Seting Up the Channel Grouping Assistant

Dynamic Groups is a premium feature.

The Channel Grouping Assistant is an intelligent feature that notifies you whenever you join or leave a channel, prompting you to add or remove the channel from a Threadly Conversation Group. To reduce irrelevant notifications from channels not designed for Threadly, you can configure a custom channel pattern. This ensures you only receive notifications when you are added to channels that match the specified pattern.

Getting Started:

1. Navigate to the Settings section from the App Home tab by scrolling to the bottom.

2. Select the Notifications option.

3. Enable the toggle next to "Prompt me to add new channels to Channel Groups."

4. Optionally, specify a channel pattern (e.g., "partner-" or "project-") to restrict notifications to channels that match your custom pattern.

Once enabled, you'll start to receive alerts:

Joined Channel

If you have HubSpot or Attio connected, the prompt from Threadly will also offer you to add the channel to a specific record in the CRM:

Left Channel