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Webhook tool

Follow Up Boss AI voice agents that answer every buyer call

The agent looks the caller up in Follow Up Boss by phone number, asks what they are looking for, and sends it in as an inquiry event on the person.

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Real estate inquiry agent

Answers buyer and seller calls and sends each one to Follow Up Boss.

Instructions

Look up the caller by phone number. Ask what they are looking for, their price range and their timeline, then send an inquiry with their name and a short summary. If they ask for a person, send the inquiry first, then transfer.

Handoff
Agent on duty

Connected tools

  • Find personWebhook
  • Send inquiryWebhook
  • Transfer to agentTransfer

What a Follow Up Boss AI voice agent can do

Open one to watch a call. The grey lines are the tools the agent calls mid-sentence.

A people search by phone number tells the agent whether the caller is already in Follow Up Boss and which agent they belong to.

Tool definitions

Webhook tools go to POST /v1/agents/tools. Transfers are a system tool on the agent. Replace the placeholder values in capitals with your own.

Webhook

Find person

Searches people by the caller's phone number.

Show the JSON definition
find_person
{
  "type": "webhook",
  "name": "find_person",
  "description": "Finds the caller in Follow Up Boss by phone number. Returns their id, name and assigned agent, or no people.",
  "pre_tool_speech": "auto",
  "execution_mode": "immediate",
  "response_timeout_secs": 20,
  "api_schema": {
    "url": "https://api.followupboss.com/v1/people",
    "method": "GET",
    "query_params_schema": {
      "properties": {
        "phone": {
          "type": "string",
          "dynamic_variable": "system__caller_id"
        },
        "fields": {
          "type": "string",
          "constant_value": "id,firstName,lastName,assignedTo"
        },
        "limit": {
          "type": "integer",
          "constant_value": 1
        }
      }
    },
    "request_headers": {
      "Authorization": {
        "type": "secret",
        "secret_value": "Basic YOUR_BASE64_API_KEY_AND_COLON"
      },
      "X-System": "YOUR_SYSTEM_NAME",
      "X-System-Key": {
        "type": "secret",
        "secret_value": "YOUR_SYSTEM_KEY"
      }
    }
  }
}

Webhook

Send inquiry

Sends a General Inquiry event for the caller.

Show the JSON definition
send_inquiry
{
  "type": "webhook",
  "name": "send_inquiry",
  "description": "Sends the caller's inquiry to Follow Up Boss. Creates the person if they are new, or adds the event to them if they exist.",
  "pre_tool_speech": "auto",
  "execution_mode": "immediate",
  "response_timeout_secs": 20,
  "api_schema": {
    "url": "https://api.followupboss.com/v1/events",
    "method": "POST",
    "request_headers": {
      "Authorization": {
        "type": "secret",
        "secret_value": "Basic YOUR_BASE64_API_KEY_AND_COLON"
      },
      "X-System": "YOUR_SYSTEM_NAME",
      "X-System-Key": {
        "type": "secret",
        "secret_value": "YOUR_SYSTEM_KEY"
      }
    },
    "request_body_schema": {
      "type": "object",
      "properties": {
        "source": {
          "type": "string",
          "constant_value": "Phone agent"
        },
        "system": {
          "type": "string",
          "constant_value": "YOUR_SYSTEM_NAME"
        },
        "type": {
          "type": "string",
          "constant_value": "General Inquiry"
        },
        "message": {
          "type": "string",
          "description": "What the caller is looking for, their price range and their timeline, in two or three sentences."
        },
        "person": {
          "type": "object",
          "properties": {
            "firstName": {
              "type": "string",
              "description": "The caller's first name."
            },
            "lastName": {
              "type": "string",
              "description": "The caller's last name."
            },
            "phones": {
              "type": "array",
              "description": "One item: the caller's number, {{system__caller_id}}.",
              "items": {
                "type": "object",
                "properties": {
                  "value": {
                    "type": "string",
                    "description": "The phone number."
                  }
                },
                "required": [
                  "value"
                ]
              }
            }
          },
          "required": [
            "firstName",
            "phones"
          ]
        }
      },
      "required": [
        "message",
        "person"
      ]
    }
  }
}

Transfer

Transfer to agent

Cold transfer to the agent on duty.

