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
- Thread Training 3 - Customer Deployments!
Thread Training 3 - Customer Deployments!
Updated
by Stephen Boss
🎞️Session Recording
🎴Slides
Onboarding Collab 3 - Customer Deployment Training.pdf
🚶Next Steps
- ✅ Verify that you have completed all the tasks from Thread Training 2 - Let's chat about chat!
- ✅ Visit our Deployment Hub and learn about the different deployment options.
- ✅ Review Thread's recommended plan for rolling out chat, set dates and build your own deployment plan. Share that plan with your team.
- ✅ 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.
- 📖 Instructions: How to install your custom Teams app
- If you do not use Microsoft Teams Internally... deploy the desktop app to your internal users.
- 📖 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.
- ✅ Invite your Service Delivery team to Inbox
- ✅ Invite your Service Delivery team to the appropriate Inbox Channels
