Onboarding Cohort Hub for New Partners
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!
Communicating Thread rollout to your customers
First-time Thread Workspace Setup Guide
Getting Started with Thread
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 set-up Service Copilot Auto-Prioritization
Starter Prompts for Service Copilot Auto-Prioritization
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?
What is Inbox and how do I use it?
Setup an on-call member to be assigned
Setting up Inbox
Getting Started with Messenger
Prepare your customer-facing Messenger experience
Prepare your customer-facing Teams experience
Recommended plan for rolling-out chat
Messenger on Windows
Messenger on Web
How to setup the Autotask Ticketing Integration
Setting up an Email Communication Workflow in Autotask
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
How to enable Chat and TimePad pods in ConnectWise PSA
How to setup the ConnectWise PSA Ticketing Integration
How to test the Customer Teams App in a Sandbox Environment
How to install your custom Teams app on your Customers' tenants
Connecting Thread to your Teams (for Service Providers)
Troubleshooting "You don't have permission" error in Teams
AI Privacy & Security Overview
Data & Encryption
What if my organization has IP or domain restrictions?
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?
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?
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?
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?
Updated by Stephen Boss
Thread will help you make a slack app that is branded for your company! Please fill out and submit this form (be sure to select that you plan to deploy Thread to customers using Slack) and we will create a custom slack experience for your customers!
Please allow up to 5 business days for your request to be processed, you will receive a notification from us when your custom app is ready to deploy.
Once your custom slack experience is created you can follow this guide to deploy.
- Navigate to the Thread Admin Panel -> https://admin.getthread.com/
- Click on Clients -> Search for the customer you want to deploy the app to.
- Make sure you are on the Teams/Slack Connect tab -> Select slack -> Click Continue.
- There are 2 ways to deploy the Slack app to your customer.
- Inviting the admin of your client via email
- Using the link to install the app for your client
a. Inviting the admin of your client via email
Select the contact that has admin access to Teams in the dropdown. Start typing their name to see it.
This person will get an email to link their chat.
The receiver of the email will need to follow the same steps as outlined below, with the exception of copying the link.
b. Using the link to install the app for your client
- Copy the Magic Link and paste it in a new browser session, where you are logged into that Slack account.
- Make sure this is the correct workspace and click Allow.
- Once the app installs successfully, you should see a success message.
- This should install the bot in the Slack workspace. Navigate to app.slack.com to log into that slack workspace and view your app.
- If the app does not show in the list of apps, go to Add app and search for your custom app's name to add it manually.
Sending out the Welcome Message
Aafter the customer accepts the invite, refresh your admin panel and go back to the customer. You will now see that is successfully Connected. Below you can press "Selected Users" and select the users you want to greet. Once you have approval to roll out to everyone, come back here and press "All Users".