Insites Docs Console InstancesCreating an Instance

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Creating an Instance

Last updated on October 09, 2026

There are two places you can go to create an Instance:

  • Create an Instance on the 'Instances' main page.
  • Create an Instance inside an existing folder.

We discuss each method in the next sections.

Creating an Instance on the 'Instances' Main Page

To create an Instance directly on the 'Instances' main page:

  1. Navigate to Instances from the main menu.
  2. Select Create instance.
  3. Follow the steps of the wizard. Step 1: enter the instance name and URL, and choose Build and test (staging, free) or Go live (production). You can also pick a folder and add tags. Step 2: choose how to start: from a template or from scratch. Step 3: pick a template, if you chose one. For production, choose a plan: Starter, Growth, Business or Pro, paid monthly or yearly. Last step: Review & create.
  4. Select Create instance on the Review & create step. For a production instance, you then go to a secure checkout.

These are the input requirements and descriptions for step 1 of the wizard.

Input LabelTypeRequiredDescription
Instance name Text Field Yes A name for you and your team. You can rename it at any time.
URL Text Field Yes The address of your instance. It is made from the name, and you can edit it. It must be free: the wizard checks that no other instance uses it.
Environment Selection Yes The environment of your Instance. Available options are:
  • Build and test: a staging instance, free.
  • Go live: a production instance, on a paid plan.
Folder Dropdown Field No The folder for the instance. It is under Advanced options. Choose No folder to keep it on the main 'Instances' page.
Tags Dropdown Field No Tags associated with your Instance. It is under Advanced options. Pick from your existing tags.

There is no thumbnail, data center or billing plan field in step 1. You add a thumbnail later with Edit details on the instance.

Creating an Instance Inside an Existing Folder.

To create an Instance inside a folder:

  1. Navigate to Instances from the main menu.
  2. Select Create instance.
  3. In step 1 of the wizard, open Advanced options and choose the folder.
  4. Select Create instance on the Review & create step.
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