Every new chat becomes a Follow Up Boss lead, and your team sees its stage and agent

Leads from portals and your website forms often land in Follow Up Boss by themselves, where your lead flow assigns them and your action plans start. A question on WhatsApp or in your website chat does not. Someone types it in by hand later, and by then the buyer may already be talking to another agent.

Deskwoot sends each new conversation to Follow Up Boss as a lead 3 minutes after the customer's first message, so the lead holds more of what they wrote. It needs an email address or phone number, and without one within 24 hours nothing is sent. Spam, blocked contacts, group chats and automatic replies are skipped, and email inboxes stay out unless you choose them, because they also get newsletters and vendor mail. Each lead comes in under the lead source and tag you set, Deskwoot by default.

Each lead goes in through Follow Up Boss's own way in for new leads: a Property Inquiry when it names a home, a Seller Inquiry for someone who wants to sell, and a General Inquiry otherwise. It carries the customer's name, email address and phone number, their request in their own words, the channel and a link to the conversation that only your team can open. Follow Up Boss finds the person by email address and phone number, so someone who is already there gets no second record.

When someone wants to buy, sell, rent or see a home, Fynn asks only for what an agent needs: the home or what they look for, the budget, the timing and a phone number or email. He repeats the details, asks if they are right and passes them on only after the customer's yes. When the new conversation's lead has not gone out yet, his request takes its place, so Follow Up Boss gets one lead, not 2. He never names an agent, a date or a time, never says a showing is booked and never reads anything from Follow Up Boss.

Your team sees the linked person next to each conversation, with stage, agent, lender, source, tags, last activity and price, read live from Follow Up Boss and never stored. From there they open the person in Follow Up Boss, send a lead, or add a note or a task. When a conversation is resolved, the messages the customer saw go to the person as a note, never your internal notes, and a task for the agent when Fynn hands a chat to your team is one switch away. Follow Up Boss is in beta, and your team uses it on every plan, the Free plan included. What Fynn does with it comes with every paid plan and the 7 day trial.