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- Integrations ConnectWise Automate
Getting Started
Getting Started Cohort Hub
Scheduled Cohorts
April 3-14 Cohort
April 17-28 Cohort
May 1-12 Cohort
May 15-26 Cohort
June 5-16 Cohort
June 19-30 Cohort
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!
Use cases
To share with your customers
To share with Desktop or Web customers
To share with Slack customers
To share with Microsoft Teams customers
Getting Started with Thread
Inbox
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 track your time in Inbox
Sending attachments with Inbox
Save time answering chats with Snippets
Accessing & Installing Inbox
Quick Setup Guide
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
Messenger
Integrations
Autotask
Auvik
CloudRadial
ConnectWise Automate
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
ConnectWise Manage
IT Glue
Kaseya BMS
Microsoft Teams
How to test the Customer Teams App in a Sandbox Environment
How to install your custom Teams app on your Customers' tenants
Connecting the Teams MSP bot for your Company
Troubleshooting "You don't have permission" error in Teams
Slack
Security
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?
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?
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?
Internationalization Support
How can we send tickets from 2 or 3 service boards to Slack or Teams?
Which ticketing systems do you support?
ConnectWise Automate
How do I set up the Connectwise Automate Integration?
The chatgenie integration lets you seamlessly push data from ConnectWise Automate as messages to your chat platform. Step 1: Creating the User Class for the API User. This section of the guide requir…

Configuring Messenger for Windows Deployment in ConnectWise Automate
Set Thread App ID and Auto-Deployment for All Clients. To set the Thread App ID for all clients (meaning all clients will use the same App ID) follow these instructions: Login to your Automate…

Deploy Messenger for Windows through Automate via Script
Download the Automate zip -> Chatgenie Automate Script.zip. Open and expand the ZIP file to a location that you can easily access. Login to your Automate Desktop Control Center using a Super Admin us…
