Onboarding Process
Set up Insyte at your own pace.
You do not need to connect every data source at once.
Start with the essential information and connections, then add more data sources whenever you are ready.
Step 1
Create your Insyte account
First, create your Insyte account and business profile. This gives Insyte the basic context it needs to understand your business.
Step 2
Tell Insyte about your business
Next, you provide the basic business information Insyte needs, such as:
- Business name
- Sector
- Website
- Location
- What the business does
- Business objectives
Step 3
Add your website
Insyte needs to know which website it will analyse.
Once it is added, Insyte can begin reviewing the website and building an understanding of your business.
Step 4
Connect the core data sources
Google Search Console
This allows Insyte to understand how your website is appearing in Google Search, including real search queries, impressions, clicks and search performance.
From the Insyte Connections area, choose Google Search Console, sign in securely with Google and approve access to the correct website property.
Google Analytics 4
This allows Insyte to understand how visitors are using your website, including traffic, pages visited, engagement and available conversion activity.
From Connections, choose Google Analytics 4, sign in securely with Google and select the correct GA4 property.
Website analysis
Insyte analyses your website directly.
You do not need to connect a separate account for this. Once your website has been added, Insyte can use its own website analysis capabilities.
AI search visibility
Insyte can research how your business appears across supported AI search and answer environments.
This is an Insyte research capability. There is no extra account to connect.
Step 5
Add optional data sources later
These are optional. You do not need to connect them during your first visit. You can return later and add whichever sources are relevant to your business, for example:
- Google Ads
- Google Business Profile
- Google Merchant Center (for online shops)
Not every business needs every connection.
Insyte is also working towards connections for email marketing platforms, social media accounts and sales or CRM systems. These are not available yet — they will appear in the Connections area once Insyte can connect to them.
Step 6
Start using Insyte
Once the core setup is complete, you can start using Insyte. Ask questions, review evidence, see findings and receive evidence-based direction.
Additional data sources can be connected later. Setup is an ongoing process, not something you must finish before Insyte becomes useful.
You do not need to do everything at once
Start with the essentials.
Connect your main website, Google Search Console and Google Analytics where available.
You can then add other relevant data sources over time.
Insyte will use the evidence available and become more informed as additional relevant data is connected.