Onboarding Prerequisites
Getting Started
Onboarding Cohort Hub for New Partners
Scheduled Cohorts
An Introduction to Thread's Guided Onboarding
Thread Training 1 - Getting Started
Thread Training 2 - Let's chat about chat!
Thread Training 3 - Customer Deployments!
Thread Training 4 - Service Collaboration Training!
Communicating Thread rollout to your customers
Use cases
First-time Thread Workspace Setup Guide
Getting Started with Thread
Inbox
Channels and Flows
Dynamic Flows - How to create a dynamic Triage Channel
A flow to send a Holiday out of office message
Creating your first flow
Creating channels & flows in Inbox
Copilot
How to set-up Service Copilot Auto-Prioritization
Starter Prompts for Service Copilot Auto-Prioritization
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?
What is Inbox and how do I use it?
Setup an on-call member to be assigned
Setting up Inbox
Messenger
Getting Started with Messenger
Prepare your customer-facing Messenger experience
Prepare your customer-facing Teams experience
Deploying Messenger
Recommended plan for rolling-out chat
Messenger on Windows
Messenger on Web
Messenger FAQ
Integrations
Autotask
How to setup the Autotask Ticketing Integration
Setting up an Email Communication Workflow in Autotask
Auvik
CloudRadial
ConnectWise Automate
How do I set up the Connectwise Automate Integration?
Configuring Messenger for Windows Deployment in ConnectWise Automate
Deploy Messenger for Windows through Automate via Script
ConnectWise Manage
How to enable Chat and TimePad pods in ConnectWise PSA
How to setup the ConnectWise PSA Ticketing Integration
IT Glue
Microsoft Teams
How to test the Customer Teams App in a Sandbox Environment
How to install your custom Teams app on your Customers' tenants
Connecting Thread to your Teams (for Service Providers)
Troubleshooting "You don't have permission" error in Teams
Slack
Security
AI Privacy & Security Overview
Data & Encryption
What if my organization has IP or domain restrictions?
Frequently asked questions
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?
Are there any templates for the 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?
- All Categories
- Frequently asked questions
- How to Setup a CSAT Survey
How to Setup a CSAT Survey
Updated
by Griffin Steinman
Most PSA-native or integrated CSAT survey solutions provide URLs that are unique to your company, and each will tie to a Positive, Neutral or Negative response.
https://feedback.smileback.io/r/7/BleO3kGDsgX_J2ViiZknEQ/123456/1
The /123456/ in the above example should tie to the ID of the request in your PSA.
With snippets, Thread gives you the ability to place the ID you need in-URL on demand.
Use the {Ticket ID} variable in your snippet to ensure each rating is tied to the right request. When the user clicks on the hyperlink for any of the 3 options, it takes them to the correct SmileBack survey page and then they're off and running.
Here is an example that Thread uses every day:
Choose from the options below to rate your service experience:
- [Service magic ✨](https://feedback.smileback.io/r/7/BleO3kGDsgX_J2ViiZknEQ/{Ticket ID}/1)
- [Good service 😃](https://feedback.smileback.io/r/7/BleO3kGDsgX_J2ViiZknEQ/{Ticket ID}/0)
- ["I'm not mad; just disappointed" ☹️](https://feedback.smileback.io/r/7/BleO3kGDsgX_J2ViiZknEQ/{Ticket ID}/-1)
And here is the output presented to the user in-thread:

To setup your own CSAT Survey snippet, you must first get the unique URL for your company from your CSAT provider:
To get the unique URL for your company and create the snippet, you will need to:
- Navigate to your CSAT module (SmileBack, SimpleSAT, AutoTask, etc)
- Grab your unique URLs
- Create a new snippet
- navigate to inbox
- click your account name in the bottom left corner
- click snippets
- click the "+ New Snippet" button
- Plug them in to a snippet:
- Customize the language as you wish
- Enjoy higher response rates from happier customers by surfacing your survey immediately after the session.