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The Knowledge Base is a centralized feature that helps provide Orion with all of your business and analytical context. Think of it as a system for storing all the company information you might provide a new employee during onboarding to help them get up to speed.
Knowledge Base page with editor

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What is the Knowledge Base?

The Knowledge Base uses a traditional wiki-style file and folder structure so you can organize pages of context within folders. It serves as a single source of truth for:
  • Company Context - Information about your organization, industry, and business rules
  • Metrics & Definitions - How your company defines key metrics and terminology
  • Standard Operating Procedures (SOPs) - Step-by-step processes and workflows
  • Analytical Methods - How to perform certain analyses, calculations, and methodologies
  • Product Documentation - Details about your products, services, and features
  • Guidelines & Best Practices - Standards and recommendations for your team

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How Orion Uses Your Knowledge Base

When you enable Knowledge Base pages for a project, Orion will:
  • In Chat - Use that context for better answers throughout your conversation
  • In Deep Analysis - Add and use those pages in its analysis workflow
  • In Reports - Include small in-line source citations for wiki pages that were referenced
  • In Updates - Accept suggestions to update wiki pages with new information
The more comprehensive and well-organized your Knowledge Base, the better Orion can tailor its analysis to your specific needs and processes.

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Organization

It’s recommended that you create folders based on how your company normally organizes information, such as by department, and then within that, by certain use cases, activities, or scopes. Example structure: 
Sales/
├── Pricing
├── Contracts
└── Customer Stories

Operations/
├── Payroll Process
├── Returns Policy
└── Escalation Procedures

Product/
├── Features
├── API Documentation
└── Release Process
Name folders and files in a way that is as easy to understand for Orion as it would be for a new hire.

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Key Features

Wiki-Style Organization

Organize content in nested folders (up to 3 levels deep) that mirror your company structure

Markdown Editor

Create and edit pages using a markdown editor with live preview

File Uploads

Upload spreadsheets, text files, and documents that automatically convert to pages

Drag & Drop

Reorganize pages and folders by dragging them around

Revision History

Track changes and see who updated pages and when

Project Integration

Enable specific pages for projects to keep Orion focused on relevant context

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Getting Started

To get started with the Knowledge Base:
  1. Navigate to the Knowledge Base tab in your workspace
  2. Create your first folder or page
  3. Organize your content into folders that match your company structure
  4. Enable pages for projects that should have access to them
Start with essential documentation like company information, key processes, and business definitions. You can expand your Knowledge Base over time.

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Knowledge Base vs. Project Files

The key difference between Knowledge Base pages and project file uploads:
  • Knowledge Base pages - Designed for structured, concise context (metrics, definitions, procedures, guidelines) that Orion uses throughout chat and analysis
  • Project file uploads - Designed for long-form, unstructured documents like dense PDFs with images, charts, and complex text

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Next Steps