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How to Deploy the Teams Service App ​ | ​ Troubleshooting "You Don't Have Permission" Error in Teams ​ | ​ Setting up an Email Communication Workflow in Autotask

Getting Started

What is Thread? A Beginner's Guide

Setting Up Your Thread Workspace

Status Mapping in Thread

Integrations

PSA Integrations

ConnectWise PSA

Pod Configuration in ConnectWise PSA

How to use Thread Pods in ConnectWise PSA

How to Setup ConnectWise PSA Ticketing Integration

Autotask PSA

How to Setup Autotask Ticketing Integration

How to Enable Chat and Timepad Insights in Autotask

Setting up an Email Communication Workflow in Autotask

Halo PSA

How to Setup HaloPSA Ticketing Integration

Action Mapping Configuration with Thread

Exploring Your Response Options in Halo

Frequently Asked Questions (FAQ)

Other Integrations

Auvik

CloudRadial

ConnectWise Automate

ITGlue

TimeZest

AI Automations

Magic Prioritization

Configuring Auto Prioritization

Magic Categorization

Configuring Auto Categorization

Configuring Ticket Type Categorization

Magic Recap

Magic Recap Template Library

Getting Started with Magic Recap

Magic Title

Configuring Magic Title

Magic Title Rule Creation Guide

Magic Sentiment

Configure Magic Sentiment

Magic Agents

Triage Agent

Getting Started with Magic Agents

Introducing Your Service Catalog

Create Your First Intents with Triage Agents

Trigger Powerful Automations with Magic Agents

Intent Creation Assistance

Automate Approvals with Magic Agents

Creating a Workflow to Track Magic Agent Activity

Automating Knowledgebase Search with Triage Agent

Setting Up Email Support for Magic Agents

Reminder Agent

Configure Reminder Agent

Messenger

Getting Started with Messenger

Configure and Personalize Messenger

Create Your Custom Chat App

Deploy and Test Your Custom Chat App

Deploying Messenger

Teams Service App for your Customers

What is the Teams Service App for Customers?

Design a Custom Teams App for Your Customers

How to Deploy the Teams Service App

Embedding CloudRadial in Your Teams App

How to Roll Out the Teams Service App to Specific Users

Microsoft Teams 2.0 FAQs

How Do I Upload a Teams App Banner?

How to Uninstall the Microsoft Teams Service App

Slack Service App for your Customers

How to Test the Slack Service App in a Sandbox Environment

How to Deploy the Slack Service App to a Customer

Desktop Service App

Deploying Messenger to Mac

Windows Deploying Messenger via Command Line

How to Deploy Desktop Messenger with SSO

Web Service App

Embedding the Messenger "Chat Bubble" on Your Website

Messenger Portal Auto Authentication

Embedding Messenger on a Landing Page

Messenger FAQ

Standard Chat vs. Chat with SLAs: What's the difference?

How to Override Messenger Branding and Configuration for a Customer

How Configurations and Assets Work in Messenger Chat

Messenger Internationalization (English & French)

Allow New Contacts to Open Chats in Messenger

How to Set Up Support Business Hours in Messenger

Access All Tickets in Messenger (formerly "Proactive Messages")

How to Disable a Client's Messenger Access

How Do Customers Use Messenger Chat?

Where Can I Find My Thread App ID?

How to Add a "Chat Now" Button to Ticket Email Notifications in Your PSA

Thread Inbox

Getting Started with Inbox

Create Your First Views

How to Setup Single Sign-on (SSO)

What are Views and Insights?

What Are Channels & Flows?

Avatars

Application Overview & Behavior

1. Inbox Navigator

Flows

How to Set Up an On-Call Member to Be Assigned

Creating a Flow to Send a Holiday Out-of-Office Message

How to Setup a SmileBack CSAT Survey

Thread Planner

Thread Planner: How-To Guides and FAQs

Snippets

Save Time Answering Chats with Snippets

How to Create an Email Signature Using Snippets

Helpful Tips & Tricks

What is Inbox and How Do I Use It?

How to Track Your Time in Inbox

Sending Attachments with Inbox

Accessing & Installing Inbox

Can I Customize the Style of My Messages?

What Shortcuts Can I Use in Inbox?

Implementing Two-Step Close in Thread

Managing Members in Thread

Automatically Moving Threads to "In Progress" After the First Reply

Thread Admin Panel

1. Flows

2. Messenger

3. Clients

4. Configuration and Setup of the Deployment Center

5. Members

Approvals

Approvals in Inbox

How to Set Up User-Defined Fields (UDFs) in Autotask for Approvals

Teams & Slack Companion Apps

Teams Companion App for Service Teams

Installing the Internal-Facing Companion App for Teams

Troubleshooting "You Don't Have Permission" Error in Teams

Slack Companion App for Service Teams

How to Use the Slack Companion App for Service Teams

Installing the Internal-Facing Inbox Companion App for Slack

Customer Communication & Adoption

Craft your White Labeled Thread Customer Rollout Campaign

Frequently Asked Questions (FAQ)

Can I Get a Custom Teams or Slack Support App?

Multi-Language and Internationalization Support

Thread Academy

Register for Live Service Team Training

Register for Live Q&A Support Hours

Notifications

Notifications for your Customers

How Notifications Work for your Customers

Notifications for your Team

How to Manage Your Inbox Notifications

How Notifications Work for your Team

Security & Billing

AI Privacy & Security Overview

Data & Encryption

What if my organization has IP or domain restrictions?

List of Sub-Processors

Accessing Thread invoice history and billing information

Getting Started

Everything you need to get started with Thread.

3 articles by 2 authors

Integrations

Discover how to integrate Thread with your PSA and other essential tools.

15 articles by 3 authors

AI Automations

Transform your service operations with AI-powered assistance and make magic ✨ happen.

8 articles by 2 authors

Magic Agents

10 articles by 5 authors

Messenger

Streamline communication with your customers by allowing them to easily chat and create tickets from anywhere they work.

31 articles by 6 authors

Thread Inbox

Manage, prioritize, and respond to customer tickets in real-time with Thread Inbox, streamlining workflows and boosting efficiency.

28 articles by 5 authors

Teams & Slack Companion Apps

Empower your service team to view, update, and reply to tickets directly from Teams or Slack.

4 articles by 2 authors

Customer Communication & Adoption

Explore resources and strategies to help customers adopt and engage with new features like Chat and AI-automated triage.

1 article by 1 author

Frequently Asked Questions (FAQ)

Find answers to common questions and get quick solutions to help you make the most of Thread.

2 articles by 2 authors

Thread Academy

Join Thread Academy for live Q&A sessions, service team training, and more, to enhance your knowledge and maximize the value of Thread.

2 articles by 1 author

Notifications

Understand how Thread notifications keep both your customers and service team updated and in sync.

3 articles by 2 authors

Security & Billing

Explore everything you need to know about our security policies and billing processes.

5 articles by 2 authors

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