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 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
Members Management
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
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- June 5-16 Cohort
June 5-16 Cohort
Updated by Stephen Boss
Instructions
- Click here to follow our quick setup and set up your Thread workspace ahead of the first session.
- Assemble your Thread implementation team based on the roles listed below.
- For each of the sessions listed below, use the add to calendar links to add the webinars to your calendar, then forward invites to your Thread implementation teammates or ask them to register.
- If you can't make an event, no worries, you are registered for the cohort so you can check back here for links to session recaps and recordings. You can then catch up with the cohort at a time that works best for you or start early!
Cohort Sessions
To register for this cohort fill out the form on our Let's Get Started Page.
Assemble your Thread Implementation Team!
Avengers assemble! We recommend assembling a team to assist in the roll out of Thread. Just you? That's ok too! Thread is a service collaboration tool, that means it is best deployed as a team!
We recommend assembling a team, you will need people to fill the following roles (it's ok if one person assumes two or more roles).
Champion - Your executive sponsor and champion for Thread.
Service Manager - Your service org leader(s).
Service Tech - Your service team.
Internal Admin - Your Thread, PSA and Teams/Slack admin who will act as platform admin and help set up integrations!
Communications Lead - Your comms lead, who will lead the communication efforts with your customers about Thread.
Deployment Lead - Your deployment lead, who will lead the deployment of Thread to your customers, e.g. Teams, Slack, Desktop, etc.
Week 1
Thread Training 1 - Getting Started
- Who? Service Manager*, Champion
- What? Brand your customer experience and try out your first chat! Learn how to resolve requests lightning fast!
- Where? https://us06web.zoom.us/j/84354989174?pwd=eXIxclArQVN5Vkt5L1NYUVJaWEdiZz09
- When? June 6, 2023, 3 PM - 4 PM EDT
- Add to Calendar: Office 365, Google Calendar
Thread Partner Roundtable + Q&A
- Who? Anyone who wants to explore our platform or has questions!
- What? Optional Roundtable - meet your peers in the cohort: give us feedback, ask us questions and get help if you are stuck.
- Where? https://us06web.zoom.us/j/84676669519?pwd=Z1Y1cnhYSmpzd2RXWHJRb1Y3SUtuUT09
- When? June 7, 2 PM - 3 PM EDT
- Add to Calendar: Office 365, Google Calendar
Thread Training 2 - Let's chat about chat!
- Who? Service Manager*, Communications Lead*, Champion
- What? Learn everything you need to know about chat and level up your service game with AI and automation.
- Where? https://us06web.zoom.us/j/82493989653
- When? June 8, 2023, 3 PM - 4 PM EDT
- Add to Calendar: Office 365, Google Calendar
Week 2
Thread Training 3 - Customer Deployment Training
- Who? Service Manager*, Deployment Lead*, Communications Lead*
- What? Learn about the different chat options and how to communicate & deploy Thread to your customers.
- Where? https://us06web.zoom.us/j/83906895446
- When? June 13, 2023, 3 PM - 4 PM EDT
- Add to Calendar: Office 365, Google Calendar
Thread Partner Roundtable + Q&A
- Who? Anyone who wants to explore our platform or has questions!
- What? Optional Roundtable - meet your peers in the cohort: give us feedback, ask us questions and get help if you are stuck.
- Where? https://us06web.zoom.us/j/86248796671?pwd=N0YrREFEMzB0TDN4Zk5sL0NyNDh0dz09
- When? June 14, 2 PM - 3 PM EDT
- Add to Calendar: Office 365, Google Calendar
Thread Training 4 - Service Collaboration Training
- Who? Service Team*, Service Manager*, Champion, Communications Lead
- What? Train your service team and managers on how to use Thread to deliver service magic to your customers.
- Where? https://us06web.zoom.us/j/82013463445
- When? June 15, 2023, 3 PM - 4 PM EDT
- Add to Calendar: Office 365, Google Calendar
Week 3+
Still have questions? Register for another cohort or sign up for upcoming Q&A Sessions.