# Setting up your trial in Optimal AI | Optibot + Insights

This guide walks you through connecting your GitHub repos, activating Optibot, and exploring key Insights dashboards.

## 1. What “Activated” Looks Like

You’re activated when:

- Optibot installed on 1–2 active repos (fresh PRs are getting reviewed)
- Insights connected to GitHub + Jira
- Members added in Insights (so their metrics show)
- Slack set up: shared support channel + notifications channel
- You’ve seen Allocations → Distributions populate and one Optibot inline review + Slack ping

## 2. Prerequisites

- GitHub org admin permissions
- Jira admin (ability to create a service account or API token if you use Jira)
- Slack permissions to install apps / create channels

## 3. Step-by-Step Onboarding (15–25 minutes)

### Step 1 — Install Optibot (GitHub App)

1. Open your [Optibot install link](https://agents.getoptimal.ai/signup).
2. Choose your GitHub org → select 1–2 core repos (you can add more later).
3. Authorize and continue to the Optibot Dashboard.

> **Tip:** Pick repos with daily PR activity for fastest feedback.

### Step 2 — Create your Insights account (analytics)

1. Open the Insights [Sign Up](https://insights.getoptimal.ai/signup) link.
2. Sign up with GitHub (not Sign In, on first run).
3. When asked which repos to monitor, select **All** or the set with active commits/PRs.

Optibot and Insights can run independently, but together you’ll see agent impact + metrics side-by-side.

### Step 3 — Connect Slack (two parts)

**A. Shared Support Channel (with Optimal AI)**

Accept the invite from our team. This is your fastest path to help during trial. If you have not received an invite to Slack, please email [myra@getoptimal.ai](mailto:myra@getoptimal.ai).

**B. Optibot Notifications**

In Optibot → [Connect Slack](https://agents.getoptimal.ai/dashboard/slack-integration) → pick or create a channel (e.g., `#optibot-reviews`). You’ll get messages when Optibot posts reviews/summaries.

### Step 4 — Add Members in Insights (critical)

Insights → **Settings** → [Members](https://insights.getoptimal.ai/settings?tab=members) → add the engineers you want in dashboards.

> If a person isn’t added, their metrics won’t appear.

### Step 5 — (Optional) Set up Teams in Insights

- If you already use GitHub Teams, ping us to import them.
- Or create teams in Insights and assign members for team-level views (Activity, PR Cycle Time by team).

### Step 6 — (Optional) Connect Jira to Insights

1. In Jira: Profile → Account Settings → Security → API tokens → create token. _(Prefer a service account for fewer expirations.)_
2. In Insights → Settings → [Integrations](https://insights.getoptimal.ai/settings?tab=integrations) → **Jira** → enter your Jira email, API token → Save.

Notes:

- Jira backfills historical data.
- GitHub metrics populate from connection time forward (allow 24–48h for most views).

### Step 7 — (Optional) Connect Jira to Optibot

Optibot → [Integrations](https://agents.getoptimal.ai/dashboard/jira-integration) → **Jira** → reuse the same service account + token.

**Best practice:** Include Jira ticket ID in branch names or PR titles (e.g., `feat/ECOM-123-checkout`).

### Step 8 — Validate Events & Notifications

- Open/merge a small PR on a connected repo.
- Confirm Optibot leaves an inline review + summary in GitHub.
- Confirm a Slack notification appears.

## After Setup: First Steps in Platform

- **Insights → Investments → [Distributions](https://insights.getoptimal.ai/distributions)** — See the mix of work across GitHub/Jira (bugs, hotfixes, features, dependencies, etc.).

### Within 24–48 Hours

- **PR Cycle Time** — will populate as new PRs flow post-install.
- **Activity** — becomes meaningful as members/teams are set.

## Quick Wins to Try This Week

1. **Set one guardrail Goal** — Example: “Bugs ≤ 40% of work” or “Median PR size ≤ 300 LOC”. Go to Insights → [Goals](https://insights.getoptimal.ai/goals).
2. **Tune Review Flow with Optibot** — Have Optibot review 3 fresh PRs. Reply to its inline comments in GitHub (it supports back-and-forth conversation).
3. **Invite your VP Eng / Staff Eng to Insights** — Add them in **Settings → [Members](https://insights.getoptimal.ai/settings?tab=users)**.

## Troubleshooting & Gotchas

| Issue | Fix |
| --- | --- |
| I don’t see metrics for someone | Add them in **Insights → Settings → Members** |
| Teams are empty | Create teams in Insights or ask us to import from GitHub |
| Slack isn’t posting | Re-connect Optibot → [Slack](https://agents.getoptimal.ai/dashboard/slack-integration) and re-select the channel |
| Jira data looks off | Ensure GitHub + Jira profiles map to the same emails |
| PR views are empty | New PRs only populate PR Cycle Time; give it 24–48h after install |

## FAQ

**Q: Do Optibot and Insights require each other?**  
A: No. They work independently. Using both shows agent impact alongside team metrics.

**Q: Can you import GitHub Teams automatically?**  
A: Yes, ask us in Slack; we’ll assist with import so team views populate.

**Q: How far back does data go?**  
A: Jira backfills historical data. GitHub events count from the time of connection forward.

**Q: What’s the fastest path to value?**  
A: Install Optibot on an active repo, add members in Insights, connect Slack, then open one small PR.