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How to implement Solo

Everything you need to know about starting on Solo

Get Started with Solo

Setting up Solo typically takes less than 15 minutes! While you can do it all by yourself, our team is always here to assist if you need a hand ([email protected]).

Before You Begin: A Quick Checklist

To connect your tools to Solo, you'll need administrative access. If you don't have the right permissions for a tool, you can invite a team member who does to your Solo team so they can help connect it.

Before you start, make sure you have administrative access to the tools you plan to use:

Note: You only need access to the tools you plan to connect.

Recommended connections by product line

Product line

Suggested integrations

Self-updating help docs

Codebase, help center tool, feature flag, project management tool, chat

Release notes

Codebase, feature flag

AI technical support

Codebase, feature flag, project management tool, chat

Connecting Your Tools

Follow these steps to create your account and link your tools.
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1. Create Your Solo Account

First things first, let's get your account set up.

  1. Create your account using this link. If you already have an account, then sign in.

  2. Follow the prompts to create your account and verify your email address.

2. Connect Your Tools from Account Settings

Once you're logged in, you can manage all your connections from one place:

  1. Click your name in the bottom-left corner of the screen.

  2. Select Account Settings from the menu.

  3. Click on the Integrations tab.

From the Integrations page, you can connect each of your tools.

Connect Codebase Tools

Supported integrations: GitHub, Bitbucket, GitLab.

  1. Find your codebase tool in the list and click Connect.

  2. You will be taken to the tool's website. Select your organization and log in.


    ​Important: To connect your codebase tool, your role must be Owner or have administrative permissions. If you don't have this role, you'll need to either have your permissions updated or ask someone with the right role to complete this step.
    ​

  3. Select the repositories you want Solo to access. For the best results, we recommend selecting all of them.

  4. Enter the name of the branch you want Solo to pull information from.

Connect Help Center Tools

Supported integrations: Zendesk, Intercom, Notion, Confluence, Help Scout, Featurebase, Document360, Pylon, Front, docs-as-code (Mintlify, GitHub docs, etc.)

  1. Find your Help Center tool in the list and click Connect.

  2. You will be taken to the tool's website. Log in to your account and authorize the connection.


    ​Note: You typically need administrative permissions to connect the tool. For tools like Notion, make sure to choose all the pages you want Solo to have access to. We recommend selecting every page to ensure Solo can provide the most accurate information.
    ​

  3. Once connected, Solo will use these sources to understand your product and automatically keep documentation up to date.

Connect Chat Tools

Supported integrations: Slack.

  1. Find your chat tool in the list and click Add or Connect.

  2. Follow the on-screen instructions to complete the connection process.

    1. Note: You must be a workspace admin to connect the tool.

  3. Navigate to a channel where you want to add Solo.

  4. Add the Solo app to the channel.

  5. After adding Solo, you can mention it to ask a question and it will respond with an answer using your connected sources.

Connect Feature Flag Tools

Supported integrations: LaunchDarkly, Datadog, Custom (in-house tooling).

  1. Find your feature flag tool in the list and click Connect.

  2. Follow the on-screen instructions to authorize the connection and log in to your account.

Connect Project Management Tools

Supported integrations: Jira, Linear.

  1. Find your project management tool in the list and click Connect.

  2. Follow the on-screen instructions to authorize the connection and log in to your account.

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