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Follow Up Boss, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Follow Up Boss account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Signs in to your account
  • 99 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Follow Up Boss is

Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter.

You sign in with your own Follow Up Boss account, the same way you already do. We never see or hold your password.

How a run works

One message in, the work done in Follow Up Boss.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Follow Up Boss. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Follow Up Boss account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

99 tools it already has

What it can do in Follow Up Boss

These are the ready-made tools your AI employee already has in Follow Up Boss. It is not limited to them, but it never has to be taught these.

  • Apply Action Plan to PersonTool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.
  • Create AppointmentTool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send
  • Create appointment outcomeTool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.
  • Create Appointment TypeTool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.
  • Create CallTool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.
  • Create Custom FieldTool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other cu
  • Create DealTool to create a new deal in Follow Up Boss. Use when you need to add a deal to track sales opportunities in your pipeline. Requires deal name and stage ID.
  • Create Deal Custom FieldTool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal-specific information like stages, priorities, or custom dat
  • Create Email Marketing CampaignTool to create an email marketing campaign in Follow Up Boss. Use when you need to create a new email campaign with HTML content.
  • Create Email Marketing EventsTool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports. Use when you need to track email marketing events.
  • Create email templateTool to create a new email template in Follow Up Boss. Use when you need to create a reusable email template with a name, subject, and HTML body.
  • Create EventsTool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by
  • Create GroupTool to create a new Follow Up Boss group with specified members and distribution settings. Use when you need to organize team members into groups for lead distribution.
  • Create PipelineTool to create a new pipeline in Follow Up Boss. Use when you need to set up a new pipeline for tracking deals with customizable stages. Only the owner has access to create and mod
  • Create PondsTool to create a new pond in Follow Up Boss. Use when you need to organize leads into a specific group with a lead agent and member users.
  • Create ReactionsTool to add a reaction (emoji) to a Note, Call, or ThreadedReply. Use when you need to add an emoji reaction to existing content.
  • Create StageTool to create a new stage in Follow Up Boss. Use when you need to add a new pipeline stage for organizing contacts.
  • Create TeamTool to create a new team in Follow Up Boss. Use when you need to organize users into teams with optional team leaders.
  • Create Text Message TemplateTool to create a text message template in Follow Up Boss. Use when you need to create a reusable SMS template that can include dynamic variables like contact names and greetings.
  • Delete AppointmentTool to delete an appointment by ID. Use when you need to remove an existing appointment from Follow Up Boss.
  • Delete Appointment OutcomeTool to delete an appointment outcome by ID. Use when you need to remove an appointment outcome and reassign existing appointments to a different outcome.
  • Delete Appointment TypeTool to delete an appointment type by its ID. Use when you need to remove an appointment type and reassign existing appointments to another type.
  • Delete Custom FieldTool to delete a custom field by its ID. Use when you need to remove a custom field from Follow Up Boss. Restricted to account owners only.
  • Delete DealTool to delete a deal by its ID. Use when you need to permanently remove a deal from Follow Up Boss.
  • Delete Deal Custom FieldTool to delete a deal custom field by ID. Use when you need to permanently remove a custom field configuration from deals. Only the account owner can delete deal custom fields.
  • Delete GroupTool to delete a group by its ID. Use when you need to permanently remove a group from Follow Up Boss.
  • Delete People RelationshipTool to delete a people relationship by ID in Follow Up Boss. Use when you need to remove a relationship between contacts.
  • Delete PipelineTool to delete a pipeline by its ID from Follow Up Boss. Use when you need to permanently remove a pipeline from the system. The deletion is irreversible and will remove the pipeli
  • Delete PondTool to delete a pond by its ID. Use when removing a pond and reassigning its contacts to another agent.
  • Delete StageTool to delete a Follow Up Boss stage by ID. Use when you need to remove a stage and reassign action plans to another stage.
  • Delete TeamTool to delete a team by its ID. Use when you need to remove a team from Follow Up Boss. Optionally merge team members to another team before deletion.
  • Delete text message templateTool to delete a text message template by ID. Use when you need to remove a text message template. Note: If the template is in use by an Action Plan, you will get a 403 Forbidden r
  • Get AppointmentTool to retrieve an appointment by its ID. Use when you need to fetch details of a specific appointment.
  • Get Appointment OutcomeTool to retrieve an appointment outcome by ID. Use when you need to fetch details about a specific appointment outcome from Follow Up Boss.
  • Get Appointment TypeTool to retrieve an appointment type by ID. Use when you need to fetch details about a specific appointment type from Follow Up Boss.
  • Get CallTool to retrieve a call by its ID from Follow Up Boss. Use when you need to fetch details about a specific call record.
