Configure Status Mapping in Thread

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.

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1. Define status groups (recommended first step)

Status Mappings can be configured by going to Thread Admin Panel -> Click on Status Automation On The Right Side

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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.

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Done (Recommended)

The “Done” group should include all statuses that you want to consider a Done State in Thread but isn’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.

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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.

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When you click Save, what happens?

We will look at all active tickets on that board and see if any have the status entered under the Done field and mark those as Done

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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. Available triggers include:

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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

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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

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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

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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

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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

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3. (Optional) Magic Agent automation mapping

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

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When Magic Agent begins working on a thread

Sets the thread to a triage or intake status, such as:

• Triage
• Initial Review

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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

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When a contact confirms resolution while the Magic Agent is engaged

Automatically marks the thread as closed, such as:

• Closed
• Confirmed Resolved
• Completed

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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.

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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.