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Setting Up Your Ace Account

Updated July 3, 2026

This 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 don't use it; they're activated by their admin.

Before you start

  • You need admin, broker, or owner access in Follow Up Boss — standard agents can't complete this setup.
  • Have your billing information ready.
  • Open followupace.com/admin and app.followupboss.com in separate tabs.

Step 1 — Create your account

  1. Go to followupace.com/admin/signup.
  2. Enter your email and create a password, or sign in with Google.
  3. Accept the Terms of Service.
Note: If someone invited you, follow the invite link in your email instead — you don't need to sign up separately.

Step 2 — Verify your email

  1. Open the verification email from Follow Up Ace.
  2. Click the verification link — you're taken to the next step automatically.

Signing in with Google skips this step; your email is already verified.

Step 3 — Connect Follow Up Boss

This is the most important step. Ace uses OAuth to read your contacts, activity, and deals from Follow Up Boss — without it, the assistant has no data to work with.

  1. Click Connect Follow Up Boss on the setup screen.
  2. Sign in with your Follow Up Boss admin credentials when redirected.
  3. Review the permissions and click Allow.
  4. You're returned to Follow Up Ace automatically.
Heads up: You must have admin, broker, or owner access in Follow Up Boss to authorize the integration. Standard agent accounts can't.

Step 4 — Select your plan

Choose one or more products; you can change this later.

  • Ace — AI chat embedded in Follow Up Boss. $25/seat/month.
  • Ace Pro — adds voice mode and Claude & ChatGPT integration. $55/seat/month.
  • Ace Trove — the account-wide intelligence add-on: full-book win-probability and churn scoring, GCI-at-risk in your own dollars, Command Center, Team Cockpit, and Seller Radar. A flat monthly price tiered by contact-database size ($49–$899/mo).

If you select Ace Trove, your tier is auto-quoted from your Follow Up Boss contact count — there's nothing to size by hand. Select at least one plan to continue, or click Skip for now to proceed with free, limited access.

Step 5 — Billing

  1. Enter the number of seats for each plan you selected.
  2. Enter your payment details.
  3. Review your total and click Subscribe.

If you clicked Skip in Step 4, you won't see a billing screen — you can add a plan any time from the dashboard.

Step 6 — Configure your account

Set your brand identity and assistant preferences before your team goes live.

  1. Enter your team name and any business context (market, specialties, team style).
  2. Set the assistant's tone and writing style.
  3. Review your Knowledge Base — Ace builds an initial one automatically from your Follow Up Boss data.
  4. Click Enable Ace to activate the assistant for your account.

After setup — add your team

  1. Go to Seats in the left sidebar.
  2. Turn on the toggle for each agent you want to activate, and assign a plan (Ace or Ace Pro).
  3. Send each one a welcome email — agents don't enter any payment information.
Seats page with team members on Ace and Ace Pro plans and the monthly total
The Seats page — turn on a member to assign a seat, and switch anyone between Ace and Ace Pro.

Optional — set up MCP (Ace Pro)

MCP connects Ace to Claude, ChatGPT, or other AI clients for workflows outside Follow Up Boss.

  1. Go to Integrations in the left sidebar.
  2. Copy your Remote MCP Server URL.
  3. Add it in Claude, ChatGPT, or your preferred client.

Full walkthrough: Connect FollowUpAce to Claude, ChatGPT & Other AI Assistants via MCP.

Last updated: July 2026

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