Substrait AI + Follow Up Boss

Is there an AI ISA that works with Follow Up Boss?

Yes. Substrait is AI for Follow Up Boss that runs inside your main account. It reads your lead’s whole Follow Up Boss timeline, details and activity, then makes the next move for you.

Try it live See everything it touches
Follow Up Boss Substrait AI
Substrait AIAug 12
Wants
Las Vegas, open to exploring
Area
Summerlin, Henderson
Budget
not stated yet
Timeline
not stated yet
Shamiri P.›Your agentAug 12
Honestly yes. We’d be looking at Summerlin or Henderson, probably after the school year.
Your agent›Shamiri P.Aug 12
Saw you registered looking at Las Vegas homes. What’s got you thinking about a move right now?
Stage moved to Active and assigned to your agent by Substrait AI
Aug 12
The loop

How it works with Follow Up Boss.

Four steps, running around the clock. All on the records your agents already touch.

01
It reads the lead details, not only the message

Before it writes a word, Substrait pulls that person’s full Follow Up Boss timeline: every text, note, logged call, email, tag, stage, source and assigned agent. It reads the behavior events your site sends into Follow Up Boss too, so a property view is part of the picture.

02
It decides one next move

Using the power of our trained AI model, a decision is made on the best way to proceed and convert. No drip sequences and no canned templates. Every message is composed fresh for that lead based on their details and browsing activity, or lack thereof.

03
It texts from your existing number, as your team

The message goes out from your office’s own number, in your agent’s name. The lead sees one continuous thread with no clumsy handoffs. Every message clears twenty-five guardrails before it sends. Fair Housing screening, your texting hours in the lead’s local time, STOP detection.

04
It updates Follow Up Boss then gets out of the way

A note lands on the timeline. Stages, tags and tasks update as the nurturing happens. The moment a lead says something an agent should handle, it stops texting and you get the handoff. If your agent steps in, Substrait stands down.

Scope

What it does inside Follow Up Boss.

The core loop is live. Here’s the list, item by item.

It sends the text from your own number, in your agent’s name. Follow Up Boss AI follow up lands in the conversation the lead is already in. No migration. No second database, no second inbox.

Reads
2 items · before every decision

Reads the full person timeline. Texts, notes, logged calls and emails, all of it, before every decision.

Watches on-site behavior using your FUB pixel. Property views, saved properties and site logins that reach Follow Up Boss, per lead and across the database.

Writes
5 items · onto the record

Writes notes back. When warranted, Substrait leaves a note on the Follow Up Boss record, where your team is used to seeing activity.

Creates and completes tasks. Your agents’ task lists stay current, including closing out what Substrait already handled.

Moves stages and writes tags. Stage and tags update as the conversation actually changes, not on a timer.

Raises Encore™ tasks on past clients. Home anniversaries, birthdays, a review ask after a closing and a settle-in check, dated for the agent who owns that client.

Keeps a summary on the record. What the lead actually wants, in structured form, in the Follow Up Boss background notes section.

Sends
3 items · into the live thread

Texts as your agent. From your office’s own number, in your agent’s name, straight into the existing thread.

Sends live filtered listing links. Built from what the lead actually asked for, sent inside the conversation. Live, not a stale list.

Tracks delivery. Carrier delivery status is read back on every text. An undelivered message is visible, not assumed.

Stops
2 items · the part most AI skips

Escalates to a human. The moment a lead says something that needs a person, your agent gets the handoff and the AI stands down.

Yields to your team. When an agent texts or calls, Substrait steps back. It never talks over your people.

Questions

Questions Follow Up Boss teams actually ask.

Straight answers, the way the product talks.

Does it replace Follow Up Boss?
No. Substrait isn’t a CRM and has no intention of becoming one. It runs inside the Follow Up Boss account your team already logs into. Everything it does lands on the records your agents already work. You keep Follow Up Boss, your website, your lead sources and your workflows.
Will my leads know it is AI?
Substrait writes like a careful team member. Short and specific, grounded in that lead’s actual history. Paced like a person typing. It goes out under your agent’s name, from your office’s own number. Never as a named AI character. It doesn’t claim to be something it isn’t. The moment a conversation deserves a real person, it hands off to one.
What happens when a lead replies?
Substrait reads the reply against the whole record and decides the next move. It doesn’t fire the next step in a drip. If it’s a question it can answer, it answers. If it’s a signal that a person is needed, it hands off to your agent and stops texting. That means an appointment request, a question about a specific home, a timeline, a complaint. If your agent texts or calls first, Substrait yields immediately. It switches to support work: notes, tasks and record updates.
Do I have to move my data?
No. There’s no migration, no import, no export. Substrait connects to your existing Follow Up Boss account. It works the people already in it. Nothing is copied into a second database. There’s no second inbox for your team to check.
Does it work my past clients too?
Yes. Encore is the past client and sphere system, and it is in every plan. It reads the closed deals in your Follow Up Boss account to find past clients and enrolls them. Tag anyone it missed. Dated tasks land on the agent who owns that client: the home anniversary, the birthday, a review ask right after a closing and a settle-in check about a week later. After a closing it moves that client into your Past Client stage. Every enrolled past client gets a market update page under your own brand. It never texts a past client first.
What does it cost?
One flat monthly rate by database size. No setup fee, no per-message billing, no per-seat billing and no per-lead billing. The current tiers are on the pricing page.
One flat rate

Keep Follow Up Boss.
Add the AI that works it.

One flat monthly rate by database size. No setup fee, no per-message billing, no per-seat billing.

See the pricing Or have it text you first