> ## Documentation Index
> Fetch the complete documentation index at: https://docs.causeloop.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Sign in, connect your first data source, and see your first issues and patterns — in about 10 minutes.

This guide walks you through the product UI from first login to your first insights. No API keys or configuration required to start.

<Note>
  If you are a workspace administrator onboarding a new client organization — including provisioning the tenant in the database — see the [Onboarding Tutorial](/get-started/onboarding-tutorial) instead.
</Note>

***

<Steps>
  <Step title="Sign in">
    Go to [app.causeloop.ai](https://app.causeloop.ai) and sign in with your email. Authentication is handled by WorkOS AuthKit — sign in with a password or Google OAuth 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.
  </Step>

  <Step title="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.

    | Step        | What you do                                                                                       |
    | ----------- | ------------------------------------------------------------------------------------------------- |
    | **Welcome** | Review the workspace name and confirm you are in the right place                                  |
    | **Connect** | Pick at least one data source (Jira, GitHub, PagerDuty, ServiceNow, Linear, Opsgenie, or Zendesk) |
    | **Alerts**  | Set a recurrence probability threshold for proactive alerts (default: 75% within 7 days)          |
    | **Team**    | Invite teammates by email with a role (`analyst` or `viewer`)                                     |
    | **Done**    | A summary of what you configured; click **Go to dashboard**                                       |

    <Tip>
      You can connect more sources and adjust alert thresholds at any time from **Settings → Integrations** and **Settings → Alert Rules**.
    </Tip>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>
</Steps>

***

## What to do next

<CardGroup cols={2}>
  <Card title="Onboarding Tutorial" icon="graduation-cap" href="/get-started/onboarding-tutorial">
    The full client onboarding guide — provision a tenant, configure the workspace, invite the team, and review your first insights end to end.
  </Card>

  <Card title="Core Concepts" icon="book" href="/get-started/concepts">
    Understand organizations, workspaces, roles, issues, patterns, predictions, and recommendations.
  </Card>

  <Card title="Integrations" icon="plug" href="/integrations/overview">
    Browse all 70+ connectors and learn how to configure webhooks, OAuth, and scheduled syncs.
  </Card>

  <Card title="API Reference" icon="code" href="/api-reference/overview">
    Build on the Causeloop API — authentication, endpoints, rate limits, and SDKs.
  </Card>
</CardGroup>