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 deploy the Teams Service App to a Customer
How to uninstall the Microsoft Teams Thread Service App
Slack Service App
How to test the Slack Service App in a Sandbox Environment
How to deploy the Slack Service App to a Customer
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 Thread 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?
Managing your Inbox notifications
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
- Integrations
- ConnectWise Automate
- How do I set up the Connectwise Automate Integration?
How do I set up the Connectwise Automate Integration?
Updated by Stephen Boss
The chatgenie integration lets you seamlessly push data from ConnectWise Automate as messages to your chat platform.
Step 1: Creating the User Class for the API User
- Open Automate Control Center and log in as an Administrator.
- Navigate to System > Users and Contacts > User Class Manager
- The User Class Manager screen will pop up, click the + icon at the bottom left corner of this window
- The Add User Class window will pop up, enter whatever you like for class name, we recommend "Chatgenie API User", click OK
- Back on the User Class Manager window, click on the class you just created to edit it. Stay on the Core tab for now.
- On the Core tab set the appropriate permissions based on the screenshots below. Click Save once you are done checking the appropriate permissions.
- Next, click on the Plugin tab. Set top-level permissions to the ConnectWise Control Plugin and click Save.
- Thats it! You are now ready to assign this User Class to the API User you created.
Step 2: Configuring the Automate API User
- Open Automate Control Center and log in as an Administrator.
- Navigate to System > Users and Contacts > Users
- From the Users screen, click + Add to add a new user.
- The Add a New User window will pop up. Configure the following on the General tab:
- Enter Username - save this to your Password vault for later
- Enter Password & Confirm Password - save this to your Password vault for later
- Email Address
- Check the Integrator checkboxFailure to check the Integrator checkbox will result in the integration failing.
- Next, from the Add a New User window, navigate to the Permissions tab.
- Right-click on User Classes box and select the User Class you created back in Step 1. We named the user class "Chatgenie API User", so we selected that for this step.
- Once you have granted the new user the appropriate user class permissions, click Add New.
Step 3: Set up the Integration in the Admin Panel
- Your Chatgenie admin panel navigation has a section named Integrations (as shown below).
- In the integrations list you’ll find the Automate option, click on it to configure it.
- You’ll need 2 things to configure Automate:
- Base URL: Fill in your base URL (e.g. https://automate.mycompany.com) for CW Automate followed by '/cwa/api/v1/', so it looks like https://automate.mycompany.com/cwa/api/v1/
- Username and Password: These are the credentials you use to log into your CW Automate dashboard.
- Enter in the credentials from the API user account you created in Step 2. And click Connect.
- Once the integration has connected successfully, make sure the integration is toggled on and click Save.