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Console

Manage your account and instances.

AccountYour organization, contacts and plan.
PeopleInvite people and set their roles.
InstancesCreate, copy and manage your instances.
MarketplaceAdd modules and extras to an instance.
BillingYour plan, invoices and payment details.
Migration ToolMove a site or an instance to Insites.

Console sections

Environments, domains, repositories, logs, settings and usage.

Staging and ProductionTwo environments, and moving work.
Domains and email sendersConnect a domain and send email from it.
Connecting a Git repoLink an instance to a GitHub repository.
Viewing logsRead an instance's logs.
Console SettingsSettings for your whole Console.
Managing UsagePlan usage, instance metrics and AI credits.

Instance

Run your site, content and data.

DashboardWhat your instance is doing at a glance.
IntegrationsConnect your instance to other tools.
Settings and notificationsYour instance and the emails it sends.

Instance modules

The twelve modules every instance runs, from AI to Pipelines.

AIChat, reports and automations.
APILet other systems read and change your data.
AssetsUpload and manage files and images.
CMSManage your pages, layouts and site content.
CRMContacts, companies and activities.
DataDatabases and the records in them.
EcommerceProducts, orders and discounts.
EventsSet up events and venues, and sell tickets.
FormsBuild forms and collect submissions.
LocatorAdd maps and store finders to your site.
PermissionsSet roles and control who can do what.
PipelinesTrack deals and processes through stages.

Developers

Build on Insites with code and AI.

Getting started for developersSet up and build your first project.
Development overviewHow building on Insites fits together.
Insites CLIDeploy and sync from the command line.
Insites AI for developersBuild with AI in your editor.
IntegrationsConnect your instance to other tools.

Developer Guide

Learn how each part of an instance works, with examples.

APIsAPI Documentation and 4 more.
AssetsAssets Module and 3 more.
DataDefine databases, fields and user profiles.
FormsBuild forms and handle what people send.
ModulesPackage your work as a module.
Notifications and EmailSend emails, texts and API calls when things happen.
PermissionsUsers and Permissions overview.

Developer Tools

The tools you use to build, deploy and move your projects.

Insites CLIDeploy, sync and run commands.
CloudShell MCPRun an instance from your AI tool.
GitHub appConnect an instance to a repository.
Insites Logic EngineThe rules AI tools follow on Insites.
Migration ToolMove a site or an instance to Insites.

Technologies

The languages and interfaces you use to talk to an instance.

APIREST endpoints and how to call them.
GraphQLRead and change data over GraphQL.
LiquidTags, filters and objects for templates.
FrontendPages, layouts and assets.
BackendDatabases, users and stored data.
Email and SMSSend email and texts from your instance.

Insites AI

Build by describing what you want.

OverviewWhat Insites AI does and where it fits in.
How it fits togetherHow the parts of Insites AI connect.
Ask Insites AIAsk the docs, and give your AI the docs.
CreditsHow AI usage is measured and topped up.
SecurityWhat the AI can see and change.
Team chatSlack and Microsoft Teams, both in Beta.

Build in your editor

Your own AI tool, through CloudShell.

CloudShell MCPRun an instance from your AI tool.
MCP toolingEvery tool your AI can use on an instance.
ClaudeConnect Claude to your instance.
ChatGPTConnect ChatGPT to your instance.
CursorBuild in Cursor and deploy with CloudShell.
VS CodeBuild in VS Code and deploy with CloudShell.

AI features

What Insites AI adds to your admin.

ChatAsk about your data in plain words.
ReportsAsk for charts and summaries of your data.
BuildersDescribe a page or a form and let AI build it.
Team collaborationSee who is in the admin, follow them, avoid double edits.
Site assistantAnswers visitors from your pages.
AutomationsRun tasks on a trigger or a schedule.

Getting set up

From new account to live site.

Create your accountSign up and sign in to the Console.
Create your first instanceStart a site with its own data and settings.
Invite your teamAdd people and choose what each can do.
Connect an AI modelLink the AI model you want Insites to use.
Set up your domainPoint your own web address at your site.

Using Insites

Describe what you want, build your first page and form, then go live.

Use Insites AI for the first timeDescribe what you want and let AI build it.
Set up your CRMAdd contacts, companies and activity.
Set up your sales pipelineTrack deals through the stages you choose.
Build your first pageMake a page and put it on your site.
Build your first formMake a form and collect what people send you.
Go liveCheck everything and open your site to the world.

Designers

Design with Insites components and styles.

Designing for InsitesAny framework or library, and how to hand over.
Design with AILayouts, components and themes with AI.
Design System OverviewComponents and the standards behind them.
Font IconsFont icons for menus, buttons and links.

Web Components

Ready-made components for your interfaces, from buttons to tables.

All componentsEvery v2 component, with live demos.
ActionsButtons, menus and controls.
Form fieldsInputs, selects, pickers and editors.
StructureCards, tabs, headers and sidebars.
DataTables, charts, tags and timelines.
FeedbackModals, drawers, alerts and loaders.

Resources

Terms, the glossary and files to download.

OverviewEverything in Resources.
AI TermsHow Insites AI may use your content.
Data Processing AgreementHow we process personal data for you.
DownloadsTemplates, brand assets and documents.
GlossaryThe words used across Insites, explained.
Privacy PolicyWhat we collect and how we keep it.
Terms of ServiceThe terms for using Insites.

What's New

The newest release of every Insites product.

Latest

CRM 6.1.8 · 10 November 2026Insites Console calls are checked with a per-instance token.Insites Console now reaches an instance's sign-in key, configuration reset and administrator invite through new routes that accept only a short-lived, single-use token signed for that instance.
CRM 6.1.7 · 5 November 2026Git Repository.Integrations > Git Repository shows the GitHub repository linked to this instance in the Insites Console, with its last commit, any error, and a History tab.
Forms 6.1.3 · 5 November 2026Reports.A new Reports page shows submissions, unique submitters and uploaded files for a date range you choose, with submissions over time, by hour of day and by day of week, the forms with the most submissions, and a breakdown of each field's answers.

All releases

Developers
Users and Permissions
Users

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Developers

Users

Last updated 2 November 2026

In this section

Sign-In and Passwords10 pages
Sign-Up and Profiles7 pages

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