First Time Setup of Thread Workspace

Updated by Kelly Schwarz

Ready to kick off your team's service collaboration journey? Setting up Thread is simple! Follow this guide to complete the first-time setup process, starting with creating your Thread Workspace.

In this guide, you will:

  1. Create your Thread Workspace.
  2. Setup your ticketing system.
  3. Design your customer chat experience.
  4. Select your default service settings.
  5. Configure Thread Inbox to receive chats.
  6. Start learning Inbox with your first chat.

1. Create Your Thread Workspace

You only need one workspace per company, so decide who will complete this step.
  1. Navigate to the Thread Workspace setup link provided by your Customer Success Manager during your Welcome to Thread call, or as outlined in your Thread Onboarding Plan.
  2. Enter your email and click Submit.
  3. Enter the one-time passcode sent to your email and click Submit.
  4. Enter your Full name, Workspace name and Upload your logo.
    If you don't have your company logo ready, you can use the default "Thread" logo for now. You can easily change it later from the Thread Admin Panel once your workspace is set up.
  5. Once you're finished, click Continue!

2. Setup Your Ticketing System

It's time to connect your ticketing system. Thread seamlessly integrates with popular ticketing systems, allowing you to effortlessly bring your tickets, companies, and contacts into Thread with deep bi-directional integrations.

  1. Select your ticketing system to integrate with Thread.
  2. Follow the setup guides specific to your chosen ticketing system here:
Reminder: Return to this guide once your ticketing system integration is complete.

3. Design Your Customer Chat Experience

With your ticketing system integrated, it's time to personalize the chat support experience for your customers. Add your branding to make the chat experience truly yours.

Don't have all the assets you need? No worries, you can click "Continue" and complete this setup later. We recommend setting up what you can, even if it's not perfect—like the Primary Color and Bot Name. You can also use one of our default Avatars.

  1. Set your Primary Color. Use one of our pre-defined colors, or choose a color from the color wheel by clicking the +.
  2. Give your bot an avatar. Use a pre-built avatar or upload your own by clicking the +.
  3. Lastly, give your bot a name! We recommend something fun that your customers will recognize.
  4. Click Continue when done with this step!

4. Select Your Default Service Settings

Next, we'll set up default settings for incoming chats. The options vary slightly depending on your ticketing system.

You can change these settings later. If your team wants to route chats for different customers to different service boards or queues, you can override these settings later in the Thread Client settings.

Chat Settings for ConnectWise PSA

  1. Service Board - Set the default service board you want chats to route in to.
  2. Email Source - Set the source you use in ConnectWise to categorize email tickets
  3. Phone Source - Set the source you use in ConnectWise to categorize phone tickets

Chat Settings for Autotask PSA

  1. Service Board - Set the default service board you want chats to route in to.
  2. Default Status - Set the default status for incoming chats
  3. Ticket Types - Set the Default ticket type for incoming chats
  4. Chat Source - Set the default source you use in Autotask to categorize chats
  5. Email Source - Set the source you use in ConnectWise to categorize email tickets
  6. Phone Source - Set the source you use in ConnectWise to categorize phone tickets

Chat Settings for HaloPSA

  1. Team - Set the default team you want chats to route in to.
  2. Default Ticket Type - Set the Default ticket type for incoming chats.
  3. Action for sending customer-facing notes - Choose the action in HaloPSA to send customer-facing (public) notes.
  4. Action for emailing contacts - Choose the action in HaloPSA to send emails to users.
  5. Action for sending internal "private notes" - Choose the action in HaloPSA for sending internal (private) notes.

4. Configure Thread Inbox to Receive Chats

It's time to set up Inbox! Inbox is where your Service Team works to respond to customers in real-time! It is the app you use, as the service provider, to collaborate with your teammates and customers. Inbox was designed to give your team service superpowers so that you can focus on providing a great customer experience!

Inbox isn't limited to managing customer chats, it can also be used by your entire organization to manage all the service tickets coming from your ticketing system.

When logging into Inbox for the first time, you'll see a setup screen to create your first channel: What's your team working on right now? We want to create a channel for incoming chats. Channels are where your team collaborates on service threads inside Thread Inbox.

  1. Let's start by creating your first channel for Live Chat. You can change the name or icon now, but remember, you can always update it later.
  2. Click "Next step" when you're ready.
  3. Select the members of your service team who will be responding to incoming chats by clicking into the "Please select team members" box.
    Adding your team members to the channel will ensure they get notified and can respond to incoming chats in real time. We recommend adding anyone on your service team who typically handles incoming service requests, whether by email or phone.
  4. Click "Add team members" to proceed to the next step.
  5. Next, you'll create a flow to route tickets into your Live Chat channel in Inbox, where the ticket source equals your default chat source.
    For this step, you shouldn't need to change anything—just click "Create Flow". This will enable you to receive incoming chats inside of Inbox. Starting here is recommended, and we'll dive into more complex channels and flows later.
    Flows power your Inbox channels and direct Thread on which threads (tickets) to route into the channel. A flow triggers the moment a ticket is created or updated that matches your flow filter criteria. You can set complex rules here to populate channels in Inbox with over 30 filter options.

    Flows aren't just for powering Inbox channels; they can also be used to:

    1. Route threads to Teams or Slack for notifications and service thread management
    2. Auto-prioritize incoming threads using Magic AI
    3. Send automated replies to customers
    4. Add internal notes to threads
    5. And much more!

    Read more about building channels and flows in Thread here.
  6. 🎉Congrats! You've created your first Inbox channel! Now you can start collaborating with your service team in real-time.
    1. For rich notifications and auto start, download Inbox for Desktop here: Downloads (getthread.com)
    2. You can also bookmark Inbox at https://inbox.getthread.com

5. Start Learning Inbox with Your First Chat

Now that we've set the stage to receive Live Chats inside of Inbox, we are ready to learn how to use Inbox with our first chat!

  1. It's time to introduce you to Thread Admin Panel. To get there, either follow this link, or navigate to admin panel from Inbox by clicking your workspace name -> Admin Panel
  2. From Admin Panel, navigate to Messenger Settings. On the right-hand side of the screen is a full version of Thread Messenger tied to your organization. Here is where we will create our first test chat!
    The Messenger Settings screen isn't just for testing out chat, you can also:
    1. Fine tune your service board and other Messenger Settings such as customizing your flavor of chat support and the chat prompts.
    2. Modify your design
    3. Set the hours of operation for chat.
  3. In the messenger window on the right...
    1. Enter in the email address you'd like to test with.
    2. Enter in the OTP code you receive from thread in that email.
      Thread Messenger for desktop and web authenticates each user session for security purposes via an OTP code sent to that email (Teams, Slack and Cloud Radial versions of Messenger leverage single sign-on).

      The email you use for this step should be:
      1. An email you have access to
      2. Associated with a contact in your PSA      .
  4. Click New Chat to start a new thread (it may also say New Request if you've changed your settings to Non-Live Chat).
  5. The bot will ask how it can help, enter in a problem summary, example: "I can't print from my new laptop". It will create a new thread. Try asking for help, you'll notice it creates a corresponding ticket in your PSA and syncs the entire conversation in real-time!
  6. Next, navigate back to Inbox here. You'll see a new thread was created in your channel. Try responding to the thread!

Technical Questions? 

Here are 3 ways to get in touch:

  1. Chat with us via the widget on the bottom right-hand corner in your Thread admin panel
  2. Chat with us at https://help.getthread.com
  3. Email us at help@getthread.com

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