Changelog

Follow up on the latest improvements andΒ updates.

RSS

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€–
image (2)
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
image
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How to enable it
1. Go to PSA Sync settings
2. Integrations β†’ PSA β†’ PSA Sync β†’ Manage Sync
3. Open Boards & Categories
4. Find the board you want to exclude using the search bar or scroll the paginated list.
5. Uncheck to exclude
6. Click Save β€” done
You can now customize what their voice agent says to sign off at the end of a call, instead of the default goodbye.
What's new
  • Custom farewell field: set your own closing message per voice agent
  • Works across flows: applies consistently to Attendant, Overflow, and Attendant β†’ Overflow handoffs
  • Reset to default: revert to the standard farewell anytime with one click
Where to find it:
Voice β†’ Agents β†’ select an agent β†’ Overflow/Attendant Settings
Notes:
  • Existing agents keep the default farewell unless a partner sets a custom one.
  • Per-agent setting β€” changes apply only to the selected voice agent.
Attendant:
image (6)
Overflow:
image (5)
image (3)
Partners can now configure speech speed and volume per voice agent from the agent’s General tab.
What’s new
  • Speech speed slider: adjust from 0.6x to 1.5x, default 1.0x
  • Speech volume slider: adjust agent voice volume from the same section
  • Preview support: preview reflects the selected voice and pending speed/volume changes before saving
  • Per-agent settings: changes apply only to the selected voice agent
Where to find it:
Voice β†’ Agents β†’ select an agent β†’ General β†’ Voice settings
Notes:
  • Speech speed applies to previews and live calls.
  • Speech volume works reliably in preview and is sent to Cartesia for live calls, but perceived volume on phone calls may vary because downstream telephony systems can normalize audio.
Existing agents keep their default behavior unless a partner updates the settings.

new

Inbox

Magic

Magic 2.4

✨ Three new ways for Ask Magic to surface the right knowledge
This release brings two new integration paths and a proactive drafting feature to Ask Magic. They ship together but each works on its own. Pick the ones that fit your shop, skip the ones that don't.
πŸ”— Hudu Integration
Connect your Hudu workspace and Ask Magic instantly references your articles in real time, no syncing, no waiting. Up to 5 relevant articles surfaced per question (configurable up to 10), full content available to the AI, not just titles. Smart fallback search retries with different phrasings so you don't lose results to a wording mismatch. Results are scoped to the client on the thread.
πŸ“š IT Glue Integration
Connect your IT Glue account once and Thread keeps your library aligned every night, fully automatic, no manual touch needed. Incremental sync touches only what changed.
Need an immediate refresh after publishing something? Hit Sync now on the Document Sync tab.
πŸ“ Thread Admin β†’ Integrations β†’ IT Glue/Hudu β†’ connect your API key and toggle on Knowledge Articles
.
πŸͺ„ Proactive Messaging in Ask Magic
When a technician opens an eligible ticket, Ask Magic now drafts a suggested resolution in the background. Context, troubleshooting steps, and relevant KB articles, all queued up before they type a thing.
The draft is internal-only, so customers never see it. Pulls from your Knowledge Base, past related tickets, and any connected documentation (IT Glue or Hudu, if enabled).
πŸ€– New Triage Agent Setting: Silent Inactivity Mode 🀫
You can now prevent the Triage Agent from sending any follow-up message when a thread goes inactive, including the well-known "just checking in" and any custom timeout message you've configured.
What's new?
  • 🎚️ Toggle it on under the Silence timeout message section in your Triage Agent settings
  • πŸ‘€ When enabled, the agent still observes the inactivity window and transitions the thread into Listening Mode (if enabled), it just does so without messaging the contact
  • 🀝 Works alongside Listening Mode whether it's on or off
  • βœ‹ Overrides any custom timeout message you've set
🎯 Who this is for
Teams that want the agent to monitor silently and leave all outreach to their technicians.
βš™οΈ Default: off. Existing workspaces keep their current timeout messaging behavior until they opt in.
Contact mapping has always been one of those features that sounds simple but carries a lot of weight. Getting the right ticket connected to the right person saves technicians real time and reduces the guesswork that slows down support queues.
What changed?
Contact mapping is now controlled by agent β€”
meaning Attendant and Overflow each have their own independent contact mapping settings
, rather than Overflow inheriting Attendant’s settings (what used to happen).
Overflow contact mapping
Why this matters
Previously, contact mapping in Overflow was tied to Attendant's settings.
This created a real gap for MSPs running Attendant in Minimal Mode.
If a call timed out (no tech available) and routed to Overflow, there was no opportunity to collect caller information. Tickets created through this flow arrived without advanced contact mapping, leaving technicians to manually investigate who called if the number was unknown.
Some partners found a workaround by adding a custom question, but that only leaves a note in the ticket, it doesn’t actually map the ticket to the correct contact.
What's new?
Attendant and Overflow now each control contact mapping independently
Partners using Attendant in Minimal Mode can now enable AI caller identification in Overflow, so missed calls that route there still capture caller identity from unknown numbers.
If a call flows from Attendant β†’ Overflow, contact mapping is not asked twice β€” the handoff is seamless
What happens to your current settings?
No action is required. Settings have been migrated automatically based on your current configuration:
  • Using Advanced AI with β€œAI caller identification ON” β†’ Overflow AI caller identification defaults to ON, preserving your existing behavior
  • Using Minimal Mode or β€œAI caller identification OFF” β†’ Overflow contact mapping defaults to OFF
If you want to take advantage of the new per-agent controls, head into your Overflow settings to update anytime. Otherwise, everything works exactly as it did before.
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