  • Get DealTool to retrieve a deal by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal.
  • Get Deal Custom FieldTool to retrieve a deal custom field by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal custom field configuration.
  • Get EventTool to retrieve a single event by its ID from Follow Up Boss. Use when you need to fetch details about a specific event record.
  • Get GroupTool to retrieve a group by its ID from Follow Up Boss. Use when you need to fetch details about a specific group.
  • Get IdentityTool to retrieve identity and authentication information from Follow Up Boss. Use when you need to verify the authenticated user's account and user details.
  • Get MeTool to retrieve information about the currently authenticated user. Use when you need to fetch details about the authenticated user's account, settings, or permissions.
  • Get People RelationshipTool to retrieve a people relationship by its ID from Follow Up Boss. Use when you need to fetch details about a specific relationship between contacts.
  • Get PipelineTool to retrieve a pipeline by its ID from Follow Up Boss. Use when you need to fetch details about a specific pipeline.
  • Get PondsTool to retrieve a pond by its ID from Follow Up Boss. Use when you need to fetch details about a specific pond group.
  • Get Smart ListTool to retrieve a Smart List by its ID from Follow Up Boss. Use when you need to fetch details about a specific Smart List.
  • Get StageTool to retrieve a stage by its ID from Follow Up Boss. Use when you need to fetch details about a specific stage.
  • Get TeamTool to retrieve a team by its ID from Follow Up Boss. Use when you need to fetch details about a specific team.
  • Get TemplateTool to retrieve an email template by its ID from Follow Up Boss. Use when you need to fetch details about a specific template, optionally with merge fields populated for a person.
  • Get Text MessageTool to retrieve a text message by its ID from Follow Up Boss. Use when you need to fetch details about a specific text message record.
  • Get Text Message TemplateTool to retrieve a text message template by its ID from Follow Up Boss. Use when you need to fetch details about a specific text message template, including its content, usage stat
  • Get UserTool to retrieve a user by its ID from Follow Up Boss. Use when you need to fetch details about a specific user.
  • List Action PlansTool to get a list of Action Plans from Follow Up Boss. Use when you need to retrieve available action plans with optional filtering by status, names, or IDs, and support for pagin
  • List Action Plans PeopleTool to list Action Plans applied to a particular person or list people on a particular Action Plan. Use when you need to retrieve action plan assignments, optionally filtered by p
  • List Appointment OutcomesTool to list all appointment outcomes from Follow Up Boss. Use when you need to retrieve a list of appointment outcomes with optional sorting and pagination.
  • List Appointment TypesTool to list all appointment types from Follow Up Boss. Use when you need to retrieve a list of available appointment types with optional sorting and pagination.
  • List AppointmentsTool to search for appointments in Follow Up Boss. Use when you need to retrieve a list of appointments, optionally filtered by person, user, or date range. Supports pagination for
  • List CallsTool to search for calls in Follow Up Boss. Use when you need to retrieve a list of calls with optional filtering by person ID or phone numbers.
  • List Custom FieldsTool to list all custom fields in Follow Up Boss. Use when you need to retrieve custom field definitions, optionally filtered by label or sorted by specific fields.
  • List Deal Custom FieldsTool to list all deal custom fields in Follow Up Boss. Use when you need to retrieve deal custom field definitions, optionally filtered by label or sorted by specific fields.
  • List DealsTool to search for and list deals from Follow Up Boss. Use when you need to retrieve multiple deals with optional filters by pipeline, user, person, or status.
  • List Email Marketing CampaignsTool to list email marketing campaigns from Follow Up Boss. Use when you need to retrieve all campaigns or filter by origin/originId.
  • List Email Marketing EventsTool to retrieve email marketing events from Follow Up Boss. Use when you need to fetch information about marketing emails sent, opens, clicks, bounces, unsubscribes, and spam repo
  • List EventsTool to search for and list events from Follow Up Boss. Use when you need to retrieve events with optional filtering by person, event type, property association, or property addres
  • List GroupsTool to list all groups from Follow Up Boss. Use when you need to retrieve a list of groups, optionally filtered by type (Agent/Lender) or sorted by id/name.
  • List Groups Round RobinTool to list groups with round-robin data from Follow Up Boss. Use when you need to retrieve groups configured for round-robin distribution.
  • List Inbox AppsTool to list all inbox app installations from Follow Up Boss. Use when you need to retrieve a list of installed inbox apps with optional pagination.
  • List People RelationshipsTool to list all people relationships from Follow Up Boss. Use when you need to retrieve relationships between contacts with optional filtering by person ID, name, or first/last na
  • List PipelinesTool to search for pipelines in Follow Up Boss. Use when you need to retrieve a list of pipelines, optionally filtering by exact name match.
  • List PondsTool to list all ponds from Follow Up Boss. Use when you need to retrieve a list of pond groups with pagination support.
  • List Smart ListsTool to list Smart Lists from Follow Up Boss. Use when you need to retrieve a list of Smart Lists with support for pagination and filtering by FUB version.
  • List StagesTool to retrieve a list of stages from Follow Up Boss. Use when you need to fetch all stages with optional pagination and sorting.
