Everything you need
to run on ThreadWise.
Workflow configuration, integration guides, API references, and operational playbooks. Most of our documentation lives behind the customer login — operational details, environment-specific configuration, and deployment runbooks aren't things we publish openly.
Six sections, written by people who use it.
Our documentation is maintained by the same engineers who build the product. It's terse, accurate, and updated when the product changes — not on a separate doc-team schedule.
Onboarding & first workflow
How to set up your environment, connect your AMS, configure your first SOP, and run a submission end-to-end. Most customers are live in 7–10 business days.
Configuring the library
Per-workflow configuration, customization, review gate setup, and how to author workflows specific to your book of business. Includes the workflow SDK reference.
AMS, email, carrier portals
Setup guides for Applied Epic, AMS360, EZLynx, HawkSoft, Microsoft 365, Google Workspace, and major carrier and MGA portals. Authentication, field mapping, sync cadence.
REST, webhooks, SDKs
Full REST API, event webhooks, and the Python and Node SDKs. Authentication, rate limits, idempotency, and a complete OpenAPI specification you can import.
Operations & compliance
SOC 2® report materials, data handling, retention configuration, audit log export, IP allowlisting, and compliance documentation for your security team.
Common questions
The questions every brokerage asks: how to handle non-standard carrier forms, how to override AI-flagged values, how to roll back a workflow change, what to do during an outage.
SOC 2® Type II report
ADA CASA Tier 2 certifiedLooking for something specific?
If you're evaluating ThreadWise and need to see specific documentation before signing — security controls, integration depth, API surface, workflow customization — we'll send the relevant sections under NDA. Most evaluation teams get what they need within a day.