# Insites Help Center

> We're here to help your agency succeed

## The Basics

- [How to log in](https://help.insites.com/en/articles/8058088-how-to-log-in.md): A guide on how to log in to Insites and what to do if you've forgotten your password
- [How to generate an audit](https://help.insites.com/en/articles/8040082-how-to-generate-an-audit.md): Generate a digital marketing audit for any business in under 90 seconds
- [Understanding and interpreting the Insites score](https://help.insites.com/en/articles/8053222-understanding-and-interpreting-the-insites-score.md): The Insites score is a weighted average of all of the tests performed during the audit
- [Branding & White Labelling](https://help.insites.com/en/articles/8068905-branding-white-labelling.md): Makes the Insites platform your own
- [Updating an existing audit](https://help.insites.com/en/articles/8052535-updating-an-existing-audit.md): How and when to create a new digital marketing audit
- [Install the Insites mobile app](https://help.insites.com/en/articles/8041272-install-the-insites-mobile-app.md): The mobile app lets sales agents run digital marketing audits on the go
- [Updating your password & user details](https://help.insites.com/en/articles/8040329-updating-your-password-user-details.md): Make it easy for prospects you share audits with to contact you back
- [Changing the settings for an audit](https://help.insites.com/en/articles/8053660-changing-the-settings-for-an-audit.md): How to override, edit and fine-tune details for individual audits
- [Adding your logo to the Insites audits](https://help.insites.com/en/articles/8037384-adding-your-logo-to-the-insites-audits.md): A guide to personalising your audits by adding your company logo
- [Setting up two-factor authentication](https://help.insites.com/en/articles/8128829-setting-up-two-factor-authentication.md): How to keep your Insites account secure with two-factor authentication
- [Activity reports for Sales & Marketing](https://help.insites.com/en/articles/8037280-activity-reports-for-sales-marketing.md): A guide to activity reporting
- [Keyword Planner](https://help.insites.com/en/articles/11680107-keyword-planner.md): What is the Keyword Planner, and how can you and your team use it?

## Boosting sales

- [Top tips for new sales agents](https://help.insites.com/en/articles/8040065-top-tips-for-new-sales-agents.md): A quick guide on how to set up basic details and get familiar with the platform
- [Understanding the Overview tab of an audit](https://help.insites.com/en/articles/8046650-understanding-the-overview-tab-of-an-audit.md): How to interpret the Overview tab of an Insites digital marketing audit
- [Understanding the Detail tab of an audit](https://help.insites.com/en/articles/8046665-understanding-the-detail-tab-of-an-audit.md): Understand how to interpret the results in the Detail tab of an Insites audit
- [Create a competitor audit](https://help.insites.com/en/articles/8040203-create-a-competitor-audit.md): A guide on how to a competitor to your audits
- [Presenting a digital marketing audit to your client](https://help.insites.com/en/articles/8040184-presenting-a-digital-marketing-audit-to-your-client.md): A guide on how to present a digital marketing audit once you've run it
- [Share a digital marketing audit](https://help.insites.com/en/articles/8040092-share-a-digital-marketing-audit.md): A guide on the different ways to share the Insites audit with your clients
- [Scheduling a digital marketing audit](https://help.insites.com/en/articles/8053891-scheduling-a-digital-marketing-audit.md): Automate the audit to run again on a set date or at monthly or quarterly intervals
- [Showcasing your best work](https://help.insites.com/en/articles/7995084-showcasing-your-best-work.md): Use your best work to close new sales - add portfolio pieces to Insites digital audits
- [Build a proposal for your services](https://help.insites.com/en/articles/8040054-build-a-proposal-for-your-services.md): A guide on how to include a personalised proposal in your audits
- [Save time with the Insites Chrome Extension](https://help.insites.com/en/articles/8046632-save-time-with-the-insites-chrome-extension.md): Install the Insites Chrome extension
- [White-labelling Insites audit PDFs](https://help.insites.com/en/articles/7995067-white-labelling-insites-audit-pdfs.md): How to tailor your PDF audits to best suit your business needs
- [Keyword research & rank tracking in Insites](https://help.insites.com/en/articles/8041335-keyword-research-rank-tracking-in-insites.md): A guide to Keyword ranking & opportunities
- [Tracking my client's progress over time](https://help.insites.com/en/articles/8041286-tracking-my-client-s-progress-over-time.md): A guide on using the history tab
- [Manual checks for sales teams](https://help.insites.com/en/articles/8041347-manual-checks-for-sales-teams.md): A guide on how to create a checklist for your sales team to complete
- [Measuring sales team performance](https://help.insites.com/en/articles/8062020-measuring-sales-team-performance.md): A guide to monitoring your teams performance in the platform
- [How to find out where your business ranks locally](https://help.insites.com/en/articles/9795016-how-to-find-out-where-your-business-ranks-locally.md)
- [Keyword Intelligence](https://help.insites.com/en/articles/11680113-keyword-intelligence.md): What is Keyword Intelligence, how does it work, and how can you and your team use it?

