Configuring Auto Categorization
Auto Categorization is a powerful AI-driven feature that automatically assigns a ticket’s category properties based on definitions you set in the Thread admin panel. This helps streamline your workfl…
Getting Started
Integrations
PSA Integrations
ConnectWise PSA
Pod Configuration in ConnectWise PSA
How to use Thread Pods in ConnectWise PSA
How to Setup ConnectWise PSA Ticketing Integration
Autotask PSA
How to Setup Autotask Ticketing Integration
How to Enable Chat and Timepad Insights in Autotask
Setting up an Email Communication Workflow in Autotask
Halo PSA
Other Integrations
Magic AI
Magic Prioritization
Magic Categorization
Magic Title
Magic Recap
Magic Agents
Getting Started with Magic Agents
Introducing Your Service Catalog
Creating Your First Intents for Magic Agents
Trigger Powerful Automations with Magic Agents
Intent Creation Assistance
Automate Approvals with Magic Agents
Creating a Workflow to Track Magic Agent Activity
Setting Up Email Support for Magic Agents
Messenger
Getting Started with Messenger
Configure and Personalize Messenger
Create Your Custom Chat App
Deploy and Test Your Custom Chat App
Deploying Messenger
Teams Service App for your Customers
What is the Teams Service App for Customers?
Design a Custom Teams App for Your Customers
How to Deploy the Teams Service App
Embedding CloudRadial in Your Teams App
How to Roll Out the Teams Service App to Specific Users
Microsoft Teams 2.0 FAQs
How Do I Upload a Teams App Banner?
How to Uninstall the Microsoft Teams Service App
Slack Service App for your Customers
How to Test the Slack Service App in a Sandbox Environment
How to Deploy the Slack Service App to a Customer
Desktop Service App
Deploying Messenger to Mac
Windows Deploying Messenger via Command Line
How to Deploy Desktop Messenger with SSO
Web Service App
Messenger FAQ
Standard Chat vs. Chat with SLAs: What's the difference?
How to Override Messenger Branding and Configuration for a Customer
How Configurations and Assets Work in Messenger Chat
Messenger Internationalization (English & French)
Allow New Contacts to Open Chats in Messenger
How to Set Up Support Business Hours in Messenger
Access All Tickets in Messenger (formerly "Proactive Messages")
How to Disable a Client's Messenger Access
How Do Customers Use Messenger Chat?
Where Can I Find My Thread App ID?
Thread Inbox
Getting Started with Inbox
Create Your First Views
How to Setup Single Sign-on (SSO)
What are Views and Insights?
What Are Channels & Flows?
Avatars
Application Overview & Behavior
Flows
How to Set Up an On-Call Member to Be Assigned
Creating a Flow to Send a Holiday Out-of-Office Message
How to Setup a SmileBack CSAT Survey
Thread Planner
Snippets
Helpful Tips & Tricks
What is Inbox and How Do I Use It?
How to Track Your Time in Inbox
Sending Attachments with Inbox
Accessing & Installing Inbox
Can I Customize the Style of My Messages?
What Shortcuts Can I Use in Inbox?
Implementing Two-Step Close in Thread
Managing Members in Thread
Automatically Moving Threads to "In Progress" After the First Reply
Thread Admin Panel
Approvals in Inbox
Teams & Slack Companion Apps
Teams Companion App for Service Teams
Installing the Internal-Facing Companion App for Teams
Troubleshooting "You Don't Have Permission" Error in Teams
Slack Companion App for Service Teams
Customer Communication & Adoption
Microsoft Teams: How to Effectively Communicate with Customers
Slack: A Guide to Communicating Chat Benefits and Driving Adoption
Desktop (Windows): A Guide to Communicating Chat Benefits and Driving Adoption
Desktop (Mac): A Guide to Communicating Chat Benefits and Driving Adoption
Web - Communicating with your customers about Thread Chat
CloudRadial: A Guide to Communicating Chat Benefits and Driving Adoption
Frequently Asked Questions (FAQ)
Thread Academy
Notifications
Security & Billing
