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Most accounts arrive in Thread automatically, from your CRM through a workflow. Manual upload covers the rest: a deal that lives outside the CRM, a backfill, or a quick test account to explore with. Both entry points sit on the Accounts page, top right (admin-only): Manual Upload and Add Test Account.

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Manual upload

You don’t fill in structured fields — you paste what you have, and AI does the normalization. Thread extracts the company, domain, contract value, close date, contacts, goals, and risks from raw text.
1

Open the form

Accounts → Manual Upload.
2

Assign the AE

Enter the Account Executive’s name and email. The email must be on your organization’s domain — this is who receives the Handover Brief review for the account.
3

Paste the raw data

  • Raw CRM Notes — paste whatever exists: CRM notes, a Slack thread, an email chain.
  • Raw JSON (optional) — a structured deal export, if you have one.
  • Internal Notes — extra context for your team.
A template selector shapes the created account’s plan; your organization’s default is preselected.
4

Create the account

Click Create Account. Thread’s AI transforms the pasted data into a structured account record and creates it immediately — you land back on the Accounts list with the new account in place.
The form page also shows your recent uploads with their status, so you can confirm an upload landed.
The AI can only extract what the text contains. If a value matters — contract value, close date, the champion’s email — make sure it appears somewhere in what you paste. You can edit the account after creation.

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What happens after creation

A manually uploaded account enters the same intake as a CRM-created one:
  • Account setup runs in the background.
  • Where your intake is configured for it, the Handover Brief is drafted and the assigned AE gets their tokenized review email — see Handover Briefs.
  • The account is ready to be routed by workflows, assigned to a Motion, or enrolled with a guide.

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Test accounts

Accounts → Add Test Account opens a grid of ready-made scenarios. Click a card and Thread instantly creates a test account with realistic CRM data — company profile, contacts, deal context — assigned to you. Test accounts are the fastest way to explore Thread’s surfaces safely: watch a workflow route one, draft a Motion against one, or rehearse a guide without a real customer anywhere near it.

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Troubleshooting

Edit the account after creation, and next time add a clarifying line to the pasted text (e.g. “the $50k figure is annual, not total contract”). The AI reads your notes as context.
AE emails must end with your organization’s domain — the review link goes to a teammate, not an external address.
Both buttons are admin-only. Ask an org admin, or have the account flow in through your CRM integration.
Manual upload creates one account per submission. For ongoing volume, connect your CRM under Integrations and let a workflow create accounts as deals close. For bulk guide enrollment specifically, see Cohorts.

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What’s next?

Handover Briefs

What the assigned AE reviews after an account is created.

Workflows

Automate account creation from your CRM instead.