> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withchanneled.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> A guide to managing threads in Channeled

## Team inbox for customer conversations

Channeled automatically tracks external customer activity in connected channels.

[Watch a demo of how threads are organized and managed by Channeled in Slack](https://www.loom.com/share/561119a0a4ed40febced9c36ffb564e9?sid=e3358756-ebfa-4247-a9d7-77e3bbd9237a).

`Threads` are automatically captured/updated when an external customer starts a new message (e.g, new thread in Slack) or replies to an existing message.

<Note>
  Threads are **automatically grouped** when Channeled detects similarities in
  topic and timing. For instance, if a specific contact posts two messages in
  quick succession, Channeled will detect that they're likely part of the same
  message, and will store them automatically as part of one `thread group`.
</Note>

When created or updated, threads can be accessed in the team inbox, which is configured with default views by assignee or status. Users can create additional filters/views or search to find specific threads in the inbox.

#### Triaging customer threads in Slack

The `live feed` in Slack provides your team a dedicated channel in Slack that operates like a unified inbox for all threads connected in Channeled.

<Tip>
  Newer installations to Channeled will set up a live feed in Slack during
  onboarding. If you have an older instance of Channeled, you can create a live
  feed channel using the steps below.
</Tip>

#### Capturing historical threads

To save threads that were created in Slack channels before Channeled was installed, you can run a bulk scan for historical channel activity, or selectively save older threads individually.

Once saved, older threads are searchable and filterable within the team inbox.

## Updating threads

#### Thread statuses

Channeled uses 7 primary statuses to organize threads.

| Status                   | Definition                                                                                                                                                  |
| ------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **New**                  | The default status for threads where no internal owner has responded to a customer message.                                                                 |
| **Waiting for Customer** | Channeled will automatically set this status to threads previously in `New` or `Open` status once internal owners have replied to a customer message.       |
| **Open**                 | Channeled will automatically set this status to threads previously in `Waiting for Customer` status once customers owners have replied to an internal user. |
| **Escalated**            | Threads can be manually marked `Escalated` by internal team members.                                                                                        |
| **Snoozed**              | Threads can be manually marked `Escalated` by internal team members.                                                                                        |
| **Completed**            | Threads that are closed and count towards responsiveness/resolution metrics.                                                                                |
| **Dismissed**            | Threads that are closed and don't count towards responsiveness/resolution metrics.                                                                          |

You can update threads in either the live feed or web inbox.

#### Routing threads

Channeled can automatically route customer threads to internal channel/customer owners, along with a fallback internal owner for any customer channels that do not have a designated owner.

<Tip>
  Slack `usergroups` can be used to assign threads/channels. When `usergroups`
  are assigned as thread owners, Channeled uses the first user in the group at
  any given time for notifications/routing.
</Tip>

<iframe src="https://player.vimeo.com/video/888112406?badge=0&autopause=0&quality_selector=1&player_id=0&app_id=58479" width="720" height="500" title="Updating customer owners" frameborder="0" allowfullscreen />

#### Adding internal comments

To add internal comments related to a thread, post a reply in the `live feed channel`, or add a comment from the team inbox.

<iframe src="https://player.vimeo.com/video/888112406?badge=0&autopause=0&quality_selector=1&player_id=0&app_id=58479" width="720" height="500" title="Updating customer owners" frameborder="0" allowfullscreen />

#### Adding tags

To create tags for your organization, go to [Inbox Settings](https://app.withchanneled.com/channels).

`Parent tags` are primarily used to identify the top-level category of thread topics (e.g, `bugs`, `feature requests`).

`Child tags` are used to identify the drill-downs beneath the primary categories (e.g, `integrations`, `dashboards`)

<Tip>
  You can add/update tags to threads in both the live feed and the web inbox.
</Tip>

| # | Instructions                                                                                       |
| - | -------------------------------------------------------------------------------------------------- |
| 1 | Go to [Channels](https://app.withchanneled.com/channels)                                           |
| 2 | For individual updates, find your selected customer record and update the `Owner` column directly. |
| 3 | For bulk updates, select or filter for your selected records and click the `Reassign` button.      |

<iframe src="https://player.vimeo.com/video/888112406?badge=0&autopause=0&quality_selector=1&player_id=0&app_id=58479" width="720" height="500" title="Updating customer owners" frameborder="0" allowfullscreen />

## Notifications

#### Notifications to thread owners

<Tip>
  You can add/update tags to threads in both the live feed and the web inbox.
</Tip>

| # | Instructions                                                                                       |
| - | -------------------------------------------------------------------------------------------------- |
| 1 | Go to [Channels](https://app.withchanneled.com/channels)                                           |
| 2 | For individual updates, find your selected customer record and update the `Owner` column directly. |
| 3 | For bulk updates, select or filter for your selected records and click the `Reassign` button.      |

#### Public channel notifications

<Tip>
  You can add/update tags to threads in both the live feed and the web inbox.
</Tip>

| # | Instructions                                                                                       |
| - | -------------------------------------------------------------------------------------------------- |
| 1 | Go to [Channels](https://app.withchanneled.com/channels)                                           |
| 2 | For individual updates, find your selected customer record and update the `Owner` column directly. |
| 3 | For bulk updates, select or filter for your selected records and click the `Reassign` button.      |

#### Custom notifications by channel

<Tip>
  You can add/update tags to threads in both the live feed and the web inbox.
</Tip>

| # | Instructions                                                                                       |
| - | -------------------------------------------------------------------------------------------------- |
| 1 | Go to [Channels](https://app.withchanneled.com/channels)                                           |
| 2 | For individual updates, find your selected customer record and update the `Owner` column directly. |
| 3 | For bulk updates, select or filter for your selected records and click the `Reassign` button.      |
