Operator docs
Help & operator docs
Step-by-step guides for working with InsightBase. Each topic is grounded in the actual platform, with clear paths for search, monitoring, sponsor licences, notifications, and admin operations.
Getting started
Working with companies
Intelligence Studio — searching and filtering companies
Build operator-grade segments using the 60+ ready filters across company, dates, location, industry, risk, signals, and accounts.
Segments — saved searches that auto-refresh
Turn a query into a living segment. Daily digests, exports, watchlists, and outreach triggers all start here.
Operations
Daily ingestion — how new companies arrive
Every UK company incorporated yesterday lands in InsightBase by the next morning, verified against Companies House.
Sponsor licences — Home Office Register matching
131k+ sponsor licences ingested monthly. 73% match canonical companies via Phase-1 exact match; the rest go through Phase-2 fuzzy review.
Notifications, digests, and sequences
How alerts and emails are created, dispatched, and observed. Resend integration, dedupe windows, quiet hours, escalations.
Platform & admin
Enrichment setup — sources, runs, review, and AI policy
Which enrichment sources are registered, how runs move from evidence to review, and when to add LLMs or external providers.
Workspaces, roles, and ownership
How tenancy works in InsightBase — the singular owner, the role hierarchy, lifecycle states, and platform-admin inspection.
Admin operations — health, recovery, and rails
What every cron does, how to read the rail health dashboard, recovery actions for stuck days, and the watchdog playbook.
Reference
Data model — canonical, workspace, and provenance
Two-tier data: a shared canonical layer (the 5.7M-row CH corpus) plus a per-workspace overlay (notes, tags, segments, enrichment).
Glossary
Plain-English definitions of every term that appears in InsightBase: SIC codes, jurisdictions, sponsor licence ratings, etc.