AI agents for Follow Up Boss
A Monmo agent works in Follow Up Boss the way a sharp real estate team assistant would. It reads each new lead and the home they asked about, logs notes after showings, works your smart lists and drafts the follow-up emails your agents send. It uses your own Follow Up Boss account and asks before it changes a person, a deal or an action plan.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Follow Up Boss
Brief you on every new lead
When a lead arrives from a portal, your website or an open house, the agent reads the inquiry, opens the listing they asked about and writes a note: price range, area, timeline and a good first question.
AskEvery morning at 8, summarise yesterday's new leads in Follow Up Boss with the property each one asked about.
Log notes after showings
Tell it how a showing went in a voice note. It writes the note on the person's timeline, suggests the new stage, for example Lead to Active Client, and adds the next task once you allow it.
AskLog today's two showings with the Garcias, move them to Active Client and add a task to send comparables on Friday.
Work through a smart list
It goes through a smart list such as people with no contact in 30 days, reads each timeline and drafts a personal check-in email. The batch comes to you on one card before anything goes out.
AskGo through the no-contact-in-30-days smart list and draft a short check-in email for each person.
Suggest the right action plan
It reads where each lead stands and suggests which action plan fits, buyer nurture or seller follow-up, and checks nobody is already on one. Enrolment happens only after you approve the list.
AskWhich of this week's new buyer leads should go on the buyer nurture plan? List them with a reason and wait for me.
Keep deals current to closing
When an offer is accepted or an inspection date moves, the agent prepares the update to the deal's stage, price and projected close date, and pulls the dates from the signed DocuSign envelope.
AskThe Lee offer was accepted at 612,000. Update the deal, set closing for 19 December and show me the change first.
Tidy duplicates and stray tags
It finds the same buyer entered twice from two lead sources, tags spelled three different ways and people with no assigned agent, then proposes each fix on one card you can approve in part.
AskFind duplicate people and near-duplicate tags in Follow Up Boss and propose a clean-up list.
Write the weekly team report
Every Monday it counts new leads by source, appointments set, deals under contract and closings expected this month, and writes a one-page report in Google Sheets for the team meeting.
AskEvery Monday at 7:30, put last week's leads by source, appointments and pending closings in our team sheet.
Prepare for a listing appointment
Before you meet a seller it gathers their timeline in Follow Up Boss, past emails in Gmail and recent nearby sales from public listing sites, and turns it into a one-page brief.
AskBrief me on the Patel listing appointment tomorrow at 10: our history with them and recent sales on their street.
How it connects
- 1You connect your own Follow Up Boss account once with an API key. The key acts as the user who created it, so depending on your role the account owner or an admin may need to set it up.
- 2You choose which agents may use Follow Up Boss. A sales assistant or transaction coordinator agent needs it; a research agent usually does not.
- 3Reading leads, timelines and smart lists needs no approval. Adding notes, changing stages, reassigning leads, starting an action plan or sending an email asks first. Calls and texts stay with your team.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Follow Up Boss is not on screen.
On screen
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- From today’s calls and the follow-up emails.
- Where
- Fieldwork Salesforce · 3 opportunities
- What to expect
- Changes stage, amount, close date and next step. Nothing is deleted.
- Open pipeline$610k
- Moved forward$184k
- Stalled 14+ days2 deals
- Slipped to April1 deal
Your team. Connected to everything.
Pipeline review — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent follow up with real estate leads in Follow Up Boss?
It drafts every follow-up, and your team approves what goes out. A Monmo agent reads each lead's timeline, drafts an email that refers to the home or neighbourhood they asked about, and shows the batch on one card. Calls and texts stay with your team, and the agent can list who needs a call today and why.
Does it work with leads from Zillow and other portals?
Yes, once they are in Follow Up Boss. Leads from portals, your website and open houses land there with their source, and the agent reads them from Follow Up Boss. It can also open the listing a person asked about in its own browser to add context to its note.
Can the agent reassign leads or change stages?
Yes, with your approval. It can propose reassigning cold leads, moving people between stages or updating a deal, through the Follow Up Boss connection, or in its own browser when the connection does not cover something. Each change appears on a card first, and you can approve some lines and decline others.
Is our client data safe with an AI agent in our CRM?
The AI agent uses the API key you connect, so it reaches only the people and deals that key's user can see. It never changes or deletes a record without your approval, you can watch its screen while it works, and you can revoke the key in Follow Up Boss whenever you choose.