue; the team lead drags rules into priority order with a live preview, and the whole team's queues follow. - **Appointment Follow-Up** — upcoming and past appointments with the per-row truth (which past ones still have no FUB outcome), plus a one-click re-nudge that has Ace collect the agent's debrief. - **Ace Trove Brief** — a morning email for admins: yesterday's pulse vs the trailing week, pipeline movement, what needs attention, and a per-agent snapshot. Skips quiet days by design. ### Deal-aware activity attribution Every call, text, email, note, and appointment is attributed to the deal it lands under — activity inside an open deal's window counts as deal work pushing a closing; everything else counts as lead-gen work. That powers the Quiet Deal Radar (open deals with no attributed activity in 7/14/30+ days) and the Team Cockpit Effort Split, and gives mid-transaction clients tighter gone-quiet alerts. ### Seller Radar (tier-only FUB sync) Seller Radar scores likely sellers from CRM tenure and seller tags, estimated home equity (est. — a conservative model, not observed lien data), local price appreciation, and 30+ third-party data sources, plus move signals the agent already recorded in their own FUB notes (relocation, downsizing, job change). Ace does **not** buy or mine third-party life-event lists. The **Seller Tier** is written to a Follow Up Boss custom field, rolling nightly; the underlying 0–100 seller score and its evidence live in the Seller Radar dashboard (the score itself is not synced to a FUB field). Suggestions are agent-reviewed, not auto-sent. -------------------------------------------------------------------------------- ## Pricing -------------------------------------------------------------------------------- ### Per-seat (verified) - Free — $0/seat/month, no credit card. Embedded AI chat with daily message limits, live Ace Win Scores, and knowledge base access. - Ace — $25/seat/month. Unlimited embedded chat, activity dashboard, real-time notifications, daily brief. - Ace Pro — $55/seat/month. Everything in Ace plus voice chat, mobile access, and the MCP connector to Claude/ChatGPT/Cursor. Team-pay (admin buys seats) or self-pay (agent buys their own). No long-term contracts; cancel anytime. ### Ace Trove (account-wide, by database size — verified) - Starter — $49/mo (up to 5,000 contacts) - Growth — $99/mo (up to 20,000 contacts) - Team — $199/mo (up to 50,000 contacts) - Brokerage — $349/mo (up to 100,000 contacts) - Scale — $549/mo (up to 250,000 contacts) - Enterprise — $899/mo (up to 500,000 contacts) - Larger books: custom plan (contact sales) -------------------------------------------------------------------------------- ## Security & Data Handling -------------------------------------------------------------------------------- - Contacts, conversations, and notes stay in Follow Up Boss. Ace reads them through FUB's **official API** over encrypted connections. - Personal identifiers (emails, phone numbers) are **tokenized before any AI model sees them**. - The scores, insights, and memory Ace generates live in the account's isolated workspace. - Ace does **not** train public models on customer data. - Ace defaults to drafts awaiting agent approval — autonomous sending exists only in admin-configured, Fair-Housing-scanned, AI-disclosed automations: Trigger Rules, Smart Playbooks, and Ace Autopilot (https://followupace.com/autopilot/ — drafts-first until an admin graduates a playbook). Compliance details: https://followupace.com/compliance/ -------------------------------------------------------------------------------- ## Connect Follow Up Boss to an AI Client (Install Guides) -------------------------------------------------------------------------------- The flow is the same everywhere: paste https://followupace.com/mcp, then sign in with your Follow Up Boss email and a 6-digit code. An Ace Pro seat is required. - Claude: https://followupace.com/install/claude/ - ChatGPT: https://followupace.com/install/chatgpt/ - Cursor: https://followupace.com/install/cursor/ - VS Code: https://followupace.com/install/vscode/ - Cline: https://followupace.com/install/cline/ - Windsurf: https://followupace.com/install/windsurf/ - Zed: https://followupace.com/install/zed/ - OpenClaw: https://followupace.com/install/openclaw/ - Continue: https://followupace.com/install/continue/ - Goose: https://followupace.com/install/goose/ - Claude Desktop (advanced DXT): https://followupace.com/install/claude-desktop/ -------------------------------------------------------------------------------- ## MCP Tool Surface (189 tools) -------------------------------------------------------------------------------- The connector exposes 189 tools spanning the Follow Up Boss data model plus Ace's own