Getting Started with Thread
Onboarding Videos & Resources
Thread Training 1 - Getting Started with Thread
Thread Onboarding 2 - Thread Flows & Inbox Channels
Thread Training 3 - Thread AI
Messenger (Customer Chat Apps)
How-to Content for your Client End Users
Slack - Communicating with your customers about Thread Chat
Web - Communicating with your customers about Thread Chat
Windows Desktop - Communicating with your customers about Thread Chat
Microsoft Teams - Communicating with your customers about Thread Chat
CloudRadial - Communicating with your customers about Thread Chat
Getting Started with Thread's Customer Chat Apps
What are Thread's Customer Chat Apps? An Overview
Live Chat vs. Non-Live Chat - What's the difference?
Recommended plan for rolling-out chat
Step 1 of Setup: Customizing Messenger
Step 2 of Setup: Designing Custom Apps (Teams, Slack, Web, Cloudradial)
Deploying Messenger
Teams Service App
What is the Teams Service App for customers?
Design a custom Teams app for your customers
How to test the Teams Service App in a Sandbox Environment
How to install the Teams Service app on your Customers' tenants
How to uninstall the Microsoft Teams Thread Service App
Slack Service App
How to test the Slack Service App in a Sandbox Environment
Setting up Service Bot in your client's Slack Workspace
Desktop Service App
Web Service App
Messenger FAQ
Teams & Slack Companion Apps (for Service Teams)
Teams Companion App for Service Teams
Installing the Internal-facing Inbox Companion app for Teams
Troubleshooting "You don't have permission" error in Teams
Slack Companion App for Service Teams
Inbox
Inbox Channels & Flows
Getting Started with Inbox Channels & Flows
Use cases
Channels and Flows
Dynamic Flows - How to create a dynamic Triage Channel
What is Inbox and how do I use it?
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?
Setup an on-call member to be assigned
Magic AI
Integrations
Autotask
How to setup the Autotask Ticketing Integration
How to enable Chat and Timepad insights in Autotask
Setting up an Email Communication Workflow in Autotask
Auvik
CloudRadial
ConnectWise Automate
How do I set up the Connectwise Automate Integration?
Deploy Messenger for Windows through Automate via Script
ConnectWise Manage
Thread Pods in ConnectWise Manage
How to enable Chat and TimePad pods in ConnectWise PSA
How to setup the ConnectWise PSA Ticketing Integration
Adding permissions required to use Agreements/SLAs
IT Glue
Frequently asked questions
Security
AI Privacy & Security Overview
Data & Encryption
What if my organization has IP or domain restrictions?
List of Sub-Processors
Billing
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?
How do I upload a 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?
Weekly Trainings & Office Hours
- All Categories
- Getting Started with Thread
- 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).