## Generating leads

- [Overview of bespoke lead generation](https://help.insites.com/en/articles/8061031-overview-of-bespoke-lead-generation.md): Start collecting leads by using our lead gen widget
- [Introduction to lead generation](https://help.insites.com/en/articles/8076030-introduction-to-lead-generation.md): Insites makes it easy to collect a stream of qualified leads via embedding a digital audit into your website
- [Bespoke lead generation integration methods](https://help.insites.com/en/articles/10131508-bespoke-lead-generation-integration-methods.md): How to integrate besoke lead generation to a landing page or by sending links from an email campaign
- [Self-serve lead generation](https://help.insites.com/en/articles/8053599-self-serve-lead-generation.md): Start generating leads using our self serve widget for all partners
- [Enterprise bespoke user journey](https://help.insites.com/en/articles/8061168-enterprise-bespoke-user-journey.md): Collect leads with our bespoke lead generation tool
- [Enterprise lead generation set-up](https://help.insites.com/en/articles/8061217-enterprise-lead-generation-set-up.md): Guide to setting up the bespoke lead generation tool
- [Generating a Google Maps API key](https://help.insites.com/en/articles/8053620-generating-a-google-maps-api-key.md): Use business auto complete on our lead generation with an API key
- [Preventing abuse of the lead generation feature](https://help.insites.com/en/articles/8053646-preventing-abuse-of-the-lead-generation-feature.md): Enable password protection
- [Using your own lead capture form](https://help.insites.com/en/articles/11145610-using-your-own-lead-capture-form.md): How to integrate Insites Lead Generation with your own lead capture form, e.g. Pardot or Eloqua.

## Lead scoring & segmentation

- [How to audit a batch of businesses](https://help.insites.com/en/articles/8040332-how-to-audit-a-batch-of-businesses.md): A guide on how to test hundreds or thousands of businesses in one go
- [Filter & export businesses you've audited before](https://help.insites.com/en/articles/8040320-filter-export-businesses-you-ve-audited-before.md): A guide on how to filter down the businesses you've tested in the past, and export them into a CSV

## Building better websites

- [What is Builder?](https://help.insites.com/en/articles/8054540-what-is-builder.md): Builder can automatically quality check multiple website build factors for any business
- [How to find issues on a website](https://help.insites.com/en/articles/8053806-how-to-find-issues-on-a-website.md): The Chrome extension will highlight the issues found on the website, and take you straight to them on the page
- [Test a staging website](https://help.insites.com/en/articles/8040612-test-a-staging-website.md): A guide on how to run a staging audit during the production process
- [Spelling, Grammar & Inappropriate content](https://help.insites.com/en/articles/8041295-spelling-grammar-inappropriate-content.md): A guide to the spelling, grammar and inappropriate content tests
- [Measuring production team performance](https://help.insites.com/en/articles/8061495-measuring-production-team-performance.md): Find out how long it takes each agent to build a site, and which areas they consistently struggle with
- [Proving your value to clients](https://help.insites.com/en/articles/8042013-proving-your-value-to-clients.md): Demonstrate your progress to prove value after build or during a retention call

