Setup guide
Go from zero to Call with AI
Follow these steps when you are ready. Skip anytime — the Help button on every marketing page walks the same path.
- 01
Create your workspace
Sign up with a unique slug, email, and password.
- Open Sign up and choose a short workspace slug (e.g. your first name).
- This slug becomes your embed path: /w/your-slug/embed
- You can change display name and branding later in the dashboard.
Slug is permanent for the embed URL — pick something clean.
- 02
Connect Follow Up Boss
Paste your FUB API key and Embedded App secret.
- In FUB Admin → API, create or copy your API key.
- In FUB Admin → Embedded Apps, create an app and copy the signing secret.
- Paste both into Dashboard → Keys. Leave blank later to keep saved values.
- 03
Connect ElevenLabs calling
Add API key, agent ID, phone number ID, and webhook secret.
- Create a Conversational AI agent in ElevenLabs.
- Attach a Twilio phone number in ElevenLabs Phone Numbers.
- Copy API key, Agent ID, Phone Number ID, and webhook secret into the dashboard.
- Enable prompt + first_message overrides on the agent if you customize from the app.
- 04
Point the webhook
Send post-call events back to CRM Voice so notes write to FUB.
- In ElevenLabs → your agent → Webhooks, set the post-call URL to:
- {APP_URL}/api/webhooks/elevenlabs
- Use the same webhook secret you saved in the dashboard.
Without the webhook, calls still work but summaries may only appear after polling.
- 05
Brand the assistant
Set assistant name, owner name, brokerage, and opening line.
- Dashboard → Settings: assistant name, agent owner, brokerage.
- Edit first message and optional custom prompt.
- Set the consent tag (default: AI Call Consent) or allow test calls without it.
- 06
Add the embed in FUB
Paste your workspace embed URL into Follow Up Boss.
- Copy your embed URL from the dashboard (ends with /w/your-slug/embed).
- FUB Admin → Embedded Apps → set the app URL to that address.
- Open a person profile in FUB — the panel should load with lead context.
- 07
Tag a lead and place a call
Add the consent tag, then use Call with AI from the person page.
- Add tag “AI Call Consent” (or your custom tag) on a test lead.
- Open the CRM Voice panel on that person and press Call with AI.
- After the call, check FUB notes and Appointments if a booking was made.
Optional: add Twilio SID + Auth Token so Hang up works from the panel.