Signing up for ClearFeed

Sign up for ClearFeed and configure your setup based on your use case and ticketing system.

Welcome to ClearFeed! This guide walks you through account creation and the onboarding flow. Your choices during setup will determine which getting-started guide you should follow next.

Step 1. SignUp for ClearFeed

1. Go to https://web.clearfeed.app/

2. Sign up using Google, Microsoft, or Email

• Note: Use an email that is member of the Slack workspace you will be connecting to

1. A ClearFeed account is auto-created for your domain (e.g., mycompany.com)

Step 2. Answer some Onboarding Questions

You’ll answer a series of questions to configure your setup. Your answers determine how ClearFeed works for your team:

What is your Primary Use Case

Choose what you’re using ClearFeed for:

• Supporting Internal Teams - Manage employee requests (IT helpdesk, HR, Finance, Legal, etc.)

• Supporting Customers - Manage external customer requests from Slack channels, Microsoft Teams channels, Discord forums, Telegram groups, Email, Web Chat, and other channels.

How you plan to use ClearFeed

Based on your use case, choose your ticketing approach:

For Internal Support:

• Create & Manage Tickets in ClearFeed - ClearFeed is your ticketing platform with SLAs, automations, and full features

• Create Tickets in External System - Sync Slack with your existing ticketing system (Zendesk, Jira, Freshdesk, HubSpot, etc.)

For Customer Support:

• Create & Manage Tickets in ClearFeed - ClearFeed is your ticketing platform

• Create Tickets in External System - Sync Slack with your existing ticketing system

Step 3. Connect to Slack

After the setup questions, you’ll authorize ClearFeed in Slack:

1. Click "Authorize Slack" to install ClearFeed in your Slack workspace

2. You’ll be asked to approve permissions for ClearFeed to:

   • Access channels and conversations

   • Post messages to channels

   • Track and manage requests

3. ClearFeed will be installed and you’ll be redirected to the web app

Slack Installation Help: For detailed information about Slack permissions, security, troubleshooting, and app management, see the Slack Security FAQ.

Step 4. (Optional) Connect Your External Ticketing System

If you chose "Create Tickets in External System":

After Slack is authorized, depending on your earlier choices, you maybe prompted to connect your ticketing system:

1. Select your integration (Zendesk, Jira, Freshdesk, HubSpot, etc.)

2. Click Connect and follow the integration’s authorization flow

3. Or click Skip — you can connect this later from Settings > Integrations

If you chose "Create & Manage Tickets in ClearFeed":

This step is skipped. ClearFeed is ready to use.

Step 5. Invite Your Team

Add email addresses of team members who will have access to ClearFeed. You can also skip this and invite people later from Settings > Users.

Step 6. Next Steps after Signing Up

ClearFeed automatically configures:

• Request channel(s) where employees/customers create tickets

• Collections to organize your sources

• Default AI Agent for suggested answers

• Test messages to demonstrate the workflow

• A Triage channel is created in most cases

After signup is complete, follow the getting-started guide for your setup:

Internal Support + ClearFeed Ticketing:

• → Getting Started: Internal Support with ClearFeed Ticketing

Internal Support + External Ticketing:

• → Getting Started: Internal Support with External Ticketing

Customer Support + ClearFeed Ticketing:

• → Getting Started: Customer Support with ClearFeed Ticketing

Customer Support + External Ticketing:

• → Getting Started: Customer Support with External Ticketing

Troubleshooting Signup

I Can't Login

If you're unable to log in with your organization email, it could be due to a number of reasons - like the signup email missing from Slack, or that there's already another account from the same domain and you are not allowed to join it.

For comprehensive troubleshooting of login issues, see Troubleshooting Login-Failed Errors.

If you need immediate help, contact [e-mail] or use the chat widget on https://clearfeed.ai/

Slack installation issues or questions

You may hit a problem installing ClearFeed to Slack. Invite your workspace admin to the ClearFeed account using the Invite link shown on the Slack connection page, or wait for their approval. For a more detailed guide around installing ClearFeed App in Slack or questions about permissions, see the Slack Security FAQ.

Need more help?

• General support: Contact [e-mail]

• Chat with us: Use the chat widget on https://clearfeed.ai/

• Setup questions: Check your specific getting-started guide (linked above)

What are your Terms and Conditions?

Our standard policies are available on our website. Some of the common resources are below, for a more detailed dive - check the Security page.

• Terms of Service

• Privacy Policy

• Data Processing Agreement

FAQs

1. What if ClearFeed is uninstalled from Slack? If ClearFeed is uninstalled from your Slack workspace, all ClearFeed integrations stop working (request channels, etc.). Common reasons include downgrading to Slack's free tier. To restore:

   • Go to the ClearFeed Web App

   • Click Settings > Integrations

   • Click Connect/Reconnect next to Slack

   • Re-authorize ClearFeed in Slack

   • Re-invite ClearFeed to your channels using /invite @ClearFeed

   See Slack FAQ for more details.

2. Can I switch to a different Slack Workspace? Currently you cannot reconnect an existing ClearFeed account to a different Slack workspace. Options:

   • Delete your account and create a new one (easiest)

   • Create a Child Account connected to your other Slack workspace

3. What's the difference between a parent and child account? A parent account is your primary ClearFeed account. Child accounts allow you to manage multiple Slack workspaces, teams, or configurations under one billing umbrella. Child accounts can share integrations with the parent.