# Get started with Insights

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If you're an administrator, go to [Manage customer segmentation](https://docs.phocassoftware.com/insights/manage-customer-segmentation) to give users access and set up databases.
{% endhint %}

Use this page to open Insights for the first time and confirm you have what you need.

Before you start:

* You need an Insights [license](https://app.gitbook.com/s/7pj8v25BOyqZTdG5mdD1/getting-started/user-permissions-and-licenses).
* Your [data access](https://app.gitbook.com/s/7pj8v25BOyqZTdG5mdD1/getting-started/data-access) affects the results you see.

### Open Insights

1. In the Phocas navigation menu, click **Insights**.
2. In the **Insights** menu, review the available databases:
   * **Configured** databases are ready to use.
   * **Unconfigured** databases still need administrator setup.
3. Click a configured database to open its [Customer segmentation](https://docs.phocassoftware.com/insights/use-customer-segmentation) page.

<div align="left"><figure><img src="https://3487206470-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQGQGMazAMTVRZA3vjjb5%2Fuploads%2FKSamLoYV3hAAAUUxoFRe%2Fimage.png?alt=media&#x26;token=011e5242-6a60-4e73-a141-ebf1c4122c9b" alt="" width="551"><figcaption></figcaption></figure></div>

If the database you need is unconfigured, or you cannot open it, contact your administrator. Administrators can use [Manage customer segmentation](https://docs.phocassoftware.com/insights/manage-customer-segmentation) to assign access and complete setup.

### Learn how Insights works

When you open Insights: Customer segmentation for the first time, take the in-product tour and watch the video in the bottom-right corner of the page.

<div align="left"><figure><img src="https://content.gitbook.com/content/QGQGMazAMTVRZA3vjjb5/blobs/TsVqjxA9tQb0tFgaszt9/image.png" alt="" width="280"><figcaption></figcaption></figure></div>

Alternatively, watch the videos in the [Use customer segmentation learning module](https://www.phocassoftware.com/academy/learning-modules/use-customer-segmentation) on the Academy.

### Next step

Go to [Use customer segmentation](https://docs.phocassoftware.com/insights/use-customer-segmentation) to learn about the elements on the Customer segmentation page and how the segmentation works.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
