If you haven't already completed Phase 1 - Click Here for Instructions

Select which of the two lead import options you would like to use to setup your Structurely AI Assistant. We can work all new leads, or only specifically tagged leads. The two options are explained in detail below, so you can select the method that works best for your workflow:

Setup Type:

All New Leads

The Gist

100% of new leads in Follow Up Boss will be sent to your AI Assistant

Why is this great for me?

Setup is super simple! If you do not choose the tagging system below, this "All New Leads" system will be automatically setup for you. You don't need to do anything additional.

Why might I not like this setup?

  • You have leads you don't want coming to your AI Assistant.

Phase 2 Instructions for All New Leads

Await your Connection Established email from the Structurely team!

Setup Type:

Tagged Leads

The Gist

Use tags to send leads to Structurely when you want

Why is this great for me?

You are in the driver's seat of when leads come to Structurely.

Why might I not like this setup?

  • You want a quick setup

  • Your follow up is simple: all new leads need follow up

How To Setup Tagged Leads

Create the following 4 Tags in Follow Up Boss (help doc here)

  • New AI Buyer

  • New AI Seller

  • Old AI Buyer

  • Old AI Seller

Email us at help@structurely.com or hop into the chat to let us know the tags have been created.

Await your Connection Established email from the Structurely Onboarding team!

Tags are now ready to be applied manually or via Action Plans that you setup in FUB (help doc here)

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