FAQ

Questions, answered directly.

Every answer starts with a short, complete response, then the detail. Can't find yours? Ask us in a demo.

Insiro

Insiro questions

What is Insiro?

Insiro is an AI operations workspace for growing businesses. It brings an assistant, digital teammates, no-code agents, workflows, business-data analysis, BI reporting, knowledge, collaboration and controls into one place, so a lean team can move from a request to an accepted, evidenced result.

Is Insiro right for my business?

The clearest fit is a growing team with repeatable digital work, connected business tools and an owner who wants measurable capacity, not another experiment. If recurring work crosses email, documents, a CRM and a database before anyone can call it done, Insiro is built for you.

Which businesses are the best fit for Insiro?

Digitally active firms with roughly 20 to 250 employees are the strongest fit, especially professional services, B2B SaaS, finance and accounting, ecommerce, wholesale, distribution and multi-location services. They have repeatable work and several apps, but no large internal AI or automation team.

Do we need developers or an AI team to use Insiro?

No. Most work starts in plain language: chat, define a goal, generate a pipeline, teach a browser skill, ask a data question or describe a report. Developer and custom-tool options are there for advanced needs, but a typical team gets its first workflow running without writing code.

Can we keep control of important actions?

Yes. Insiro supports app permissions, teammate capability ceilings, human approvals, review queues, budget and credit limits, run history, evidence and operational telemetry. Routine read-only work keeps moving; consequential actions pause for the right person with the evidence attached.

What is the Insiro Platform?

Insiro Platform is five products on one harness, one company-context layer and one governance layer: Agent Harness for reliable execution, Datasight for data and BI, Multiplayer for coordinated AI teammates, Automation for cross-app workflows, and Governance for MCP controls and telemetry.

What systems can Insiro connect to?

Insiro Automation uses a managed catalog of more than 1,700 applications alongside native MCP connectors, and Datasight supports more than 30 database and warehouse dialects plus MongoDB. Availability depends on enabled connectors, credentials and workspace configuration.

Which apps can Insiro agents work across?

Insiro agents work across more than 1,700 business apps, including Salesforce, HubSpot, Gmail, Outlook, Slack, Microsoft Teams, Jira, Zendesk, ServiceNow, Notion, Google Drive, NetSuite, QuickBooks, Stripe and Workday, plus any MCP server you register. The most common journeys pair email with the CRM, support with issue tracking, and billing with the ledger.

Which databases can Insiro query in plain English?

Insiro Datasight answers plain-English questions over SQL Server, Oracle, PostgreSQL, MySQL, TiDB, Azure SQL, Amazon Redshift, IBM Db2, Kusto, Microsoft Fabric, Power BI, Teradata, Snowflake, Databricks, BigQuery, Cassandra, DynamoDB, Cosmos DB and Elastic, as well as Excel workbooks and PDFs. Queries are read-only and every answer keeps its SQL and source trace.

How should a growing business start with Insiro?

Choose one recurring process with a clear owner and a measurable result, such as a daily operations digest, lead research and follow-up, invoice exception review, support triage or management reporting. Run it as a pilot, measure the capacity returned, then reuse what works.

Platform

Platform questions

Go to Platform

How do Insiro's five products fit together?

Agent Harness is the runtime every agent runs on. Datasight provides the governed data layer, Automation provides app connections and pipelines, Multiplayer coordinates teams of agents toward goals, and Governance controls and observes all of it. Each can be adopted alone; together they share one gateway, one semantic layer and one audit trail.

Agent Harness

Agent Harness questions

Go to Agent Harness

What is an agent harness?

An agent harness is the runtime around a model that turns it into a dependable worker: it supplies tools, memory and knowledge, routes each request, enforces permissions and budgets, verifies results and records what happened. Insiro Agent Harness provides all of that so teams build agents instead of infrastructure.

Which models does Insiro Agent Harness support?

Insiro routes across Insiro-hosted models and models from OpenAI, Anthropic Claude and Google Gemini. Organisations can bring their own API keys (BYOK), set a default model per agent or teammate, and let the router pick a fast, reasoning or coding model per request based on intent and cost.

Can I import agents I already built elsewhere?

Yes. Agent Harness imports agents from OpenAI Assistants, Claude and Gemini configurations or a JSON definition, keeping their instructions and mapping their tools to Insiro connectors. Imported agents immediately run under the same governed gateway, budgets and audit trail as native agents.

How does Insiro stop an agent from doing something risky?

Every planned action is classified into four risk tiers. Tier 0 and 1 run immediately; tier 2 needs user confirmation; tier 3 needs owner approval and the user's own credentials. Plans containing risky steps are rejected unless they include an approval gate, and each agent carries a task-scoped capability token that limits tools and arguments.

What are skills in Insiro?

Skills are reusable procedures taught by demonstration. You perform a task once in Insiro's cloud browser, Insiro records the steps, apps and guardrails, and agents can then run that skill on request or automatically when relevant. Skills can be shared with people, groups or the whole organisation.

Can agents write and run code?

