> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getthread.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Thread Pods to ConnectWise Service Tickets

> Enable Thread Real-Time Notes and Auto Time Entries pods on ConnectWise PSA service tickets so technicians can chat, log time, and use snippets in-app.

Thread seamlessly integrates with ConnectWise, enabling real-time chat with your customers directly within service tickets using Pods.

Enjoy powerful features like real-time communication, automated time entries, snippets, @mentions, and more, all within the ConnectWise platform.

The best part? It's easy to set up! Follow this guide to get started.

## **How to Add Pods to Your Service Ticket View in ConnectWise**

<Note>
  Each technician who wants to access the Pods must set them up in their service ticket view in ConnectWise.
</Note>

<Steps>
  <Step title="Open a service ticket">
    Open a Service Ticket in ConnectWise PSA.
  </Step>

  <Step title="Open the gear menu">
    Click the gear icon () in the top-left corner.
  </Step>

  <Step title="Select Pod Configuration">
    Select **Pod** **Configuration**.

    <Frame>
      <img src="https://mintcdn.com/thread/yMrisProrR453qj0/images/41767975-image.png?fit=max&auto=format&n=yMrisProrR453qj0&q=85&s=4effeb5c4a745e1c55ea97f7a6dcc080" alt="Pod Configuration menu option in ConnectWise" width="600" height="502" data-path="images/41767975-image.png" />
    </Frame>
  </Step>

  <Step title="Select the Thread pods">
    From the available pods, select **Thread Auto Time Entries** and **Thread Real-Time Notes**.
  </Step>

  <Step title="Move pods to the Displayed column">
    Move these to the **Displayed** column.
  </Step>

  <Step title="Save">
    Click **Save**.

    <Frame>
      <img src="https://mintcdn.com/thread/MmA6qEMELRi-vXeU/images/e70f582e-image.png?fit=max&auto=format&n=MmA6qEMELRi-vXeU&q=85&s=acde92463bbc8c9afd451f71c073202a" alt="Displayed pods with the Save button" width="1478" height="780" data-path="images/e70f582e-image.png" />
    </Frame>
  </Step>

  <Step title="Position the pods">
    Customize the location of the pods by dragging and dropping them where you prefer within the service ticket view.
  </Step>
</Steps>

<Note>
  **Limits imposed by PSA**

  * Max ticket summary length 100 chars
  * Max note length Max number of member/contact participants

  Due to PSA rate limits-

  * PSA webhook processing is throttling without losing data
  * PSA sync jobs can process slower when reaching rate limits
</Note>

## **Troubleshooting**

**What if I don't see the option to add the pods to my service ticket view?**

If the pods aren't showing up in your service ticket view, follow these troubleshooting steps:

<Steps>
  <Step title="Log in as an Administrator">
    * Navigate to **System** -> **Setup Tables**.
    * Search for the **Manage Hosted API** table and open it.
  </Step>

  <Step title="Check for existing entries">
    * If you see the entries for the pods, you're all set! Click on each pod and review the **Location Restrictions**.
    * If a location restriction is set and you're not assigned to that location, you'll need to add your location to make the pods visible.
  </Step>

  <Step title="If pods are missing">
    * It's possible that Thread did not have the necessary permissions to create the pods during your setup. To fix this, follow the next steps to review your permissions.
  </Step>

  <Step title="Verify permissions">
    * Navigate to **System** -> **Security Roles** and search for the security role assigned to the **Thread API user**.
    * Edit the security role settings for the **Thread API user**.
    * Go to **System** -> **Table Setup**, then click **Customize**.
    * In the pop-up modal, make sure to **Allow** the following permissions:
      * **General / Manage Hosted API**.
  </Step>

  <Step title="Save your changes">
    * After updating permissions, save the settings.
  </Step>

  <Step title="Contact Support (if needed)">
    * If the pods still aren't showing up, reach out to our support team and ask them to enable the pods for your workspace.
    * Email: [help@getthread.com](mailto:help@getthread.com)
    * Chat: [https://help.getthread.com](https://help.getthread.com)
  </Step>
</Steps>

## Watch the walkthrough

See how technicians use Thread Pods inside ConnectWise PSA to chat with customers and capture time on tickets.

<Frame>
  <iframe src="https://www.loom.com/embed/87954d75d1dd48b4851a8b2ccbe49a06" width="100%" height="400" allowfullscreen />
</Frame>


## Related topics

- [Common questions](/get-started/common-questions.md)
- [ConnectWise Manage API Permissions Reference](/integrations/connectwise-permissions-overview.md)
- [Set Up the ConnectWise PSA Ticketing Integration](/integrations/creating-a-connect-wise-manage-api-user.md)