Thread Training 1 - Getting Started

Stephen Boss Updated by Stephen Boss

๐ŸŽž๏ธSession Recording

If you don't want to watch the full session, you can recap by following the Getting Started Checklist below. The checklist items cover the major tasks outlined in the full session recording.

๐ŸŽดSlides

Thread Training 1 - Welcome to Thread v2.pdf

โšกWhat we covered!

Don't want to watch the full recording? Read on for a modular version of what we covered on the session!

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… Lets brand your customer experience! Configure Messenger Settings, Design and Hours.
    1. ๐Ÿ“– Instructions: Setting up Messenger.
  3. โœ… Setup a custom Teams app. You can find banner templates here.
    1. ๐Ÿ“– Instructions: Messenger Teams App Design.
  4. โœ… Let's create our first service collaboration channel in Thread! This iwll help you respond to requests lightning fast. Configure a channel to receive Chats in Inbox.
    1. ๐Ÿ“– Instructions: Setting up Inbox.
  5. โœ… Try it out! Test some chats via admin panel and respond in Inbox.
    1. ๐Ÿ“– Instructions: Testing Messenger.

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

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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