> ## 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.

# Day-one setup

> Fifteen minutes of technician setup that pays off daily: tune Preferences, set notifications, build first Snippets, and set dispatch availability.

export const MarkComplete = ({id, signalDone = false}) => {
  const KEY = "thread-onboarding-completed";
  const read = () => {
    try {
      return JSON.parse(localStorage.getItem(KEY) || "[]");
    } catch (e) {
      return [];
    }
  };
  const [localDone, setLocalDone] = useState(false);
  const done = signalDone || localDone;
  useEffect(() => {
    const sync = () => setLocalDone(read().includes(id));
    sync();
    window.addEventListener("thread-onboarding-updated", sync);
    return () => window.removeEventListener("thread-onboarding-updated", sync);
  }, [id]);
  const toggle = () => {
    if (signalDone) return;
    const list = read();
    const next = list.includes(id) ? list.filter(x => x !== id) : [...list, id];
    try {
      localStorage.setItem(KEY, JSON.stringify(next));
    } catch (e) {}
    setLocalDone(next.includes(id));
    window.dispatchEvent(new Event("thread-onboarding-updated"));
  };
  return <button onClick={toggle} style={{
    width: "100%",
    padding: "0.7rem 1rem",
    marginTop: "1.5rem",
    borderRadius: "8px",
    border: "1px solid " + (done ? "#00B398" : "rgba(128,128,128,0.35)"),
    background: done ? "rgba(0,179,152,0.12)" : "transparent",
    color: done ? "#00B398" : "inherit",
    fontWeight: 600,
    fontSize: "0.95rem",
    cursor: "pointer",
    display: "flex",
    alignItems: "center",
    justifyContent: "center",
    gap: "0.5rem"
  }}>
      <span aria-hidden="true">{done ? "✓" : "○"}</span>
      {done ? "Completed" : "Mark as complete"}
    </button>;
};

export const ByRoleProgress = () => {
  useEffect(() => {
    const KEY = "thread-onboarding-completed";
    const TEAL = "#00B398";
    const BASE = "/start-here/roles/";
    const DONE_ICON = '<svg class="thread-rc-doneicon size-4" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="#00B398" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" aria-hidden="true">' + '<path d="M22 11.08V12a10 10 0 1 1-5.93-9.14"/>' + '<polyline points="22 4 12 14.01 9 11.01"/></svg>';
    const COURSES = [{
      slug: "technician",
      steps: ["why-thread", "get-around-inbox", "day-one-setup", "daily-workflows", "ai-toolkit", "notifications-and-customers"]
    }, {
      slug: "dispatcher",
      steps: ["why-dispatch-in-thread", "read-the-board", "assign-and-schedule", "ai-for-dispatch"]
    }, {
      slug: "service-ops-manager",
      steps: ["set-up-the-desk", "sla-and-dispatch", "analytics-and-qa", "roll-out-and-adopt"]
    }, {
      slug: "csm-account-manager",
      steps: ["client-intelligence-and-health", "qbrs-and-reporting", "retention-and-expansion"]
    }, {
      slug: "security-compliance-owner",
      steps: ["security-work-in-thread", "data-and-compliance", "security-runbooks"]
    }, {
      slug: "sales-business-development",
      steps: ["the-ai-service-pitch", "quote-and-handoff"]
    }, {
      slug: "msp-owner-leadership",
      steps: ["the-rollout", "outcomes-and-analytics", "scale-ai-service"]
    }, {
      slug: "automation-engineer",
      steps: ["flows-and-intents", "thread-mcp-and-api", "build-with-super-magic"]
    }];
    const COURSE_SLUGS = new Set(COURSES.map(c => c.slug));
    const readLocal = () => {
      try {
        return JSON.parse(localStorage.getItem(KEY) || "[]");
      } catch (e) {
        return [];
      }
    };
    const isDone = (done, id) => done.includes(id);
    const decorate = () => {
      const done = readLocal();
      const scope = document.getElementById("sidebar-content") || document;
      const links = [...scope.querySelectorAll('a[href*="' + BASE + '"]')].filter(a => !a.closest("main"));
      links.forEach(a => {
        const m = (a.getAttribute("href") || "").match(/\/start-here\/roles\/([^/?#]+)\/([^/?#]+)/);
        if (!m) return;
        if (!COURSE_SLUGS.has(m[1])) return;
        const id = m[1] + "/" + m[2];
        const d = isDone(done, id);
        const has = a.querySelector(".thread-rc-check");
        if (d && !has) {
          const s = document.createElement("span");
          s.className = "thread-rc-check";
          s.textContent = "✓ ";
          s.style.color = TEAL;
          s.style.fontWeight = "700";
          a.insertBefore(s, a.firstChild);
        } else if (!d && has) {
          has.remove();
        }
      });
      COURSES.forEach(course => {
        const li = scope.querySelector('li[id="' + BASE + course.slug + '"]');
        if (!li) return;
        const row = li.querySelector(":scope > button") || li.querySelector(":scope > a") || li.firstElementChild;
        if (!row) return;
        const nameSpan = [...row.querySelectorAll("span")].find(s => s.textContent.trim() && !s.classList.contains("thread-rc-coursecheck"));
        if (!nameSpan) return;
        const allDone = course.steps.length > 0 && course.steps.every(s => isDone(done, course.slug + "/" + s));
        const has = nameSpan.querySelector(".thread-rc-coursecheck");
        if (allDone && !has) {
          const s = document.createElement("span");
          s.className = "thread-rc-coursecheck";
          s.setAttribute("aria-hidden", "true");
          s.style.display = "inline-flex";
          s.style.alignItems = "center";
          s.style.verticalAlign = "-0.2em";
          s.style.marginRight = "0.35em";
          s.innerHTML = DONE_ICON;
          nameSpan.insertBefore(s, nameSpan.firstChild);
        } else if (!allDone && has) {
          has.remove();
        }
      });
    };
    decorate();
    const iv = setInterval(decorate, 600);
    window.addEventListener("thread-onboarding-updated", decorate);
    window.addEventListener("storage", decorate);
    return () => {
      clearInterval(iv);
      window.removeEventListener("thread-onboarding-updated", decorate);
      window.removeEventListener("storage", decorate);
    };
  }, []);
  return null;
};

