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View your Structurely conversations, respond, and mute the Structurely AI all from within Follow Up Boss.  View Structurely's Follow Up Boss Integration help guide here. 

 

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How It Works

With the integration enabled, you will begin to see the AI conversation appear as Notes on the Follow Up Boss timeline for each lead. You can manage the conversation using a series of tags.

When your Structurely assistant starts a conversation with a new lead, Structurely will initially apply the following two tags:

  • Structurely: Active
  • Structurely: Unresponsive

These tags signify that Structurely has started a conversation, but that lead has not yet responded. As your leads move through the qualification journey, Structurely will update these tags.

  • Structurely: Active
    • Removing this tag on a responsive lead will mute the assistant.
  • Structurely: Not Interested
  • Structurely: Interested
  • Structurely: Responded
  • Structurely: Unresponsive
  • Structurely: Needs Follow Up
    • Fully qualified leads or a lead with a specific question or concern will get this label. You can tie automations to this label as well, triggering additional follow-up by your team or workflows.

 

API Integration

1. Create a Follow Up Boss API Key by going to Admin > API

2. Select Create API Key 

3. Name the API Key Structurely > Create API Key

4. Press Copy 

5. Log In to Structurely

6. Navigate to the Dashboard

7. Select the Settings gear on the left-hand side> Integrations

8. Toggle on Follow Up Boss V2 > Paste in your API Key > Submit

Note: If you want to sync data on YOUR PERSONAL LEADS ONLY, select your name from the dropdown menu at the top of the screen.

If you are an Admin and want to sync data on ALL YOUR BROKERAGE OR TEAM LEADS, select your brokerage from the dropdown menu at the top of the screen. 

 

Embedded App

If you are a Follow Up Boss Account Owner, you can also enable the Structurely Embedded App. With the Embedded App, your team can see the full Structurely conversation and details, respond via your Structurely number, and mute the AI right from within Follow Up Boss.

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1. Go to Admin > Integrations

2. Scroll down to Embedded Apps > Structerly

3. Select Enable

3. Create a Follow Up Boss API Key by going to Admin > API

4. Select Create API Key 

5. Name the API Key Structurely > Create API Key

6. Press Copy 

7. Log In to Structurely

8. Navigate to the Dashboard

9. Select the Settings gear on the left-hand side> Integrations

10. Toggle on Follow Up Boss V2 > Paste in your API Key > Submit

11. Open a contact and a contact in Follow Up Boss and get started! 

 

Tips

You can filter by the "Structurely" tags directly in Follow Up Boss to pull metrics or use them to power Automations. For example, you can set up an automation so that anytime a "Structurely: Needs Follow Up" tag is applied, a note gets added, and an agent is notified. You will also be able to see the full conversation notes in FUB under the "Notes" for the contact.

The "Structurely: Active" tag will remain as long as the assistant is still in an active conversation and has not been muted.

To manually mute the AI Assistant from within Follow Up Boss, you can simply remove the "Structurely: Active" tag. This will mute the lead, and stop all future communications including drips. This can be done individually, using the embedded app or as a mass action.

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