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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: Choose Your VCS Provider (Required)​

The first step asks you to select a version control provider. Clears AI supports three providers:

ProviderConnection MethodDescription
GitHubGitHub AppConnect via GitHub App for repositories and pull requests
BitbucketOAuthConnect via OAuth for Bitbucket Cloud workspaces
GitLabOAuthConnect via OAuth for GitLab.com groups and projects

Select your provider and click Continue. You can add more providers later from Settings → Integrations.

Step 2: Connect Your VCS Provider (Required)​

After selecting a provider, the wizard guides you through connecting it. Follow the instructions for your chosen provider below.

GitHub​

  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 (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

GitLab​

  1. Click Connect with OAuth to open the GitLab authorization popup
  2. Grant Clears AI access to your GitLab.com group
  3. Once connected, the wizard displays your group name and lists your accessible projects
  4. Select at least one project to use as an execution target
  5. Click Continue
note

GitLab uses "projects" instead of "repositories" and "merge requests" instead of "pull requests". The onboarding wizard uses GitLab terminology throughout.

Bitbucket​

  1. Click Connect with OAuth to open the Bitbucket authorization popup
  2. Grant Clears AI access to your Bitbucket Cloud account
  3. Once connected, enter your workspace slug — the first path segment of your repository URLs (e.g., for bitbucket.org/clearsai/my-repo, the workspace slug is clearsai)
  4. Click Save to confirm the workspace
  5. The wizard lists your accessible repositories — select at least one as an execution target
  6. Click Continue

Step 3: Connect Slack (Optional)​

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

  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.