Getting Started
Getting Started Cohort Hub
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!
Use cases
To share with your customers
To share with Desktop or Web customers
To share with Slack customers
To share with Microsoft Teams customers
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
How to track your time in Inbox
Sending attachments with Inbox
Save time answering chats with Snippets
Accessing & Installing Inbox
Quick Setup Guide
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
Integrations
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
IT Glue
Kaseya BMS
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 the Teams MSP bot for your Company
Troubleshooting "You don't have permission" error in Teams
Slack
Security
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?
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?
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?
- All Categories
- Getting Started
- Getting Started with Thread
Getting Started with Thread
Updated
by Stephen Boss
This guide is intended for Partner Administrators to help you get started with Thread and to get your team started with service collaboration!
Getting to know Thread
If you haven't checked Thread out before or haven't checked-in with us in a while, watch this video to understand what Thread is and how service collaboration can improve the service experience for you and your customers!
Getting Started with Thread
If you want to try Thread out in your business, you can get started, for FREE! This guide will help you get setup quickly so that you can start delivering service collaboration to your customers right away.
Step 1: Complete the Quick Setup
This guide will walk you through the initial setup of Thread - setting up your workspace and connecting your Ticketing system and collaboration software.
Step 2: Setup Inbox
Inbox is where you manage all your service threads from different sources like your ticketing service or Messenger. Once you've performed the Quick Setup, you are ready to configure Inbox for the first time and set up your first Channel and Flow. A Flow will route your service threads into a Channel where your team will work from.
Step 3: Setup Messenger
Messenger is how your customers contact you and it works where your customers work - Teams, Slack, the Web, Desktop or Mobile with a simple unified experience.
Step 4: Deploy Messenger
Once you have configured Inbox and Messenger, you are ready to deploy Messenger to your Customers and launch your service collaboration journey! This guide will show you how easy it is to deploy Messenger to your customers where they work - Teams, Slack, the Web, Desktop and Mobile.