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Getting Started

Start Guide

Welcome to Insight Cloud. Your new destination for analytics.

This guide helps you get set up, discover core features, and start getting value fast.

Intro to Insight Cloud

Watch our overview of Insight Cloud

✅ What you’ll accomplish

  • Get an account & sign in

  • Understand the main areas of Insight Cloud

  • Launch and explore your first app

  • Explore your AI tools

  • Know where to find help and more documentation

⚡ By the end of this guide, you’ll have a working Insight Cloud workspace and know where to go to explore, analyze, and act.

1. Get access

Currently, all Insight Cloud accounts are created by Seek. Please reach out to us if you’d like an account.

  1. Reach out to support@seekinsights.com with your full name, work email, and organization/company name.

  2. Check out our App Store. Provide any apps or roles your interested in.

  3. Wait for confirmation and follow up (we promise to not take long - we’re glad you’re here!)

  4. You’ll get an activation email once the account is ready.

  5. Once activated, proceed to login!

2. Sign in

Complete the Insight Cloud activation flow based on your organization’s configuration:

  1. Receive an activation link via email

  2. Enter your work email, role, and company information

  3. Sign into your workspace

When your company uses centralized identity management, please contact support@seekinsights.com for an SSO configuration.

3. Check out the Sidebar

Hooray! You’re logged in! As a heads up the left-hand sidebar gives you fast access to key areas in the platform:

  • Home: your apps, app collections, recent activity and more…

  • My Apps: all the apps you have access to launch and manage

  • AI: get personalized platform guidance and insights

  • App Store: browse and subscribe to new apps

4. Launch your first app

  1. Go to My Apps (or the App Store if you need to subscribe to one first).

  2. Select any app you have access to (preferably one that fits your role or goals ⚡)

  3. Explore the app - apply filters, view/click into charts, and check key metrics for insights.

  4. Review insights and export or share them as needed.

5. Explore key platform features

Insight Cloud includes several core areas that help you get the most out of your account. The sections below outline what each feature does and when you’ll use it.

App Store

The App Store is where you browse and subscribe to new apps.

Intelligence (AI)

Intelligence is Insight Cloud's AI feature. It analyzes data across your apps and helps you use the platform.

Use Intelligence to:

  • Get analysis across your apps without building custom views

  • Understand what's driving changes in performance

  • Find the right app for a goal

  • Learn how to do something in the platform

→ See Intelligence

Admin Features

Admins use this area to configure how Insight Cloud works for their team.

Manage your organization’s settings and access controls. This includes:

  • Profile & organization settings

  • Users, roles, teams

  • App access permissions

  • Security and login preferences

  • Reports

View and manage your organization’s balance, payment methods, and purchase permissions.

Use this section to:

  • Add funds

  • Review spend

  • See upcoming charges

  • Export transaction details

Central location for managing all app subscriptions.

Use Subscription Management to:

  • View active apps

  • Add or remove users

  • Change plans or seats

  • Review renewal dates

6. Documentation & Resources

After you’ve got the basics, explore more:

  • Concepts: foundational ideas about how workspaces, apps, data, and AI fit together

  • Feature guides: deep dives into Intelligence, Subscription Management, Data workflows, etc.

  • Troubleshooting & FAQs: help with access, billing, data issues, login problems

  • Developer resources (Insight Labs): for teams/individuals building or publishing apps

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