Thread / Reusable visual library

One visual language.
Every part of the story.

Product illustrations on reeded glass, followed by the complete Guide and its individual motion pieces. These are the same components used on the live local preview.

Product views ↓ Motion pieces ↓ Brand guide ↗

Cedar & Lime· Dot, online ordering GuideReached

Alex Rivera · alex@example.com · Hand off to someone else

Copy linkMessageNudge nowPause

TODAY

10:18 AMTEXT TO ALEX

Hi Alex, your menu is ready. Want a hand turning on online ordering?

10:19 AMTEXT FROM ALEX

ALEXYes please. Can you give me a quick call?

10:20 AMCALL WITH ALEX

Call with AlexDot · Online ordering Guide

01:12

Customer requested · Team approved

Call excerpt

DOT

“Pickup, delivery, or both?”

ALEX

“Just pickup. Eleven to nine.”

10:21 AMTEXT TO ALEX

Here’s your link. I’ll set up pickup with you, eleven to nine. You’ll review it before anything goes live.app.thread.app/… ↗

10:21 AMSETUP OFFERED

Sent Alex a link to watch the setup happen.

ThreadSIDEKICKOnline orderingStop

Cedar & Lime Your setup, with a helping hand.

‹ › ↻⌑ dashboard.example.com / ordering↗

Cedar & LimeStore settings AR

OverviewMenuOnline orderingPaymentsTeam

STORE / OVERVIEW

Ready when you are.

Your menu is ready. Set up pickup to start accepting orders.

Online orderingNot enabled

Sidekick is working in your browser

SidekickYou

Cedar & Lime· Dot, online ordering GuideReached

Alex Rivera · alex@example.com · Hand off to someone else

Copy linkMessageNudge nowPause

TODAY

10:22 AMSETUP SESSION

Sidekick finished setup using the hours from Alex’s call. Alex reviewed and approved them.

10:23 AMSOURCE CHECK

WHAT IT READReading…

◉ Ordering dashboard · 1 read

Online ordering: Checking…
Pickup: Checking…
Hours: Checking…

● Done — verified Confirmed in the source

10:23 AMTEXT TO ALEX

You’re live. I checked: pickup ordering is on, with the hours you approved. You’re ready for your first order.

One customer, from conversation to completion

A 36-second story: a text, a captioned voice call, shared Sidekick setup, and a source receipt in the same account history. A compressed illustrative example.

Reuse this product view

Source: partials/product-views/guide-opening.html. Styles: product-views.css. Motion: product-views.js.

Add  and run python3 build.py --refined-only. Keep the illustrative-example caption.

Guides › Cohorts › Accounting setup

Export

Accounting setup

48 customers · One goal for every account

All guides ▾Enroll customers

● Enrolled48% of cohort

● Reached1531% of cohort

● Engaged1225% of cohort

● Verifying715% of cohort

● Done1021% of cohort

How it went27 customers replied96 texts delivered41 emails sent8 Sidekick sessions

All blockers ▾Any time3+ daysStalled only48 customers

COMPANY	STAGE	LAST HEARD	GUIDE’S LAST ACTION	IN STAGE
Marlow StudioAlex Morgan	Engaged	Texted · 4m ago	Sidekick is working	2m
Olive & RyeNora Chen	Engaged	Texted · 28m ago	Sent a setup link	28m
Northline ElectricJamie Park	Reached	Not yet	Followed up by text	1d
Juniper GoodsTaylor Reed	Done	Texted · 2h ago	Closed — verified	2h
Good Day DentalRobin Hayes	Engaged	Emailed · 1h ago	Answered a question	1h
Lakeview CoffeeCasey Ellis	Enrolled	Not contacted	Ready for outreach	8m

Marlow StudioAccounting setup

↗

TARGET

Connect accounting. Confirm it in the source.

10:29 AMSIDEKICK SESSION

BROWSER SESSION Accounting settingsWorking · 2 steps

Opened Accounting settings and selected QuickBooks. The session continues with the customer.

marlow / accounting

QuickBooks Online

Keep invoices and payments in sync.

Connect QuickBooks

Sidekick You

10:29 Opened accounting settings10:30 Selected QuickBooks Online10:32 Customer signed in10:33 Connection saved

The account workspace

The account list and the active Guide, with a synchronized source-check sequence.

Reuse this product view

Source: partials/product-views/overview.html. Styles: product-views.css. Playback: product-views.js.

Add the build marker  to a page and run python3 build.py. Keep the illustrative-account caption.

Guides › Accounting setup › Marlow Studio

Copy link

Marlow Studio Reached

Alex Morgan · alex@example.com · Accounting setup

MessageNudge nowPause

TODAY · OCT 23

10:18 AMENROLLED VIA CSV UPLOAD

Goal: connect QuickBooks and confirm the connection.

