Ace AI Assistant — Cheat Sheet: Using Ace in Follow Up Boss

Ace is your AI assistant embedded directly in Follow Up Boss. Open any contact and start chatting — Ace reads your CRM data and can take action on your behalf.

QUICK COMMANDS — COPY & USE

Essential Phrases

• "Tell me about this person"
• "What's their timeline?"
• "Summarize this contact and suggest a next step"
• "Create a follow-up task for tomorrow"
• "Add a note about our conversation..."
• "Draft a follow-up email"
• "Send them a text saying I'll call this afternoon"
• "What properties have they viewed?"
• "Update their phone number"

CONTACT INTELLIGENCE

AI Timeline Summary (new)

• Summary + next steps: "Summarize this contact and tell me what to do next"
• Engagement overview: "Give me a full picture of where things stand with this lead"
• Priority assessment: "Is this a hot lead? What's the signal?"

View Details

• Summary: "Give me a summary of this contact"
• Timeline: "Show me their recent activity"
• Contact Info: "What's their email and phone?"
• Property Interest: "What properties are they interested in?"
• Tags: "What tags do they have?"
• Stage: "What stage are they in?"

Update Information

• Phone/Email: "Update their phone to 555-1234"
• Address: "Add their new address"
• Background: "Add a note that they prefer morning calls"
• Price Range: "Update their budget to $500k"
• Tags: "Tag as hot lead" / "Add tags: buyer, investor, cash"
• Stage: "Move to active client stage"

COMMUNICATION — FULL ACCESS

Read History

• Call transcripts: "What was said on our last call?" — Ace reads full transcripts with speaker attribution
• Emails: "Show me the last email we exchanged" — Ace reads full email content
• Texts: "What texts have we sent them?" — full SMS content visible
• All recent activity: "Show recent communications"

Send Email

• Draft first: "Draft a follow-up email about their showing next week"
• Send direct: "Send them an email — subject: Checking in, body: just wanted to follow up..."
• Use a template: "Send the buyer intro template"
• Merge fields: "Draft using the market update template with their first name"
• ⚠️ Ace always shows a draft for your approval before sending

Send SMS

• Quick text: "Text them: I'll call you this afternoon"
• Scheduled prompt: "Send a text reminding them about tomorrow's showing"
• ⚠️ Ace always shows a draft for your approval before sending

AI Message Generator (new)

• Personalized follow-up: "Generate a personalized follow-up message for this contact"
• Specific tone: "Write a warm re-engagement message for a cold lead"
• Intro message: "Write an introduction message for this new lead"

TASK MANAGEMENT

Create Tasks

• Quick task: "Create a follow-up for tomorrow"
• Call task: "Schedule a call for 3pm"
• Showing task: "Create a showing task for Saturday"
• Detailed: "Create a task to send comps by Friday at 2pm"

Manage Tasks

• View: "What tasks do I have for this person?"
• Overdue: "What tasks are overdue?"
• Complete: "Mark the follow-up task as done"
• Update: "Change the task to next Monday"

NOTES

• Quick note: "Add a note: interested in pool homes"
• Detailed: "Note that they're pre-approved for $450k"
• Meeting notes: "Add notes from our coffee meeting: [details]"

APPOINTMENTS

• Schedule: "Schedule a buyer consultation for Tuesday at 2pm"
• Create showing: "Create a showing appointment for Saturday at 11am"
• View upcoming: "Show upcoming appointments"
• Reschedule: "Reschedule to 3pm"
• Add outcome: "Mark the consultation complete — they're ready to make an offer"

DEALS & PIPELINES

• Create deal: "Create a deal for 123 Main St"
• Update status: "Update deal to pending"
• Add details: "Set the deal price to $625,000"
• View pipeline: "Show me my active deals"
• Pipeline review: "Which deals are overdue for a task?"

ACTION PLANS

• Apply plan: "Apply the New Buyer action plan"
• Check status: "What action plans are they on?"
• Pause: "Pause the current action plan"
• Resume: "Resume their action plan"
• View plans: "Show me all available action plans"

TEMPLATES

• Use email template: "Send the buyer follow-up template"
• Use text template: "Send the open house reminder text template"
• Create template: "Save this as a new email template called 'Post-Showing Follow-Up'"
• Merge fields: "Preview the buyer intro template with their name filled in"

SMART LISTS & SEGMENTATION

• Find leads needing attention: "Who hasn't been contacted in 30 days?"
• Hot leads: "Show me leads with recent activity but no task"
• By tag: "How many contacts have the 'investor' tag?"
• By stage: "Show me everyone in the 'Active Buyer' stage"
• Duplicates: "Check if this contact is a duplicate"

WORKFLOW & AUTOMATION INTELLIGENCE (new)

• View automations: "What automations are active in my account?"
• Understand a rule: "What happens when a new lead comes in from Zillow?"
• Lead routing: "How are leads from Facebook assigned to agents?"
• Smart list: "Create a smart list of buyers with no task in 2 weeks"

RELATIONSHIPS

• View: "Who is this contact related to?"
• Link contacts: "Link this contact to their spouse John Smith"
• Family context: "Are there other contacts in this household?"

PRO TIPS

• Ace reads your call transcripts — ask "What did we talk about on our last call?" for full speaker-attributed summaries
• AI timeline summary — when you open a contact, ask "Summarize and suggest next steps" for an instant AI briefing
• Draft, then send — Ace always shows you email and SMS drafts before sending. Just say "yes" or "looks good" to confirm
• Be specific — "Create a task to follow up about the Harbor Blvd offer by Thursday at noon" works better than "create a task"
• Access controls apply — if a contact is assigned to another agent, Ace will follow the same access rules as Follow Up Boss itself

Last updated: April 2026