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This is the AI Service Unleashed (AISU) journey — the staged rollout your Thread Customer Success Manager runs with you, from creating your workspace to going live with AI, chat, and voice. Each stage is a set of short lessons; open a lesson, follow its guide, and mark it complete — a green check appears in the sidebar as you go.
Your CSM drives the calls and the timeline. This is your self-serve companion. Progress is saved in this browser; once your workspace is connected for personalized docs, lessons complete themselves from your live setup.

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The stages

Set up your workspace

Workspace, PSA, SSO, status mapping, and notifications.

Turn on assistive AI

Turn on the assistive AI that classifies, titles, and reads every ticket.

Deploy Messenger chat

Deploy Messenger so clients reach you inside Teams.

Tune AI

Watch the AI work, fine-tune with data, and bring your team along.

Equip your technicians

Views, teams, and the Companion App to work faster.

Run a team pilot

Run a pilot, gather feedback, and prove the workflow.

Deploy Magic Agents

Put agents to work on triage, reminders, and resolution.

Launch to clients

Roll out to your first wave of clients with the right messaging.

Add Voice AI

Add 24/7 phone coverage with overflow and an auto attendant.

AI Service Unleashed

Review outcomes and scale AI across your whole client base.

Related topics

Roll Thread out across your businessNew Hire OnboardingMSP Owner / Leadership