Connect a Jira project and triage issues

Prerequisites#

• A running Liyagent instance (Run Liyagent locally with Docker).
• A Jira Cloud site with a project you can read, your Atlassian email and an API token.

Steps#

1. Save the API token in the secrets store, so the source holds only a reference to it:
   Copy

   curl -b cookies.txt -X POST http://127.0.0.1:8787/api/secret-store \
     -H "Content-Type: application/json" -d '{"id":"JIRA_API_TOKEN","value":"<your API token>"}'

   Or open Secrets store → + Create secret.

2. Add a Jira source that references it:
   Copy

   curl -b cookies.txt -X POST http://127.0.0.1:8787/api/sources \
     -H "Content-Type: application/json" -d '{"name":"Jira ITSM","type":"jira","config":{
       "base_url":"https://<site>.atlassian.net","email":"<your Atlassian email>",
       "token":"secret://JIRA_API_TOKEN","project":"ITSM"}}'

   Or in the console: Settings → Data & retention, type Jira, and pick JIRA_API_TOKEN under API token. Add "jql" for an extra filter, such as issuetype in (Bug, Incident).

   Note

   The token is opened from the secrets store each time the source syncs and is never stored on the source or returned by the API. A reference to a secret that doesn't exist is refused with a 422.

3. Test the source: POST /api/sources/{id}/test should report a successful search.
4. Sync: POST /api/sources/{id}/sync. Open Tickets. The issues arrive already classified and routed.
5. Learn categories from the history: open Categories → Learn from history and review the proposal. Rename clusters to names your team uses and set each Routing team.
6. Choose Approve taxonomy, then Activate, then reclassify so the synced issues use the new categories (POST /api/sources/{id}/reclassify).
7. Create a new issue in Jira that repeats an existing one, sync again, and open it in TicketIQ. It is folded into the original as a known issue.

Check your work#

• Categories shows your approved taxonomy as active.
• The repeated issue is listed on the original under reporters (GET /api/tickets/{id}/reporters).

Next steps#

• Triage and categories
• Write an eval set for Triage