Using Ace in Follow Up Boss

Chat, the companion, voice, prompts, and SmartList workflows.

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…
Log In to Your Ace Companion AnywhereThe Ace Companion is your workspace — alerts, pipeline, and coaching — and you don't need a Follow Up Boss tab open to use it. Sign in once on your phone or laptop and it's the dashboard you take…
The Ace Chrome Bridge Has Been Retired (What Ace Can and Cannot Read)Retired 2026-08-13. The Ace Chrome Bridge browser extension no longer captures anything, and Ace no longer accepts conversation content from it. If you still have the extension installed, you can…
Connecting Your Gmail to Ace (Send Email from Your Own Address)Ace does not send mail from a shared Ace address. It sends from your mailbox, through a one-time Gmail connection you make yourself, so the message arrives from you, lands in your own Sent folder,…
Your Queue: How Ace Sorts Your Day (and Why a Contact Resurfaces)Your Companion queue (Now / Next) already ranked who to work today. This update adds a visible state to every person on it and a new reason a contact can jump the line: resurfacing , when someone…

Prompts & SmartLists