Changelog

Follow up on the latest improvements andΒ updates.

RSS

Sometimes a πŸ‘ says it all. When a contact reacts to a technician's message in Microsoft Teams instead of typing a reply, that reaction now flows back into Inbox β€” so acknowledgments are never missed and threads reflect the full conversation.
How it works
Reactions in Teams Group Chats sync to Inbox. When a contact adds an emoji reaction to a technician's message in a Teams Group Chat, it appears on the corresponding message in Inbox.
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Inbox shows the reaction and who added it. If the technician has already left the thread, new reactions trigger a notification and display like a new contact message β€” so nothing slips through.
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PSA sync
By default, an internal note is created whenever a reaction is added or removed. Prefer to keep reactions out of your PSA? You can turn this off in settings.
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When PSA sync is enabled, reactions are logged as internal notes on the ticket β€” giving you a complete record of the conversation, reactions included.
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What's new
Previously only the primary assigned member would receive a notification through the companion app.
Now all additional Members who are assigned will receive a Companion App notification through Teams/Slack.
This is now GA in Production.
Note: Member must have Companion App notifications set to 'All' in Admin.
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Now we offer more granular control over which updates get sent from a flow through the companion app to Slack/Teams. You now have the option to choose which updates are sent.
  • New Ticket Card (Required, always selected)
  • External notes
  • Internal notes
  • Activity logs
FAQs:
What happens with existing flows?
  • Since the previous behaviour was to send all updates, existing flows that trigger notifications will continue to operate like that.
  • When a flow is updated, future notifications will respect specific notes/logs selected.
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We've redesigned the navigation to make it easier to find what you need β€” plus new ways to make it your own.
What's new
  • Refreshed layout: the nav has been reorganized for faster, more intuitive access to your tools.
  • Themes: choose from new visual themes to personalize your workspace.
  • Customization: reorder sidebar items, show or hide sections β€” set up your nav the way you work.
Good to know
  • All existing features and functionality are still there β€” just organized more clearly.
  • Customization is per user β€” reordering sections, showing/hiding items, and theme changes only affect your own view, not other members of your workspace.
Where to find it:
Inbox β†’ Your Avatar
You can now tell clients when your team is unavailable beyond regular business hours. Set your closures once and Thread keeps Messenger, auto-responses, and the Reminder Agent behaving correctly through every holiday, automatically.
  • Holiday closures
    with schedules that carry forward and auto-adjust to the correct date each year.
  • Custom one-off closures
    for company events, training days, or weather
  • Client-level overrides
    for deployments that don't follow your default hours
  • Messenger banner
    during closures showing the holiday and when you're next available, plus a customizable out-of-office message on new chats
  • Reminder Agent
    pauses during any closure β€” no pings while you're off
Available now in
Admin β†’ Workspace Settings β†’ Business Hours.
Help documentation here
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Technicians can now place calls directly from Thread Inbox β€” recorded, transcribed, and dropped into the ticket automatically.
Step 4
  • Click-to-call from the contact panel
  • Your caller ID displayed to customers regardless of what number your tech calls from
  • Recording + transcription directly in the ticket
  • AI summaries and Super Magic transcript access
  • Pause/resume transcription anytime
How to Configure
Admin setup
  1. Create an Outbound agent in Admin
  2. Add and verify at least one caller ID number
  3. Toggle outbound calling on
Making calls
  1. Click to call from the contact panel in Inbox
  2. Select your agent, caller ID, and the number you want to be reached at
  3. Click Place Call β€” Thread rings you first, then connects the customer
Techs can call from any number β€” direct line, extension, or personal device β€” and still display your verified main number to customers.
Check out the help docs here.
TIP
: Before making any outbound calls, re-sync your Members and Contacts to have the most accurate contact information.
Group 1000006304
What's New
  • Pause and resume transcription during active calls
  • End call button in Inbox to unstick calls that don't disconnect properly
How It Works
Pausing transcription
  • Available during any active call in Inbox
  • Use it to keep sensitive information out of the transcript
  • Note: pausing stops the transcript only β€” the call continues to record
Ending a call
  • The technician who started the call (or the ticket assignee for inbound) can end it
  • Any admin can end a call at any time
  • After 24 hours, anyone on the team can end it β€” so stuck calls don't linger
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πŸ“Š Six dashboards, built for your team:
πŸ“ˆ
ROI Value Realization
β€” See the measurable value your team is gaining from Thread β€” ticket deflection, time saved, and impact at a glance.
🎯
Assistive AI Accuracy
β€” Track how consistently Thread's AI makes the right ticketing decisions across your entire service desk.
πŸ€–
Triage Agent Summary
β€” Visibility into how the Triage Agent is engaging with tickets, improving responsiveness, and supporting your team.
πŸ’¬
Messenger (Chat)
β€” A real-time view of active Messenger deployments across your organization β€” who's using it, and how.
πŸ“ž
Voice AI Summary
β€” Call volume, duration, CSAT, ticket creation, and company breakdowns β€” everything about your Voice AI in one view.
πŸ‘₯
Service Team Performance & AI Usage
β€” Ticket outcomes, resolution quality, reopen trends, and Magic AI usage patterns β€” all together.
πŸ”“ Now available to Team Admins β€” Head to Admin Panel β†’ Analytics to explore all six dashboards today.
The complete call transcript now lands directly on the PSA ticket as a .txt file, so partners get the full back-and-forth in their PSA without us fighting note-body character limits.
Where to find it:
Open the Voice AI ticket in your PSA β†’ the transcript is in the ticket's attachments/files
Why it matters:
Now you can use the full transcript in your custom workflows, work right inside the PSA without context switching, or download it and run it through your preferred AI.

new

Magic

Admin

Magic 2.5

🧱 πŸ”§ New Triage Agent Custom Rules πŸ€–
Custom Rules just leveled up. Instead of one freeform block of text, you can now build structured, testable rules.
What's new?
  • Structured rule cards: draft up to 10 rules, 5,000 characters each
  • Targeted scope: scope each rule to specific clients or contact types
  • Test before you ship: validate in the Emulator before publishing
  • Safe migration: your existing freeform rules stay live until you choose to move over
Where to find it:
Admin -> Triage Agent -> Custom Rules
Default: nothing changes until you opt in. Current freeform rules keep working as-is.
.
πŸŽ›οΈ Triage Agent Client Access: Contact Filtering + Request Blocking πŸ€–
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You now have finer control over which requests the Triage Agent engages with, beyond companies, boards, and sources.
What's new?
  • Contact filtering: exclude specific contacts, or include/exclude by ConnectWise contact type. Contact-level rules take precedence over company access.
  • Request blocking: block by sender domain (wildcards supported, e.g. *
    .example.com
    ), specific email address, or keywords in the thread title.
Good to know
  • Blocked requests still create a thread. The Triage Agent just won't respond or act on it, so a human can pick it up as usual.
Where to find it
: Admin -> Triage Agent -> Client access
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