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
- Integrations
- ConnectWise Automate
- Configuring Messenger for Windows Deployment in ConnectWise Automate
Configuring Messenger for Windows Deployment in ConnectWise Automate
Updated by Kristof Orts
Set Thread App ID and Auto-Deployment for All Clients
To set the Thread App ID for all clients (meaning all clients will use the same App ID) follow these instructions:
- Login to your Automate Desktop Control Center using a Super Admin user account.
- From the Desktop Control Center, click System > Configuration > Dashboard.
- From the System Dashboard, click the Config > Additional Field Defaults > Clients > Thread tab.
- Enter the Thread App ID in the Thread App ID field.
- To enable automatic deployment for all clients, check the Thread Auto-Deployment checkbox.
- Click Save Additional Information.
Set Thread App ID and Auto-Deployment per Client
To set the Thread App ID and/or automatic deployment setting on a per Client basis, follow these instructions:Login to your Automate Desktop Control Center using a Super Admin user account.
- From the Desktop Control Center, click Browse > Clients.
- Double-click on a client and select the Info > Thread tab.
- Enter the Thread App ID in the Thread App ID field.
- To enable automatic deployment for all clients, check the Thread Auto-Deployment checkbox.
- Click Save Additional Information.
Configure Thread Auto-Deployment Schedule
To schedule the automatic installation of the Thread agent, follow these instructions:
- Login to your Automate Desktop Control Center using a Super Admin user account.
- From the Desktop Control Center, click Browse > Groups
- Select the Thread group and double-click on the name.
- Select the Computers > Scheduled Scripts tabs.
- Using the script dropdown menu, find and select the Thread\Thread – Install Local Agent
- Under the Schedule, select Minute, set the start time to 8:00 AM and Run Every 30 minutes.
- Click Add to set the schedule.
- Close the Thread Group Window.
Exclude Thread Auto-Deployment per Computer
To exclude a computer from automatic deployment of the local Thread agent, follow these instructions:Login to your Automate Desktop Control Center using a Super Admin user account.
- From the Desktop Control Center, click Browse > Clients.
- Select the Client and find the computer to exclude.
- Double-click on the Computer to open the Computer Management window.
- Right-click on the Automation (gear) menu icon and click Extra Data Fields.
- Select the Thread category (located on the left-side of the window).
- Check/uncheck the Thread Exclude Auto-Deployment option and click the Save button in the lower-right.
Automate script
Use our script to set up Automate.
Frequently Asked Questions
Can I manually install the Thread Agent?
Yes, you can manually install the Thread agent using the “Thread – Install Local Agent” script. The script is located under the Thread script folder.
What is the automatic installation interval?
The automatic installation script runs every 30 minutes for computers that do not have the agent installed and auto-deployment has been enabled. The script is initially setup to run at the top and bottom of every hour.