Yes. Agents run code in an isolated sandbox with an egress allowlist, package policy and vulnerability scanning, and a coding agent gets a full development workspace per run. Results come back as files, tables or answers; destructive commands such as rm -rf or terraform destroy are classed tier 3 and need approval.

Datasight

Datasight questions

Go to Datasight

What is Insiro Datasight?

Insiro Datasight is a natural-language analytics product. Business users ask questions in plain English and get validated SQL, charts, KPIs and a written explanation, then turn answers into multi-page BI dashboards. It supports 30+ database and warehouse dialects and automatically builds a semantic layer from your schema.

How accurate is Datasight's natural-language-to-SQL?

Every question runs a 10-step pipeline that detects ambiguity, plans the query, generates and validates SQL in your database's dialect, and scores confidence. Answers show a confidence badge, the exact SQL and the context used, so analysts can verify, edit and re-run any query. Ambiguous questions are flagged instead of guessed.

Which databases does Datasight support?

Datasight supports 30+ SQL and warehouse dialects, including SQL Server, Oracle, PostgreSQL, MySQL, TiDB, Azure SQL, Amazon Redshift, IBM Db2, Teradata, Snowflake, Databricks, BigQuery and Microsoft Fabric, plus Kusto, Power BI models, Cassandra, DynamoDB, Cosmos DB, Elastic, MongoDB, Excel workbooks and PDFs.

What is auto ontology discovery?

When you connect a database, Datasight inspects the tables you select, recommends related tables, and writes a semantic layer in YAML: descriptions, metrics, dimensions, identifiers, relationships and PII flags. Telling it your ERP or CRM (for example SAP, Salesforce or NetSuite) improves the business descriptions. You can edit, version and schedule refreshes.

Can Datasight query across multiple databases?

Yes. You can add several connected sources to one session and ask questions that span them, for example orders in Snowflake and customers in PostgreSQL. Datasight uses each source's semantic layer to plan the federated query and returns one answer with the SQL for each source.

Can Datasight change or delete data?

No. Datasight runs read-only: generated SQL is restricted to SELECT, a row limit is injected, and connection credentials are encrypted at rest. Columns flagged as PII in the semantic layer can be masked, and every query is logged with the user, SQL and result size.

Can I import existing Power BI reports?

Yes. Upload a .pbix, .pbit or zipped .pbip file and Datasight rebuilds the report on your connected database, translating DAX measures to SQL and rating each visual as verified, exact, approximate or needs review. It never uses data stored inside the file, only your live warehouse.

Multiplayer

Multiplayer questions

Go to Multiplayer

What is Insiro Multiplayer?

Insiro Multiplayer lets you work alongside AI teammates. You describe an outcome, set a budget and choose which apps may be used. A lead teammate drafts a plan, builds a small team of specialised sub-agents, does the work in those apps and asks you only when it needs a decision or input.

What is the difference between a goal, a teammate and a sub-agent?

A goal is the outcome you want, with acceptance criteria and a spending cap. A teammate is a persistent AI colleague with a role, persona, model and an app ceiling. For each goal, the lead teammate creates sub-agents, such as a researcher, analyst or writer, that can never use apps beyond the teammate's ceiling.

Can I create a team of AI engineers, developers or admins?

Yes. Start from role templates such as Sales Researcher, Talent Scout, Paid Media Analyst, Chief of Staff, Support Triage or Engineering Debugger, or define your own. Each teammate has a model, a default budget and the apps it may use. You can pause, edit, archive or give a teammate a new goal at any time.

How much control do I keep over AI teammates?

You approve the plan before work starts, see every task and spend live, and can steer the lead teammate with a message at any time. Apps you grant are used without asking again for that goal; anything held for a decision lands in your Needs you queue, and approving runs exactly what you saw, once.

How does Insiro know a goal is done?

You write acceptance criteria when you create the goal, one per line. Every task's output is verified, and the final result is checked against each criterion and marked met or not met with a reason. If steps fail, Try again re-runs only what failed and keeps finished work.

Can a finished goal become a recurring routine?

Yes. Any completed or partly completed goal can be turned into a routine with one click, so the same team runs it on a schedule, for example a weekly competitor digest or a monthly close checklist, with the same budget, apps and approvals.

Automation

Automation questions

Go to Automation

What is Insiro Automation?

Insiro Automation connects AI agents to 1,700+ SaaS applications and automates complete business journeys, from trigger to outcome. Teams build visual pipelines with triggers, agents, branches and approvals, schedule agents, set standing routines, and reuse skills taught by demonstration, all running under Insiro's governed gateway.

How many apps does Insiro Automation connect to?

Insiro connects to more than 1,700 SaaS applications through native connectors, a managed connector catalogue and any Model Context Protocol (MCP) server you register. Common examples include Salesforce, HubSpot, ServiceNow, Jira, Slack, Microsoft 365, Google Workspace, Workday, NetSuite, Zendesk, GitHub and Snowflake.

How is Insiro different from iPaaS or RPA tools?

iPaaS and RPA run fixed scripts: when the input or the page changes, the flow breaks. Insiro pipelines can include agents that read, decide and adapt within each step, while keeping deterministic branches, approvals and retries where you need them. Every app action still passes the same governed, audited gateway.

