Getting Started
Getting Started Cohort Hub
Scheduled Cohorts
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!
Use cases
To share with your customers
To share with Desktop or Web customers
To share with Slack customers
To share with Microsoft Teams customers
Getting Started with Thread
Inbox
Channels and Flows
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 track your time in Inbox
Sending attachments with Inbox
Save time answering chats with Snippets
Accessing & Installing Inbox
Quick Setup Guide
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
Messenger
Integrations
Autotask
Auvik
CloudRadial
ConnectWise Automate
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
ConnectWise Manage
IT Glue
Kaseya BMS
Microsoft Teams
How to test the Customer Teams App in a Sandbox Environment
How to install your custom Teams app on your Customers' tenants
Connecting the Teams MSP bot for your Company
Troubleshooting "You don't have permission" error in Teams
Slack
Security
Frequently asked questions
How can I get help with setting up Thread?
How does Thread decide who gets assigned to dynamic Teams or Slack channels?
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?
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?
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- Getting Started
- Getting Started Cohort Hub
- An Introduction to Thread's Guided Onboarding
An Introduction to Thread's Guided Onboarding
Updated
by Stephen Boss
Onboarding Cohorts
Welcome to Thread! If you are unsure how to get started with Thread would like some help implementing Thread for your Company - you can register for our guided roundtables with our awesome Customer Success team!
We run a series of training roundtables that repeat every two weeks. During this two week period, you will implement Thread alongside your peers - we call these groups cohorts.
This guide will...
- Explain how to register for a cohort.
- Provide a high-level overview of our roundtable series and what you will learn if you attend.
- Provide a link to the Scheduled Cohort Hub - where you can check out a given cohort's schedule and past recordings
Registering for Guided Onboarding
Our Customer Success team runs a series of guided onboarding sessions every two weeks. If you are interested in registering for a guided onboarding, you can register here.
Once you've registered, head over to our Scheduled Cohorts hub where you can read up on all the details for your selected cohort.
Introduction to the Cohort Sessions
Our guided onboardings are typically spread out into four sessions over 2 weeks, with two cohorts running per month.
Each roundtable will be recorded so even if you can't attend the live session, a recording will be provided after the call so you can follow along. We have open Q&A sessions so you can ask any questions you have - or you can chat with us at help.getthread.com.
Sample Schedule
Below is a sample schedule for a given cohort, this schedule can change from cohort to cohort. To see the current cohort schedules, visit our Scheduled Cohorts hub.
Week 1 - Getting Started
Monday | Tuesday | Wednesday | Thursday | Friday |
3 PM EST - Thread Onboarding 1 - Getting Started | BREAK | 2 PM EST - Thread Partner Roundtable + Q&A | 3 PM EST - Thread Onboarding 2 - Let's chat about chat! | BREAK |
Week 2 - Deployment and Service Training
Monday | Tuesday | Wednesday | Thursday | Friday |
3 PM EST - Thread Onboarding 3 - Customer Deployment Training | BREAK | 2 PM EST - Thread Partner Roundtable + Q&A | 3 PM EST - Thread Onboarding 4 - Service Team Training | BREAK |
Onboarding Sessions and Recordings
Prerequisite: Complete Thread Quick Setup
Before starting our guided onboarding series, we recommend completing our Quick Setup guide. We start the series assuming you have already created your workspace and integrated with your Ticketing system (e.g. ConnectWise Manage, Autotask) and internal Collaboration Software (e.g. Teams or Slack).