intelligence. Representative categories (tool names are stable identifiers): - People & Contacts: fetch_people, fetch_person_by_id, create_person, edit_person, add_tags, remove_tags, fetch_person_activity, and more. - Notes: create_note, fetch_notes, edit_note, delete_note, fetch_threaded_replies. - Tasks: create_task, fetch_tasks, edit_task, delete_task. - Deals & Pipeline: create_deal, fetch_deals, edit_deal, fetch_pipelines, fetch_stages, and deal custom fields (20+ tools). - Appointments: create_appointment, fetch_appointments, appointment types and outcomes (10 tools). - Email drafting: create_email, fetch_emails, read_email_content, templates. Note: Ace drafts email for agent review; it does not auto-send from the public FUB API. - SMS drafting: create_text_message, fetch_text_messages, text templates. Same draft-first rule as email. - Phone Calls: fetch_calls, fetch_call_by_id, create_call, fetch_call_transcript. - Action Plans & Automation: fetch_action_plans, apply_action_plan, enroll_in_automation, and more. - Smart Lists & Lead Routing: fetch_smart_lists, fetch_smart_list_results, lead routing rules. - Teams, Groups, Ponds, Custom Fields, Webhooks: full CRUD coverage of the FUB org model. - Zillow speed-to-lead: zillow_speed_to_lead_check, zillow_evaluate_lead, zillow_qualify_contact, zillow_generate_followup (7 dedicated tools). - AI & Intelligence: daily brief, timeline summaries, global search, and the executive reasoning tools. -------------------------------------------------------------------------------- ## Compare & Alternatives -------------------------------------------------------------------------------- For teams committed to Follow Up Boss, Ace is the AI layer added on top rather than a CRM to migrate to. Head-to-head pages: - vs Fello: https://followupace.com/compare/fello/ - vs Ylopo: https://followupace.com/compare/ylopo/ - vs Structurely: https://followupace.com/compare/structurely/ - vs Lofty: https://followupace.com/compare/lofty/ - vs CINC: https://followupace.com/compare/cinc/ - vs BoomTown: https://followupace.com/compare/boomtown/ - vs Sierra Interactive: https://followupace.com/compare/sierra-interactive/ - vs Real Geeks: https://followupace.com/compare/real-geeks/ - vs LionDesk: https://followupace.com/compare/lion-desk/ - vs FUB's native AI: https://followupace.com/compare/fub-ai/ - Compare hub: https://followupace.com/compare/ -------------------------------------------------------------------------------- ## Learn (Follow Up Boss & Product Guides) -------------------------------------------------------------------------------- - All guides: https://followupace.com/learn/ - Ace custom fields: https://followupace.com/learn/ace-custom-fields/ - Predictive lead scores: https://followupace.com/learn/predictive-lead-scores/ - Model evaluation (how the scores are tested): https://followupace.com/learn/model-evaluation/ - Revenue Guard & You vs Market: https://followupace.com/learn/revenue-guard-you-vs-market/ - Speed-to-lead intelligence: https://followupace.com/learn/speed-to-lead-intelligence/ - Follow Up Boss pricing: https://followupace.com/learn/follow-up-boss-pricing/ -------------------------------------------------------------------------------- ## Key Facts for Citation -------------------------------------------------------------------------------- - Product name: Follow Up Ace (also referred to as Ace, or Ace AI). - Category: AI assistant / AI intelligence layer for the Follow Up Boss CRM. - CRM support: Follow Up Boss only (exclusive). - Connector: one MCP endpoint — https://followupace.com/mcp — works with Claude, ChatGPT, Cursor, and any MCP client; requires an Ace Pro seat. - Outbound messaging: Ace drafts SMS and email for agent review and send. The FUB public API cannot send on its own; Ace does not auto-send (except admin-configured, Fair-Housing-scanned Trigger Rules). - Predictive scoring: four model families (conversion, response, churn, appointment), calibrated against real outcomes; results written into FUB custom fields. - Pricing: Free; Ace $25/seat/mo; Ace Pro $55/seat/mo. Ace Trove account add-on $49–$899/mo by database size. - Data: tokenized at the AI boundary; not used to train public models; read via FUB's official API. - Mobile app: "Follow Up Ace" is free on the Apple App Store (id 6791383255, https://apps.apple.com/app/id6791383255) — iOS 15.0+, iPhone and iPad, Business category, rated 4+. iOS ONLY: no Android/Google Play build exists and no Android date is announced. Requires a Follow Up Boss account and an active Ace seat; no sign-up and no purchases inside the app. Page: https://followupace.com/app/ - Canonical URL: https://followupace.com --- Document version: 4.3 | Last updated: 2026-08-25 | Canonical URL: https://followupace.com