Getting Started

Welcome to TestIntel! This guide covers your first steps after installation.

1. Configure your AI provider

TestIntel needs an AI provider API key to generate tests. Go to Settings → API Keys & Tokens and add your key:

• Anthropic Claude (recommended): Add your ANTHROPIC_API_KEY
• OpenAI: Add your OPENAI_API_KEY and set ai.provider: openai in config.yaml
• AWS Bedrock: Add your AWS credentials and set ai.provider: bedrock in config.yaml

If no AI key is configured, a warning banner will appear after login.

2. Create your first project

Click + New Project in the Chat tab:

1. Enter a project name (e.g. "my-app")

1. Optionally add your GitHub repo URL (enables code context and impact analysis)

1. Optionally add your Jira project key (enables Jira-aware chat)

The project scopes your inventory, staging, and results so multiple projects stay organized.

3. Start chatting

Ask TestIntel to generate tests. Try prompts like:

• "Generate test cases for user login"
• "Create a test strategy for the checkout flow"
• "What tests are affected by PR #42?"
• "Write Playwright automation for the signup page"
• "Analyze coverage gaps in my API"

The AI uses your project's code context, knowledge base, and integrations to produce relevant output.

4. Review and manage tests

• Add to Staging — Click the button on AI responses containing test cases
• Staging tab — Review, edit, and promote tests to inventory
• Inventory tab — Your permanent test repository with filters, export, and sync

5. Connect integrations (optional)

In Settings → API Keys & Tokens, add credentials for:

• Jira — Pull requirements, link tickets to tests
• Xray / Zephyr Scale — Sync test cases bidirectionally
• GitHub — Enable code context for smarter test generation

After adding credentials, run schema discovery from the Project tab to auto-detect your instance's configuration.

6. Upload knowledge base documents

Add project-specific context to improve AI output:

• Go to the Project tab → Knowledge Base section
• Upload documents: test standards, architecture docs, business rules, API specs
• The AI references these on every chat message for that project

Tips

• Branch & PR fields — Fill these in to give the AI code context for a specific change
• Include inventory context — Check this box when generating tests to help the AI avoid duplicates
• Keyboard shortcut — Press Enter to send a message, Shift+Enter for a new line
• New Chat — Click "New Chat" to start a fresh session (clears conversation history)

Need help?

• Click Help in the header for documentation on specific features
• Check the FAQ for common questions
• Contact support at support@octobluetech.com