Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in
features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Design System Overview
The Insites design system is a collection of reusable components, guided by clear standards.
Component Hierarchy
Learn how to customize components and how to structure your designs so they inherit attributes.
Font Icons
A full suite of font icons to use across your project within menus, buttons and quick links.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
Build blazing-fast, consistent user interfaces with our web component library.
General
A wide variety or general use components such as buttons, carousel, gallery, headings, and loaders.
Layout
Useful layout components such as an accordion, backdrop, drawer, headers, modals, and more.
Data Entry
Collect data with components that include card select, checkbox, inputs, sliders, and editors.
Data Display
Create engaging interfaces with components such as Kanban boards, charts, tables, and timelines.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in
features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Design System Overview
The Insites design system is a collection of reusable components, guided by clear standards.
Component Hierarchy
Learn how to customize components and how to structure your designs so they inherit attributes.
Font Icons
A full suite of font icons to use across your project within menus, buttons and quick links.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
Build blazing-fast, consistent user interfaces with our web component library.
General
A wide variety or general use components such as buttons, carousel, gallery, headings, and loaders.
Layout
Useful layout components such as an accordion, backdrop, drawer, headers, modals, and more.
Data Entry
Collect data with components that include card select, checkbox, inputs, sliders, and editors.
Data Display
Create engaging interfaces with components such as Kanban boards, charts, tables, and timelines.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Design System Overview
The Insites design system is a collection of reusable components, guided by clear standards.
Component Hierarchy
Learn how to customize components and how to structure your designs so they inherit attributes.
Font Icons
A full suite of font icons to use across your project within menus, buttons and quick links.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
Build blazing-fast, consistent user interfaces with our web component library.
General
A wide variety or general use components such as buttons, carousel, gallery, headings, and loaders.
Layout
Useful layout components such as an accordion, backdrop, drawer, headers, modals, and more.
Data Entry
Collect data with components that include card select, checkbox, inputs, sliders, and editors.
Data Display
Create engaging interfaces with components such as Kanban boards, charts, tables, and timelines.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
A capability list: sign-in, roles, pages and JSON endpoints, data, email, files, languages, security, deploying and AI, with links.
This page lists what Insites can do, area by area. Each row says one of two things:
Moving an existing site? Start with Migrating to Insites.
| Capability | Answer | How |
|---|---|---|
| Users with a sign-up form and a password | Yes | Creating a Sign-Up Form |
Sign a person in from your own code, with a session time limit (the sign_in tag with timeout_in_minutes) | Yes | Signing In a User Manually |
| Sign-in by emailed link, with no password | Built from parts: a short-lived token, a random value stored in a table, an email, and the sign_in tag | Passwordless Sign-In |
| Sign-in by an emailed 6-digit code that expires | Built from parts: a code stored as a hash with an expiry time, an email, and the sign_in tag | Passwordless Sign-In |
| An answer that never reveals whether an address has an account | Built from parts: the page gives the same answer for every address | Passwordless Sign-In |
| Password reset | Yes | Resetting the Password of an Authenticated User |
| Sign out | Yes | Logging Out an Authenticated User |
| Extra fields on every user, and user profiles | Yes | Creating a User Profile |
| Sign-in with a JWT token | Yes | Authenticating a User with a JWT Token |
| An email allow-list: only listed addresses may sign in | Built from parts: a table of allowed addresses, checked before a link or code is sent | Email Allow-List |
| Capability | Answer | How |
|---|---|---|
| Protect a page or a form with a rule (an authorization policy) | Yes | Adding an Authorization Policy |
| Roles such as admin, stored on the user | Built from parts: a roles field on the user, read by an authorization policy | Admin Role Instead of a Shared Password |
| An admin area for signed-in admins, in place of one shared password | Built from parts: an admin role and a policy on every admin page | Admin Role Instead of a Shared Password |
| Protect a whole page by role | Yes | Associating an Authorization Policy with a Page |
| Show or hide parts of a page by role | Built from parts: a role check inside the page | Admin Role Instead of a Shared Password |
Note: A page with no policy is public. There is no default policy that a page inherits.
