Quickstart

1. 1
   Register with a work email

   Personal/free email providers (Gmail, Yahoo, etc.) are not accepted for registration — use your company email.
2. 2
   Pick a plan

   Choose Team or Scale, monthly or annual. If billing is enabled on your instance, you’ll be redirected to Stripe Checkout to start your trial — no charge until the trial ends.
3. 3
   Sign in

   After checkout (or immediately, if billing isn’t enabled on your instance) you can sign in and land on an empty workspace.

1. 1
   Go to Datasources → Connect

   Pick your database type and enter connection details. Credentials are encrypted (AES-256-GCM) before they’re ever written to disk.
2. 2
   Test the connection

   InsightBase pings the database to confirm it can connect before you move on.
3. 3
   Introspect the schema

   InsightBase reads your tables and columns, infers what each one likely means (a financial amount, a timestamp, an identifier...), and embeds descriptions for semantic search later.

See Datasources for the full list of supported databases.

A manifest is a short Markdown file describing the panels you want. Give the dashboard a title, then list each panel under a ## Panels heading:

# Revenue Overview

## Panels

### Revenue This Month
- What: Total revenue for the current month, grouped by product category
- Chart: bar
- Filter: created_at

### Active Customers
- What: Count of distinct customers with an order in the last 30 days
- Chart: stat

Full syntax and every chart type is documented in Dashboards & Manifests.

1. 1
   Paste your manifest

   From Dashboards → New, select the datasource and paste (or upload) your manifest. Optionally attach a design screenshot to guide the layout.
2. 2
   Watch it build

   A live progress stream shows each stage: parsing the manifest, looking up schema context, generating a query per panel, validating each one, and composing the final layout.
3. 3
   Open your dashboard

   Once generation completes you land on the live dashboard, with real data and working filters.

From here: fine-tune a panel’s query by hand in the query editor, set an alert on a key metric, embed the dashboard into your own product, or invite teammates to collaborate on it.