In this guide:
This page covers what you need to get started before you have a Pensero account.
Once you register, you’ll have access to more detailed guidance on how to prepare your onboarding, connect your tools, and get the most out of Pensero from day one.
The Pensero Solution
Pensero is designed to be easy to roll out and simple to use. It fits into your existing workflows and brings clarity without adding process overhead.
You can create a Pensero account through self-onboarding and get started immediately. If you need help at any point, our team is available to support you during setup and beyond.
How it works
Step 1: Connect Your Tools
Pensero plugs into the tools you already use. No new processes. No extra work for your team. In a few minutes, Pensero starts capturing a complete picture of what is actually happening.
Step 2: Get the Full Picture
Pensero brings everything together across code, tickets, documents, and collaboration. Instead of fragmented data, you get a single, clear view of where effort goes and what is really being delivered.
Step 3: Decide with Clarity
When everyone looks at the same data, conversations change. Teams align faster, trade-offs become visible, and decisions are based on facts, not perception.
Preparing your onboarding
This guide tells you exactly what to prepare. Follow these steps and you will be up and running in under 15 minutes.
First, assign your admin
Someone on your team needs to be the Pensero admin. This is the person who sets up the accounts for everyone else. Send their email to your Pensero account manager to get started.
You have two options:
One thing to know: Pensero uses Single Sign-On. No passwords. You log in with Microsoft O365, Google, or GitHub. Make sure your admin has one of those ready before the call.
Second, get the right permissions
Each integration requires someone with admin-level access. That is not always the same person.
Here is what you need:
Tool | Permission required |
Repositories (GitHub, GitLab, Bitbucket) | Organization owner |
Ticketing (Jira, Linear, GitHub Issues, YouTrack) | Workspace admin |
Documents (Notion, Confluence, Google Drive) | Workspace admin |
AI tools (Cursor, Copilot, Claude Code, Gemini, Codex, Cline) | Workspace admin |
Conversations (Slack, Microsoft Teams, Google Chat) | Workspace access |
Absence calendar (Google, Microsoft Teams) | HR absence calendar must be synced with Calendar before connecting |
Third, connect your tools
After the onboarding you can manage your Integrations and connect each tool your team uses.
Code repositories
Pensero can keep track of your team's pull requests and related interactions. We ask for information about PR discussions, reviews, and feedback.
We do access and analyze your code changes but we never store it.
Ticketing and project management
Pull requests are just one part of the picture. Connect your tickets and unlock a greater understanding of the work being done in your teams.
Documents
Connect Pensero to the places where work happens. Share key documents such as design reviews, PRDs, and technical specifications.
We only analyze work-related content to understand collaboration and progress, ensuring privacy for all other information.
AI coding tools
Connect every AI tool your team uses. Pensero will show you adoption per engineer, the real impact on delivery, and whether speed is coming at the cost of quality.
If a tool you use is not in the list, flag it to your Pensero contact. We will look into adding it.
Collaborative conversations
Connect your organization's Slack, Microsoft Teams, or Google Chat with Pensero and get insights about the collaborative work happening within selected team channels. We suggest connecting Pensero to channels like engineering, team, or project-specific channels.
Absence Calendar
Connect your calendar and keep track of team absences. This allows you to better understand any deviations in delivery.
Important: sync your HR absence calendar with your Calendar first. Then connect in Pensero.
Fourth, add your team
You have four options:
Single user: go to Organization Settings, then Users, and click Add user. Enter first name, last name, and email. The user receives a welcome email with sign-in instructions.
CSV import: go to Organization Settings, then Users, and click Import CSV. Download the template, fill it in, and upload. Required fields are email, first name, last name, manager, and team.
Directory sync: if your organization uses Google Workspace or Microsoft, go to Organization Settings, click Fetch directory.
Lost and Found: after connecting integrations, some engineers may appear in Git or ticketing tools but not yet be linked in Pensero. Go to Lost and Found to review users with activity in PRs, tickets, or documents who are not linked in the platform. From there, you can easily add them or link them to existing users.
You can find more details on how to add users in this article.
What happens next
Pensero will start processing your data, connecting your integrations and importing your team.
In the upcoming hours, you will have the full picture of your team for the last year.
Still have Questions?
If you’re not yet a Pensero customer and would like to learn more, you can book a call with our team. We’ll walk you through how Pensero works and how it can help bring clarity to your organization.