Admin Onboarding: Setup, Seats & Rollout

Updated July 3, 2026

Follow Up Ace is an AI assistant that lives inside Follow Up Boss — reading your CRM, drafting follow-ups, creating tasks, and coaching next actions without anyone leaving the tool. This guide takes an account admin from zero to fully operational.

Step 1 — Connect Follow Up Boss

Sign in to the admin dashboard at followupace.com/admin.
Go to Account Setup → Connect FUB.
Click Connect Follow Up Boss — you're redirected to Follow Up Boss for authorization.
Sign in with your Owner or Admin account and click Authorize.
You're returned to the dashboard with Follow Up Boss shown as connected.

Ace can't read your CRM or help your team until this is done, so it's the required first step. It takes about a minute and needs an Owner or Admin role in Follow Up Boss.

Step 2 — Assign seats

Go to Seats in the left sidebar — your Follow Up Boss users sync automatically after the connection.
Turn on the toggle next to each user to activate them, drawing a seat from your pool.

You buy seats from Billing (Ace at $25/mo or Ace Pro at $55/mo per seat). Seats are pooled — assign them from the Seats page, not at purchase time. New accounts may have a trial seat; assign it to yourself first and test the experience before rolling out.

Seats page with team members on Ace and Ace Pro plans and the monthly total — *The Seats page: assign a seat to each member and switch anyone between Ace ($25) and Ace Pro ($55).*

Step 3 — Configure Ace for your team

Go to Assistant Settings to shape how Ace writes for your whole account: your team branding (name, website, phone, markets), the writing style and tone Ace should use, and any special instructions — standing rules like phrases to always or never use. See Configuring Ace's Behavior, Tone, and Branding.

Step 4 — Activate Ace Trove (optional)

Ace Trove is the account-wide intelligence layer for team leads: it scores your whole book for win probability and churn risk, sizes revenue at risk in your own dollars, grades agents on responsiveness, and puts everything the team must act on now into one queue (Command Center). Two predictive fields — Ace Win Score and Ace Churn Risk — populate free on every connected account; Trove unlocks whole-book scoring, four more model-grounded fields, and all the admin dashboards.

To activate, go to Billing → Ace Trove. Your tier is auto-quoted from your contact count, and the first analysis runs automatically after you confirm.

Billing page Ace Trove card showing the Starter tier at 49 dollars per month, sized to the account's contact count, with seat totals and next invoice — *The Ace Trove card on the Billing page — activate here; the price is already sized to your contact count.*

Plans and pricing

Plan	Price	Best for
Ace	$25/mo per seat	Individual agents — full Ace chat, CRM access, task/note creation, email drafting
Ace Pro	$55/mo per seat	Power users — adds voice mode, full call transcripts, direct send, MCP integrations

The Ace Trove add-on is account-level (not per seat): a flat monthly price tiered by total Follow Up Boss contact count, from $49/mo (up to 5,000 contacts) to $899/mo (up to 500,000), and Custom above that. Every tier unlocks the same feature set and requires at least one active paid seat. New self-pay subscribers get a 7-day free trial; admin-purchased seats bill immediately.

First-week checklist

Follow Up Boss connected via OAuth
At least one seat assigned and tested
Assistant Settings configured (team branding, tone, special instructions)
Team members assigned to seats and notified
Agent Quickstart shared with your team
(Optional) Ace Trove activated and first analysis confirmed complete

Last updated: July 2026

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