Quickstart Guide

Get InsightOS up and running in under 5 minutes.

Step 1: Create Your Account

Head to the registration page and create your account. You will need to provide your agency name, email, and a password.

Step 2: Create Your First Client

After signing up, the onboarding wizard will guide you through creating your first client. Enter their name, industry, and website.

Step 3: Connect a Data Source

Go to the Integrations page and click Connect on any of our supported platforms:

• Google Ads
• Meta Ads (Facebook/Instagram)
• Google Analytics 4
• HubSpot
• LinkedIn Ads
• TikTok Ads
• Shopify
• Klaviyo
• Google Search Console

Each connection uses OAuth — you will be redirected to the provider to authorize access.

Step 4: View Your Dashboard

Once connected, InsightOS will automatically sync your data. Within a few minutes, your KPI dashboard will populate with:

• Spend, Revenue, and ROAS metrics
• Session and conversion data
• AI-powered insights and recommendations
• Trend charts and daily breakdowns

Next Steps

• Set up alert rules to catch anomalies
• Generate your first report
• Create an API key for programmatic access

Need help? Contact support@insightos.com