Thread Help Center

Prerequisites for Thread Onboarding

October 30 - November 11

October 2 - 13

October 16 - 28

An Introduction to Thread's Guided Onboarding

Thread Training 1 - Getting Started

Thread Training 2 - Let's chat about chat!

Thread Training 3 - Customer Deployments!

Thread Training 4 - Service Collaboration Training!

Microsoft Teams customers

Slack customers

Desktop or Web customers

If your team works in a POD model

If your team works in a TIER model

First-time Thread Workspace Setup Guide

Getting Started with Thread

Dynamic Flows - How to create a dynamic Triage Channel

A flow to send a Holiday out of office message

Creating your first flow

Creating channels & flows in Inbox

How to set-up Service Copilot Auto-Prioritization

Starter Prompts for Service Copilot Auto-Prioritization

How to track your time in Inbox

Sending attachments with Inbox

Save time answering chats with Snippets

Accessing & Installing Inbox

Can I style my messages?

Which shortcuts can I use in Inbox?

What is Inbox and how do I use it?

Setup an on-call member to be assigned

Setting up Inbox

Prepare your customer-facing Messenger experience

Prepare your customer-facing Teams experience

Deploying Messenger

Recommended plan for rolling-out chat

Deploying Messenger on Windows via Command Line

Embedding Messenger in Websites

How do I override Messenger branding and configuration for a customer?

Messenger Internationalization (English & French)

Allow New Contacts to Open Chats in Messenger

Setting up support business hours in Messenger

How to Disable a Client's Messenger Access

How do customers use Messenger chat?

How to setup the Autotask Ticketing Integration

Setting up an Email Communication Workflow in Autotask

Auvik integration

Embedding Cloudradial in your Teams app.

How to Integrate CloudRadial

How do I set up the Connectwise Automate Integration?

Configuring Messenger for Windows Deployment in ConnectWise Automate

Deploy Messenger for Windows through Automate via Script

How to enable Chat and TimePad pods in ConnectWise PSA

How to setup the ConnectWise PSA Ticketing Integration

Setting up IT Glue

How to test the Customer Teams App in a Sandbox Environment

How to install your custom Teams app on your Customers' tenants

Connecting Thread to your Teams (for Service Providers)

Troubleshooting "You don't have permission" error in Teams

Handling live chat tickets in Slack

Internal-facing Slack integration

How to test the Customer-facing Slack App in a Sandbox Environment

Setting up Service Bot in your client's Slack Workspace

AI Privacy & Security Overview

Data & Encryption

What if my organization has IP or domain restrictions?

How can I get help with setting up Thread?

How does Thread decide who gets assigned to dynamic Teams or Slack channels?

How to Setup a CSAT Survey

Can you add custom filters to Flows?

Can I get a custom Teams or Slack support app?

How do we request a feature that we need?

Is there a way to pull existing tickets to a channel in Inbox?

Are there any templates for the Teams app banner?

Can I disable the "New User" flow in Messenger chat?

I'm seeing tickets show up that were not created via Slack or Teams?

Internationalization Support

How can we send tickets from 2 or 3 service boards to Slack or Teams?

Which ticketing systems do you support?

Where can I find my Thread App ID?

All Categories

Onboarding Prerequisites

1 article by 1 author

Getting Started

15 articles by 4 authors

Inbox

For MSP's - With Inbox your team can manage all your chats and tickets, quickly and easily.

15 articles by 3 authors

Messenger

For MSP customers - With Messenger your customers can easily chat and create tickets on desktop and mobile.

12 articles by 4 authors

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