Basics & Navigation

The Chat interface is where you interact with Orion. Conversations are organized by project, so each project maintains its own chat history and context. Start typing to ask a question, and Orion returns results inline.

​

Chat Interface

The Chat interface is where you interact with Orion. Your conversations are organized by project, so each project has its own chat history and context.

​

Starting a Conversation

Simply start typing to begin a new conversation with Orion. Each conversation can reference previous conversations in the same project, and Orion will remember project-specific information and your preferences.

​

Referencing Content with @

Type @ in the chat input to reference something that already exists in the project. The reference inserts a chip with the item’s exact name, so Orion does not have to guess which item you mean. The @ has to start the message or follow a space. With nothing typed after it, the menu opens on the category list: A category stays in the list even when it holds nothing, so opening an empty one shows “No matching references.” Keep typing after the @ to search every category at once. Matching is case-insensitive against the name, and results stay grouped by category, at most ten per category. The menu searches recent items, not the full history of the project. Referencing a template tells Orion to build the deliverable with that template. Referencing a spreadsheet tells Orion to read it as data. Every tab loads unless you name one. Attach spreadsheets on the Connectors tab of Project Settings, after connecting Google under Settings → Connectors. Orion uses your Google access to read them. Attachments are read-only by default. To let Orion write to a sheet, switch its access to Read/write. The menu is built for the keyboard:

• Arrow Down and Arrow Up: move the highlight
• Arrow Right: open the highlighted category
• Arrow Left: return to the category list, before you type anything
• Enter or Tab: take the highlighted entry
• Escape: close the category, then close the menu

Press Backspace once to remove a reference. The whole chip is deleted, not one character at a time.

​

The + Menu

Click the + in the chat input to open its menu:

• Add File: attach files to the next message. See File Uploads
• Use Template: opens Choose a template. Pick a saved slide or dashboard template, and Orion inserts it as a reference in the chat input
• Context: choose what Orion can draw on in this conversation

The Context submenu has three switches, all on by default: The switches apply to this conversation only. They lock after the first message, so start a new chat to change them. While a switch is off, a badge in the chat input names what is off.

​

Chat History

Your chat history appears in the chat history sidebar on the left side of the Chat interface. Click Chat History in the upper-left corner to open it, and Hide to close it. All your previous conversations are saved and easily accessible. The chat history sidebar shows:

• A New Chat button at the top to start a new conversation
• A Rooms section for conversations with more than one participant: see Rooms
• A Chats section with your recent conversations, organized chronologically, each with its title and the time it started

Your chat history is organized by project, so each project maintains its own separate conversation list. A room appears in the list of every participant. The owner of a conversation can rename or delete it from the three-dot menu on its row:

• Rename: opens Rename Conversation to give the conversation a new name
• Delete: asks for confirmation, then deletes the conversation. Deleting cannot be undone

In a room, the same menu offers Leave room: see Rooms.

​

Session

Click Session in the upper-right corner of a conversation to open a drawer with what the conversation has produced and used. The number beside Session counts the content and charts so far.

• Content: the charts, artifacts, notebook, and workflows this conversation produced
• Context: the sources Orion drew on, such as Context pages, memory, metrics, and uploaded files. Viewers do not see this tab

Viewers see Session only after the conversation produces content.

​

Sharing Conversations

Click Share in the upper-right corner of a conversation to send a teammate a read-only copy, or to turn the chat into a room. In a room, the same control reads People. For more details, see our Share Chat Conversations guide.