Your CSM drives the calls and timeline. This page is your self-serve companion — bookmark it and check off each stage as you go.
Start Your Voyage
Stand up your workspace, connect identity, and get tickets flowing correctly.
Create your workspace
Connect your PSA and complete first-run setup.
Configure Microsoft SSO
Single sign-on for your team.
Configure status mapping
Map Thread statuses to your PSA workflow.
Optimize email notifications
Tune internal and PSA notifications.
Intelligent Service Desk Activation
Turn on the assistive AI that classifies, titles, and reads every ticket.
Auto-Prioritization
Auto-Categorization
Auto-Title
Magic Sentiment
Client Intelligence
Enable Super Magic
Auto-Routing with Flows
Modernize the Client Experience with Chat
Deploy Messenger so clients reach you inside Teams — no portals, no phone holds.
Configure & personalize Messenger
Create your custom chat app
Deploy Messenger
Build Confidence in Assistive AI
Watch the AI work, fine-tune with data, and bring your team along.
Fine-tune with Magic Analytics
Deep dive into Super Magic
Announce Thread to your team
Accelerate Technician Resolutions
Set techs up to work faster with Views, teams, and the Companion App.
Build Inbox Views & Insights
Set up Inbox Teams & Pods
Install the Companion App
Drive Adoption with a Pilot Team
Run a pilot, gather feedback, and prove the workflow before scaling.
Service enablement playbook
Technician ritual
Increase Capacity with AI Agents
Put agents to work on triage, reminders, and resolution.
Configure the Triage Agent
Set up the Reminder Agent
Triage Agent user guide
Intent creation with Super Magic
Go-Live with AI + Chat
Roll out to your first wave of clients with the right messaging.
Build marketing assets
Communicate the rollout
Customer value messaging
Modernize Phone Support with Voice AI
Add 24/7 phone coverage with overflow and an auto attendant.
Voice AI — initial configuration
Overflow & after-hours
The Auto Attendant
AI Service Unleashed
Review outcomes and scale AI across your whole client base.
Review results in Analytics
Leadership weekly ritual
Where to next
Guides by role
Hand your team their role-specific starting points.
Playbooks
Change management, value messaging, and rollout campaigns.