Assistive AI Automations

What is Thread? A Beginner's Guide

Setting Up Your Thread Workspace

Configure Status Mapping in Thread

Pod Configuration in ConnectWise PSA

How to use Thread Pods in ConnectWise PSA

How to Setup ConnectWise PSA Ticketing Integration

How to Setup Autotask Ticketing Integration

How to Enable Chat and Timepad Insights in Autotask

Setting up an Email Communication Workflow in Autotask

How to Setup HaloPSA Ticketing Integration

Action Mapping Configuration with Thread

Exploring Your Response Options in Halo

Frequently Asked Questions (FAQ)

Auvik

CloudRadial

ConnectWise Automate

ITGlue

TimeZest

Configuring Auto Prioritization

Configuring Auto Categorization

Configuring Ticket Type Categorization

Magic Recap Template Library

Getting Started with Magic Recap

Configuring Magic Title

Magic Title Rule Creation Guide

Configure Automatic Escalations and Recap Templates for Sentiment Analysis

Configure Magic Sentiment

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

Configure Reminder Agent

Configure and Personalize Messenger

Create Your Custom Chat App

Deploy and Test Your Custom Chat App

Deploying Messenger

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

How to Test the Slack Service App in a Sandbox Environment

How to Deploy the Slack Service App to a Customer

Deploying Messenger to Mac

Windows Deploying Messenger via Command Line

How to Deploy Desktop Messenger with SSO

Embedding the Messenger "Chat Bubble" on Your Website

Messenger Portal Auto Authentication

Embedding Messenger on a Landing Page

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

Create Your First Views

How to Setup Single Sign-on (SSO)

What are Views and Insights?

What Are Channels & Flows?

Avatars

1. Inbox Navigator

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: How-To Guides and FAQs

Save Time Answering Chats with Snippets

How to Create an Email Signature Using Snippets

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

1. Flows

2. Messenger

3. Clients

4. Configuration and Setup of the Deployment Center

5. Members

Approvals in Inbox

How to Set Up User-Defined Fields (UDFs) in Autotask for Approvals

Installing the Internal-Facing Companion App for Teams

Troubleshooting "You Don't Have Permission" Error in Teams

How to Use the Slack Companion App for Service Teams

Installing the Internal-Facing Inbox Companion App for Slack

Craft your White Labeled Thread Customer Rollout Campaign

Can I Get a Custom Teams or Slack Support App?

Multi-Language and Internationalization Support

How Notifications Work for your Customers

How to Manage Your Inbox Notifications

How Notifications Work for your Team

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 > Assistive AI Automations

9 articles

Auto Prioritization

AI-powered Auto Prioritization automatically analyzes and prioritize incoming service requests, enhancing efficiency and ensuring timely responses in your PSA.

1 article by 1 author

Auto Categorization

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

Recap Templates

AI-powered Recap templates can summarize threads in notes and customer replies. Use AI to automatically summarize threads on escalation, add resolution notes, send CSAT surveys, coach your techs & many more use cases.

2 articles by 1 author

Auto Title

Automatically update ticket titles with AI. Analyze 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 Analysis

Sentiment tracks and scores your customer's experience throughout every conversation, helping your team spot frustration early and respond with the right level of care.

2 articles by 1 author

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