Recommended plan for rolling-out chat

Stephen Boss Updated by Stephen Boss

Start Small and Scale Up

Thread recommends starting small with your deployment and scaling up. Below is a chat roll-out plan that works for most partners. We recommend you take this plan and adapt it to suit your needs.

We find that it is important to develop a plan for rolling out chat, set dates and stick to it. Once you define your plan, share it with your organization's leadership and the service delivery team(s) for buy-in.

1.

You are the customer - Launchย Chatย Internally

๐Ÿ‘€ [OPTIONAL] Watch 3. Onboarding Webinar - Customer Deployments!

๐Ÿ“จ [OPTIONAL] Send an email to all MSP staff notifying that you will be deploying chat internally, when and how to use it. Use our communication and how-to templates.

๐Ÿ’ป Deploy to your internal Teams or Desktop

Test Phase

Week 1

2.

Test in a Sandbox โ›ฑ๏ธ[OPTIONAL]

๐Ÿ’ป Set up a sandbox to test in Teams or Slack

Test Phase

Week 1

3.

Train your Team ๐Ÿ‹๏ธ

โœ… Invite your service team into Inbox and invite them to the appropriate channels

๐Ÿ‘€ Have your service team watch 4. Onboarding Webinar - Service Collaboration Training (COMING SOON)

Test Phase

Week 1

4.

Notify and Deploy to 5 trusted customers ๐Ÿ˜Š

โœ… Select the 5 customers you have the best relationship with

๐Ÿ“จ Send an email to each customer notifying what you will be doing, when and how. Use our communication and how-to templates.

๐Ÿ’ป Deploy to customers' Teams, Slack, or Desktop (choose one option per customer, if they don't use Teams or Slack, deploy desktop)

Pilot Phase pt. 1

Week 2

5.

Notify and Deploy to next 5 customers that will benefit most

โœ… Select the 5 customers that have asked for chat or are looking for faster response/resolution times

๐Ÿ“จ Send an email to each customer notifying what you will be doing, when and how. Use our communication and how-to templates.

๐Ÿ’ป Deploy to customers' Teams, Slack, or Desktop (choose one option per customer, if they don't use Teams or Slack, deploy desktop)

Pilot Phase pt. 2

Week 3

6.

Notify and Deploy to the rest of your managed customers

โœ… Select the remainder of your managed clients

๐Ÿ“จ Send an email to each customer notifying what you will be doing, when and how. Use our communication and how-to templates.

๐ŸŒ Deploy to your Website and/or CloudRadial

๐Ÿ’ป Deploy to customers' Teams, Slack, or Desktop (choose one option per customer, if they don't use Teams or Slack, deploy desktop)

Wide Deployment Phase

Week 4

How did we do?

Deploying Messenger

Setting up Messenger

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