Keep Members in Sync with PSA Toggle
Member Syncing with PSA. Maintaining an accurate list of team members is essential for ensuring that service delivery and communication flow smoothly within Thread. The Keep Members in Sync with PSA…
Getting Started
What is Thread? A Beginner's Guide
Setting Up Your Thread Workspace
Configure Status Mapping in Thread
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
Other Integrations
Assistive AI Automations
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
Listening Mode for Triage Agents
Voice AI
Reminder Agent
Contact Intelligence Overview
How to use Reminder Agent
Contact Intelligence FAQ
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?
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
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
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
Channels Deprecation in Inbox
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
