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Clevera Help Center

Set up your workspace

The first ten minutes after you sign up: verify your email, add your brand, install the desktop app, invite teammates, pick a plan and connect integrations.

Updated 5 min read

The first ten minutes after you sign up are enough to get a workspace ready for real work: your email verified, your brand added, the desktop app installed and your team invited. This article lists each step in order, says who can do it and links to the detailed article. You can skip any step and come back to it later.

Before you start

  • You need a Clevera account. Signing up creates a workspace for you on the Free plan, and you're its owner.
  • Some steps are for owners and admins. Inviting people and connecting integrations need the owner or an Administrator. Choosing a plan needs the owner. See Understand workspaces, roles and creator seats.

Set up your workspace

  1. Verify your email

    If you signed up with an email address, Clevera shows Verify your email and sends you a link. Open it to finish setting up your account. If it hasn't arrived, check your spam folder or click Send the link again.

    Accounts made with Google or Microsoft sign-in are already verified and skip this step.

  2. Add your brand

    Click Brands in the sidebar, or Set up your brand under Do more with Clevera on Home, then Add brand. Give it your website, your files (a logo, brand guidelines) or both, and click Explore. Clevera reads your logo, colors, fonts and voice in a few minutes, and your templates, social clips and Autopilot tasks then match them. Exploring doesn't use credits.

    Owners, admins and Content Creators can add brands. Free includes 1 brand. See Add your brand from a website or files.

  3. Install the desktop app

    The desktop app records your screen, clicks and voice and uploads the recording to your workspace. It runs on Mac, Windows and Linux:

    • Mac: macOS 12.3 or later. Download from https://app.clevera.ai/download/app/mac.
    • Windows: Windows 10 version 1903 or later. Download from https://app.clevera.ai/download/app/windows.
    • Linux: an AppImage for Intel/AMD or ARM64, on GNOME 46 or later or KDE Plasma 6.

    Open the app and finish the short Set up Clevera window: sign in, allow the permissions it asks for, and agree to what it records. See Install the Clevera desktop app or Install and use Clevera on Linux.

  4. Invite your teammates

    Open the workspace menu at the top of the sidebar, choose Team settings → Members and click Invite. Enter their email address and pick a role:

    Role For Seat
    Administrator Managing members and settings, and making videos Creator seat
    Content Creator Recording and making new content Creator seat
    Editor Reviewing and polishing existing videos and articles Free, unlimited

    Free and Starter include 1 creator seat (yours), so invite reviewers as Editors there. Invitations last 7 days. Only the owner and Administrators can invite. See Invite teammates.

  5. Pick a plan

    Every workspace starts on Free: 100 credits a month, how-to videos, product demos and articles up to 3 minutes, shared by link or embed. Upgrade when you need more:

    Plan Adds
    Starter 900 credits a month, social and promo videos, the AI avatar, MP4 downloads up to 2K, 3 brands
    Pro 2–10 creator seats, 4,000 credits a month and more per seat, 4K, integrations, Autopilot, AI agents & API, 10 brands
    Custom More than 10 creators, single sign-on, 20 brands

    Click the credit meter at the bottom of the sidebar, then Upgrade, or open Billing and click See plans. Only the workspace owner can subscribe. See Choose a plan.

  6. Connect your integrations

    On Pro and Custom, connect the places your work goes: YouTube, LinkedIn, X, Wistia and cloud storage for videos, and Notion, Confluence, GitHub, Google Docs, Help Scout, WordPress and others for articles. Open the workspace menu and choose Integrations. Connect each account once, and everyone who can edit a video or article can send it from Share.

    Only owners and admins can connect or disconnect. See Connect your tools on the Integrations page.

  7. Set your display language (optional)

    Clevera's menus, buttons and emails can be shown in another language. Open the workspace menu, choose Account settings → Preferences and pick a Display language. It applies to you only and doesn't change the language of your videos. See Change the display language.

  8. Connect your AI assistant (optional)

    On Pro and up, you can make videos and articles from Claude, ChatGPT, Claude Code, Codex or Cursor. Open the workspace menu, choose AI agents & API and follow the steps on Connected apps. See Use Clevera from Claude, ChatGPT or Cursor.

Make something

With your workspace set up, describe your first video in the box on Home, or start a help center from your articles.

Make your first videoFrom one sentence on Home to a finished video.Launch your first help centerTurn your articles and videos into a live doc site.Find where to start for your teamPaths for support, marketing, sales and training.Understand what Clevera doesEvery kind of video, article and site Clevera makes.