Can I connect my own internal tools?

Yes. Register any MCP server from the admin console, or build a custom tool in the Developer Tool Studio with a JSON schema and a Python implementation, then publish it to selected Spaces. Custom tools get the same risk tiers, rate limits, permissions and telemetry as built-in connectors.

What triggers can start an automation?

Pipelines start on a schedule, on demand, from a webhook or app event, from a chat message, or from a standing routine. Routines keep watching for a condition, such as a new high-value lead or an overdue invoice, and start the right pipeline or goal when it occurs.

Do users need to share credentials with the automation?

No. Each user connects their own account once through OAuth. At run time the gateway brokers that user's delegated token to the tool, so actions happen with the user's own permissions. Workspace-level service connections are also supported for shared automations, with admin approval.

Governance

Governance questions

Go to Governance

What is Insiro Governance?

Insiro Governance is the control plane for AI agents and MCP tools. Admins set each tool to off, read-only or read and write with clicks, require approvals by risk tier, apply kill switches and DLP, and use telemetry to see which tools ran for which user query and how many tokens each step consumed.

What is MCP governance?

MCP governance means controlling which Model Context Protocol tools AI agents can discover and call, with what arguments, under whose credentials, and recording every decision. Insiro routes every MCP call through one gateway that enforces permissions, rate limits, risk-tier approvals, DLP and budgets, and writes audit evidence.

How do I make an MCP tool read-only in Insiro?

Open MCP controls in the admin console, find the tool or server, and choose Read only. The policy is pushed to the gateway immediately: write actions from that tool are blocked for every agent, teammate and pipeline in scope, and the change is recorded in the audit trail with who made it.

What does Insiro telemetry show?

Telemetry shows active agents, success rates, latency, error rates, credits and token usage over time, plus a trace for every run. Each trace lists the user's query, the routed intent, every tool call with its permission decision, and input and output tokens and cost at each step.

Can we stop all agents immediately in an emergency?

Yes. Org admins have per-tool kill switches in the governance console, and platform kill switches can target a tool, a user, a workspace or a whole organisation. Kill switches take effect on the next tool call; the platform switch fails closed if its state cannot be read.

Does Insiro protect sensitive data in agent outputs?

Yes. Inputs to tools are scanned and can be blocked per tool policy. Outputs are always scanned and redacted, covering identifiers such as social security numbers, card numbers, email addresses, password or token assignments and long secrets, before results reach the model or the user.

How are agent costs controlled?

Every goal and mission has one budget account with an approved ceiling. Model calls, tools, sandbox time, search and storage reserve estimated cost before running and settle actual usage afterwards. When the ceiling is reached, work stops cleanly and the itemised spend is visible in telemetry.

Comparisons

Comparisons questions

Go to Comparisons

Why choose Insiro instead of an AI copilot or enterprise search assistant?

Choose Insiro when you need AI to complete work in your systems, not only find and summarise information. Insiro agents act in 1,700+ apps, query your warehouses, coordinate as teams toward goals and stop at a budget, with every action passing a governed gateway with approvals and audit evidence.

Why choose Insiro instead of building on an open-source agent framework?

Frameworks give you building blocks; Insiro gives you the governed runtime those blocks need in production: routing, capability tokens, risk-tier approvals, idempotency, rollback, budgets, DLP, telemetry and audit. Teams keep flexibility through BYOK models, custom MCP servers and custom tools without operating the platform themselves.

Why choose Insiro Datasight instead of a traditional BI tool?

Traditional BI requires modelling data and building visuals before anyone can ask a question. Datasight discovers the semantic layer automatically, answers plain-English questions with validated SQL and builds dashboards from a brief. Many teams keep their BI tool for governed reporting and use Datasight for everything ad hoc.

Why choose Insiro Automation instead of iPaaS or RPA?

iPaaS and RPA excel at fixed, predictable flows but break on unstructured inputs and changing pages. Insiro places agents inside pipeline steps to read, decide and adapt, while keeping deterministic branches, approvals and retries, and applies the same governance and per-user credentials to every action.

Security

Security questions

Go to Security

Where does Insiro run and where is our data stored?

Insiro offers three deployment models: shared multi-tenant with strict organisation isolation, dedicated single-tenant infrastructure, and bring-your-own-cloud in your Azure subscription. With BYOC, data, logs and secrets stay in your tenant, and you can bring your own model keys so prompts go only to providers you already contract with.

How does Insiro handle credentials for connected apps?

Users connect their own accounts through OAuth. Tokens are stored encrypted in a pluggable secret backend such as Azure Key Vault, never exposed to models, and brokered by the gateway only at call time. Capability tokens for agents are stored as keyed hashes, so a database read never yields a usable token.

Which model providers see our prompts?

Only the providers your organisation enables. Admins choose which models are available, from Insiro-hosted models to OpenAI, Anthropic Claude and Google Gemini, and can bring their own API keys so prompts run under contracts you already hold. Organisation memory is stored per tenant and governed by your admins.

See Insiro on your own stack.

A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

  • 13governance checks on every agent tool call
  • 1,700+SaaS apps agents can act in
  • 30+data dialects for plain-English questions