Ace AI

Introduction to Ace AI

Ace AI is an advanced AI voice assistant designed specifically for the Follow Up Boss real estate CRM. It brings real-time AI assistance, voice commands, and smart automations to streamline lead follow-up, email drafting, and CRM updates. By learning your workflow automatically, it eliminates the need for manual setup and saves users up to 10 hours per week on routine tasks.

Built with the needs of top real estate producers in mind, Ace AI helps users power through smart lists and close more deals by automating repetitive actions. With features like instant AI chat, voice assistant capabilities, and context-aware insights, Ace AI enhances productivity and ensures no client interaction slips through the cracks. It also provides access to high-level market data from the U.S. Federal Reserve, allowing agents to position themselves as informed experts in the real estate market.

Takeaways

• AI-Powered Voice Assistant: Control Follow Up Boss via natural language—typed or spoken.
• Smart List Automation: Streamline interactions with hot leads, active clients, and past clients using AI-driven workflows.
• Real-Time Market Insights: Access Bloomberg-level economic data from the U.S. Federal Reserve, including mortgage rates and regional trends.
• Time-Saving Features: Automate emails, SMS, CRM updates, and task creation to save up to 10+ hours per week.
• Self-Configuring AI: Learns user workflows without requiring setup or training.
• Gmail & SMS Integration: Generate and send personalized messages instantly with AI drafting.
• High-Fidelity Voice Chat: Enable hands-free CRM updates while on the move.
• Enterprise Security: PII anonymization, SOC-2 compliance, and secure login options ensure data safety.
• Customizable Workflows: Tailor AI responses to match brand voice and team processes.
• Lead Scoring & Intelligence: AI analyzes contacts to provide buying intent scores, timeline predictions, and next best actions.

How Ace AI Works

Ace AI operates within the Follow Up Boss platform, integrating seamlessly with its CRM structure. Users interact with the AI via text or voice, giving simple prompts that trigger automated actions such as updating contact records, sending emails, or scheduling appointments. The AI continuously learns from user behavior and adapts to their specific workflows, making it more efficient over time.

For example, a user might say, "Ace, log that the Smiths loved the kitchen but want to see properties with a bigger yard," and the system will automatically update the CRM with this information. Ace AI also pulls in real-time market data to help users craft compelling messages about current economic conditions, further enhancing their ability to engage clients effectively.

Core Benefits and Applications