Follow Up Boss: what the assistant can do

In Follow Up Boss, the assistant can find a contact, add a lead, add a note, log a call, create a task, change a contact’s stage, tag a contact, remove a tag, assign to an agent, update phone or email, check off a task, see today’s tasks, book an appointment, see recent activity, list action plans, start an action plan, pause an action plan, reschedule an appointment, cancel an appointment, log a text and log an email. You ask by text, in your own words.

Status: Available. How to connect, permissions and limits: Follow Up Boss.

What it does	Asks first?	Undo
Find a contact	No	–
Add a lead	If unsure	10 minutes
Add a note	If unsure	10 minutes
Log a call	If unsure	No
Create a task	If unsure	10 minutes
Change a contact’s stage	If unsure	10 minutes
Tag a contact	If unsure	10 minutes
Remove a tag	If unsure	10 minutes
Assign to an agent	If unsure	10 minutes
Update phone or email	If unsure	10 minutes
Check off a task	If unsure	10 minutes
See today’s tasks	No	–
Book an appointment	If unsure	10 minutes
See recent activity	No	–
List action plans	No	–
Start an action plan	Always	No
Pause an action plan	If unsure	10 minutes
Reschedule an appointment	If unsure	10 minutes
Cancel an appointment	Always	10 minutes
Log a text	If unsure	10 minutes
Log an email	If unsure	10 minutes

Asking first and undo follow the same rules for every tool: see Confirmations and undo.

Find a contact

Looks up a lead or client by name, email or phone and replies with their phone, email, stage and agent.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Follow Up Boss API call: GET /v1/people
• Action name: followupboss.find_person

Example texts:

• “what’s Maria Lopez’s number?”
• “look up the Hendersons in Follow Up Boss”
• “who is 512-555-0142”

Add a lead

Adds a new lead or contact (buyer, seller, open-house visitor) with their phone, email and what they’re looking for.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: POST /v1/events
• Action name: followupboss.create_lead

Example texts:

• “add Jake Ramirez 512-555-0188 as a buyer lead, wants 3 bed in Round Rock under 450k”
• “new lead from the open house at 123 Oak St: Priya Shah priya@shah.com”
• “put Tom Becker in FUB, wants to list his house on Elm, cell 737-555-0101”

Add a note

Adds a note to a contact, for example how a showing, open-house chat or meeting went.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: POST /v1/notes
• Action name: followupboss.add_note

Example texts:

• “note on the Hendersons: loved the Oak St house, want to see it again Saturday”
• “Maria Lopez is pre-approved for 450k with Gateway Mortgage”
• “add a note to Jake Ramirez: relocating from Denver in March”

Log a call

Logs a phone call with a contact (the outcome and what you talked about) on their timeline.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? No. Change or remove it in the tool itself.
• Follow Up Boss API call: POST /v1/calls
• Action name: followupboss.log_call

Example texts:

• “called Maria Lopez, left a message”
• “just talked to the Hendersons, they want to offer on Oak St”
• “Jake Ramirez called me back, interested in the condo, 10 min call”

Create a task

Creates a task (follow-up, call, showing…) on a contact, due at a date and time, assigned to you.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: POST /v1/tasks
• Action name: followupboss.create_task

Example texts:

• “remind me to call Maria Lopez Tuesday at 10”
• “task: send the Hendersons comps for Oak St by Friday”
• “follow up with Jake Ramirez next Monday”

Change a contact’s stage

Moves a contact to another stage, for example Lead → Active Client → Pending → Closed.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: PUT /v1/people/{id}
• Action name: followupboss.update_stage

Example texts:

• “move the Hendersons to active client”
• “Maria Lopez is under contract, mark her pending”
• “Jake Ramirez closed today!”

Tag a contact

Adds one or more tags to a contact, like ‘Pre-approved’, ‘Investor’ or a neighborhood.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: PUT /v1/people/{id}?mergeTags=true
• Action name: followupboss.add_tag

Example texts:

• “tag Maria Lopez pre-approved”
• “add tags investor and cash buyer to Jake Ramirez”
• “mark the Hendersons as VA loan”

Remove a tag

Takes one or more tags off a contact.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: PUT /v1/people/:id
• Action name: followupboss.remove_tag

Example texts:

• “take the investor tag off Jake Ramirez”
• “remove pre-approved from Maria Lopez”
• “untag the Hendersons VA loan”

Assign to an agent

Assigns a contact to an agent on your team (or to you). Asks first when it isn’t sure.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: PUT /v1/people/:id
• Action name: followupboss.assign_agent

Example texts:

• “assign Jake Ramirez to Ben Ortiz”
• “give the Hendersons to Sarah”
• “put Maria Lopez on my list”

