Templates & Smart Tools

Templates

• Create reusable email/text replies

• Found under Admin > Email/Text Templates

• Great for:

• New lead intros

• Showing follow-ups

• Offer updates

• Closing congratulations

• AI-suggested texts or emails inside each contact profile

• Personalize before sending

• The AI suggestions improve the more you communicate through FUB.  It will learn your communication style and use the context of your previous messages

• Calls >15 seconds using your FUB number get:

• Transcription

• Bullet-point summary

• Linked to the lead’s timeline

• Create 2 templates

• Use 1 Smart Message

• Review 1 call summary this week