Thread Training 1 - Getting Started

Stephen Boss Updated by Stephen Boss

๐ŸŽž๏ธSession Recording

๐ŸŽดSlides

Onboarding Collab 1 - Welcome to Thread.pdf

๐ŸšถNext Steps

1. Pre-Onboarding Checklist

Just a reminder for those that are joining us late.

  1. โœ… Make sure that your company's Thread Workspace has been created and that you have integrated with your PSA.ย 
    1. ๐Ÿ“– Instructions: Quick Setup.

ย 2. Getting Started Checklist

Please complete these tasks before Thread Onboarding 2 - Let's chat about chat

  1. โœ… Give your team access to Thread here. Setup any teammates that will be helping administer Thread or deploy chat to customers with Admin access.
  2. โœ… Configure Messenger Settings, Design and Hours.
    1. ๐Ÿ“– Instructions: Setting up Messenger.
  3. โœ… Configure a channel to receive Chats in Inbox.
    1. ๐Ÿ“– Instructions: Setting up Inbox.
  4. โœ… Try it out! Test some chats via admin panel and respond in Inbox.
    1. ๐Ÿ“– Instructions: Testing Messenger.
  5. โœ… BONUS: Setup a custom Teams app. You can find banner templates here.
    1. ๐Ÿ“– Instructions: Messenger Teams App Design.

3. ๐Ÿ‹๏ธ Next Training - Let's Chat about Chat!

Check out our next session to continue the series!

How did we do?

An Introduction to Thread's Guided Onboarding

Thread Training 2 - Let's chat about chat!

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