Branding & Identity
Branding Editor
Your logos, company name, support email, and brand colors — used across customer emails, Slack messages, documents, and the customer portal. Auto-fetch Branding pulls all of it from your company’s own website in one click. Full walkthrough: Branding.Email Domain
One custom domain that both sends your customer email and receives the replies that wake your guides. You add a handful of DNS records; per-record verification tells you exactly what’s landed. Full walkthrough: Email domain.Phone & registration
Buy calling numbers for your guides (voice-ready immediately) and file the one-time carrier registration that unlocks texting. A state-aware flow opens at your first incomplete step and compresses into a status rail once filed. Full walkthrough: Phone and registration.Custom Domains
Serve the customer portal from your own subdomain (e.g.portal.yourcompany.com) instead of a Thread URL. Add the hostname, create the CNAME record shown, and verify. Details: Branding — custom portal domains.
Preview & Testing
Email Preview
See how customer-facing emails render with your current branding — logo, colors, company name, sender — before anything real goes out. If something looks off, adjust in the Branding Editor and the preview updates.Slack Preview
The same check for Slack: your square icon as the avatar, your company name as the sender, and message formatting as customers will see it in their channels.Automation
Portal Settings
Controls portal invitation behavior — whether customer contacts are automatically invited to the customer portal as accounts come in, or invitations are sent manually.CRM Sync
Controls what Thread writes back to your CRM — activity from guides and agents synced onto the account record in your connected CRM, so your system of record stays the system of record. Connect the CRM itself under Integrations.Settings covers org-wide configuration. Two admin surfaces live outside it: User Management (roles and invites) has its own sidebar entry, and Handover Brief templates live in the sidebar’s Library section.
What’s next?
User management
Invite teammates and manage the org-admin role.
Branding
Logos, colors, white-labeling, and custom domains in depth.
Email domain
Send and receive on your own domain.
Phone and registration
Numbers, texting registration, and verified caller ID.