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
- Messenger (Customer Chat Apps)
- Slack Service App
- How to deploy the Slack Service App to a Customer
How to deploy the Slack Service App to a Customer
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".
Service App Notifications
Customers will receive a Slack notification whenever there is a new thread or reply to a thread is sent.