Getting Started with Follow Up Ace — Admin Complete Guide

What is Follow Up Ace?

Follow Up Ace (Ace) is an AI assistant that lives inside Follow Up Boss. It helps your team work faster by reading their CRM data, drafting follow-ups, creating tasks, and coaching next actions — without anyone leaving FUB. Every agent on your plan gets their own AI assistant embedded directly in the Follow Up Boss interface.

This guide covers everything an account admin needs to get from zero to fully operational.

Setup Overview (4 steps)

Step 1: Connect Follow Up Boss

1. Sign in to your Ace Admin Portal at app.followupace.com
2. Go to Account Setup → Connect FUB
3. Click Connect Follow Up Boss — you'll be redirected to FUB for OAuth authorization
4. Log in to FUB with your Owner or Admin account and click Authorize
5. You'll be returned to the Ace Admin Portal with FUB shown as connected

Why this matters: Ace cannot read your CRM or help your team until FUB is connected. This is the required first step — all other features depend on it.

⏱ Takes about 60 seconds. Requires FUB Owner or Admin role.

Step 2: Assign Seats to Your Team

1. Go to Team Members in the left sidebar
2. Your FUB users sync automatically after OAuth is connected
3. Click the toggle next to each user to activate them on Ace
4. Activated users are assigned a seat from your available pool

You purchase seats from the Billing page (Ace at $25/mo or Pro at $55/mo per seat). Seats are pooled — you assign them to users from Team Members, not at purchase time.

New accounts: you may have a trial seat available. Assign it to yourself first and test the experience before rolling out to your team.

Step 3: Configure Ace for Your Team (optional but recommended)

From the admin dashboard, go to AI Configuration to customize how Ace behaves for your whole account:

• System Prompt: Give Ace instructions it follows in every conversation — your market, communication style, brokerage constraints. Keep it under 200 words.
• Display Name: Change "Ace" to your brand name if preferred
• Feature toggles: Enable or disable voice chat, contact lookup, and other features by role

➡️ Configuring Ace's Behavior, Tone, and Branding

Step 4: Activate Ace Trove (optional add-on)

Ace Trove is the optional account-wide intelligence layer for team leads: it scores your whole book for win probability and churn risk, sizes revenue at risk in your own dollars, grades your agents on responsiveness, and puts everything the team must act on now into one queue (Command Center). Two predictive fields — Ace Win Score and Ace Churn Risk — populate free on every connected account; Trove unlocks whole-book scoring, the four Trove-only fields, and all the admin dashboards.

It's separate from seat pricing and billed as a flat monthly tier based on your contact count (see pricing below).

To activate: Admin dashboard → Billing → Ace Trove. Your tier is auto-quoted from your FUB contact count; the first analysis runs automatically after you confirm.

➡️ Ace Trove: What It Is and How to Get Started

Plans & Pricing

Seat plans (per agent)

New self-pay subscribers get a 7-day free trial on any paid plan. No credit card required to start the trial.

Ace Trove add-on (account-level, not per seat)

A flat monthly price, tiered by total FUB contact count. Every tier unlocks the same feature set:

Requires at least one active paid Ace or Ace Pro seat. Your tier is auto-quoted at activation from your current FUB contact count.

First-Week Checklist

• ☐ FUB connected via OAuth
• ☐ At least one seat assigned and tested
• ☐ System prompt written and saved (even a rough draft is better than none)
• ☐ Team members assigned to seats and notified
• ☐ Send team the Agent Quickstart Guide
• ☐ (Optional) Ace Trove activated and first analysis confirmed complete

Resources

• Admin Setup Guide — step-by-step FUB connection walkthrough with screenshots
• Billing & Seat Management: Complete Guide — purchasing seats, assigning users, cancellation
• Configuring Ace's Behavior, Tone, and Branding — system prompt, display name, feature toggles
• Agent Quickstart Guide — share with your team to get them up and running
• Ace Trove Guide
• Support: support@followupace.com

Last updated: July 2026