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General

Magic Analytics is Thread’s built-in reporting experience. It brings your service desk metrics and the impact of Thread’s AI products together in dashboards, lets you explore your data by topic, and — for AI Pro members — includes the Dashboard Agent for asking questions in plain English.
No. Magic Analytics refreshes on a daily cycle, so it’s effectively about a day behind. Each tile shows a “Query ran…” timestamp.
No. You only ever see your own organization’s data.
It’s a large dataset. Narrow your date range and apply source / board filters to speed things up.
They can differ slightly, for two reasons:
  • The daily lag. Magic Analytics is about a day behind, so very recent changes in your PSA may not have landed yet. This catches up on the next refresh.
  • Missed or unconfigured syncs. Your PSA is the source of truth, and Thread keeps in step with it through webhooks and scheduled syncs. If an integration isn’t fully configured, or a webhook/sync is missed, some records can temporarily fall out of step — this is called data drift.
A day-old difference is expected. If a number looks materially off (well beyond a day’s worth of activity), it’s worth checking that your integrations are fully configured, then reaching out to your Thread contact so we can reconcile it.

Using dashboards

Yes — set an Alert on a tile. You can also Schedule delivery on a recurring cadence.
Some topics are Aggregate (rolled up for speed) and don’t keep row-level detail. Use a Detailed topic like Threads (tickets), Triage Agent (sessions), or Voice AI (calls). See Things to know & gotchas.
We can credit the member who closed a ticket only when it’s closed from within Thread (Inbox or Pods). Tickets closed directly in the PSA can’t be attributed to a specific member, due to a PSA API limitation around impersonation. So closer metrics reflect closures made in Thread. See Things to know & gotchas.
This is a PSA-side limitation, not a Thread reporting issue. Magic Analytics credits the correct technician for closures made in Thread Inbox or Pods.When any tool — Thread included — closes a ticket through the ConnectWise Manage API (or the equivalent write API on another PSA), the PSA stamps the API integration member as “closed by” on the ticket, not the technician who took the action. This is a documented PSA API limitation around impersonation. Downstream reporting tools that read from the PSA (Crewhu, BrightGauge, custom SQL, etc.) then see the integration user as the closer.Recommendation: In third-party reports where you want per-technician credit for closures, pivot on ticket owner instead of closed by. Ticket owner is set to the responsible technician and isn’t affected by the API-writeback limitation.If you need per-technician closure credit that reflects actions taken in Thread, Magic Analytics already has this — the Threads topic and the Service Team Performance dashboard attribute closures to the real member for anything closed from Inbox or Pods.

Assistive AI

It’s a case where Thread’s AI suggested a value (priority, category, title) and it was later overridden by a person or system.
When a change is made directly in the PSA, a PSA API limitation prevents attributing it to a specific member, so it shows as PSA / System. Changes made in Thread Inbox or Pods are attributed to the member. See Things to know & gotchas.

Dashboard Agent

The Dashboard Agent is available to AI Pro members.
Follow-up questions about any tile, summaries, and re-cuts of the data within the topics you have access to. See Dashboard Agent.