## Configuring Insites

- [Setting up a white-label domain name](https://help.insites.com/en/articles/8037496-setting-up-a-white-label-domain-name.md): A guide to customising your audit by using a custom domain name
- [Setting up a white-label email address](https://help.insites.com/en/articles/8037518-setting-up-a-white-label-email-address.md): A guide to customising your audits by using a custom email address
- [Selecting Local Directories](https://help.insites.com/en/articles/8069373-selecting-local-directories.md): Check whether a business exists in selected online directories
- [Adding & managing users](https://help.insites.com/en/articles/8053199-adding-managing-users.md): Adding, deleting and changing users passwords and roles
- [Enabling tests](https://help.insites.com/en/articles/8037403-enabling-tests.md): A guide on how to turn on tests in your account
- [Customising the overview with the audit designer](https://help.insites.com/en/articles/8037424-customising-the-overview-with-the-audit-designer.md): A guide on how to customise your overview
- [Adding a custom block of content](https://help.insites.com/en/articles/8037449-adding-a-custom-block-of-content.md): A guide to customising your audits by adding a content block
- [Creating manual checkpoints in the audit](https://help.insites.com/en/articles/8040617-creating-manual-checkpoints-in-the-audit.md): A guide on how to create custom checkpoints
- [Add your own product recommendations](https://help.insites.com/en/articles/8037558-add-your-own-product-recommendations.md): A guide on how to customise your audits by adding your own product recommendations
- [Adding your products & services to build proposals](https://help.insites.com/en/articles/8061997-adding-your-products-services-to-build-proposals.md): A guide on adding your products and services into your account, to build a proposal with when sharing a report
- [Adjusting the test weightings](https://help.insites.com/en/articles/7995105-adjusting-the-test-weightings.md): How to adjust the weightings of each individual test to change the impact they have on the audit score
- [Improving email deliverability](https://help.insites.com/en/articles/8037534-improving-email-deliverability.md): A guide on how to improve your email deliverability
- [Why am I not receiving emails from Insites?](https://help.insites.com/en/articles/11679891-why-am-i-not-receiving-emails-from-insites.md)
- [Creating and Saving Audit Views](https://help.insites.com/en/articles/14004989-creating-and-saving-audit-views.md): Use Insites audit views to create multiple views in one
- [Localising the platform & audit results](https://help.insites.com/en/articles/8053314-localising-the-platform-audit-results.md): How to set up Insites for success in the market you serve

## Integrations

- [Integration directory](https://help.insites.com/en/articles/7854739-integration-directory.md): A complete list of the CRMs and platforms we are able to integrate with
- [Crankwheel integration](https://help.insites.com/en/articles/8036498-crankwheel-integration.md): Documentation explaining how our Crankwheel integration works
- [Hubspot integration](https://help.insites.com/en/articles/8036468-hubspot-integration.md): Documentation explaining how our Hubspot integration works
- [Uberall integration](https://help.insites.com/en/articles/8036458-uberall-integration.md): Documentation explaining how our Uberall integration works
- [Salesforce integration](https://help.insites.com/en/articles/8035973-salesforce-integration.md): Documentation explaining how our Salesforce integration works
- [Zoho integration](https://help.insites.com/en/articles/8062281-zoho-integration.md): A guide on integrating Zoho with your website
- [Zapier integration](https://help.insites.com/en/articles/8094558-zapier-integration.md): Documentation explaining how our Zapier integration works
- [Using triggers to automate workflows in Insites](https://help.insites.com/en/articles/8125187-using-triggers-to-automate-workflows-in-insites.md): Triggers help you automate common actions in Insites
- [Yext integration](https://help.insites.com/en/articles/8792071-yext-integration.md): Documentation explaining how the Insites & Yext integration works
- [OAuth integrations](https://help.insites.com/en/articles/9574029-oauth-integrations.md): How to integrate Insites with your Oauth
- [Connect your favourite AI agent to the Insites MCP server](https://help.insites.com/en/articles/12831492-connect-your-favourite-ai-agent-to-the-insites-mcp-server.md): Want to know all about the Insites MCP server and what you and your sales team can do with it?
- [Connecting our MCP server to ChatGPT](https://help.insites.com/en/articles/12840818-connecting-our-mcp-server-to-chatgpt.md): Follow these steps to connect the Insites MCP server to your ChatGPT account
- [Connecting our MCP server to Claude](https://help.insites.com/en/articles/12840863-connecting-our-mcp-server-to-claude.md): Follow these steps to connect the Insites MCP server to your Claude account