| Capability | Answer | How |
|---|---|---|
A page at any address you choose, set by its slug | Yes | Pages |
A JSON endpoint at a clean address, such as /api/auth/request-code, with no .json on the end (format: json in the page front matter) | Yes | Logic Engine: API endpoint rules |
| GET, POST, PUT and DELETE endpoints, one method per page | Yes | Pages |
| Layouts and reusable partials | Yes | Reusing Code Across Multiple Pages |
| Redirects | Yes | Redirects |
| Custom error pages | Yes | Custom Error Pages |
A project layout: app/ for your site, modules/<name>/ for code you reuse | Yes | Codebase Introduction |
| Capability | Answer | How |
|---|---|---|
Your own tables, defined in app/schema/ | Yes | Database Fields and Tables |
| Read and write rows with GraphQL | Yes | Querying Your Databases |
| Search across rows | Yes | Search Introduction |
Import a JSON file of data with the CLI (insites-cli data import) | Yes | Importing JSON or CSV Data |
| Import a CSV file exported from another system | Built from parts: convert it to the import JSON first, then import it | Importing JSON or CSV Data |
| Export data | Yes | Exporting Data |
| Seed or change data when you deploy (migrations) | Yes | Migrating Data |
| Move a whole site from another platform | Yes, for the sources the Insites Migration Tool reads | Migrating to Insites |
| Run work later or in the background | Yes | Background Jobs |
| Capability | Answer | How |
|---|---|---|
| Email notifications from templates | Yes | Creating an Email Notification |
| Email layouts | Yes | Using Email Layouts |
| Email attachments | Yes | Adding Attachments to an Email Notification |
| SMS notifications | Yes | Creating an SMS Notification |
| Calls to outside services (API call notifications) | Yes | Creating an API Call Notification |
| Safe testing: a staging instance sends email only to the test recipients you set | Yes | Staging vs. Production |
| Emails in the person's language | Built from parts: one template per language, chosen by the language the person picked | Multi-Language Sites |
| Capability | Answer | How |
|---|---|---|
| Static files (images, fonts, styles, scripts) served from a CDN | Yes | Using Static Assets on Pages |
| File uploads stored on a row, public or private | Yes | Uploads |
| Generate a PDF | Yes | Generating and Uploading a PDF |
Note: An upload field with no acl setting makes its files public. Set acl: private for files only signed-in people may open.
| Capability | Answer | How |
|---|---|---|
Translation files, one per language, in app/translations/ | Yes | Translations Introduction |
Show text in the visitor's language with the t filter | Yes | Multi-Language Sites |
Let the visitor choose a language (the language parameter, kept in the session) | Yes | Multi-Language Sites |
| Send the visitor's language to the server and store it, so emails match | Built from parts: a language field on the user or the request row | Multi-Language Sites |
| Dates in each language's format | Yes | Date Format |
User-facing text does not have to be hardcoded in English.
| Capability | Answer | How |
|---|---|---|
| Read the visitor's IP address | Yes: read context.headers.HTTP_X_REAL_IP, which is the same as the first entry of the X-Forwarded-For header. The last entry is an internal address, not the visitor. | Rate Limiting by IP |
| Limit requests per IP address | Built from parts: a table that counts requests per address and time window | Rate Limiting by IP |
| Block an IP address after repeated failures | Built from parts: the same counter, checked before the request is handled | Rate Limiting by IP |
| Lock an account or a form after a number of failed attempts | Built from parts: a failed-attempt counter, cleared on success | Rate Limiting by IP |
Spam protection on forms: reCAPTCHA v2, reCAPTCHA v3 or hCaptcha (the spam_protection tag) | Yes | Form Configuration Options |
Hash, sign and encrypt values (digest, compute_hmac, encrypt, decrypt) | Yes | Filters: Insites |
| Secrets kept out of your code (constants) | Yes | Insites CLI Tool Commands and Options |
Note: Insites has no built-in rate limit or lockout for your own sign-in pages. Build one from the parts above.
| Capability | Answer | How |
|---|---|---|
| Separate staging and production instances | Yes | Staging vs. Production |
Deploy from the command line (insites-cli deploy) | Yes | Insites CLI Tool Commands and Options |
| Deploy on every push to GitHub, with history and revert (the Insites GitHub App) | Yes | Insites GitHub App |
| Read your instance logs | Yes | Creating Application Logs |
| Custom domains with SSL | Yes, on production instances | Instance Domains |
Note: A full insites-cli deploy removes files from the instance that are missing from your local build. Add --partial-deploy to keep them.
| Capability | Answer | How |
|---|---|---|
| Build and deploy with any AI assistant that supports remote MCP servers (Insites CloudShell) | Yes | Getting Set Up with AI |
| Let your AI deploy, upload files, read logs and set environment variables | Yes | CloudShell Tools |
| Public rules that teach your AI how Insites works (the Insites Logic Engine) | Yes | Insites Logic Engine |
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