Getting Started with Thread

Stephen Boss 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 Started with Thread

This guide will help you get setup quickly so that you can start delivering service collaboration to your customers right away.

Step 1: Set up your Thread Workspace

Time to Complete: 1 hr

This guide will walk you through the initial setup of Thread. You only need one workspace per company, so choose an admin at your company to complete this step.

In this guide you will:
1. Set up your Thread Workspace
2. Connect your ticketing system & Invite your Team
3. Design your Customer Experience
4. Setup Inbox to receive chats
5. Start learning Inbox with your first chat!

BONUS: Connect your Teams/Slack

Time to Complete: 10 min

If you'd like to be able to get notified on updates to your tickets and be able to manage and update those tickets from within your Teams or Slack environment - set up the integration.

Step 2: Get your team ready to use Thread

Time to Complete: 2 hr

Once you've set up your Thread Workspace, it's time to get your team started with real-time service collaboration! This guide will walk you what you need to know to get your Service team started collaborating with Thread!

In this guide you will:
1. Learn how to manage Team access to Thread
2. Deploy Thread's real-time collaboration pods inside your PSA
3. Set up channels in Inbox to manage your end-to-end service delivery workflow
4. Deploy the customer experience to your own company
5. Identify & train your "Launch Team"

Step 3: Get your customers ready to use Thread (and deploy to your first customer!)

Time to Complete: 1 hr

Now that your Launch Team is ready to go, you can set the stage for introducing service collaboration to your customers! In this guide, we will help you build a communication strategy and launch plan for rolling Thread out to your customers. You'll also roll Thread out to your first customer!

In this guide you will:
1. Build a communication Strategy
2. Build your Thread Customer Deployment Plan
3. Deploy Thread to your first Pilot Customer and respond to your first customer chat!

Step 4: Deploy Thread to your customers

Time to Complete: 3-5 min/customer

You've introduced Thread & service collaboration to your first customer and you've responded to your first customer chat! You've got a plan on how you're going to communicate and roll Thread out to your other managed customers. It's time to rock and deploy!

In this guide you will:
Deploy Thread to the rest of your Customers

How did we do?

First-time Thread Workspace Setup Guide

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