# Thread Documentation

## Docs

- [Branding](https://docs.thread.app/admin-guide/branding.md): Customize Thread with your company's visual identity for a seamless customer experience
- [Broadcast Messaging](https://docs.thread.app/admin-guide/broadcast.md): Send bulk Slack messages to multiple customer channels at once
- [Handoff Configuration](https://docs.thread.app/admin-guide/handoff-configuration.md): Create and manage handoff templates that capture critical context from Account Executives
- [Manual Account Upload](https://docs.thread.app/admin-guide/manual-upload.md): Bulk import accounts using CSV, JSON, or raw data with AI-powered normalization
- [Organization Settings](https://docs.thread.app/admin-guide/organization-settings.md): Configure your organization's profile, branding, and default settings in Thread
- [User Management](https://docs.thread.app/admin-guide/user-management.md): Add team members, manage roles, and control permissions in your Thread organization
- [Applying Templates](https://docs.thread.app/csm-guide/accounts/applying-templates.md): Understand how templates are applied to accounts and how to customize them
- [Creating Accounts](https://docs.thread.app/csm-guide/accounts/creating-accounts.md): Learn how to create and configure customer accounts in Thread
- [Handoff Process](https://docs.thread.app/csm-guide/accounts/handoff-process.md): Understand the AE-to-CSM handoff workflow and how to leverage handoff intelligence
- [Implementation Tab](https://docs.thread.app/csm-guide/accounts/implementation-tab.md): Master the Implementation Tab—your command center for reviewing and executing customer actions
- [Action Execution](https://docs.thread.app/csm-guide/automation/action-execution.md): Understand how Thread's automation engine triggers, generates, and executes actions
- [AI Generation](https://docs.thread.app/csm-guide/automation/ai-generation.md): Learn how Thread uses AI to generate personalized action drafts and handoff intelligence
- [Scheduled Actions](https://docs.thread.app/csm-guide/automation/scheduled-actions.md): Understand how Thread schedules and executes delayed actions automatically
- [Action Types](https://docs.thread.app/csm-guide/templates/action-types.md): Complete guide to Thread's five action types: Send Email, Request Docs, Collect Info, Schedule Meeting, and Slack Message
- [Template Best Practices](https://docs.thread.app/csm-guide/templates/best-practices.md): Learn from proven templates that drive customer success and scale your onboarding operations
- [Creating Templates](https://docs.thread.app/csm-guide/templates/creating-templates.md): Learn how to build effective onboarding templates that scale your customer success operations
- [Milestones & Phases](https://docs.thread.app/csm-guide/templates/milestones-and-phases.md): Master the art of structuring customer onboarding into effective, trackable phases
- [Building Workflows](https://docs.thread.app/csm-guide/workflows/building-workflows.md): Create visual automation pipelines with the drag-and-drop workflow builder
- [Workflows Overview](https://docs.thread.app/csm-guide/workflows/overview.md): Automate account creation and routing with visual workflow builder
- [Queue Dashboard](https://docs.thread.app/csm-guide/workflows/queues.md): Process human tasks from workflows including assignments, approvals, and reviews
- [Running Workflows](https://docs.thread.app/csm-guide/workflows/running-workflows.md): Monitor workflow execution, debug issues, and manage workflow runs
- [Completing Actions](https://docs.thread.app/customer-portal/completing-actions.md): Learn how to complete different types of tasks in your customer portal
- [Forms & Surveys](https://docs.thread.app/customer-portal/forms-and-surveys.md): Complete questionnaires, intake forms, and surveys in your customer portal
- [Customer Portal Overview](https://docs.thread.app/customer-portal/overview.md): Your personalized onboarding hub to track progress, complete tasks, and collaborate with your success team
- [Portal Settings](https://docs.thread.app/customer-portal/settings.md): Manage your profile, password, and preferences in the customer portal
- [Team Management](https://docs.thread.app/customer-portal/team.md): View your team members and invite colleagues to your customer portal
- [Uploading Documents](https://docs.thread.app/customer-portal/uploading-documents.md): Learn how to upload documents, files, and brand assets in your customer portal
