Find the missing step.
The Guide follows up on an approved account that has not started processing. A reply tells it whether the merchant needs setup help, an answer, or a person on your team.
See the Guide experienceFor payments companies
Signed is the start.
Get merchants moving.
Give every approved merchant a Guide to finish setup, work through blockers, and stay with them to the first payment. Give your team help with the work behind the account.
For the team growing
the merchant base.
Built for payments platforms, payfacs, ISOs, and acquirers with merchants to activate. Your merchant gets useful, personal help. Your team sees the conversation, completed work, and what is still holding the account back.
One account. Both sides of the work.
A Guide with the customer.
Hands behind the scenes.
Conversation, customer setup, and team operations stay connected to the same goal.
Help the merchant finish.
Send a Sidekick link and work through setup together. The merchant stays responsible for sign-in, consent, and actions that need their approval.
See Sidekick at workBring the result back.
Runbooks complete the approved operational work behind the account. Thread checks the processing record to confirm the first payment, then updates the account history.
See back-office workEvidence in the account
Setup is progress.
Processing is the outcome.
A completed setup is not a transaction. Choose the outcome that matters, then verify it against the processor or system of record. Your team can distinguish “ready” from “active” at a glance.
Explore the use casesPut Thread to work
Start with merchants
who are ready to move.
Choose one activation goal and a cohort of approved merchants. See which accounts progress, which need help, and which outcomes your system confirms.
- 30-day pilot
- 50–100 customers
- Matched holdout