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Onboarding: Standalone Mode

This guide walks through the full onboarding wizard for teams that want to use Clears AI without Jira. In this mode, you create and manage stories directly on the Clears AI Board.

Step 1: Connect GitHub (Required)​

GitHub is the core integration - Clears AI needs access to your repositories to analyze code and create pull requests.

GitHub connection step

  1. Click Install GitHub App to open the GitHub authorization popup
  2. Select the GitHub organization or user account to install the app on
  3. Choose which repositories to grant access to (you can select all or specific repos)
  4. Once installed, the wizard shows your available repositories
  5. Select at least one repository to use as an execution target - these are the repos the AI agent will work in
  6. Click Continue

Step 2: Connect Slack (Optional)​

Slack enables notifications and interactive Q&A during story analysis:

Slack connection step

  1. Click Install Slack App to open the authorization popup
  2. Select your Slack workspace and authorize Clears AI
  3. Once connected, the workspace name is displayed

This step is optional - click Skip for now if you prefer to set it up later. Without Slack, Q&A interactions happen directly on the Board.

Completing Onboarding​

After finishing all steps, the wizard marks your onboarding as complete and redirects you to the Board - the main workspace where you'll create and manage stories.

Your onboarding progress is saved automatically, so if you close the wizard mid-way, you'll resume where you left off on your next sign-in.

Next Steps​

With your account configured, continue to Connecting Integrations for a deeper dive into each integration, or jump to Creating Your First AI Story to start using the platform.