- [Viewing Your Timeline](https://docs.thread.app/customer-portal/viewing-timeline.md): Understand your onboarding phases, track progress, and see what's next in your implementation
- [Gong](https://docs.thread.app/integrations/gong.md): Pull sales call transcripts and insights into Thread so handover briefs, success plans and risk surfacing all start with real customer context.
- [Google Workspace](https://docs.thread.app/integrations/google-workspace.md): Connect Google Calendar and Drive for meeting scheduling and document access
- [HubSpot](https://docs.thread.app/integrations/hubspot.md): Connect HubSpot CRM to auto-create accounts from deals and sync customer data
- [Kantata (coming soon)](https://docs.thread.app/integrations/kantata.md): Spin up Kantata projects automatically when deals close. Resource by role, sync milestones, and link projects back to the Salesforce opportunity.
- [Microsoft](https://docs.thread.app/integrations/microsoft.md): Connect Microsoft 365 for calendar integration and email functionality
- [Notion](https://docs.thread.app/integrations/notion.md): Trigger account creation when new rows are added to Notion databases
- [Overview](https://docs.thread.app/integrations/overview.md): Connect Thread with your existing tools to automate workflows and eliminate data silos
- [Salesforce](https://docs.thread.app/integrations/salesforce.md): Trigger workflows from opportunity stage changes and pull rich CRM context into handover briefs, success plans and SOW analysis.
- [Slack](https://docs.thread.app/integrations/slack.md): Send updates, handover briefs and milestone celebrations into Slack channels — your customer's, your team's, or both.
- [Zoom](https://docs.thread.app/integrations/zoom.md): Schedule and track Zoom meetings for customer calls (coming soon)
- [Getting Started](https://docs.thread.app/introduction/getting-started.md): Get up and running with Thread in 5-10 minutes
- [Key Concepts](https://docs.thread.app/introduction/key-concepts.md): Understand the fundamental building blocks of Thread: Templates, Milestones, Actions, and Automation
- [What is Thread?](https://docs.thread.app/introduction/what-is-thread.md): Thread is the customer success platform built around workflows. Trigger from your CRM, draft handovers, run kickoff, customize plans per account, and give customers a portal that's actually useful.
- [Why Thread?](https://docs.thread.app/introduction/why-thread.md): Discover how Thread transforms customer onboarding from manual chaos into automated success
- [Action Types Reference](https://docs.thread.app/reference/action-types.md): Complete reference for all action types available in Thread templates
- [FAQ](https://docs.thread.app/reference/faq.md): Frequently asked questions about Thread
- [Glossary](https://docs.thread.app/reference/glossary.md): Key terms and definitions used throughout Thread
- [CSM assignment](https://docs.thread.app/use-cases/csm-assignment.md): Route accounts to the right CSM by ARR, region, segment or any field — round-robin, least-loaded, or named owner.
- [Customer handover](https://docs.thread.app/use-cases/customer-handover.md): Auto-draft the AE → CSM brief from CRM data and call transcripts, with the questions you actually want answered.
- [Customer portal experience](https://docs.thread.app/use-cases/customer-portal-experience.md): What your customer sees: their plan, their actions, their team — branded as yours, mirrored from your workflows in real time.
- [Customer kickoff & onboarding](https://docs.thread.app/use-cases/kickoff-onboarding.md): Turn a closed deal into a live customer on a measurable timeline. Stepper-driven progress, automated next-actions, real first-value tracking.
- [Statement of Work analysis](https://docs.thread.app/use-cases/sow-analysis.md): Compare a signed SOW against your standard terms in seconds. Surface deviations, custom commitments and risk before kickoff.
- [Success plans](https://docs.thread.app/use-cases/success-plans.md): Phased plans with owners, milestones and dates — customizable per account, mirrored to the customer portal.

## OpenAPI Specs

- [openapi](https://docs.thread.app/api-reference/openapi.json)

## Optional

- [Sign In](https://stitch.thread.app/login)
- [Support](mailto:team@thread.app?subject=Thread%20support%20request&body=Tell%20us%20what%20you%27re%20trying%20to%20do%2C%20what%20you%27ve%20tried%2C%20and%20any%20relevant%20account%20or%20workflow%20names.%0A%0A--%0AFrom%3A%20Thread%20documentation)