Thread Planner: How-To Guides and FAQs
Overview. Planner is a request tracking and planning tool within Inbox that lets MSPs plan when work can be accomplished. With Planner, you can plan which day a thread should be tackled and set a tim…
Getting Started with Thread
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!
PSA Integrations
ConnectWise PSA
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
Autotask
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
Magic AI
Messenger
Getting Started with Messenger
What is Messenger? A Beginner's Guide
Step 1: Customizing Messenger
Step 2: Designing Custom Apps (Teams, Slack, Web, Cloudradial)
Deploying Messenger
Customer Training Resources
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
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
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
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
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
Application Overview & Behavior
Service Model Use Cases
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
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
Is There a Way to Pull Existing Tickets to a Channel in Inbox?
Automatically Moving Threads to "In Progress" After the First Reply
Thread Admin Panel
Setup Inbox Channels for your Service Team
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
Other Integrations
Auvik
CloudRadial
ConnectWise Automate
How to Setup ConnectWise Automate Integration
How to Deploy Messenger for Windows Through Automate via Script
IT Glue
TimeZest
Notifications
Security & Billing
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
Weekly Trainings & Office Hours
