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Stand up your Thread workspace and connect your PSA so tickets start flowing in. This is the foundation everything else in the onboarding plan builds on.

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Create your Thread workspace

You only need one workspace per company, so decide who will complete this step.
1

Open the setup link

Navigate to the Thread workspace setup link provided by your Customer Success Manager, or as outlined in your Thread onboarding plan.
2

Enter your email

Enter your email and click Submit.
Thread workspace sign-up email entry screen
3

Enter the one-time passcode

Enter the one-time passcode sent to your email and click Submit.
4

Add your workspace details

Enter your Full name, Workspace name, and upload your logo. If you don’t have your company logo ready, you can use the default “Thread” logo for now and change it later from the Thread Admin Panel once your workspace is set up.
Workspace name and logo setup screen
5

Continue

Once you’re finished, click Continue.

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Connect your ticketing system

Thread integrates with your PSA so your tickets, companies, and contacts flow in through a deep, bi-directional integration.
1

Select your ticketing system

Choose the ticketing system you want to integrate with Thread.
Select your ticketing system to integrate with Thread
2

Follow the integration setup guide

Follow the setup guide for your PSA:
Once your PSA is connected, continue through the rest of this stage — configure SSO, map your statuses, and tune notifications — using the lessons in the sidebar.

Related topics

Thread Partner Change Management GuideSet Up the HaloPSA Ticketing IntegrationCreate your first Voice AI agent