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 test the Teams Service App in a Sandbox Environment
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
- Onboarding Videos & Resources
- Thread Training 3 - Thread AI
Thread Training 3 - Thread AI
Updated by Kelly Schwarz
ποΈSession Recording
πΆWhat we covered
- β Verify that you have completed all the tasks from the previous 2 onboardings.
- β Visit our Deployment Hub and learn about the different deployment options.
- β Review Thread's recommended plan for rolling out chat, set dates and build your own deployment plan. Share that plan with your team.
- β
You are the customer, deploy chat support for your internal team.This is one of the best ways for your team to understand Chat and get internal buy-in. If you are looking to send everyone a heads-up before you deploy - check here for an email template.
- If you use Microsoft Teams Internally... deploy the customer Teams app that you built on 1. Onboarding Webinar - Getting Started into your Internal Teams environment.
- π Instructions: How to install your custom Teams app
- If you do not use Microsoft Teams Internally... deploy the desktop app to your internal users.
- π Instructions: Deploying Messenger on Windows via Command Line
- If you use Microsoft Teams Internally... deploy the customer Teams app that you built on 1. Onboarding Webinar - Getting Started into your Internal Teams environment.
- β Invite your Service Delivery team to Inbox
- β Invite your Service Delivery team to the appropriate Inbox Channels
- β Verify that you have watched the previous Thread training sessions and done the work in your workspace!
- Use our resources to train your service team
- π©οΈ Pilot Phase 1: Deploy Thread to 5 trusted customers
- β Select the 5 customers you have the best relationship with.
- π¨ Send an email to each customer notifying what you will be doing, when and how. Use our communication and how-to templates.
- π» Deploy to customers' Teams, Slack, or Desktop (choose one option per customer, if they don't use Teams or Slack, deploy desktop)
- βοΈ Pilot Phase 2: Deploy Thread to 5 customers that will benefit the most from Thread
- β Select the 5 customers that have asked for chat or are looking for faster response/resolution times.
- π¨ Send an email to each customer notifying what you will be doing, when and how. Use our communication and how-to templates.
- π» Deploy to customers' Teams, Slack, or Desktop. (choose one option per customer, if they don't use Teams or Slack, deploy desktop)
- π Wide Deployment: Deploy Thread to all of your managed customers!
- β Select the remainder of your managed clients
- π¨ Send an email to each customer notifying what you will be doing, when and how. Use our communication and how-to templates.
- π Deploy to your Website and/or CloudRadial
- π» Deploy to customers' Teams, Slack, or Desktop (choose one option per customer, if they don't use Teams or Slack, deploy desktop)