Skip to main content
The first and most important step in setting up status mapping is configuring a Status Group for “Done”. This group is important to include all statuses that indicate closure or resolution that ARE NOT set as Closed or Resolved in your PSA: such as “Marked for Review”, “Closed - QA needed”. Once the “Done” group is established, you can optionally configure status change mappings to automate status transitions based on specific triggers or user actions.
All configurations are applied at the board, queue, or team level, depending on your ticketing system.
Status Mappings can be configured by going to Thread Admin Panel -> Click on Status Automation On The Right Side
Status Automation option in the Thread Admin Panel
Status group configuration screen

How Thread interprets Done states

A ticket is DONE if the status is either:
  1. Marked as a closed status in your PSA
  2. Added to the Board status mappings field
A status doesn’t have to be a native “closed” status in the PSA; it just needs to be grouped under “Done” for Thread to treat it as resolved/Done.
This status group is not retroactive—make sure all applicable “closed” or “resolved” statuses are added when you first create your Thread workspace.
The “Done” group should include all statuses that you want to consider a Done State in Thread but aren’t considered a Closed State in your PSA such as:
  • Completed (QA)
  • Marked for review
This group is critical for accurate tracking of resolution workflows and for enabling automated transitions such as closing threads after confirmation.

Waiting (Optional)

The “Waiting” group includes statuses that indicate active work on a ticket. Common examples are:
  • Waiting on Customer
While optional, this group is particularly useful when paired with the status change mapping that triggers when a contact replies to a thread in a “Waiting” status. This mapping helps keep active tickets from slipping into inactivity by ensuring timely reassignment or review.

When you click Save, what happens?

Whenever you save a board whose Done group has one or more statuses mapped to it, Thread first checks how many active threads on that board are currently sitting in those statuses. If any are found, a confirmation modal appears before anything is saved.

The confirmation modal

The modal is titled with the total, for example “12 active threads are using the statuses you mapped to Done”, and lists a per-status breakdown so you can see where those threads live (for example, Closed - Needs QA — 8 active threads). You have three choices:
  • Cancel. Nothing is saved. Your mapping changes stay on the page so you can adjust them.
  • Keep them open. The mapping is saved, but the matching threads stay active in the Inbox for a technician to finish. Thread shows “Mapping saved. X active threads left open.”
  • Close X threads. The mapping is saved and Thread starts a background job that closes each matching thread.
If no active threads are found on the board, the modal is skipped and the mapping saves silently.

While threads are being closed

Closing runs as a background job, not as part of the save request. While it runs:
  • A progress strip appears at the top of the Status Automation page: “Closing X threads…”.
  • The rest of the page is locked (both mouse and keyboard) until the job finishes, so you can’t kick off a second save on top of a running one.
  • If you reload the page or navigate back, Thread reattaches to the running job and the strip reappears. Another admin’s in-flight job on the same workspace is picked up the same way, with copy that makes clear the job wasn’t started by you.
When the job finishes, Thread shows one of these toasts:
  • “X threads closed and mapping saved.” The job you started completed successfully.
  • “X threads closed.” A job that was already running (started by another admin or by an earlier session) completed while you had the page open.
  • “Closing threads failed. Please try again or contact support.” The job failed. If you started it from this page, a Try Again action is included in the toast.
  • “Mapping saved, but another backfill was already running, so your Done threads were not closed.” You clicked Close threads, but a different backfill was already running on the workspace, so yours didn’t run. Includes a Try Again action.
  • “Still closing threads in Done. Refresh the page to check whether it finished.” Thread stopped tracking the job (for example, after a long stall). The job may still be running server-side; reload to reattach.
The Done cleanup flow only runs on save when statuses are mapped to the Done group. Changes to the Waiting group don’t trigger it, and deleting a Status Group doesn’t trigger it either.
Even when you choose Close threads, the job only catches threads that are active right now, on this board, in a status you just mapped to Done. It won’t reach threads on other boards, threads that are already closed or archived, or threads that move into a Done-mapped status later. For full coverage, add every applicable “closed” or “resolved” PSA status to the Done group as early as possible — ideally when you first set up the board.

2. (Optional) Configure status change mappings

With Status Groups configured, you can optionally set up automatic transitions triggered by specific thread activity. These mappings reduce manual status updates and ensure consistency across workflows.
Note statuses configured in Thread are visible to end-users in the Messenger chat application. Select clear and appropriate status names that reflect progress or resolution accurately from the customer’s perspective.
Available triggers include:

When a contact replies after the first agent reply

Automatically moves the thread to a mapped status to resume visibility and SLA response tracking, such as:
  • Waiting for Technician
  • Updated

When a contact replies to a closed thread

Reopens the thread and sets it to a visible status, ensuring it re-enters active workflows, such as:
  • Reopened
  • New

When a TimePad Entry Has a Resolution Flag

Moves the thread to a resolved status when TimePad marks the issue as resolved, such as:
  • Resolved
  • Completed
  • Closed

When a contact replies to threads in the “Waiting” group

Ensures the thread stays in a visible, active state when customer engagement resumes, such as:
  • In Progress
  • With Customer
  • Waiting on Customer

When an approval is requested

Transitions the thread to a pending status the moment an approval request is sent, so it’s easy to spot threads awaiting a decision, such as:
  • Awaiting Approval
  • Pending Approval

When an approval is finished (approved, declined, or canceled)

Updates the status once the approval resolves (whether it was approved, declined, or canceled) aiding in visibility and closure, such as:
  • Approved
  • Declined
  • Cancelled

3. (Optional) Magic Agent automation mapping

If your team uses Magic Agents, you can also automate status updates based on agent activity:

When Magic Agent begins working on a thread

Sets the thread to a triage or intake status, such as:
  • Triage
  • Initial Review

When Magic Agent completes automation work and exits a thread

Moves the thread to a ready-for-review or next-step status, such as:
  • Ready for Dispatch
  • Awaiting Assignment

When a contact confirms resolution while the Magic Agent is engaged

Automatically marks the thread as closed, such as:
  • Closed
  • Confirmed Resolved
  • Completed

4. Saving changes

Be sure to click Save at the bottom of the board configuration page after making any updates. Changes are not applied until saved.

5. Best practices

  • Configure Status Groups before enabling any other automations.
  • Review configuration per board or queue to reflect the specific structure of your ticketing system.
  • Ensure that Magic Agent logic is clearly tied to appropriate status transitions to avoid workflow ambiguity.
For questions or implementation support, please contact your Thread Customer Success Manager or Thread Support.