10:18 AMEMAIL TO ALEX

EMAIL Quinn · Accounting setup

A hand with your QuickBooks setup

Hi Alex,

Your account is ready. Let’s connect QuickBooks so your invoices and payments stay together. I can do the setup with you — you’ll just need your sign-in.

Quinn
Your setup Guide

10:20 AMTEXT TO ALEX

Hi Alex, it’s Quinn. QuickBooks isn’t connected yet. Want a hand getting it set up?

10:24 AMTEXT FROM ALEX

ALEXYes please. Can you give me a quick call first?

10:25 AMCALL APPROVED

Alex asked for a call. The team approved the dial.

10:26 AMCALL COMPLETED

Call with AlexQuinn · Accounting setup

01:42

↗

CALL SUMMARY

Alex wants invoices and payments in QuickBooks. They’re ready to connect, and will sign in on their phone.

10:28 AMQUINN · YOUR GUIDE

Here’s your link. I’ll handle the setup with you. You’ll sign in when we reach that step.Open your setup session ↗

10:29 AMSETUP LINK OPENED

Alex joined Sidekick. The shared browser session started.

10:29 AMBROWSER SESSION

BROWSER SESSION Sidekick · Marlow StudioWorking · 4 steps

Opened accounting settings. Alex is completing the sign-in step.

marlow / accounting

QuickBooks Online

Keep invoices and payments in sync.

Connect QuickBooks

Sidekick You

10:29 Opened accounting settings10:30 Selected QuickBooks Online10:32 Customer signed in10:33 Connection saved

10:34 AMREADING THE SOURCE

The browser finished. Checking the integration status before calling it done.

10:34 AMFRESH READ RECEIVED

WHAT IT READ · ACCOUNTING INTEGRATION

account   Marlow Studio
provider  QuickBooks Online
connected
                  true
read_at   10:34:28

10:34 AMDONE — VERIFIED

Accounting connected

The fresh source read matches the account’s goal.

10:35 AMTEXT TO ALEX

You’re connected. I checked the integration and your account is ready to sync. You’re all set.

10:36 AMTEXT FROM ALEX

ALEXPerfect. One less thing on my list. Thank you!

Text Email Calls SidekickOne continuing account history

The continuing conversation

A customer reply leads to a Sidekick setup link and a session event.

Reuse this product view

Source: partials/product-views/conversation.html. Styles: product-views.css. Playback: product-views.js.

Add the build marker  to a page and run python3 build.py. Keep the illustrative-account caption.

Thread

SIDEKICK

Accounting setup Stop

Marlow StudioYour setup, with a helping hand.

Sidekick is on it

Let’s connect
your accounting.

I’ll work through the setup. I’ll ask for your part when we get there.

01Open accounting settings10:29

Opening Settings → Integrations.

02Choose QuickBooks Online10:30

Selecting the accounting provider.

03Sign in securely10:32

YOUR TURN

Your password goes from this device into the page. Sidekick is never sent it.

04Finish the connection10:33

Enable syncing, save the settings, and check the first sync.

You can follow along while I work.

You

‹ › ↻ app.marlow.example/settings/integrations↗

mmarlow Search your workspaceAM

Settings / Integrations

Integrations

Connect the tools your business uses every day.

AccountingQuickBooks Online · Xero

Keep invoices and payments in sync.

Not connectedSet up accounting

↗PaymentsManage payment providersManage

◷SchedulingKeep your calendar up to dateManage

Sidekick is working in your browser

Sidekick

Your session. Your permission.Powered by

Thread

Sidekick, with the customer

Rose Guide cursor in the browser. Customer cursor on their step card.

Reuse this product view

Source: partials/product-views/sidekick.html. Styles: product-views.css. Playback: product-views.js.

Add the build marker  to a page and run python3 build.py. Keep the illustrative-account caption.

Runbooks › Prepare Pay Later messaging › Juniper Goods

Copy link

Prepare Pay Later messaging Draft work

Juniper Goods · Shopify team login · Started by Alex

MessageAdd a note

STATEOpening draftLAST CHECK-INJust now · Activity recordedCLOSE CONDITIONDraft preview matches the supplied copy

Browser session Opening draft00:00

shopifyJuniper GoodsDRAFT THEME

Online Store / Themes

Themes

JUNIPERGood things, every day.

DawnCurrent themeCustomize

Theme library

Dawn — Pay LaterDraft · Last saved today

PreviewCustomize

Runbook

14:02:01Opened Shopify with saved team login

14:02:01Opened Dawn — Pay Later draft

14:02:04Selected the payment message block

14:02:07Inserted the supplied payment message

14:02:08Enabled the message on the product page

14:02:11Placed the message below the price

14:02:14Saved changes to the draft

14:02:15Opened the desktop preview

14:02:19Opened the mobile preview

14:02:23Read-back matches the supplied text

14:02:26Attached both previews to this run

14:02:27Returned the draft for review · Not published

Runbooks, for the team

An amber browser agent edits a draft and returns it for review.

