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 Cohort Hub
- Scheduled Cohorts
- 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