| What it does | AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
| A platform to build, run, and use AI microagents through search
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| Stage | Startup
| MVP
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| Founded | 2024
| Not given
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| Based in | US
| US
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| Pricing model | Freemium
| Free trial
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| Pricing | Free: $0/month with 15 AI messages per day, Ace Win Score and Churn Risk fields, and 9 Smart Lists. Ace: $25/seat/month with unlimited messages, Daily Brief, Next Moves, and mobile workspace. Ace Pro: $55/seat/month adding voice, Claude/ChatGPT connector, one-tap AI drafts, and Zillow playbook. Ace
| The agent server is free and source available with no license fee. Search2o Cloud is free during the beta period. Production pricing will include a platform fee, developer fee, storage fee, and usage fee with no per-user charges. Paid service planned for January 2027.
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| Key features | - AI Chat with contact context and CRM queries embedded in Follow Up Boss
- Daily Brief with tasks, appointments, and contacts needing attention
- Smart Lists pre-ranked by AI scores for speed-to-lead and lead prioritization
- MCP connector for Claude and ChatGPT to access CRM tools in third-party AI apps
- Zillow speed-to-lead playbook with 5-minute response timer and alert escalation
- Command Center queue sorted by GCI at risk for team-wide revenue management
- Automations with Fair Housing compliance scanning before sends
| - Built-in agent discovery and multi-agent conversations
- Agent framework to define and publish agents
- Encrypted conversations and memories by default
- Multi-user access with four roles plus service accounts
- Human-in-the-loop controls for critical actions
- Stateless horizontally scalable architecture
- Environment profiles for dev and prod
- Source available server and UI
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| What makes it different | - Draft follow-ups shaped by Follow Up Boss context and saved voice preferences rather than generic AI
- Works across multiple surfaces—inside FUB, on iPhone app, and in Claude/ChatGPT via MCP—with consistent memory across all
- Fair Housing-trained AI with compliance checks built into drafts and automations
- Unified team operations with account-wide Ace Trove add-on providing revenue-focused views and predictive fields
| - Search that retrieves and runs AI workflows instead of matching documents
- Agents that combine deterministic workflows with LLM-driven reasoning
- Hybrid cloud architecture requiring only stateless servers in your environment
- No per-user licensing, pay only for developers, storage and usage
- Enterprise-grade reliability and security standards
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 31 ▲ +1 (up) since last check | 2 ▼ −1 (down) since last check |
| Trust Flow (Majestic) | 5 | 0 |
| Citation Flow (Majestic) | 25 | 24 |
| Referring domains (Majestic) | 61 | 12 |