Keep Members in Sync with PSA Toggle

Managing Board Visibility in Thread (Board Exclusion)

Auvik

CloudRadial

ConnectWise Automate

ITGlue

TimeZest

Configuring Auto Prioritization

Configuring Auto Categorization

Configuring Ticket Type Categorization

Magic Recap Template Library

Getting Started with Magic Recap

Configuring Magic Title

Magic Title Rule Creation Guide

Flows and Views for Sentiment

Configure Magic Sentiment

Setting up Triage Agent

Introducing Your Service Catalog

Create Your First Intents with Triage Agents

Trigger Powerful Automations with Magic Agents

Intent Creation Assistance

Automate Approvals with Magic Agents

Creating a Workflow to Track Magic Agent Activity

Triage Agent Multi-step Intents: API Automation

Setting Up Email Support for Magic Agents and Inbox

Getting Started with Triage Agent

Setting up your Triage Agent (User Guide)

Listening Mode for Triage Agents

New Custom Rules — Triage Agent

Voice AI Setup – Phase 1: Initial Configuration

Voice AI Setup – Phase 2: Overflow & After Hours

Voice AI Setup – Phase 3: The Auto-Attendant (Walk → Run)

Contact Mapping

Voice AI Pronunciation Guide

Voice AI FAQ

Microsoft Teams Pay-As-You-Go Resource Account Calling

Voice AI - Outbound Calling

Configure Reminder Agent

Configure and Personalize Messenger

Create Your Custom Chat App

Deploy and Test Your Custom Chat App

Deploying Messenger

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

Cloning a Legacy Teams App

How to Roll Out the Teams Service App to Specific Users

Microsoft Teams 2.0 FAQs

How to Upgrade your Legacy Teams App

How Do I Upload a Teams App Banner?

Enterprise Teams Support (Teams Deployment for Shared M365 Tenant)

How to Uninstall the Microsoft Teams Service App

How to Test the Slack Service App in a Sandbox Environment

How to Deploy the Slack Service App to a Customer

Kiosk Mode

Deploying Messenger to Mac

Windows Deploying Messenger via Command Line

How to Deploy Desktop Messenger with SSO

Embedding the Messenger "Chat Bubble" on Your Website

Messenger Portal Auto Authentication

Embedding Messenger on a Landing Page

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

How to Disable a Client's Messenger Access

How Do Customers Use Messenger Chat?

Where Can I Find My Thread App ID?

Create Your First Views

How to Setup Single Sign-on (SSO)

What are Views and Insights?

Avatars

Default Work Role & Type Logic

Inbox: Getting Started

Inside Views

Navigating a Thread

Thread Control Panel

Notifications

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: How-To Guides and FAQs

Planner ↔ Outlook Calendar Integration

Save Time Answering Chats with Snippets

How to Create an Email Signature Using Snippets

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?

Managing Members in Thread

Flows

Messenger

Clients

Members

Workspace

Status Automations

Plans & Licenses

Approvals in Inbox

How to Set Up User-Defined Fields (UDFs) in Autotask for Approvals

Installing the Internal-Facing Companion App for Teams

Troubleshooting "You Don't Have Permission" Error in Teams

How to Use the Slack Companion App for Service Teams

Installing the Internal-Facing Inbox Companion App for Slack

How Notifications Work for your Customers

How to Manage Your Inbox Notifications

How Notifications Work for your Team