## FAQs

- [How does Insites pick the pages it tests?](https://help.insites.com/en/articles/8046646-how-does-insites-pick-the-pages-it-tests.md): Understand how the website pages are chosen when auditing a business
- [Why can't this website be tested?](https://help.insites.com/en/articles/8566295-why-can-t-this-website-be-tested.md): Guidance on why Insites may not be able to test a particular website, and what you can do about it.
- [Is Insites down right now?](https://help.insites.com/en/articles/8074565-is-insites-down-right-now.md): Find out whether Insites is experiencing technical issues
- [What languages does Insites support?](https://help.insites.com/en/articles/8040079-what-languages-does-insites-support.md): A directory of all of the languages Insites supports
- [How can I update my payment details?](https://help.insites.com/en/articles/8037314-how-can-i-update-my-payment-details.md): Guiding you through updating your payment card details
- [Can I add a PO number to my invoice?](https://help.insites.com/en/articles/8037367-can-i-add-a-po-number-to-my-invoice.md): A guide on how to download invoice and update your purchase order number
- [How can I cancel my Insites account?](https://help.insites.com/en/articles/8037343-how-can-i-cancel-my-insites-account.md): A guide on closing your account
- [Handling client objections](https://help.insites.com/en/articles/8040343-handling-client-objections.md): A guide on how to handle client objections
- [Are you GDPR compliant?](https://help.insites.com/en/articles/8159178-are-you-gdpr-compliant.md): Want to know how we look after your data? Get answers here!
- [How can I delete my Insites account and all the data you hold?](https://help.insites.com/en/articles/10319327-how-can-i-delete-my-insites-account-and-all-the-data-you-hold.md): How to delete your account and erase all information Insites stores about you
- [How can I stop Insites auditing my website?](https://help.insites.com/en/articles/16392898-how-can-i-stop-insites-auditing-my-website.md): How to prevent your website from being accessed and audited by Insites

## API & Webhooks

- [API introduction](https://help.insites.com/en/articles/7994913-api-introduction.md): Start your journey with the Insites API here
- [API authentication](https://help.insites.com/en/articles/7994893-api-authentication.md): How to authenticate with the Insites API
- [API rate limits](https://help.insites.com/en/articles/7994917-api-rate-limits.md): Limits on how fast you can call to the Insites API
- [Audit API](https://help.insites.com/en/articles/7994946-audit-api.md): How to run & fetch an Insites SEO audit using our API
- [Audit link API](https://help.insites.com/en/articles/8031862-audit-link-api.md): The audit link API is the easiest way to integrate Insites into your CRM, ticketing platform or other internal service.
- [White-label PDF link API](https://help.insites.com/en/articles/7995064-white-label-pdf-link-api.md): Quickly & easily generate white-label PDF audits to share with your customers
- [Share by link API](https://help.insites.com/en/articles/7994968-share-by-link-api.md): How to generate a link to an audit to send to your client
- [Competitor suggestions API](https://help.insites.com/en/articles/10827154-competitor-suggestions-api.md): Fetch Insites' default suggested competitors, or inject your own competitors \(if known\) so Insites shows these instead in the UI.
- [Scheduled audit API](https://help.insites.com/en/articles/7994962-scheduled-audit-api.md): Schedule an audit to be generated in the future, optionally on a recurring basis
- [Event API](https://help.insites.com/en/articles/7994938-event-api.md): The Event API lets you see how users have been interacting with the Insites platform
- [User API](https://help.insites.com/en/articles/7995037-user-api.md): How to use our Users API to list, add, update and delete users in Insites.
- [Webhook API](https://help.insites.com/en/articles/8120658-webhook-api.md): Get a callback to your app, with a payload of data, whenever an Insites audit is completed
- [Log in token API](https://help.insites.com/en/articles/8765241-log-in-token-api.md): Automatically log users into Insites from your existing application.
- [Email template API](https://help.insites.com/en/articles/10859175-email-template-api.md): Provide your own email text to Insites, so that when an agent shares the audit, your text appears by default.
- [Keyword Planner API](https://help.insites.com/en/articles/11563871-keyword-planner-api.md): The keyword planning API combines competitor intelligence, scraping and AI to generate a keyword plan for a small business
- [Embedding a local grid](https://help.insites.com/en/articles/13161765-embedding-a-local-grid.md): Quickly and simply embed an Insites local grid into your application or reporting dashboard
- [AI Visibility API](https://help.insites.com/en/articles/15701908-ai-visibility-api.md): How to use our API to start AI Visibility audits and fetch their results.
- [AI Talking Points API](https://help.insites.com/en/articles/15702681-ai-talking-points-api.md): How to use our API to generate or retrieve AI-powered talking points for an existing audit.
- [Local Grid API](https://help.insites.com/en/articles/15704208-local-grid-api.md): How to use our API to run Local Grids and fetch their results.