Show the JSON definition
transfer_to_agent
{
  "config": {
    "system_tools": {
      "transfer_to_number": {
        "description": null,
        "pre_tool_speech": "auto",
        "transfers": [
          {
            "destination": {
              "type": "phone",
              "phone_number": "+14155550143"
            },
            "condition": "The caller asks to speak with a person, after the inquiry is sent."
          }
        ]
      }
    }
  }
}

Set it up

No native connector. The tools call the Follow Up Boss API directly with a user's API key and your registered system headers, stored as secrets. Vendor details read in November 2026.

  1. Register your system

    Register at Follow Up Boss's system registration page to get an X-System name and X-System-Key. Both headers go on every request.

  2. Copy an API key

    In Follow Up Boss, open Admin, then API, and copy the key of the user the agent acts as. A broker's key sees every person, and an agent's key sees only their own.

  3. Add the tools

    Base64-encode the API key followed by a colon and store "Basic " plus that string as the Authorization secret. Store the system key as a secret header too.

  4. Test a new caller

    Call from a number that is not in Follow Up Boss and check that a person appears with the inquiry and that your action plan starts.

Documentation

Before you build

Use events, not people, for new leads

Follow Up Boss calls POST /v1/events the preferred way to send in contacts. It dedupes the person and starts action plans for inquiry types such as General Inquiry.

Why a header and not basic_auth

The API key is the Basic auth username. Cartesia's basic_auth mode keeps the username in plain text, so a secret Authorization header keeps the key hidden.

Rate limits

With a valid system key, Follow Up Boss allows 250 requests per 10-second window across the API and does not cap POST /v1/events. A 429 comes with a Retry-After header.

Incoming Call is an event type too

Follow Up Boss also has an Incoming Call event type, but action plans start only for Registration, the inquiry types and Visited Open House. Use it to log a call without starting a plan.

Use cases for teams on Follow Up Boss

SDR and lead qualification

Call new leads within minutes, qualify them on your criteria, and book meetings with your reps.

See the use case

More integrations

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HubSpot

Webhook tools for HubSpot's CRM API: search contacts, create contacts and log what happened on the call.

  • Managed Agents
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Salesforce

A voice agent that reads and writes Salesforce leads and cases through webhook tools pointed at a service holding your OAuth session.

  • Managed Agents
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GoHighLevel

Webhook tools that let a Cartesia voice agent create and update GoHighLevel contacts during a call.

  • Managed Agents
See the integration

Enterprise-grade security

  • HIPAA compliant badge

    HIPAA compliant

  • SOC 2 Type 2 badge

    SOC 2 Type 2

  • GDPR badge

    GDPR

Follow Up Boss AI voice agent FAQs

What does the AI voice agent do in Follow Up Boss?

The Cartesia agent on this page answers the call, finds the caller in Follow Up Boss by phone number, asks what they're looking for, and sends it in as an inquiry event, which starts your action plan.

How do I connect Follow Up Boss to an AI voice agent?

Register your system with Follow Up Boss to get an X-System name and key, copy the API key of the user the agent acts as, and store both as secrets on the webhook tools. Send new leads to POST /v1/events, which Follow Up Boss calls the preferred way to send in contacts, so it dedupes the person.

Will an AI-created lead start my Follow Up Boss action plan?

Yes, when the agent sends an event with an inquiry type such as General Inquiry, or Registration. An Incoming Call event logs the call without starting a plan.

Who bills the phone minutes on a Follow Up Boss voice agent?

Cartesia bills the agent at $0.03/min, plus LLM usage and telephony. Phone minutes depend on the number. Cartesia-provisioned numbers are US only and carry Cartesia's telephony fee. Numbers from your Twilio account or a SIP trunk pay your carrier's rates instead.

Which Follow Up Boss API key should the agent use?

The key of the user the agent acts as, copied from Admin, then API. A broker's key sees every person, and an agent's key sees only their own, so pick the user whose contacts the agent should find.

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