Thread Training 3 - Thread AI

Kelly Schwarz Updated by Kelly Schwarz

🎞️Session Recording

🚢What we covered

  1. βœ… Verify that you have completed all the tasks from the previous 2 onboardings.
  2. βœ… Visit our Deployment Hub and learn about the different deployment options.
  3. βœ… Review Thread's recommended plan for rolling out chat, set dates and build your own deployment plan. Share that plan with your team.
  4. βœ… 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.
    1. 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.
      1. πŸ“– Instructions: How to install your custom Teams app
    2. If you do not use Microsoft Teams Internally... deploy the desktop app to your internal users.
      1. πŸ“– Instructions: Deploying Messenger on Windows via Command Line
  5. βœ… Invite your Service Delivery team to Inbox
  6. βœ… Invite your Service Delivery team to the appropriate Inbox Channels
  7. βœ… Verify that you have watched the previous Thread training sessions and done the work in your workspace!
    1. Thread Training 1 - Getting Started
    2. Thread Training 2 - Let's chat about chat!
    3. Thread Training 3 - Customer Deployments!
  8. Use our resources to train your service team
  9. πŸ›©οΈ Pilot Phase 1: Deploy Thread to 5 trusted customers
    1. βœ… Select the 5 customers you have the best relationship with.
    2. πŸ“¨ Send an email to each customer notifying what you will be doing, when and how. Use our communication and how-to templates.
    3. πŸ’» Deploy to customers' Teams, Slack, or Desktop (choose one option per customer, if they don't use Teams or Slack, deploy desktop)
  10. ✈️ Pilot Phase 2: Deploy Thread to 5 customers that will benefit the most from Thread
    1. βœ… Select the 5 customers that have asked for chat or are looking for faster response/resolution times.
    2. πŸ“¨ Send an email to each customer notifying what you will be doing, when and how. Use our communication and how-to templates.
    3. πŸ’» Deploy to customers' Teams, Slack, or Desktop. (choose one option per customer, if they don't use Teams or Slack, deploy desktop)
  11. πŸš€ Wide Deployment: Deploy Thread to all of your managed customers!
    1. βœ… Select the remainder of your managed clients
    2. πŸ“¨ Send an email to each customer notifying what you will be doing, when and how. Use our communication and how-to templates.
    3. 🌐 Deploy to your Website and/or CloudRadial
    4. πŸ’» Deploy to customers' Teams, Slack, or Desktop (choose one option per customer, if they don't use Teams or Slack, deploy desktop)

How did we do?

Thread Onboarding 2 - Thread Flows & Inbox Channels

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