ThreadLogic Portal
All systems nominal
Templates
Browse 20 available templates (5 Quick Wins, 15 Add-Ons).
Missed Call → Text Back → Create Ticket
Recover lost leads automatically, with zero awkward voicemail tag.
Tier: Quick WinCredits: 1Phone logsSMSHelpdesk
Support Inbox → Triage → Draft Reply
Categorize inbound support, create a ticket, and generate a safe draft reply (draft-first).
Tier: Quick WinCredits: 1EmailHelpdeskAI
Invoice Overdue → Reminder Sequence
Nudges customers politely (and consistently) until you get paid.
Tier: Quick WinCredits: 1AccountingEmail/SMS
Appointment No-Show → Rescue Sequence
Automatically follow up and rebook no-shows without staff chasing.
Tier: Quick WinCredits: 1SMSCalendarCRM
Job Complete → Review Request → Issue Recovery
Send review requests automatically. Route negative feedback internally before it goes public.
Tier: Quick WinCredits: 1SMS/EmailCRMReviews
Web Form → Auto-Qualify → Book Slot
Score inbound leads and route the right ones directly to scheduling.
Tier: Add-OnCredits: 2FormsCRMCalendar
New Lead → Quote → Schedule
Reply fast, capture details, and book jobs without the back-and-forth.
Tier: Add-OnCredits: 2EmailCalendarCRM
Quotes Sent → Follow-Up Timer → Book/Close
Stop letting good quotes go cold with timed nudges until booked or closed.
Tier: Add-OnCredits: 2EmailCRMCalendar
Status Updates → Milestones → Customer Messages
Proactively update customers when work starts, changes, delays, and completes.
Tier: Add-OnCredits: 2CRM/ProjectSMS/EmailHelpdesk
Internal Handoffs → Assign Owner → Remind
Make ownership obvious. Auto-assign by rules and remind if nothing moves.
Tier: Add-OnCredits: 2HelpdeskSlackEmail
Customer Onboarding → Docs → Kickoff
Collect required info, assign owners, and launch onboarding cleanly.
Tier: Add-OnCredits: 2EmailDocsCRM
New Hire → Accounts → Checklist
Onboarding that actually finishes, without a dozen follow-ups.
Tier: Add-OnCredits: 2EmailDocsIT
Daily Ops Summary → Action Buttons
A daily command center with action links (assign, snooze, escalate).
Tier: Add-OnCredits: 2SlackCRMCalendar
Support Inbox → Triage → Booking Link Add-On
When a call is needed, insert the right booking link and tag the ticket.
Tier: Add-OnCredits: 2EmailHelpdeskCalendarRequires: Support Inbox → Triage → Draft Reply
Invoice Overdue → Payment-Aware Stop Add-On
Stop reminders automatically once payment is detected and log it back to your system.
Tier: Add-OnCredits: 2AccountingEmail/SMSHelpdeskRequires: Invoice Overdue → Reminder Sequence
Refund / Cancellation → Intake → Approval
Capture intent, gather details, route for approval, and document everything (audit-friendly).
Tier: Add-OnCredits: 3EmailHelpdeskAccounting
SLA Breach → Escalate → War Room
Detect stalled tickets, escalate automatically, and coordinate resolution fast.
Tier: Add-OnCredits: 3HelpdeskSlackEmail
Support Inbox → Approval Gate for Sensitive Emails
Hold sensitive replies for approval before sending (tone + risk guardrails).
Tier: Add-OnCredits: 3EmailHelpdeskAIRequires: Support Inbox → Triage → Draft Reply
Internal Handoffs → SLA Rules → Escalations
Add SLA timers, escalation paths, and reminders so work doesn’t stall.
Tier: Add-OnCredits: 3HelpdeskSlackEmailRequires: Internal Handoffs → Assign Owner → Remind
Multi-System Sync → CRM ↔ Billing ↔ Helpdesk
Keep customer records consistent across systems with guardrails, conflict rules, retries, and audit trail.
Tier: Add-OnCredits: 4CRMAccountingHelpdesk
Latest activity
Review request sent; customer replied positive; sent review link follow-up.
job.completedsuccess
No reply after 60 minutes; created ticket and posted note for manual follow-up.
calendar.no_showstopped
Ticket created; classified 'account'; drafted reply and attached to ticket.
email.receivedsuccess