| What it does | Personal Agent OS built from memory you own
| AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
|
|---|
| Stage | Not given
| Startup
|
|---|
| Founded | Not given
| 2024
|
|---|
| Based in | Not given
| US
|
|---|
| Pricing model | Freemium
| Freemium
|
|---|
| Pricing | Not given
| 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
|
|---|
| Key features | - User-owned memory in Markdown and YAML
- Eight modules: Memory, Flow, Black Hole, Minutes, Codex, Prism, Audio, Facet
- Multi-step AI tasks with human approval checkpoints
- Meeting transcription sealed into memory
- Markdown-to-presentation generation with Prism
- Audio generation from notes
- Visual asset library with provenance tracking
- Private domain boundaries to exclude content from cloud AI
- Project mode to bind files and conversations into sealed context
- Compatible with existing Obsidian vaults without migration
| - 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
|
|---|
| What makes it different | - Memory and data remain on your device and under your ownership, never used for model training
- Files stay readable as plain Markdown and YAML with any text editor; no vendor lock-in possible
- Works with existing Obsidian vaults natively without import or conversion
- Private-domain content stays out of cloud AI context automatically
- AI recall includes sources so you can see what answers are based on
| - 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
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 3 ● no change since last check | 31 ▲ +1 (up) since last check |
|---|
| Trust Flow (Majestic) | 9 | 5 |
|---|
| Citation Flow (Majestic) | 21 | 25 |
|---|
| Referring domains (Majestic) | 22 | 61 |
|---|
Follow Up Ace