ConnectWise PSA

What is Thread? A Beginner's Guide

First Time Setup of Thread Workspace

Can I Get a Custom Teams or Slack Support App?

How to Submit a Feature Request?

Multi-Language and Internationalization Support

Create a Channel for Your Chats!

How to Enable Thread Pods in ConnectWise PSA

How to use Thread Pods in ConnectWise PSA

How to Setup ConnectWise PSA Ticketing Integration

How to Add Permissions Required to Use Agreements/SLAs

Display Name on Email Address Does Not Match Email Address on Outgoing Emails

How to Setup Autotask Ticketing Integration

How to Enable Chat and Timepad Insights in Autotask

Setting up an Email Communication Workflow in Autotask

How to Setup HaloPSA Ticketing Integration

Action Mapping Configuration with Thread

How to Enable Chat and Timepad Custom Tabs in HaloPSA

Frequently Asked Questions (FAQ)

How to Enable Magic Prioritization

How to Enable Magic Categorization

Setting up Magic Title

Magic Title Rule Creation Guide

How to Configure and Customize Magic Recap

Getting Started with Magic Agents

Introducing your Magic Agents Service Catalog

The first intents for your Magic Agents Service Catalog

Magic Agents Automation

Intent Creation Assistance Intent

Employee Offboarding Intent

Employee Onboarding Intent

Access Request Intent

Password Assistance Intent

User Access Removal Intent

Equipment Relocation Request Intent

New Equipment Request Intent

New Phone Request

New Computer Request Intent

How Can I Adobe Intent

How Can I M365 Intent

Software Installation and Configuration Request Intent

Firewall Rule Change Request Intent

Phishing or Scam Email Report Intent

Security Incident Notification Intent

SSL Certificate Expiry Notification Intent

Block Email Domain or Sender Intent

Information Retrieval Request Intent

Data Retrieval Request Intent

What is Messenger? A Beginner's Guide

Step 1: Customizing Messenger

Step 2: Designing Custom Apps (Teams, Slack, Web, Cloudradial)

Deploying Messenger

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

Mac Desktop - Communicating with your customers about Thread Chat

What is the Teams Service App for Customers?

Design a Custom Teams App for Your Customers

How to Deploy the Teams Service App

How to Roll Out the Teams Service App to Specific Users

How Do I Upload a Teams App Banner?

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

Deploying Messenger to Mac

Windows Deploying Messenger via Command Line

How to Deploy Desktop Messenger with SSO

Embedding Messenger in Websites

Messenger Portal Auto Authentication

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?

Setting Up Inbox

What Are Channels & Flows?

Creating channels & flows in Inbox

What Inbox Channels Should I Create First?

How to Setup Single Sign-on (SSO)

Avatars

1. The Channel Viewer

2. Inside the Channel

3. The Thread Itself

4. The Control Panel

Setting Up Thread Inbox Based on Your Service Team Structure

Guide to Setting Up Thread Inbox for the Pod Service Model

Guide to Setting Up Thread Inbox for the Tiered Service Model

Guide to Setting Up Thread Inbox for the Triage Team Service Model

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

Save Time Answering Chats with Snippets

How to Create an Email Signature Using Snippets

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

Is There a Way to Pull Existing Tickets to a Channel in Inbox?

Automatically Moving Threads to "In Progress" After the First Reply

1. Flows

2. Messenger

3. Clients

4. Configuration and Setup of the Deployment Center

5. Members

Setup Inbox Channels for your Service Team

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

Auvik integration

Embedding CloudRadial in Your Teams App

How to Set Up CloudRadial

How to Setup ConnectWise Automate Integration

How to Deploy Messenger for Windows Through Automate via Script

How to Setup ITGlue

Integrating TimeZest with Thread

How Notifications Work for your Customers

How to Manage Your Inbox Notifications

How Notifications Work for your Team

AI Privacy & Security Overview

Data & Encryption

What if my organization has IP or domain restrictions?

List of Sub-Processors

Accessing Thread invoice history and billing information

Magic AI Billing

Service Team Training

All Categories > PSA Integrations > ConnectWise PSA

5 articles

Thread Pods in ConnectWise PSA

2 articles by 1 author

How to Setup ConnectWise PSA Ticketing Integration

This guide explains how to set up the ConnectWise PSA Integration in the platform. During the initial setup of your account in the platform, you are prompted to set up your ticketing system. Followin…

Updated 5 months ago by Stephen Boss

How to Add Permissions Required to Use Agreements/SLAs

Agreements in Inbox. We now support managing the agreements associated with your threads inside Inbox. This allows you to view the agreement associated with a thread as well as change the agreement t…

Updated 5 months ago by Luiz Pedone

Display Name on Email Address Does Not Match Email Address on Outgoing Emails

When using the Connectwise email connector the display name of the email address comes from the Default "From" Address on Notification Emails* field in System -> My Company -> Default "Fromt Address…

Updated 6 months ago by Sam Pierce

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