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 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
- Inbox
- Inbox Channels & Flows
- Channels and Flows
- A flow to send a Holiday out of office message
A flow to send a Holiday out of office message
Updated by Stephen Boss
When your business needs to close for holidays, you can set working days/hours and set a message for when you are not available. You can also, optionally, turn off Messenger hours for certain days of the week to show an offline banner to your customers using Messenger.
This guide will show you how to set up Thread so you're ready for the Holiday!
How to create a Holiday out of office flow?
- In Thread Admin Panel, navigate to Templates -> Holiday
- Change the filter criteria to the dates your office will be closed.
- If you want to just send a reply when a customer sends you a chat, you can customize the filter criteria to filter on Source and Date. Here is an example:
- At the bottom of the flow, configure the reply you want to send to your customers. This note will be sent to them if they try logging a Thread after hours.
- When you're all set, click Save a Copy.
- Optionally, once saved, you can have Thread alert a Teams or Slack channel of any threads coming in over the holidays. Select a team and/or channel you want Thread to notify.
- Click Save when you're all set.
- Congrats! You've successfully set up a holiday out of office message that will auto reply on any Threads created during the holidays you configured.
How to display an Offline Banner on Holidays
On the week leading up to a holiday, you can configure your Messenger Hours to display a banner on the day(s) you are out of office for Holiday.
To configure an offline banner for an upcoming holiday, follow these steps:
- Log in to Thread Admin Panel -> Messenger -> Hours
- Uncheck the upcoming day of the week where your office will be closed.
- Click Save.
- Congrats! You've successfully set up a holiday out of office banner that will notify your customer end users that you are out of the office.
- Next Steps: Remember to set up a reminder after the Holiday to re-enable office hours for that day of the week.