Voice AI - Outbound Calling
Outbound Calling. Concept. Outbound calling in Thread lets your technicians place calls to customers directly from Inbox, with a verified business caller ID displayed regardless of which device or nu…
Getting Started
What is Thread? A Beginner's Guide
Setting Up Your Thread Workspace
Configure Status Mapping in Thread
Thread partner change management guide
Thread Product Overview — Your Guide to the AI-Powered MSP Service Desk
Talking to customers about AI-powered support - Thread customer value messaging
Webhooks & APIs: How Thread talks to your PSA
Integrations
PSA Integrations
ConnectWise PSA
Pod Configuration in ConnectWise PSA
How to use Thread Pods in ConnectWise PSA
How to Setup ConnectWise PSA Ticketing Integration
Connectwise Permissions Overview
Autotask PSA
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
How to Setup HaloPSA Ticketing Integration
Action Mapping Configuration with Thread
Exploring Your Response Options in Halo
Frequently Asked Questions (FAQ)
Keep Members in Sync with PSA Toggle
Managing Board Visibility in Thread (Board Exclusion)
Other Integrations
Hudu Integration
IT Glue + Ask Magic Partner Guide
Thread + Rewst Integration
Assistive AI Automations
Auto Prioritization
Auto Categorization
Recap Templates
Auto Title
Sentiment Analysis
Proactive Suggestions in Ask Magic — Partner Guide
AI Agents
Triage Agent
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
Setting up your Triage Agent (User Guide)
Listening Mode for Triage Agents
New Custom Rules — Triage Agent
Voice AI
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
Reminder Agent
Manager Guide -Getting started with Client Intelligence
Thread Intellegence - Service Tech Guide
Contact Intelligence Overview
How to use Reminder Agent
Contact Intelligence FAQ
Magic Analytics
Getting started with Magic Analytics
Things to Know and Gotchas
Topics You Can Explore
Dashboard Agent
FAQs
Downloading, Alerts & Scheduling
Messenger
Getting Started with Messenger
Configure and Personalize Messenger
Create Your Custom Chat App
Deploy and Test Your Custom Chat App
Deploying Messenger
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
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
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
Kiosk Mode
Deploying Messenger to Mac
Windows Deploying Messenger via Command Line
How to Deploy Desktop Messenger with SSO
Web Service App
Embedding the Messenger "Chat Bubble" on Your Website
Messenger Portal Auto Authentication
Embedding Messenger on a Landing Page
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
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
Thread Inbox
Getting Started with Inbox
Application Overview & Behavior
Default Work Role & Type Logic
Inbox: Getting Started
Inside Views
Navigating a Thread
Thread Control Panel
Notifications
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
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
Thread Admin Panel
Approvals
Adding & Removing Contacts in Inbox (HaloPSA)
Channels Deprecation in Inbox
Team Admin Role
Inbox Teams
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
Customer Communication & Adoption
Frequently Asked Questions (FAQ)
Webinars & Training
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
Microsoft Teams App Permissions
Slack Permissions Guide
Voice AI
