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
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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- March 6-17 Cohort
March 6-17 Cohort
Updated
by Stephen Boss
This is your hub for the March 6 - March 17 Cohort. Find links to join our scheduled roundtable calls and recordings from past sessions here.
Cohort Sessions
To register for this cohort or view the full schedule, fill out the form on our Let's Get Started Page.
Week 1
Thread Onboarding 1 - Getting Started
This session has already happened, you can find the recording here:
- What? Introduction to Thread
- Where? https://us06web.zoom.us/s/84019224004
- When? March 6, 2023, 3 PM - 4 PM EST
- Add to Calendar: Office 365, Google Calendar
Open Q&A Series
- What? Introduction to Thread
- Where? https://us06web.zoom.us/j/82241094359?pwd=VFdsQm13ZjA1RGxuZ1pUdktSTERMdz09
- When? March 8, 3 PM - 4 PM EST
- Add to Calendar: Office 365, Google Calendar
Thread Onboarding 2 - Let's chat about chat!
This session has already happened, you can find the recording here:
- What? Reduce anxiety around starting with chat as a new channel by helping you come up with a game plan.
- Where? https://us06web.zoom.us/j/88596192274
- When? March 9, 2023, 3 PM - 4 PM EST
- Add to Calendar: Office 365, Google Calendar
Week 2
Thread Onboarding 3 - Customer Deployment Training
- What? How to deploy Thread chat to your own company and your customers
- Where? https://us06web.zoom.us/j/85677515208
- When? March 13, 2023, 3 PM - 4 PM EST
- Add to Calendar: Office 365, Google Calendar
Open Q&A Series
- What? Introduction to Thread
- Where? https://us06web.zoom.us/j/82241094359?pwd=VFdsQm13ZjA1RGxuZ1pUdktSTERMdz09
- When? March 15, 3 PM - 4 PM EST
- Add to Calendar: Office 365, Google Calendar
Thread Onboarding 4 - Service Collaboration Training
- What? On this call, we will introduce your service team to Service Collaboration through Thread!
- Where? https://us06web.zoom.us/j/84670318474
- When? March 16, 2023, 3 PM - 4 PM EST
- Add to Calendar: Office 365, Google Calendar
Week 3
Open Q&A Series
- What? Introduction to Thread
- Where? https://us06web.zoom.us/j/82241094359?pwd=VFdsQm13ZjA1RGxuZ1pUdktSTERMdz09
- When? March 22, 3 PM - 4 PM EST
- Add to Calendar: Office 365, Google Calendar
