Admin Setup

• Setting Up Your Ace AccountThis guide takes you from zero to a working Follow Up Ace account in about 10–15 minutes. It's for the Follow Up Boss account admin, broker, or owner who purchased Follow Up Ace — standard agents…
• Admin Settings ReferenceAce Admin Configuration Reference This guide covers the configurable settings in the Ace admin dashboard. Use it alongside the Admin Setup Guide (which covers account creation and the Follow Up Boss…
• Admin Onboarding: Setup, Seats & RolloutFollow 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…
• Connecting Follow Up Boss via OAuthAce connects to your Follow Up Boss account through Follow Up Boss's official OAuth authorization — you approve it once, and Ace can securely read your contacts, activity, and deals. This guide…
• Managing Your Ace Knowledge BaseThe Knowledge Base is what Ace knows about your business — your Follow Up Boss setup, plus any context you add — and the controls that decide what Ace is allowed to use. This guide is for admins…
• Configuring Ace's Behavior, Tone, and BrandingAssistant Settings control how Ace represents your team and how it writes for every agent on your account — your branding and the assistant's voice. This guide is for admins; the settings live under…
• Team Startup Guide: Rolling Out Follow Up Ace to Your TeamThis guide takes a team lead or broker from a brand-new account to a fully rolled-out team — Follow Up Boss connected, seats bought and assigned, Ace Trove activated, and the whole team invited and…
• The 30-Day Adoption Playbook (for Team Leads)Buying seats is easy. Getting your whole team to use Ace every day is what actually moves your numbers — and it is the difference between a tool you keep and one you quietly cancel. This playbook is…
• Admin Setup WalkthroughThis page walks you through setting up Follow Up Ace for your team, start to finish. Each step links to a detailed guide so you can move at your own pace — most admins are fully set up in 10–15…
• Admin Dashboard OverviewThe Ace admin dashboard is your control hub for running Follow Up Ace across your team — seats, Ace's behavior, and (if you add it) Ace Trove. This overview shows what's on the Dashboard and where…
• The Ace Dashboard on Your PhoneYour Ace admin dashboard now works on your phone — the full control room, sized for a smaller screen. Install it once and you can run your morning pulse, clear alerts, and ask Ace about your team…
• Capture: Every Lead from Magnets, Forms, Pages and Packets in One InboxCapture is one row in the admin sidebar that holds all four of Ace's lead-capture builders as tabs, plus a single inbox showing everyone who has come in through any of them. If you're looking for…
• Ace Forms: Running an Open House from Sign-In to Seller RecapThe open-house sign-in is Ace's most-used capture surface — and it does more than collect names: visitors keep a Home File about the property, they can ask questions, and afterwards you can send the…
• Your Free Ace Page (and What the Paid Team Roster Adds)An Ace Page is a public, search-indexable profile page for an agent, built from your account's own Follow Up Boss deal records plus what you add yourself. It has a contact form, so it captures leads…
• Client Packets: A Branded Resource Page Built for One ClientA Client Packet is a hosted, branded page built for one named client — a buyer you just signed, or a seller preparing to list. It carries the resources they need, you email them their private link,…
• Moving to Ace from Another System: What Imports and How Consent WorksMoving tools is usually a data problem. Moving client tools is a consent problem wearing a data problem's clothes — and that is the part most migrations get wrong. This article covers what carries…
• Your First Week with Ace's Client ToolsAce ships seven client-facing tools — Lead Magnets, Ace Forms, Client Packets, Ace Pages, Client Referrals, Home Almanac and Back Office — and looking at all seven at once is how teams end up using…
• Getting Set Up: the Onboarding Wizard and the Ops Hand-Off LinkThe setup wizard reads what it can — your Follow Up Boss configuration and, if you have one, your team's own website — and only asks you what nothing can infer. The goal is a working…

Agent Quickstart

• Agent Quickstart: Your First Day with AceThis guide gets you productive with Ace in about ten minutes. Ace is your AI assistant inside Follow Up Boss — start at Step 1, run the example prompts, and you're up and running. It's for agents…
• The Ace Embed: How It Works in Follow Up BossAce lives directly inside Follow Up Boss as an embedded app — no separate tab, no switching tools. This article covers how the embed works, what Ace can see and do, and how to get value from it on…
• What Is Follow Up Ace?Follow Up Ace (Ace) is an AI assistant built directly into Follow Up Boss. It reads your CRM, answers questions about your contacts, drafts follow-ups, creates tasks, and coaches your next move —…
• Your Ace Plan: Regular vs. ProAce comes in two paid tiers for agents: Ace (the Regular seat) and Ace Pro . Both give you a fully capable AI assistant inside Follow Up Boss. Pro adds a smarter model, more conversation context,…
• Running Mortgage Numbers with AceAce can run mortgage numbers for you mid-conversation — using today's actual rates, not a guess. Ask in the chat, the Companion, or from Claude/ChatGPT over MCP, and you get a payment breakdown, an…
• How Ace Works Your Zillow Leads (and Keeps You Compliant)The second a Zillow lead lands in Follow Up Boss, Ace starts a 5-minute response clock, alerts the assigned agent, and has a ready-to-send first message drafted — but you always press send . Nothing…
• Client Referrals: How the Sphere Graph Works and What Closes AutomaticallyClient Referrals is the sphere graph: one record per introduction, tracking who sent you whom, what stage it reached, and what it eventually produced. It answers the question most agents can only…
• Home Almanac: Enrollment, Homeowner Opt-In, and Why an Issue Did Not SendThe Home Almanac gives a past client a page about their own home — its profile, a seasonal maintenance checklist, and an estimated equity position — plus a monthly (or quarterly) email that tells…

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