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…
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,…