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, ranks contacts by calibrated win likelihood and models churn risk,…
- 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 helps a team lead see who is using Ace, what they use it for, and where a short coaching conversation could help. Start with one period and compare the same people and activity…
- 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 gives each Follow Up Boss deal a working room: the checklist, due dates, parties, documents, phase, and outstanding requirements in one place. Before you start: your account needs…
- 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,…
Features & Configuration
- Transaction Templates, Gates and Approvals for Team Leads/TCsUse Back Office → Transactions to build team checklists, review submitted work, handle blocked phase requests, and inspect a transaction's history. Before you start: the account needs Ace Trove…
- Ace Autopilot: Autonomous Follow-Up, Drafts-FirstAce Autopilot is one follow-up system with configurable workflows for new leads, re-engagement, and long-term nurture. All three are included with Ace Trove and use the same account controls, draft…
- Autopilot SMS: Texting Through Your Lead Engage SubscriptionThe Autopilot SMS bridge combines Ace's contact-specific drafting with your own Lead Engage subscription . Ace writes scheduling commands to the contact's Follow Up Boss timeline. Lead Engage…
- Autopilot Enrollment: Tags, Replies, and Opt-OutsIn Only contacts I tag mode, add ace-autopilot in Follow Up Boss to enroll a contact. The tag is the enrollment step; no separate contact-level approval is required. Your playbook settings,…