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Context is where you manage the business knowledge Orion uses in its work. It brings together written pages and the Metrics Catalog. This page covers written Context pages: company information, definitions, and procedures that help Orion understand your business. Think of them as the information you would give a new employee during onboarding.
Context page with editor

The Context editor

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What Are Context Pages?

Context pages use a wiki-style file and folder structure. They provide 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 Context Pages

When you enable Context pages for a project, Orion will:
  • In Chat - Use that context for better answers and analysis throughout your conversation
  • In Deliverables - Include small in-line source citations in reports, slide decks, and dashboards for wiki pages that were referenced
  • In Updates - Accept suggestions to update wiki pages with new information
The more comprehensive and well-organized your Context pages, 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:
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 Context pages:
  1. Go to Context in the left-hand navigation menu, then open Pages Overview
  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 Context pages over time.

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Context Pages vs. Project Files

The key difference between Context pages and project file uploads:
  • Context 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

Creating Pages

Learn how to create and manage Context pages

Best Practices

Tips for writing effective Context pages

Projects

Connect Context pages to your projects

File Uploads

Learn when to use file uploads vs. Context pages