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Upload files to Chat to provide context to Orion or use as data sources in analyses.

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How to Upload a File

  1. Click the plus icon (+) in the chat text input area
  2. Select Attach File
  3. Choose one or more files from your computer
  4. The files will appear in the chat before you send your message
  5. Send your message to include the files in the conversation
You can upload multiple files at once. The maximum is 5 files per message.

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Supported File Types

Orion supports the following file formats for upload:
  • PDF (.pdf) - PDFs and documents
  • Word Documents (.doc, .docx) - Microsoft Word files
  • Excel Spreadsheets (.xlsx) - Excel workbooks
  • CSV Files (.csv) - Comma-separated values
  • Text Files (.txt) - Plain text documents

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Two Ways Files Are Used

Orion intelligently determines how to use uploaded files based on context:

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1. Context for Chat Conversations

Use files to provide context that Orion will read and reason with:
  • Company policies or SOPs - Help Orion understand your processes
  • Meeting transcripts - Reference discussions and decisions
  • Research documents - Provide background information
  • Product specifications - Share technical details
  • Data samples - Show examples of data structure or format
  • Analysis guidelines - Specify how to perform calculations or analysis
When files are used for context in Chat, Orion reads the file content to inform its responses but doesn’t create a separate data source.

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2. Data Sources in Deep Analysis

Excel files (.xlsx only) can be used as actual data sources in Deep Analysis tasks:
  • Upload one or multiple XLSX files
  • Orion treats them as queryable data sources
  • Each sheet in the XLSX becomes a table that Orion can analyze
  • Multiple XLSX files create multiple data sources for the analysis
When you use an XLSX file as a data source, you’ll see the file appear in the right-hand “draft analysis” pane under the “Data Sources” section. This indicates the file is being treated as a queryable dataset for your analysis.
Orion automatically detects whether you’re providing a file for context or as a data source based on your request. For analyses, structure your Excel files as clean tables with clear column headers.

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Providing Context for File Uploads

When uploading files, especially new documents that Orion hasn’t seen before, provide supplemental context about the file to help Orion interpret it correctly:
  • Describe the file contents - Explain what the file contains and its purpose
  • List column names (for spreadsheets) - Specify what columns are included
  • Indicate the source - Mention where the file came from (e.g., “downloaded from GitHub”, “exported from our CRM”)
  • Explain the context - Share relevant details about the data (e.g., “this contains merge history for my team members”)
Orion can examine the first few rows of a file and make assumptions, but providing this additional context upfront makes a substantial difference in how Orion interprets and uses the file in your analysis.

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File Upload Tips

  • File size - Keep files reasonably sized for faster uploads (typically under 10MB)
  • Multiple files - Upload multiple XLSX files at once for complex analyses
  • Excel structure - Use clear column headers and avoid merged cells for best results in analyses
  • Privacy - Only upload files with appropriate data you’re comfortable sharing with Orion
Be cautious when uploading files containing sensitive information. Ensure you have appropriate permissions to use the data.