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With Follow Up Boss connected, your team can text people from inside Follow Up Boss, reply from the Follow Up Boss Inbox, and see calls on each person’s timeline. Setup is done once by a Blujay workspace owner or admin, with owner or admin access in Follow Up Boss. If your workspace is already set up, skip to Text from inside Follow Up Boss.

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Set up Follow Up Boss

Setup has three parts.

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1. Connect Follow Up Boss

1

Open Integrations

In the Blujay web app, click Settings in the left sidebar, then the Integrations tab.
2

Connect

On the Follow Up Boss card, click Connect. A Follow Up Boss window opens.
3

Sign in and allow access

Sign in to Follow Up Boss and allow Blujay to connect. When you see Connection complete, close the window.
Once connected, new people added to Follow Up Boss with a phone number are added to your Blujay contacts automatically. People already in Follow Up Boss before you connected aren’t imported. You can turn this off under Contact sync in the Follow Up Boss settings.

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2. Set up Inbox messaging

Inbox messaging puts your Blujay conversations in the Follow Up Boss Inbox, and lets your team reply from there.
1

Open the Follow Up Boss settings

On the Follow Up Boss card, click the gear icon, then click Set up Inbox messaging.
2

Choose the default inbox

Choose the Follow Up Boss inbox where new Blujay conversations should appear, then click Continue.
3

Match your team

For each Follow Up Boss user, choose the matching Blujay teammate under Blujay teammate. Where an email matches, Blujay suggests a match for you to confirm. Then click Save and continue.
4

Add your Follow Up Boss API key

In Follow Up Boss, go to Admin → API Keys and copy the Account Owner API key (generate one if you need to). Paste it into Owner API key in Blujay, then click Activate Inbox.
Activation can take a moment while Follow Up Boss confirms access. Blujay only uses your API key once to set things up, and never shows it again.
Teammates you don’t match can still see and reply to conversations in Follow Up Boss, but Blujay can’t assign conversations to them or show that a reply came from them. They also can’t use the Blujay app inside Follow Up Boss.

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3. Turn on the Blujay app in Follow Up Boss

1

Open Embedded Apps in Follow Up Boss

In Follow Up Boss, go to Admin → Integrations and scroll to Embedded Apps.
2

Enable Blujay

Choose Blujay and click Enable. If Blujay is already enabled, you’re done.
Everyone on your Follow Up Boss account now sees Blujay on the right-hand side of a person’s profile, and in the Follow Up Boss Inbox when a conversation is selected. Teammates you matched in part 2 are signed in automatically.

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Text from inside Follow Up Boss

Open a person in Follow Up Boss. The Blujay app appears on the right-hand side of their profile, already signed in.
  • If you’ve texted this person before, your conversation opens.
  • If you’ve texted them from more than one Blujay number, choose the conversation you want.
  • If you haven’t texted them yet, a new message to them opens.
In the Blujay app you can send texts and group messages, schedule messages, react, reply to a specific message, and listen to voicemails. Click Open in Blujay to open the conversation in the full Blujay web app.
You can’t place calls from the Blujay app inside Follow Up Boss. To call from Follow Up Boss, use the Call with Blujay button from the Chrome extension.

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Reply from the Follow Up Boss Inbox

New Blujay conversations appear in your Follow Up Boss Inbox. When you reply from the Follow Up Boss Inbox, Blujay sends the text, and it shows as coming from you. Your reply’s status updates in Follow Up Boss as it goes: Sent, Delivered, then Read when the contact reads it. If it couldn’t be sent, it shows Not Delivered with the reason.

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What’s added to Follow Up Boss

  • Texts appear in the Follow Up Boss Inbox.
  • Calls that were answered, missed or went to voicemail can be added to the person’s timeline, with a summary when one is available.
  • New contacts: people added to Follow Up Boss after you connect are added to your Blujay contacts automatically, if they have a phone number. Changes to a linked person’s name in Follow Up Boss update the Blujay contact too.
Admins choose what’s added to each person’s timeline under Communication activity in the Follow Up Boss settings.

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When a contact doesn’t match

Blujay links each contact to a person in Follow Up Boss by their phone number or email. When it can’t, you’ll see a banner at the top of the conversation.

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When a number changes in Follow Up Boss

If someone’s phone number changes in Follow Up Boss, the Blujay app shows ‘s number changed in Follow Up Boss, with the old and new numbers. Click Switch to the new number to update the contact in Blujay. Group messages stay on the old number.

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Manage the connection

Add teammates later. When someone joins Follow Up Boss after setup, go to Settings → Integrations, click the gear icon on the Follow Up Boss card, open Team member mapping, choose their Blujay teammate and click Done. To ring them for calls from Follow Up Boss, they also need a forwarding number in Settings → Team Members. Disconnect. On the Follow Up Boss card, turn off the switch, then click Disconnect. Your settings are kept, so you can reconnect at any time from the same page.

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Common problems

Your Follow Up Boss user isn’t matched to a Blujay teammate yet. Ask your workspace admin to match you under Team member mapping in Blujay’s Follow Up Boss settings.
A Follow Up Boss admin needs to turn on the Blujay app. See Turn on the Blujay app in Follow Up Boss.
Open a person’s profile in Follow Up Boss. The app needs a person to show a conversation.
Reload the Follow Up Boss page.
Calls can’t be placed from inside Follow Up Boss. Use the Chrome extension to call.
Close the window and click Connect again. Make sure you allow Blujay when Follow Up Boss asks, and that you’re still a Blujay owner or admin.
Follow Up Boss access has expired. Click Reconnect on the Follow Up Boss card and sign in to Follow Up Boss again.
Copy the Account Owner API key again from Admin → API Keys in Follow Up Boss, and make sure the whole key is pasted.
The key is from a different Follow Up Boss account than the one you connected. Use a key from the same account.
Blujay is already set up for this Follow Up Boss account, possibly from another Blujay workspace. Contact support and we’ll help you reconnect it.
Blujay has lost access to the Follow Up Boss Inbox. Click Repair Inbox connection or Check connection. Messages waiting to reach Follow Up Boss are kept until access is restored.
The default inbox you chose is no longer available. Click Choose Inbox destination and pick a current inbox.

Still stuck?

Email support@blujay.io and we’ll help you out.