Chat, Companion & Voice
- Using Ace Chat in Follow Up BossThe complete reference for using Ace inside Follow Up Boss — what it does, how to get good answers, what each plan includes, and how to take action safely. This guide is for agents who want the full…
- Using the Ace CompanionThe Ace Companion is a floating window that tags along while you work in Follow Up Boss on desktop. It reads context from whichever contact you have open, so you can move from contact to contact in…
- Voice Mode: Talking to Ace Hands-Free (Pro)Voice mode lets you talk to Ace out loud instead of typing — ask about a contact, add a note, or get a quick briefing without touching the keyboard. It's built for the moments you're away from your…
- Cheat Sheet: Using Ace in Follow Up BossA 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…
Prompts & SmartLists
- Quick Prompts: Team, Personal & Custom PromptsQuick Prompts are one-click instructions that tell Ace exactly what to do — analyze a lead, draft a follow-up, run a multi-step workflow — without retyping the same request every time. This guide…
- Creating Custom Prompts for Ace WorkflowsThis article has moved. See Quick Prompts: Team, Personal & Custom Prompts for how to create and use custom prompts and workflows.
- Automate Your SmartList Workflows with Quick PromptsPair Follow Up Boss SmartLists with Ace Quick Prompts to work an entire list without researching and messaging each contact by hand. This guide shows the pattern and how to build a prompt for one of…