Onboarding Prerequisites
Getting Started
Onboarding Cohort Hub for New Partners
Scheduled Cohorts
An Introduction to Thread's Guided Onboarding
Thread Training 1 - Thread Overview + Customer Chat Experience
Thread Training 2 - Workflows, Automation, & AI
Thread Training 3 - Customer Deployments!
Thread Training 4 - Service Collaboration Training!
Communicating Thread rollout to your customers
Communicating with your Microsoft Teams customers about Thread Chat
Communicating with your Slack customers about Thread Chat
Communicating with your Desktop/Web customers about Thread Chat
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
Getting Started with Service Copilot Auto-Prioritization
Getting Started with Service Copilot Auto-Categorization
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 Mac
Messenger on Web
Messenger FAQ
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
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?
December 11-22
Updated
by Griffin Steinman
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 with Thread
- 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/89762421931
- When? December 12, 2023, 3 PM - 4 PM EDT
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/83204495118?pwd=ga9goAemA7NXxvlxCaX7yM4dLbRcqO.1
- When? December 13, 2 PM - 3 PM EDT
Thread Training 2 - AI + Inbox Channels & Flows
- 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/89017924076
- When? December 14, 2023, 3 PM - 4 PM EDT
Week 2
Thread Training 3 - Customer Rollout
- 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/87681340731
- When? December 19, 2023, 3 PM - 4 PM EDT
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/83298180607?pwd=NT29evGuFGis5zRndEW3Q0mVeD22R3.1
- When? December 20, 12 PM - 1 PM EDT
Week 3+
Still have questions? Register for another cohort or sign up for upcoming Q&A Sessions.