Thread

Thread

Thread Magic
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About

Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.

About

Thread is an AI-powered Service Desk platform built for MSPs that delivers agentic triage, automation, and seamless chat experiences — all without code. Designed to deploy in under 30 minutes, Thread integrates instantly with your PSA tools like ConnectWise, Autotask, and HaloPSA. Its AI agents automate intake, categorize tickets, and generate recaps and time entries, saving technicians up to 19 minutes per request. With a unified inbox, teams can manage conversations from Teams, Slack, or Messenger in one responsive workspace. Thread boosts operational efficiency, cuts overhead, and transforms the client experience with faster resolutions and 1:1 or group chat support. It’s the fastest way to scale your MSP service desk while maintaining exceptional service quality.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Audience

Managed Service Providers (MSPs) seeking to automate ticket handling, triage, and chat workflows with AI to increase technician efficiency and service quality without adding overhead

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$60 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Strategy Overview
United States
www.strategyoverview.com

Company Information

Thread Magic
Founded: 2019
United States
www.getthread.com

Alternatives

HappySat

HappySat

Invarosoft

Alternatives

CloudRadial

CloudRadial

Azurative
Thread

Thread

Thread Magic

Categories

MSP

Categories

Integrations

Autotask PSA
HaloPSA
BrightGauge
ConnectBooster
ConnectWise Automate
ConnectWise PSA
Domotz
HubSpot CRM
IT Glue
ITBoost
Kaseya BMS
LiveChat
Microsoft 365
NinjaOne
Rewst
Salesforce
SmileBack
Syncro
Wise-Pay
Zendesk

Integrations

Autotask PSA
HaloPSA
BrightGauge
ConnectBooster
ConnectWise Automate
ConnectWise PSA
Domotz
HubSpot CRM
IT Glue
ITBoost
Kaseya BMS
LiveChat
Microsoft 365
NinjaOne
Rewst
Salesforce
SmileBack
Syncro
Wise-Pay
Zendesk
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information
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