<ByRoleProgress />

Fifteen minutes of setup that pays off every single day. Do this before you work your first ticket — these are **per-user** settings, so nobody sets them for you.

## 1. Tune your Preferences

Open the **account menu** (your name, bottom-left) → **Preferences**. Recommended baseline:

<AccordionGroup>
  <Accordion title="Auto-assign me to a new thread when I reply — ON">
    The moment you send a customer-facing reply, you become the owner. No more orphaned conversations.
  </Accordion>

  <Accordion title="Start the timer when I reply — ON if you bill by time">
    Your Time Pad timer starts automatically on your first customer-facing reply.
  </Accordion>

  <Accordion title="Stop the timer / remind me to add a time entry when I close — ON">
    The reminder pops if the timer's still running when you close, so time never goes unlogged.
  </Accordion>

  <Accordion title="Automatically pause Time Pad when I navigate away — ON">
    Pauses when you move to another thread inside Inbox. (The timer keeps running if you just switch browser tabs.)
  </Accordion>

  <Accordion title="Enable the text editor (Aa) with Ctrl+Enter to send — strongly recommended">
    Plain **Enter** sending messages is how half-finished replies escape into the wild. Require **`Ctrl+Enter`** and write multi-line replies fearlessly.
  </Accordion>
</AccordionGroup>

## 2. Set your notifications

Out of the box you'll get notified about everything. A sane starting point:

| Setting                           | Recommended                                                     |
| --------------------------------- | --------------------------------------------------------------- |
| Inbox sound — new thread          | Enabled                                                         |
| Inbox sound — new message         | Disabled                                                        |
| Per-View notification level       | **Owner** — threads you own or are a member of, plus @-mentions |
| Companion app (Slack/Teams) level | **Flow Only** — ask your admin                                  |

Per-View options are **All / Owner / Mentions / Off**. *Off* also disables Swarm Mode alerts for live threads in that View. Every workflow is different — tweak until it feels right. Full detail lives in [managing your Inbox notifications](/notifications/managing-your-inbox-notifications).

## 3. Build your first Snippets

Open the **account menu → Snippets**. [Snippets](/inbox/how-to-create-an-email-signature-using-snippets) are canned responses with superpowers — they support variables that auto-fill from the thread — the contact's full name, the ticket ID, and the ticket summary. Your Snippets are private to you; Team Snippets are shared. Start with three:

<Steps>
  <Step title="A greeting / intro">
    Uses the contact-name variable so every opener is personal.
  </Step>

  <Step title="Your scheduling link or availability blurb">
    One click to send how and when you're bookable.
  </Step>

  <Step title="An email signature">
    Build it as a Snippet with rich text, links, and markdown for your photo: `![Alt text](IMAGE_LINK)`.
  </Step>
</Steps>

## 4. Set your dispatch availability

<Info>
  Only if your workspace runs **Auto-assign** (push) dispatch, you'll see an **Available for dispatch** toggle in your account menu. *On* (green dot on your avatar) means dispatch can push new threads to you; *Off* (grey dot) skips you — flip it off for focus blocks, meetings, and end of day. It persists across sessions and devices and only affects *push* assignment; you can still pull the next thread manually anytime. (Desks on **Next thread** / pull dispatch don't have this toggle.) See [Available for dispatch](/inbox/available-for-dispatch).
</Info>

<Tip>
  **Adoption habit #1:** make Inbox your first tab of the morning and your last tab of the day. Check **My Inbox**, then **@ Mentions**, then your team **Views** — in that order.
</Tip>

<MarkComplete id="technician/day-one-setup" />

## Next

You're set up. Now build the muscle memory of working a ticket.

<Card title="Your daily workflows" icon="keyboard" href="/start-here/roles/technician/daily-workflows">
  Reply vs. note, slash commands, Time Pad, Planner, and approvals.
</Card>


## Related topics

- [Get around Inbox](/start-here/roles/technician/get-around-inbox.md)
- [Technician](/start-here/roles/technician.md)
- [Your daily workflows](/start-here/roles/technician/daily-workflows.md)