Contact-level activation
An explicit tag or eligibility state determines whether AI may engage a specific record.
Architecture and delivery
A custom AI layer that works behind Follow Up Boss.
Your agents keep one CRM. The implementation listens for eligible lead events, runs the right conversation, and writes the context and handoff back to the FUB person record.
End-to-end flow
From lead arrival to human handoff.
The exact triggers and fields differ by brokerage. The architecture stays understandable and auditable.
01
FUB event or approved batch starts the workflowNew inquiry, source, tag, stage, list, website event, or operator activation.
TRIGGER02
Eligibility and suppression rules run firstOwner, consent, quiet hours, opt-out, geography, source, and existing conversation state.
GUARDRAIL03
AI calls, texts, or continues an existing threadScripts, qualification questions, property search links, objections, and escalation rules.
ENGAGE04
Structured context returns to FUBConversation visibility, summary, tags, stages, fields, score, tasks, and operator notes.
WRITE-BACK05
Qualified opportunity reaches an eligible humanLive transfer, simultaneous ring, calendar booking, notification, and owner assignment.
HANDOFFControl model
Automation without losing operator control.
The production system is designed so your team can activate, pause, inspect, and hand off at both the global and contact level.
Global kill switch
Pause new automated activity while preserving existing FUB data and conversation history.
Visible audit trail
Operators can see what happened, what the AI learned, and why a transfer or assignment occurred.
Delivery plan
A structured implementation, not a login and a tutorial.
Discovery
Map sources, scripts, queues, routing, fields, owners, and compliance boundaries.
Design
Write the event map, conversation paths, handoff logic, and acceptance checklist.
Build
Connect FUB, telephony, model, hosting, workflow, and monitoring infrastructure.
Scenario test
Exercise answered, missed, listing, seller, transfer, opt-out, and failure paths.
Launch
Activate a controlled cohort, tune, document, and hand the system to your team.
Ownership
Your accounts. Your data. Your operating documentation.
We charge for implementation and support rather than locking the business logic behind a recurring product account.
- Telephony, model, hosting, and related service accounts under your control.
- Workflow and credential-location documentation.
- Acceptance scenarios and expected system behavior.
- Private support channel for fixes and operational questions.
15-minute discovery call
Map your Follow Up Boss system before buying another subscription.
We review your lead sources, current routing, unworked queues, and desired handoff. You leave with a build map whether or not we work together.