Reuse this product view

Source: partials/product-views/backoffice.html. Styles: product-views.css. Playback: product-views.js.

Add the build marker  to a page and run python3 build.py. Keep the illustrative-account caption.

Guides › Accounting setup › Marlow Studio

Copy link

Marlow Studio Verifying

Alex Morgan · alex@example.com · Accounting setup

MessageNudge nowPause

TODAY · OCT 23

10:33 AMTEXT FROM ALEX

ALEXI’m signed in. Looks like it’s connected!

10:34 AMBROWSER SESSION FINISHED

Sidekick saved the connection and returned to Accounting settings. The browser work is complete.

10:34 AMQUINN · YOUR GUIDE

Thanks, Alex. I’m checking the connection in your account before I call it done.

10:34 AMREADING THE SOURCE

ACCOUNTING INTEGRATION

account   Marlow Studio
connection  checking…

Waiting for a fresh read

10:34 AMFRESH READ RECEIVED

WHAT IT READ · ACCOUNTING INTEGRATION

account   Marlow Studio
provider  QuickBooks Online
connected
                  true
read_at   10:34:28

10:34 AMDONE — VERIFIED

Accounting connected

The fresh source read matches the account’s goal.

10:35 AMTEXT TO ALEX

You’re connected. Your account is ready to sync — I checked.

10:36 AMTEXT FROM ALEX

ALEXAmazing. Thank you!

The source check

A reported task result becomes verified only after a fresh matching read.

Reuse this product view

Source: partials/product-views/verification.html. Styles: product-views.css. Playback: product-views.js.

Add the build marker  to a page and run python3 build.py. Keep the illustrative-account caption.

Download loop ↗ Poster ↗

Reuse this motion component

Use thread-motion.css and thread-motion.js. Add a muted, looping, playsinline video with data-thread-motion and data-src="/images/motion/guide-v001/api.mp4".

Paper, ink, daylight.

Newsreader for the story. Public Sans for the detail. Rounded media. Blue conversation, rose Sidekick, amber team browser, and green only for a verified source result.

Audience stories

One visual language.
Specific customer journeys.

Two reusable 36-second stories. Same Thread app chrome, photographic glass, two-cursor Sidekick work, and source-confirmed outcome.

Thread

Guides › Online orderingExample account

Cedar & LimeEnable online ordering

Reached

EMAIL · FROM YOUR GUIDE

A hand getting online ordering live

Your menu is ready. I can help finish pickup hours and turn on ordering with you.

Sent · 10:18 AM

TEXT · FROM YOUR GUIDE

Your online ordering isn’t live yet. Want a hand finishing the setup?

CUSTOMER REPLY

Yes please. Can we start with pickup only?

SIDEKICK · SETUP OFFERED

Here’s your setup link. I’ll do the work with you.

Open your setup ↗

Software & POS platforms

Online ordering: conversation, pickup setup, and an ordering-system read.

Reuse this story

Use partials/product-views/platform-activation.html with product-views.css, audience-stories.css, and product-views.js. Add the product-view:platform-activation marker and run the shared build. Backgrounds live in images/product/audiences-v011/.

Thread

Guides › Merchant activationExample account

Northline ElectricComplete setup · first payment

Reached

EMAIL · FROM YOUR GUIDE

Your payment account is ready for setup

Let’s finish your payment settings. You’ll review and approve your part before anything is saved.

Sent · 10:18 AM

TEXT · FROM YOUR GUIDE

Your account is approved. Want help finishing the setup so you can take your first payment?

CUSTOMER REPLY

That would help. I’m between jobs right now.

SIDEKICK · SETUP OFFERED

Here’s your setup link. I’ll do the work with you.

Open your setup ↗

Payments companies

Merchant activation: setup together, then a separate processing-record check.

Reuse this story

Use partials/product-views/payment-activation.html with product-views.css, audience-stories.css, and product-views.js. Add the product-view:payment-activation marker and run the shared build. Backgrounds live in images/product/audiences-v011/.

One visual language. Every part of the story.

One customer, from conversation to completion

The account workspace

The continuing conversation

Sidekick, with the customer

Runbooks, for the team

The source check

The whole system. Then each piece.

The complete Guide

Customer Sidekick

Team browser

Fresh source read

Text

Email

Voice

Connected tools

Paper, ink, daylight.

One visual language.Specific customer journeys.

Software & POS platforms

Payments companies

One visual language.
Every part of the story.

The whole system.
Then each piece.

One visual language.
Specific customer journeys.