Jira

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This article describes admin steps to connect Jira Cloud with Staircase AI to automatically sync and analyze customer support cases. It walks through the setup steps—authorization, project selection (only one project is supported), and configuration—and notes that the integration supports both historical and future case data.

Step 1

Log into Staircase AI and click the cog symbol in the left-hand bar to open up Settings > Integrations > and click on the Jira card.

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Step 2

Click the "Connect" button. You will be redirected to a Jira authorization screen. Select the correct Jira site (using a dropdown list) you want to grant access to. Confirm your choice by clicking 'accept'.

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Note: Only compatible with Jira Cloud (Jira Data Center/self-hosted not supported)

Step 3

After the authorization flow, you will be returned to Staircase AI. Now, you'll need to configure the integration. Select the site from which you want to sync data. Optionally, specify a certain project key (e.g, SA, DEMO, etc.). You should be able to find project keys on the projects page. Click the "Save" button to complete this integration.

Note: Only 1 project can be connected.

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From here, Staircase AI will pull in and analyze historical and future Jira customer support cases.