Managing AI Text Conversations from the FUB Inbox App

The Ylopo Follow Up Boss (FUB) Inbox App brings your AI Text conversations directly into your CRM. This Inbox App makes managing AI Text easier by displaying all your AI Text conversations right inside Follow Up Boss, so you can review, respond and take action without the need to switch tabs.

Activate the FUB Inbox App by filling out this signup form. A Ylopo Support team member will contact you to complete the integration setup.

Get Started

You have the following FUB Inbox App setup options:

• Default Setup - AI Text conversations will appear in the assigned agent's inbox ("My Inbox") in FUB. No other agents in the team can view the AI Text conversations except the agent the lead is assigned to.
• Team Inbox Setup - AI Text conversations will go to a Team Inbox identified by the license owner. Agents added to that Team Inbox can see all AI Text conversations and will receive FUB notifications.
• Hybrid Inbox Setup - AI Text conversations will appear in the assigned agent's inbox ("My Inbox") in FUB, while unassigned leads in your ponds will go to the Team Inbox that the license owner selected.

Work with Ylopo ([e-mail]) to identify the setup that will work best for you.

Where To Manage AI Text Conversations

From the Inbox

Once activated, AI Text conversations can be found on the Inbox page alongside your other team inboxes. The example below shows a hybrid inbox setup, where they use their main inbox ("My Inbox") for their assigned leads, and a shared inbox called "Ylopo AI Text" for pond leads.

From the Lead Profile

You can also find the AI Text conversation thread listed under the lead's timeline.

You can respond directly from the lead profile as the AI Text assistant, as shown below:

 

FAQ’s

Q: Do we charge a fee for adding the FUB Inbox?
A: No, the FUB Inbox App is an included service when you have Ylopo.

Q: For clients with multiple licenses that share one FUB account, are different inboxes set for each license?
A: Only one inbox is allowed at this time.

Q: "I can’t add a new inbox in FUB. The option doesn’t exist."
A: This doesn’t exist for individual FUB accounts, only for teams. Single agents don’t need to follow the steps to create a new inbox. We will just send conversations to the main inbox in their account. 

Q: Why are all my agents getting notified when new conversations come in?
A: When you have a Team Inbox setup, it is expected that the agents added to the inbox will get notifications when new conversations come into it. 

Q: Can I reply to the lead through FUB Inbox?
A: YES! In the inbox, they can reply and the text will be sent from the same number that the AI is texting from.

Q: Some lead profiles in FUB have the option to toggle between "Text" or "Ylopo AI Text", why is that?
A: The option to toggle or choose between "Text" or "Ylopo AI Text" in the lead’s FUB profile depends on when the FUB Inbox was activated.
If a lead-AI conversation does not appear in the FUB Inbox, the toggle will not appear.
If a lead-AI conversation appears in the FUB Inbox, the toggle is available.

Learn more about Ylopo AI Text. Click below to enroll in the online course: