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This guide walks you through the product UI from first login to your first insights. No API keys or configuration required to start.
If you are a workspace administrator onboarding a new client organization — including provisioning the tenant in the database — see the Onboarding Tutorial instead.
1

Sign in

Go to app.causeloop.ai and sign in with your email. Authentication is handled by Clerk — you can use a magic link or a password depending on your workspace’s configuration.If your workspace enforces SSO (sso_enforced: true), you will be redirected to your identity provider automatically.On your very first login you land on the onboarding wizard. If you have been invited to an existing workspace you land directly on the dashboard.
2

Complete the onboarding wizard

The wizard walks you through five steps. You can skip it at any time and come back later — your progress is saved.
StepWhat you do
WelcomeReview the workspace name and confirm you are in the right place
ConnectPick at least one data source (Jira, GitHub, PagerDuty, ServiceNow, Linear, Opsgenie, or Zendesk)
AlertsSet a recurrence probability threshold for proactive alerts (default: 75% within 7 days)
TeamInvite teammates by email with a role (analyst or viewer)
DoneA summary of what you configured; click Go to dashboard
You can connect more sources and adjust alert thresholds at any time from Settings → Integrations and Settings → Alert Rules.
3

Explore the dashboard

The dashboard gives you a live snapshot of your workspace:
  • Active issues — open failures by severity and status
  • Pattern count — how many recurring failure patterns Causeloop has detected
  • Risk forecast — predicted recurrence probability over the next 30 days
  • Top recommendations — highest-ranked fixes waiting to be acted on
Issues and patterns update in realtime as your connectors sync. A pulsing indicator in the corner shows the WebSocket connection is live.
4

Review issues

Navigate to Issues to see every failure event ingested from your connected sources.
  • Filter by severity (P1–P4), status, source, or team
  • Click any issue to open the detail view, which shows the AI-generated root-cause analysis and any patterns the issue has been linked to
  • Use Analyze on an issue to trigger an on-demand AI analysis if one hasn’t run yet
5

Explore patterns

Navigate to Patterns to see the recurring failures Causeloop has surfaced.Each pattern shows:
  • The issues it groups (member count)
  • A risk score (0–100) and confidence rating
  • A frequency chart with observed occurrences and a recurrence forecast
  • The top recommendation linked to the pattern
Click a pattern to open its detail view, where you can see the full AI analysis, linked issues, and the recommended fix.
6

Act on a recommendation

Navigate to Recommendations to see the ranked fix queue for your workspace.
  • Recommendations are ordered by rank (1 = highest priority) and labeled with estimated effort (low / medium / high) and expected loops prevented
  • Change a recommendation’s status to in_progress when you start working on it
  • Use Push to tracker to create a ticket in Jira, Linear, GitHub, or ServiceNow directly from Causeloop
  • When a fix is deployed, mark the recommendation implemented — Causeloop will monitor whether the pattern’s issues stop recurring

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What to do next

Onboarding Tutorial

The full client onboarding guide — provision a tenant, configure the workspace, invite the team, and review your first insights end to end.

Core Concepts

Understand organizations, workspaces, roles, issues, patterns, predictions, and recommendations.

Integrations

Browse all 70+ connectors and learn how to configure webhooks, OAuth, and scheduled syncs.

API Reference

Build on the Causeloop API — authentication, endpoints, rate limits, and SDKs.