Messenger

What is Thread? A Beginner's Guide

Setting Up Your Thread Workspace

Configure Status Mapping in Thread

Pod Configuration in ConnectWise PSA

How to use Thread Pods in ConnectWise PSA

How to Setup ConnectWise PSA Ticketing Integration

Connectwise Permissions Overview

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

Exploring Your Response Options in Halo

Frequently Asked Questions (FAQ)

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

Setting Up Email Support for Magic Agents and Inbox

Getting Started with Triage Agent

Voice AI Setup - 🛑 Phase 0 (Do Not Skip)

Voice AI Setup - 1️⃣ Phase 1: Overflow Agent

Voice AI Setup - 2️⃣ Phase 2: Attendant - IVR

Voice AI Setup - After Hours (Phone Integration)

Getting Started with Voice AI

How to Set Up and Configure a Voice AI Agent

Contact Mapping

Configure Reminder Agent

How to use Reminder Agent

Contact Intelligence Overview

Contact Intelligence FAQ

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

Microsoft Teams App Permissions

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 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?

Show all tickets in Chat option plus Excluded Board & Source

How to Add a "Chat Now" Button to Ticket Email Notifications in Your PSA

Create Your First Views

How to Setup Single Sign-on (SSO)

What are Views and Insights?

Avatars

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

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

Inbox Teams

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

Craft your White Labeled Thread Customer Rollout Campaign

Can I Get a Custom Teams or Slack Support App?

Multi-Language and Internationalization Support

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

Slack Permissions Guide

Microsoft Teams App Permissions

All Categories > Messenger

34 articles

Getting Started with Messenger

4 articles by 2 authors

Teams Service App for your Customers

11 articles by 5 authors

Slack Service App for your Customers

2 articles by 1 author

Desktop Service App

3 articles by 2 authors

Web Service App

3 articles by 1 author

Messenger FAQ

9 articles by 5 authors

Show all tickets in Chat option plus Excluded Board & Source

Show all tickets in Chat (formerly "Proactive Messages") option. IMPORTANT: Applies to all tickets created in PSA. IMPORTANT: These options can be overwritten on client company settings level. Existi…

Updated 2 weeks ago by Tmack

How to Add a "Chat Now" Button to Ticket Email Notifications in Your PSA

This guide explains how to add a "Chat Now" button to your ticket email notifications in your PSA.

Updated 8 months ago by Bryan Chapman

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