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 install the Teams Service app on your Customers' tenants
How to uninstall the Microsoft Teams Thread Service App
Slack Service App
How to test the Slack Service App in a Sandbox Environment
Setting up Service Bot in your client's Slack Workspace
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 Chat and TimePad 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?
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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- April 3-14 Cohort
April 3-14 Cohort
Updated by Stephen Boss
This is your hub for the April 3, 2023 - April 14, 2023 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.
Instructions
- Click here to follow our quick setup and set up your Thread workspace ahead of the first session.
- For each of the sessions listed below, use the add to calendar links to add the webinars to your calendar.
- If you can't make an event, no worries, you are registered for the cohort so you will receive all the recordings after each session. You can then catch up with the cohort at a time that works best for you.
- Want to start the sessions early? Each session below includes a link to a recap of a previous session, with a full recording and all the tasks covered on the session.
Week 1
Thread Onboarding 1 - Getting Started
- What? Introduction to Thread
- Where? https://us06web.zoom.us/s/87308996769
- When? April 3, 2023, 3 PM - 4 PM EST
- Add to Calendar: Office 365, Google Calendar
Thread Partner Roundtable + Q&A
- What? Optional Roundtable - meet your peers in the cohort: give us feedback, ask us questions and get help if you are stuck.
- Where? https://us06web.zoom.us/j/88980978255?pwd=NnlOckRiVzlYUkZkMDlKUGdBRFpsdz09
- When? April 5, 2 PM - 3 PM EST
- Add to Calendar: Office 365, Google Calendar
Thread Onboarding 2 - Let's chat about chat!
- 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/83828746301
- When? April 6, 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/88968726815
- When? April 10, 2023, 3 PM - 4 PM EST
- Add to Calendar: Office 365, Google Calendar
Thread Partner Roundtable + Q&A
- What? Optional Roundtable - meet your peers in the cohort: give us feedback, ask us questions and get help if you are stuck.
- Where? https://us06web.zoom.us/j/83801941712?pwd=b1crRDZTQnd0NjRtWlVSL2N4NGtaZz09
- When? April 12, 2 PM - 3 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/87926481249
- When? April 13, 2023, 3 PM - 4 PM EST
- Add to Calendar: Office 365, Google Calendar
Week 3+
Still have questions? Register for another cohort or sign up for an upcoming Partner Roundtable.