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How to Install Project Blue

Install Project Blue into your CRM

How do i know if i need to install Project Blue?

You can know if Project Blue is already installed in your CRM if the following button is already in the location settings < Conversation Providers.

Or by seeing the "Project Blue iMessage" in the conversation's tab

You'll see "Project Blue iMessage" listed as an option

Screenshot 2025-10-04 at 7.22.34 PM.png

You can also see "Project Blue iMessage" listed as a conversation provider within the conversations

This will be available and shown to users, if you want a white-labeled version of this without our branding, contact our support team with help to give you the script to make this happen

Screenshot 2025-10-07 at 11.41.47 PM.png

Go to Agency Dashboard

Install Project Blue App to Sub-Accounts - Step 2.png

IMPORTANT: If you are unable to “switch to agency view,” then you likely don’t have admin access and need to reach out to your CRM admin for help.

Click on Your App Marketplace in the Agency View

  1. Search for "Project Blue" in the app marketplace

Install Project Blue App to Sub-Accounts - Step 6 (1).png


Click "Install"

Once you click install, a window will come up that will allow you to select in which accounts you would like to install Project Blue. By default, Project Blue will be installed in all accounts (see circle), but if you would like to only install Project Blue in certain subaccounts, you can do that as well by checking the boxes (see arrow).

If you've already installed our plugin you'll see "Install to more sub-accounts" as shown in the image below

Install Project Blue App to Sub-Accounts - Step 7.png

Click continue, and then click “allow and install” in the bottom right corner. Sometimes, a chat widget can cover this button–please scroll down on the page if this is the case.

Install Project Blue App to Sub-Accounts - Step 8.png

Click "Allow & Install"

Install Marketplace App - Step 2 (1).png