Getting Started
What is Thread? A Beginner's Guide
Setting Up Your Thread Workspace
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
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)
Other Integrations
Auvik
CloudRadial
ConnectWise Automate
ITGlue
TimeZest
AI Automations
Magic Prioritization
Configuring Auto Prioritization
Magic Categorization
Configuring Auto Categorization
Configuring Ticket Type Categorization
Magic Recap
Magic Recap Template Library
Getting Started with Magic Recap
Magic Title
Configuring Magic Title
Magic Title Rule Creation Guide
Magic Sentiment
Configure Magic Sentiment
Magic Agents
Triage Agent
Getting Started with Magic Agents
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
Automating Knowledgebase Search with Triage Agent
Setting Up Email Support for Magic Agents
Reminder Agent
Configure Reminder Agent
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
How to Roll Out the Teams Service App to Specific Users
Microsoft Teams 2.0 FAQs
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
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?
How to Add a "Chat Now" Button to Ticket Email Notifications in Your PSA
Thread Inbox
Getting Started with Inbox
Create Your First Views
How to Setup Single Sign-on (SSO)
What are Views and Insights?
What Are Channels & Flows?
Avatars
Application Overview & Behavior
1. Inbox Navigator
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
Thread Planner: How-To Guides and FAQs
Snippets
Save Time Answering Chats with Snippets
How to Create an Email Signature Using 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
Automatically Moving Threads to "In Progress" After the First Reply
Thread Admin Panel
1. Flows
2. Messenger
3. Clients
4. Configuration and Setup of the Deployment Center
5. Members
Approvals
Approvals in Inbox
How to Set Up User-Defined Fields (UDFs) in Autotask for Approvals
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
How to Use the Slack Companion App for Service Teams
Installing the Internal-Facing Inbox Companion App for Slack
Customer Communication & Adoption
Craft your White Labeled Thread Customer Rollout Campaign
Can I Get a Custom Teams or Slack Support App?
Multi-Language and Internationalization Support
Thread Academy
Register for Live Service Team Training
Register for Live Q&A Support Hours
Notifications
Notifications for your Customers
How Notifications Work for your Customers
Notifications for your Team
How to Manage Your Inbox Notifications
How Notifications Work for your Team
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
All Categories > AI Automations
8 articles
AI-powered Magic Prioritization automatically analyzes and prioritize incoming service requests, enhancing efficiency and ensuring timely responses in your PSA.
1 article by 1 author
AI-powered Magic Categorization automates ticket organization by analyzing incoming service request conversations and assigning categories (e.g. Ticket/Issue Type/Subtype/Item) in both Thread and your PSA.
2 articles by 1 author
AI-powered Magic Recap automatically generates recap summaries for your team, using the context of the conversation in your service requests.
AI-powered Magic Title automatically generates ticket titles by analyzing incoming service request conversations and capturing the essence of the thread to set the title in both Thread and your PSA.
2 articles by 2 authors
Sentiment tracks how a customer is feeling throughout a conversation, helping your team spot frustration early and respond with the right level of care.
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