> ## 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.

# Get around Inbox

> The technician's tour of Inbox: the Viewer, the Thread, and the Control Panel; how Views organize your queue; the anatomy of a thread; and Beast Mode shortcuts.

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 />

Inbox has three panels you'll live in: the **Viewer** on the left (navigation), the **Thread** in the center (the conversation), and the **Control Panel** on the right (everything about the ticket). This lesson gets you oriented; each area has a deeper reference page linked inline.

## The Viewer — left navigation

The left rail is how you navigate everything. Every view here is a real-time window into open threads. **Bolded views have unread notifications.**

| Item                          | What lives there                                                                                                                                |
| ----------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| **New Thread**                | Create a thread on behalf of a contact — an issue reported by phone or a hallway grab. You pick the contact, board, summary, and first message. |
| **My Inbox**                  | Threads assigned to you — you're the owner. This is your queue.                                                                                 |
| **@ Mentions**                | Threads where you're a secondary resource — @-mentioned or added as a member.                                                                   |
| **Planner**                   | A customizable view of all your scheduled threads.                                                                                              |
| **Contacts & Configurations** | All contacts and configurations synced from your PSA.                                                                                           |
| **My Drafts**                 | Threads where you've started a reply or note but haven't sent — the moment there's text in the chatbox, the thread shows here.                  |
| **Views**                     | Shared, filter-driven queues your team builds — by board, pod, tier, client, status. Where team collaboration happens.                          |
| **Timer view**                | All threads where you have a Time Pad timer running.                                                                                            |
| **Account menu** (your name)  | Snippets, Preferences, availability toggle, and sign out.                                                                                       |

### Views — your team's shared queues

[Views](/inbox/views-and-insights) group threads with filters and update in real time. Teams build them around their structure — pods for client groups, T1/T2/T3 tiers, a triage/dispatch queue, or chat-only squads.

* **Display modes:** *Inbox* (fast thread-to-thread switching — ideal for techs) or *List* (structured overview — preferred by leads). Switch via the **Display** button, top-right of any View.
* **State filter:** *All*, *Active* (not in a done state), or *Done*.
* **Sub-filters:** layer your own personal sub-filters onto any View — visible only to you. Building the shared Views is usually an admin job.

<Tip>
  **Beast Mode** keyboard shortcuts move you without the mouse: **`⌘K`** / **`⌘J`** jump to the next / previous conversation, **`⌘A`** toggles Active/Done, **`Ctrl+N`** starts a new thread, and **`⌘⇧L`** opens Link Threads. The full list lives in the account menu under **Beast Mode Shortcuts**.
</Tip>

## Anatomy of a thread

Open any thread and you'll see the same pieces every time:

* **Summary + source icon** at the top — what it's about and where it came from. Only seeing the summary? Click the caret on the far right to expand.
* **Contacts** — the customer(s) who submitted or are attached to the thread.
* **Members** — internal teammates working the thread. Add them by @-mentioning in the conversation or clicking **+** at the top.

Thread actions live in the **top-right icons**:

| Action                   | What it does                                                                                                                                                                                                                                      |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Link Threads** (`⌘⇧L`) | *Bundle* groups related threads under a parent while keeping each open and handled separately. *Merge* closes the child threads (you set a closing status) and moves their conversation into the parent. Available on **ConnectWise** workspaces. |
| **Notifications**        | Mute or unmute alerts for this specific thread.                                                                                                                                                                                                   |
| **PSA Sync**             | Pulls the latest ticket data from your PSA — your first move whenever something looks out of date.                                                                                                                                                |

## The Control Panel — right side

Everything about the thread you're viewing, without leaving it:

| Panel                  | What you'll use it for                                                                                                                                                                        |
| ---------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Contact Card**       | Name, email, company — plus expandable [Contact Intelligence](/ai-agents/contact-intelligence) showing what Thread has learned about them.                                                    |
| **Time Pad**           | Start/stop a timer or enter time manually, add internal or customer-facing notes, and save straight to your PSA — with Magic AI writing the entry notes for you.                              |
| **Thread Information** | Core ticket details synced from your PSA: number (deep-linked to the PSA ticket), priority, assignee, status, summary, board, type/subtype/item, site, agreement. Edit most of it right here. |
| **Sentiment**          | AI rating of this thread's tone plus the company's average. Use the **Ask Super Magic** button to ask why a score is what it is — handy for spotting threads that need extra care.            |
| **Planner**            | See or schedule plans tied to this thread.                                                                                                                                                    |
| **Configurations**     | Assets and systems tied to the ticket — view what's linked or attach new ones.                                                                                                                |
| **Recent Threads**     | The contact's other recent tickets — great for spotting repeat issues before you troubleshoot.                                                                                                |

<Info>
  Want the full reference on each panel? See the Inbox tour: [the Viewer](/inbox/1-the-channel-viewer), [inside a channel](/inbox/2-inside-the-channel), [the thread itself](/inbox/3-the-thread-itself), and [the Control Panel](/inbox/4-the-control-panel).
</Info>

<MarkComplete id="technician/get-around-inbox" />

## Next

You know the layout. Spend fifteen minutes setting it up so it works for you.

<Card title="Day-one setup" icon="list-check" href="/start-here/roles/technician/day-one-setup">
  Preferences, notifications, and Snippets that pay off every single day.
</Card>


## Related topics

- [Why Thread — and what changes for you](/start-here/roles/technician/why-thread.md)
- [Technician](/start-here/roles/technician.md)
- [How Notifications Work for your Team](/notifications/how-will-notifications-work-internally.md)
