Getting Started Cohort Hub
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!
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
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
Getting Started with Messenger
Messenger on Windows
Messenger on Web
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 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
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?
How can we send tickets from 2 or 3 service boards to Slack or Teams?
Which ticketing systems do you support?
- All Categories
- Setting up Service Bot in your client's Slack Workspace
Setting up Service Bot in your client's Slack Workspace
Updated by Kristof Orts
Go to the Chatgenie admin (https://app.chat-genie.com/)
-> Clients -> search for the customer you want to deploy the app to.
When you click into the client detail, there's a tab with Teams/Slack connect
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
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.
Using the link to install the app for your client
Copy the link and paste it in a new browser session, where you are logged into that Slack account.
This will give you the option to connect with Teams or Slack, choose the Slack option.
Make sure this is the correct workspace and click Allow.
This should install the bot in the Slack workspace. If the app does not show in the list of apps, go to Add app and search for Chatgenie to add it manually.
Here your client can create new tickets and chat.
Some times you may want to roll out only to the IT Admins or power users in the company to get approval for a larger rollout. For this, after 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".