Integrating Thread Chat with CloudRadial

Thread (formerly Chatgenie) allows your service team to chat with clients in Microsoft Teams and Slack, plus a whole lot more. You can integrate Thread with CloudRadial while also allowing the chat widget to automatically pull the user's name and email from their CloudRadial log-in information.

More details on their product can be found here: https://www.getthread.com  

• Thread Integration Instructions

Thread Integration Instructions

In Thread Admin Panel:

1. Go to Messenger
2. Click the Installation tab
3. Copy the App ID shown (you'll need this for later)
   

Then in CloudRadial:

1. Navigate to Partner > Settings
2. Select Integrations on the right (under the Configuration column)
3. Select the Thread option
4. Check the box that labeled Enable Thread?
5. Enter your App Id (from Thread)
6. Submit

Your Thread icon should appear at the bottom right of the screen after a refresh.

The username and email are prefilled so when a chat is started. The result is that the user's name and email will appear in the chat automatically without requiring them to type them in.

Note : For the thread integration to work from within the CloudRadial Desktop Application, it must be updated to version 4.6.0.0 or higher.