Thread Terminology
A comprehensive glossary of terms used in Thread. Terms are organized alphabetically for easy reference.A
Account
A customer organization being onboarded through Thread. Accounts contain contacts, milestones, actions, and all related onboarding data. Related: Creating AccountsAccount Executive (AE)
The sales team member who closed the deal and initiates the handoff to Customer Success. AEs complete handoff forms to transfer customer context to CSMs. Related: Handoff ProcessAction
A discrete task or communication within an onboarding milestone. Actions have types (email, meeting, form, etc.), triggers, and completion criteria. Types: SEND_EMAIL, REQUEST_DOCS, COLLECT_INFO, REQUEST_ASSETS, SCHEDULE_MEETING, SLACK Related: Action Types ReferenceAction Instance
A specific occurrence of an action for a particular account. When a template is applied, action definitions become action instances with their own status and data.Admin
A user role with full organizational permissions including user management, template creation, workflow building, and connector configuration. Contrast with: User (CSM)Approval Node
A workflow node that pauses execution until a designated person approves or rejects. Used for manager sign-off or quality gates. Related: Building WorkflowsARR (Annual Recurring Revenue)
The annualized value of a customer’s subscription, used for segmentation and routing decisions in workflows.B
Blocker
An action marked as required for milestone completion. Blockers prevent milestone progress until completed. Configuration: Set in action’scustomer_portal.blocker setting
Broadcast
A feature for sending bulk Slack messages to multiple customer channels simultaneously. Used for announcements and updates. Related: BroadcastC
Condition Node
A workflow node that routes execution based on data conditions. Supports comparisons like equals, greater than, contains, etc. Related: Building WorkflowsConnector
An integration with an external service (Slack, Google, HubSpot, etc.). Connectors enable automated triggers and actions. Related: Integrations OverviewCSM (Customer Success Manager)
The primary user of Thread. CSMs manage customer onboarding, review AI-generated content, and ensure successful implementations.CSM Assignment Node
A workflow node that assigns a CSM to an account, either from a specific queue or directly to a named individual.Customer Portal
The customer-facing interface where contacts complete actions, upload documents, fill forms, and track onboarding progress. Related: Portal OverviewD
Delay Node
A workflow node that pauses execution for a specified duration (hours or days) before continuing to the next node.Draft
The initial state of generated content (emails, forms) before CSM review and approval. AI generates drafts that CSMs can edit.E
End Node
A workflow node that terminates a workflow path. Workflows can have multiple end nodes for different outcomes (completed, rejected, etc.).Executable Action
An action type that can be programmatically executed through Thread (SEND_EMAIL, REQUEST_DOCS, COLLECT_INFO, REQUEST_ASSETS). Non-executable actions require manual completion.F
Form Field
An input element within a COLLECT_INFO action. Types include text, textarea, select, multi_select, checkbox, date, email, phone, and number.G
Generator
A component that creates initial draft content for actions using AI. Generators use template configuration and account context to produce personalized content.H
Handoff
The process of transferring customer context from Sales (AE) to Customer Success (CSM). Includes structured questions about goals, risks, and requirements. Related: Handoff ProcessHandoff Form
A structured questionnaire completed by AEs during handoff. Questions are configured by admins and can be pre-filled by AI. Related: Handoff ConfigurationHandoff Template
A collection of questions used during the sales-to-CS handoff. Organizations can have multiple templates for different scenarios.I
Implementation Tab
The main interface where CSMs manage account onboarding, review actions, and track progress. Related: Implementation TabIntegration
A connection to an external service that enables data sync, triggers, or actions. See Connector.L
LLM Transform Node
A workflow node that uses AI to process, transform, or extract information from data. Used for normalizing CRM data or generating content.M
Magic Link
A one-time authentication link sent to customers for portal access. Eliminates password management for occasional users.Manual Upload
The process of bulk-importing accounts via JSON/CSV with AI-powered data normalization. Related: Manual UploadMilestone
A phase or stage within an onboarding template. Milestones contain related actions and have sequential or parallel completion requirements. Related: Milestones and PhasesN
Node
A single step in a workflow. Nodes are connected to define execution flow. Types include Start, End, Condition, Queue, Approval, and various action nodes. Related: Building WorkflowsO
Organization
A Thread customer account (your company). Contains users, templates, workflows, connectors, and customer accounts.P
Phase
See Milestone. Terms are used interchangeably in Thread.Pipeline
In CRM context, a series of stages that deals/opportunities move through. Thread can trigger workflows based on pipeline stage changes.Portal
See Customer Portal.Primary Contact
The main customer contact for an account. Receives portal invitations and is the default recipient for communications.Q
Queue
A holding area for workflow tasks requiring human action. CSMs process queue items from the Queue Dashboard. Related: QueuesQueue Dashboard
The interface where CSMs view and process pending workflow tasks, approvals, and assignments.Queue Node
A workflow node that pauses execution and creates a task for human processing. The workflow resumes when the task is completed.R
RLS (Row-Level Security)
Database security ensuring users only access data within their organization. Enforced at the database layer.Run
A single execution of a workflow. Runs have states (pending, running, completed, failed, paused) and can be monitored in the workflow interface. Related: Running WorkflowsS
Scheduled Action
An action with a delay trigger that executes at a future time. Managed by a background job system. Related: Scheduled ActionsStart Node
The entry point of a workflow. Configures the trigger source (CRM events, manual, API).Switch Node
A workflow node that routes to multiple paths based on a value. Similar to a programming switch statement.T
Template
A reusable onboarding blueprint containing milestones and actions. Applied to accounts to create their implementation plan. Related: Creating TemplatesTemplate Revision
A versioned snapshot of a template. When templates are applied to accounts, the revision is locked to ensure consistency.Trigger
The condition that activates an action or workflow. Types include milestone_start, manual, CRM events, and time-based delays.Triage Node
A workflow node for initial account assessment. Routes accounts based on characteristics like size, industry, or deal value.U
User
A Thread team member. Users have either Admin or User (CSM) roles determining their permissions. Related: User ManagementV
Variable
A placeholder in templates that gets replaced with actual values. Format:{{variable_name}}. Common variables include company_name, contact_name, csm_name.
Vault
Supabase’s secure storage for sensitive data like API tokens and credentials. Used for connector authentication.W
Webhook
An HTTP callback triggered by external events. Thread receives webhooks from CRMs and integrations to trigger workflows.Workflow
An automated process that orchestrates account onboarding. Workflows use nodes to define logic, routing, and actions. Related: Workflows OverviewWorkflow Builder
The visual interface for creating and editing workflows. Uses a canvas with draggable nodes and connections. Related: Building WorkflowsAcronym Reference
| Acronym | Full Term |
|---|---|
| AE | Account Executive |
| ARR | Annual Recurring Revenue |
| CSM | Customer Success Manager |
| CRM | Customer Relationship Management |
| LLM | Large Language Model |
| QBR | Quarterly Business Review |
| RLS | Row-Level Security |
| SSO | Single Sign-On |