Getting Started
Welcome to Socratic! Connection is easy—our agent will walk you through it. This provides an overview of the steps.
Connect Socratic
Before you begin, make sure you have:
- A Socratic account (sign up at app.socraticworks.com)
- Jira Organization Admin rights
- Jira projects that are company-managed. (Most commonly are.)
That's it! After connecting to a Jira project, Socratic's initial analysis of that project may take anywhere from several minutes to several hours, depending on the size (number of issues) in the project. You'll receive an email when complete.
To connect additional projects, simply tell the agent "connect another project." You can see previously connected projects by clicking Projects in the left-hand navigation.
Invite colleagues
To invite others to Socratic, simply tell the agent "invite [email]".
To see past invitations or manage user access, click Settings in the left-hand navigation.
Create your teams
By creating teams in Socratic, you can ask questions regarding productivity, work commitments, capacity, time allocation etc. for any collection of people.
Creating a team is as simple as naming it and choosing the team members who belong to it:
- Choose Teams in the left-hand navigation. Create a new team by entering the team name, then click on it.
- Select the people who are a part of the team.
- Click Save.