  • List Team InboxesTool to list all shared team inboxes from Follow Up Boss. Use when you need to retrieve available team inboxes with their names, IDs, and users who have access.
  • List TeamsTool to get a list of teams from Follow Up Boss. Use when you need to retrieve all teams with pagination support. Note: Not all plans have access to the teams feature. If you do no
  • List TemplatesTool to list all email templates from Follow Up Boss. Use when you need to retrieve multiple email templates with pagination support.
  • List Text Message TemplatesTool to list all text message templates from Follow Up Boss. Use when you need to retrieve multiple text message templates with pagination support.
  • List Text MessagesTool to list text messages for a person or phone number from Follow Up Boss. Use when you need to retrieve text messages with filtering options. Note: At least one filter parameter
  • List TimeframesTool to get a list of timeframes from Follow Up Boss. Use when you need to retrieve available timeframes.
  • List UsersTool to search for and list users from Follow Up Boss. Use when you need to retrieve multiple users with optional filters by role, name, email, or other criteria.
  • List WebhooksTool to retrieve a list of webhooks from Follow Up Boss. Use when you need to view registered webhooks with optional filtering by event type or status.
  • Merge TemplateTool to merge an email template with person data using Follow Up Boss API. Use when you need to generate personalized email content by replacing merge fields like %contactname% wit
  • Merge Text Message TemplateTool to merge a text message template with person data. Use when you need to generate personalized text messages by merging a template with contact information. The template suppor
  • Update Action Plan People StatusTool to update the status of an Action Plan to Person relationship in Follow Up Boss. Use when you need to pause or resume an action plan applied to a contact.
  • Update AppointmentTool to update an existing appointment in Follow Up Boss. Use when you need to modify appointment details like title, time, location, or invitees. Requires appointment ID, title, s
  • Update appointment outcomeTool to update an existing appointment outcome in Follow Up Boss. Use when you need to modify the name or sort order of an appointment outcome.
  • Update Appointment TypeTool to update an existing appointment type in Follow Up Boss. Use when you need to modify the name or sort order of an appointment type.
  • Update CallTool to update an existing call record in Follow Up Boss. Use when you need to modify call details such as notes, duration, outcome, or other call attributes. Only calls created by
  • Update Custom FieldsTool to update an existing custom field in Follow Up Boss by its ID. Use when you need to modify the label, choices, ordering, or display settings of a custom field.
  • Update DealTool to update an existing deal in Follow Up Boss. Use when you need to modify deal details such as name, price, description, stage, or associated people and users.
  • Update Deal Custom FieldsTool to update an existing deal custom field in Follow Up Boss. Use when you need to modify custom field properties like label, type, display settings, or dropdown choices.
  • Update Email Marketing CampaignTool to update an existing email marketing campaign in Follow Up Boss. Use when you need to modify campaign name, subject line, or HTML body content.
  • Update email templateTool to update an existing email template in Follow Up Boss. Use when you need to modify the name, subject, or body of an existing template.
  • Update GroupTool to update an existing Follow Up Boss group with modified members and distribution settings. Use when you need to change group configuration or membership.
  • Update People RelationshipsTool to update details of a specific people relationship in Follow Up Boss. Use when you need to modify relationship information such as name, type, contact details (emails, phones
  • Update PipelineTool to update an existing pipeline in Follow Up Boss. Use when you need to modify pipeline properties such as name, description, order, or stages. Only the owner has access to cre
  • Update PondsTool to update an existing pond in Follow Up Boss. Use when you need to change the name, lead agent, or member list of a pond.
  • Update StageTool to update an existing stage in Follow Up Boss. Use when you need to modify stage properties like name or sort order.
  • Update TeamTool to update an existing team in Follow Up Boss. Use when you need to modify team name, leaders, or members.
  • Update Text Message TemplateTool to update an existing text message template in Follow Up Boss. Use when you need to modify the name, message content, or sharing settings of an existing SMS template.
Access, and who is in charge of it

You stay the boss of your Follow Up Boss account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Follow Up Boss account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Follow Up Boss is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Follow Up Boss and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Follow Up Boss

Can an AI employee really work inside Follow Up Boss?
Yes. It signs in to your own Follow Up Boss account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Follow Up Boss?
No. Nothing moves and nothing is replaced. Your records stay in Follow Up Boss, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Follow Up Boss account?
You sign in with your own Follow Up Boss account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Follow Up Boss?
It has 99 ready-made tools in Follow Up Boss today, among them Apply Action Plan to Person, Create Appointment and Create appointment outcome. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Follow Up Boss and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Follow Up Boss and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Follow Up Boss?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Follow Up Boss is written down with what it did and when.