Templates & Smart Tools
Templates
Templates
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Create reusable email/text replies
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Found under Admin > Email/Text Templates
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Great for:
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New lead intros
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Showing follow-ups
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Offer updates
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Closing congratulations
Smart Messages
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AI-suggested texts or emails inside each contact profile
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Personalize before sending
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The AI suggestions improve the more you communicate through FUB. It will learn your communication style and use the context of your previous messages
Smart Summaries
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Calls >15 seconds using your FUB number get:
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Transcription
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Bullet-point summary
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Linked to the lead’s timeline
Action Steps
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Create 2 templates
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Use 1 Smart Message
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Review 1 call summary this week
