Ace Trove Overview
- What Is Ace Trove? Overview and PricingAce Trove (Trove for short) is an account-level add-on for team leads and brokers. It watches your entire Follow Up Boss database, scores every contact for win probability and churn risk with…
- Ace Trove: What It Is and How to Get StartedWhat is Ace Trove? Ace Trove is an account-level add-on for Follow Up Ace that turns your whole Follow Up Boss database into a working intelligence layer for the team lead. While Ace chat works on…
- Where Did My Menu Items Go? The 2026 Dashboard UpdateIn the 2026 update we unified the admin dashboard into one product. A few views moved or were renamed. Nothing was taken away — the capabilities live on, usually in a stronger place. Here's where to…
- Activating Ace Trove and Your Ace FieldsThis article covers how to activate Ace Trove for your Follow Up Ace account, what happens during the first analysis, and how to read the Ace fields Trove writes into Follow Up Boss — including what…
- The Ace Custom Fields in Follow Up Boss: What Each One MeansAce writes its scores into Follow Up Boss as custom fields, so you can see them on the contact and use them in smart lists and automations. This reference explains what each Ace field means, how to…
Ace Trove Dashboard Guides
- Command Center: Your Team's Act-Now QueueCommand Center is the first stop in the Ace Trove dashboard and the one screen a team lead should open every morning. It answers a single question: what does my team need to act on right now?…
- Team Cockpit: Per-Agent Production and CoachingTeam Cockpit answers the question every team lead lives with: who is producing, who needs coaching, and what is each agent's slippage actually worth? It's one per-agent table backed by the model…
- Pipeline: Lead Funnel, Deal Economics, and Source ROIPipeline shows your lead funnel and deal economics from one live payload, so every number on the screen agrees with itself. It answers: where are leads getting stuck, which deals are slipping, and…
- Book of Business: Your Whole Database, ScoredBook of Business is your whole database as Ace's model suite reads it — Win Scores, churn risk, opportunity classes, revenue, and where you rank. It answers: what is my book actually worth, who's…
- Automations: Rules and Playbooks That Act for YouAutomations lets Ace watch your signals and models and act for you — escalating slipping leads and reassigning the ones an agent never worked. It answers: how do I make sure nothing falls through…
- Ask Ace: The Command-K Assistant in Your DashboardAsk Ace is the AI assistant built into the admin dashboard — a global drawer you can open from any view with the ⌘K (Ctrl+K) shortcut or the "Ask Ace" button in the top bar. It answers questions…
- Appointment Follow-Up: Closing the Debrief LoopAppointment Follow-Up closes the loop on every team appointment — upcoming ones, and past ones with their disposition and follow-up state. It answers: which appointments still don't have an outcome…
- Usage & Adoption: Who's Getting Value from AceUsage & Adoption shows who on your team is getting value from Ace — AI activity, CRM actions taken, and time saved per member. It answers the question every team lead asks a month in: is my team…
- Quiet Deal Radar and Effort Split: Deal-Aware Activity AttributionAce attributes every Follow Up Boss activity — calls, texts, emails, notes, and appointments — to the deal it lands under. Activity inside an open deal's window counts as deal work…
- Back Office: Commissions, Cap Tracking and TransactionsBack Office is the team-leader surface: who earned what, who is approaching their cap, which transactions are moving, and who on the team might be drifting. It sits on top of your Follow Up Boss…
- Your Transactions in Ace: the Room, the Checklist, and Asking QuestionsMy Transactions is the Companion tool that turns one of your Follow Up Boss deals into a working room: a checklist with real due dates, the parties on the file, the documents, and a gate that tells…
- The Recruiting Pipeline and Retention Check-InsTwo tabs inside Back Office for the team-leader side of people, not deals: a lightweight Recruiting board over agents you already have contact with, and a Retention action queue that flags your own…
- The Lifecycle Funnel on Your DashboardThe admin dashboard's top row is now the Lifecycle Funnel : where every contact in your database sits right now, the flow between states, and where the machine is leaking — leads never worked,…