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Cheat Sheet: Using Ace in Follow Up Boss

Updated July 3, 2026

A copy-and-use reference of what to say to Ace inside Follow Up Boss. Open any contact and start chatting — Ace reads your CRM data and can take action on your behalf. Keep this handy while you learn the ropes.

Quick commands to copy

  • "Tell me about this person"
  • "What's their timeline?"
  • "Summarize this contact and suggest a next step"
  • "Create a follow-up task for tomorrow"
  • "Add a note about our conversation…"
  • "Draft a follow-up email"
  • "Send them a text saying I'll call this afternoon"
  • "What properties have they viewed?"
  • "Update their phone number"

Contact intelligence

Get a briefing

  • "Summarize this contact and tell me what to do next"
  • "Give me a full picture of where things stand with this lead"
  • "Is this a hot lead? What's the signal?"

View details

  • "Give me a summary of this contact"
  • "Show me their recent activity"
  • "What's their email and phone?"
  • "What properties are they interested in?"
  • "What tags do they have?"
  • "What stage are they in?"

Update information

  • "Update their phone to 555-1234"
  • "Add their new address"
  • "Add a note that they prefer morning calls"
  • "Update their budget to $500k"
  • "Tag as hot lead" / "Add tags: buyer, investor, cash"
  • "Move to Active Client stage"

Communication

Read history

  • "What do my notes say about our last call?" — Ace reads notes in full (it cannot read the call recording or transcript)
  • "Show me the last email we exchanged"
  • "What texts have we sent them?"
  • "Show recent communications"

Send email — Ace always shows a draft for your approval first

  • "Draft a follow-up email about their showing next week"
  • "Send them an email — subject: Checking in, body: just wanted to follow up…" (Pro)
  • "Send the buyer intro template"
  • "Draft using the market update template with their first name"

Send SMS — Ace always shows a draft for your approval first

  • "Text them: I'll call you this afternoon" (Pro)
  • "Send a text reminding them about tomorrow's showing"

Generate a message

  • "Generate a personalized follow-up message for this contact"
  • "Write a warm re-engagement message for a cold lead"
  • "Write an introduction message for this new lead"

Tasks

  • "Create a follow-up for tomorrow"
  • "Schedule a call for 3pm"
  • "Create a task to send comps by Friday at 2pm"
  • "What tasks do I have for this person?"
  • "What tasks are overdue?"
  • "Mark the follow-up task as done"
  • "Change the task to next Monday"

Notes

  • "Add a note: interested in pool homes"
  • "Note that they're pre-approved for $450k"
  • "Add notes from our coffee meeting: …"

Appointments

  • "Schedule a buyer consultation for Tuesday at 2pm"
  • "Create a showing appointment for Saturday at 11am"
  • "Show upcoming appointments"
  • "Reschedule to 3pm"
  • "Mark the consultation complete — they're ready to make an offer"

Deals and pipelines

  • "Create a deal for 123 Main St"
  • "Update the deal to pending"
  • "Set the deal price to $625,000"
  • "Show me my active deals"
  • "Which deals are overdue for a task?"

Action plans

  • "Apply the New Buyer action plan"
  • "What action plans are they on?"
  • "Pause the current action plan"
  • "Resume their action plan"
  • "Show me all available action plans"

Templates

  • "Send the buyer follow-up template"
  • "Send the open house reminder text template"
  • "Save this as a new email template called 'Post-Showing Follow-Up'"
  • "Preview the buyer intro template with their name filled in"

Smart Lists and segmentation

  • "Who hasn't been contacted in 30 days?"
  • "Show me leads with recent activity but no task"
  • "How many contacts have the 'investor' tag?"
  • "Show me everyone in the 'Active Buyer' stage"
  • "Check if this contact is a duplicate"

Relationships

  • "Who is this contact related to?"
  • "Link this contact to their spouse John Smith"
  • "Are there other contacts in this household?"

Pro tips

  • Ace reads your notes in full — ask "What do my notes say about this contact?" Ace cannot read call recordings, call transcripts, or email bodies (Follow Up Boss does not expose them), and for texts it can only see Follow Up Boss's single most recent message on the contact — so a two-line note after a call is the highest-leverage habit you can build.
  • Get an instant briefing — open a contact and ask "Summarize and suggest next steps."
  • Draft, then send — Ace always shows email and SMS drafts first. Say "yes" or "looks good" to confirm.
  • Be specific — "Create a task to follow up about the Harbor Blvd offer by Thursday at noon" beats "create a task."
  • Access controls apply — Ace follows the same access rules as Follow Up Boss, so you only see contacts you're allowed to.

Last updated: July 2026

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