Quickstart — Mode A in 30 minutes
This is the fast path for IT admins onboarding Claresia in Mode A (Claresia Cloud Shared SaaS). Target time: 30 minutes from welcome email click to your first end-user skill invocation. If you have a 200+ seat tenant or need data residency, switch to Mode B or Mode C.
The 10-step Mode A flow
Section titled “The 10-step Mode A flow”-
Click the welcome-email link.
Subject:
Welcome to Claresia, {Admin Name} — your tenant {tenant_slug} is ready.You arrive at
https://onboarding.claresia.com/{tenant_slug}?token=.... You see a 10-step progress bar. Estimated total time: 30 min. -
Sign in with your corporate SSO. WorkOS handles the redirect; you log in with your usual Okta / Azure AD / Google Workspace credentials.
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Confirm tenant details. Display name, region (eu-south-1 by default for Mode A), deployment mode (
A — Shared), billing contact. Click Confirm. -
Configure SSO — paste your SAML metadata URL OR upload SAML XML OR enter your OIDC discovery URL. Click Test login — Claresia opens a popup, completes a real auth round-trip, and shows a green check.
See per-IdP guides:
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Configure SCIM — copy the SCIM endpoint URL + bearer token from the portal. Paste them into your IdP’s SCIM provisioning panel. Click Sync now in the portal — you’ll see the count of users + groups imported.
See SCIM provisioning for IdP-specific instructions.
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Connect your LLM platform. Pick one of:
- Claude Enterprise — paste your Anthropic Admin API key
- Microsoft Copilot M365 — grant Claresia an Azure AD service principal scoped to Power Platform admin
- OpenAI ChatGPT Enterprise — paste your Compliance API key
- Google Gemini for Workspace — grant Workspace admin OAuth scope
Click Test connection. Green check means we successfully called your LLM admin API.
See per-LLM guides under LLM Connectors.
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Provision Hub. For Mode A this is 1-click — Claresia provisions the shared Postgres + RLS row + per-tenant encryption key. ~30 seconds. Hub URL becomes
hub.{tenant_slug}.claresia.com. -
Map roster to archetypes. Either:
- Auto (recommended) — if SCIM is configured, Claresia maps every user to one of 14 archetypes via cc-061’s title-classifier. Typical accuracy: >99%.
- CSV upload — upload your roster CSV. Claresia maps and shows you the unmatched rows for manual assignment.
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Confirm skill entitlements. Per-archetype skill grants are pre-generated from your Cowork pack. Toggle off any skills your policy forbids (e.g.,
clawshield.deal-deskfor AEs in regulated geographies). Click Publish. -
Run the smoke test. The portal opens a guided in-app panel:
Now go to your LLM and type
@claresia.gatespic.pipeline-hygiene.The portal listens for the telemetry event. When it lands, you see a green check + congratulations + links to Command Center, Hub, and your CSM Slack/Teams Connect channel.
What just happened, in plain English
Section titled “What just happened, in plain English”- A WorkOS connection was established between your IdP and Claresia.
- Your roster was synced via SCIM and mapped to 14 archetypes by cc-061.
- The Distribution Plane published your tenant’s skill catalog into your LLM platform’s admin surface (Anthropic Admin API / Power Platform / OpenAI Compliance API / Google Workspace).
- A Hub row was provisioned (shared Postgres, RLS-isolated to your
tenant_id). - Telemetry pull-connector was registered with your LLM platform’s audit log.
- The first
output+telemetry_eventHub records were written when you ran the smoke test.
Verifying it worked
Section titled “Verifying it worked”Open the Command Center: https://app.claresia.com/{tenant_slug}/. You should see:
- Skills tab — every published skill with its archetype grants
- Telemetry tab — your smoke-test invocation with cost ($0.04 typical), latency (1.5–3 s typical), and tokens
- Audit log —
governance_evententries for every step you completed - Hub tab — the
outputrecord with its SHA-256 provenance hash
Common gotchas
Section titled “Common gotchas”| Symptom | Cause | Fix |
|---|---|---|
SSO test fails with invalid_audience | The IdP’s audience URI doesn’t match https://api.workos.com/sso/saml/{conn-id} | Re-copy from the portal — don’t retype |
| SCIM sync returns 0 users | The SCIM bearer is correct but the IdP’s SCIM scope is wrong | Set the scope to Push users + Push groups in your IdP |
| LLM connection green but no skills appear in Copilot | Distribution publish lag (60s p99) | Wait 90s, then refresh Copilot |
| Smoke-test event never lands | LLM platform audit log hasn’t ingested yet | Wait up to 5 min p95; if still missing, check the LLM platform’s audit log directly |
You’re live. What now?
Section titled “You’re live. What now?”- Read the End-user guide for your pilot archetype and forward it to your pilot users.
- Bookmark Status page interpretation so you know what to do when something is yellow.
- Schedule the pilot mid-check-in (Day 15).
- For Mode B / Mode C upgrades, talk to your CSM in your Slack/Teams Connect channel.