Onboarding Cohort Hub for New Partners
An Introduction to Thread's Guided Onboarding
Thread Training 1 - Getting Started
Thread Training 2 - Let's chat about chat!
Thread Training 3 - Customer Deployments!
Thread Training 4 - Service Collaboration Training!
Communicating Thread rollout to your customers
First-time Thread Workspace Setup Guide
Getting Started with Thread
Channels and Flows
Dynamic Flows - How to create a dynamic Triage Channel
A flow to send a Holiday out of office message
Creating your first flow
Creating channels & flows in Inbox
How to set-up Service Copilot Auto-Prioritization
Starter Prompts for Service Copilot Auto-Prioritization
How to track your time in Inbox
Sending attachments with Inbox
Save time answering chats with Snippets
Accessing & Installing Inbox
Can I style my messages?
Which shortcuts can I use in Inbox?
What is Inbox and how do I use it?
Setup an on-call member to be assigned
Setting up Inbox
Getting Started with Messenger
Prepare your customer-facing Messenger experience
Prepare your customer-facing Teams experience
Recommended plan for rolling-out chat
Messenger on Windows
Messenger on Web
How to setup the Autotask Ticketing Integration
Setting up an Email Communication Workflow in Autotask
How do I set up the Connectwise Automate Integration?
Configuring Messenger for Windows Deployment in ConnectWise Automate
Deploy Messenger for Windows through Automate via Script
How to enable Chat and TimePad pods in ConnectWise PSA
How to setup the ConnectWise PSA Ticketing Integration
How to test the Customer Teams App in a Sandbox Environment
How to install your custom Teams app on your Customers' tenants
Connecting Thread to your Teams (for Service Providers)
Troubleshooting "You don't have permission" error in Teams
AI Privacy & Security Overview
Data & Encryption
What if my organization has IP or domain restrictions?
Frequently asked questions
How can I get help with setting up Thread?
How does Thread decide who gets assigned to dynamic Teams or Slack channels?
How to Setup a CSAT Survey
Can you add custom filters to Flows?
Can I get a custom Teams or Slack support app?
How do we request a feature that we need?
Is there a way to pull existing tickets to a channel in Inbox?
Are there any templates for the Teams app banner?
Can I disable the "New User" flow in Messenger chat?
I'm seeing tickets show up that were not created via Slack or Teams?
How can we send tickets from 2 or 3 service boards to Slack or Teams?
Which ticketing systems do you support?
Where can I find my Thread App ID?
How do I override Messenger branding and configuration for a customer?
Introduction. Sometimes there are scenarios where you need to deploy Messenger with settings that are specific to a customer. Not only is this possible with Thread, but it is also very easy to accomp…
Messenger Internationalization (English & French)
You can now change Messenger language from English to French! We currently only support English and French, and only in Messenger standalone and Teams. Slack is not supported today. In admin panel, y…
Allow New Contacts to Open Chats in Messenger
The default behavior of Messenger is to only allow contacts that exist in your PSA to initiate chats. This allows you to validate all the users opening support inquiries as belonging to that company.…
Setting up support business hours in Messenger
Messenger allows you to set hours of support, so when your customers contact you outside of these hours, they can still create a ticket. To set this up, log in to the Admin panel and navigate to Mess…
How to Disable a Client's Messenger Access
This guide will demonstrate how to disable Messenger access when offboarding a client from Messenger. How to Disable Messenger Access. Navigate to the Admin Panel > Clients. Under the Companies Tab,…
How do customers use Messenger chat?
When a User selects the Chat option after clicking the Help button in their User Support screen from Chatgenie Messenger, they will be prompted for a description of the issue they’d like help with (a…