Update phone or email

Makes a new phone number or email a contact’s main one. The old one stays on file.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: PUT /v1/people/:id
• Action name: followupboss.update_contact

Example texts:

• “Maria Lopez’s new cell is 512-555-0199”
• “update Jake Ramirez email to jake@ramirezhomes.com”
• “the Hendersons have a new number, 737-555-0111”

Check off a task

Marks one of your open tasks done. Asks which one if several fit.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: PUT /v1/tasks/:id
• Action name: followupboss.complete_task

Example texts:

• “done with the call Maria Lopez task”
• “check off sending the Hendersons comps”
• “mark my follow up with Jake Ramirez complete”

See today’s tasks

Lists your open tasks due today (or another day), with times and contacts.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Follow Up Boss API call: GET /v1/tasks
• Action name: followupboss.list_tasks

Example texts:

• “what are my tasks today?”
• “what’s due in Follow Up Boss tomorrow”
• “any FUB follow ups for Monday?”

Book an appointment

Puts a showing, listing appointment or meeting with a contact on your Follow Up Boss calendar. No invite is emailed.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: POST /v1/appointments
• Action name: followupboss.create_appointment

Example texts:

• “showing with the Hendersons Saturday at 2 at 123 Oak St”
• “listing appointment with Tom Becker Thursday 4pm”
• “meet Maria Lopez at the office Monday 10am for an hour and a half”

See recent activity

Shows a contact’s latest notes and calls, newest first.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Follow Up Boss API call: GET /v1/notes
• Action name: followupboss.recent_activity

Example texts:

• “what’s the latest with Maria Lopez?”
• “show me the notes on the Hendersons”
• “when did I last talk to Jake Ramirez”

List action plans

Lists your Follow Up Boss action plans, or the plans one contact is on and whether each is running or paused.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Follow Up Boss API call: GET /v1/actionPlans
• Action name: followupboss.list_action_plans

Example texts:

• “what action plans do I have”
• “list my FUB drip campaigns”
• “what plans is Sarah Kim on?”

Start an action plan

Puts a contact on an action plan. Its emails and texts then go out on the plan’s schedule, so it asks first.

• Asks before doing it? Yes, always. You see exactly what will happen and say yes before it does it.
• Can be undone? No. Sent items can’t be unsent, which is why it always asks first.
• Follow Up Boss API call: POST /v1/actionPlansPeople
• Action name: followupboss.assign_action_plan

Example texts:

• “put sarah kim on the buyer nurture plan”
• “start Jake Ramirez on the new seller lead action plan”
• “add the Hendersons to the past client drip”

Pause an action plan

Pauses (or resumes) an action plan a contact is on, so nothing more goes out from it. Follow Up Boss can’t take someone off a plan, so pausing is how you stop it.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: PUT /v1/actionPlansPeople/:id
• Action name: followupboss.pause_action_plan

Example texts:

• “pause sarah kim’s buyer nurture plan”
• “take the Hendersons off their action plan, they’re under contract”
• “stop the drip for Jake Ramirez”

Reschedule an appointment

Moves an appointment with a contact to a new day or time (or a new place). It keeps its length, and no invite is emailed.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: PUT /v1/appointments/:id
• Action name: followupboss.update_appointment

Example texts:

• “move the Henderson showing to Sunday at 3”
• “push my listing appointment with Tom Becker to 5pm”
• “reschedule Maria Lopez’s showing to next Tuesday 10am”

Cancel an appointment

Takes an appointment with a contact off your Follow Up Boss calendar, after asking. Nobody is emailed.

• Asks before doing it? Yes, always. You see exactly what will happen and say yes before it does it.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: DELETE /v1/appointments/:id
• Action name: followupboss.cancel_appointment

Example texts:

• “cancel the Henderson showing”
• “cancel my listing appointment with Tom Becker on Thursday”
• “Maria Lopez can’t make Saturday, cancel it”

Log a text

Records a text you already sent or got on the contact’s timeline. Nothing is sent.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: POST /v1/textMessages
• Action name: followupboss.log_text

Example texts:

• “log a text to Maria Lopez: confirmed Saturday’s showing”
• “Jake Ramirez texted me, he wants to see the condo again”
• “texted the Hendersons the inspection report link”

Log an email

Records an email you already sent or got as a note on the contact’s timeline. Nothing is sent.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Follow Up Boss API call: POST /v1/notes
• Action name: followupboss.log_email

Example texts:

• “log an email to Maria Lopez: sent the seller disclosures”
• “Jake Ramirez emailed me his pre-approval letter”
• “emailed the Hendersons the comps for Oak St”

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This list is generated from the code that runs each action, so it’s always current.