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Projects serve as the primary organizational mechanism in Orion. They help you organize Context, Chat Conversations, and Deep Analysis tasks.

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Creating a Project

Create new project dialog in Orion

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Project Name

Give your project a descriptive name that reflects its purpose (e.g., “Marketing Strategy”, “Q4 Sales Analysis”, “Customer Churn Research”).

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Project Description

The project description helps you and your team quickly understand what the project is about. This short field appears in the project list and is intended for human readers—it’s different from Project Instructions, which provide rich context for Orion.

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Memory Isolation

Memory isolation is enabled by default for all new projects.
When memory isolation is enabled, any memories formed by Orion within this project remain contained to the project itself. These memories will not be accessible in other chat conversations or analyses outside the project. Disabling memory isolation allows memories formed within this project to be accessible across other projects. This is useful when you want insights from one project to inform work in another.

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Project Instructions

Project Instructions provide detailed context to Orion, giving it a solid understanding of your project’s nuances. Think of this as a Standard Operating Procedure (SOP) or knowledge base that Orion will always consider when you start a new chat conversation or kick off a new Deep Analysis.

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What to Include in Project Instructions

Project Instructions are ideal for providing specific information such as:

Data Context

Information about your data sources and specific field definitions

Analysis Methods

How to perform certain analyses, calculations, or methodologies

Business Context

Domain-specific knowledge, terminology, and business rules

Response Preferences

Preferences for chat response formatting and communication style
The more context you provide in Project Instructions, the better Orion can tailor its responses and analyses to your specific needs.

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Next Steps After Creating a Project

Once you have created a new project, it will appear in the left-hand navigation menu and on the main projects page. Click into your new project to complete the setup. A dialog will appear prompting you to select a data source for the project. A project must always be connected to at least one data source to work.
Get started with new project dialog showing data source selection

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Selecting a Data Source

The next modal displays a list of available data sources that have been connected by your Admin. Select one by enabling the toggle switch.
Select data source modal with available data sources

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Accessing Project Settings

The Project Settings modal is always accessible by:
  • Clicking the Settings button in the top right corner of your screen, or
  • Clicking the three dots on the project item in the left-hand navigation menu and selecting Project Settings
From Project Settings, you can:
  • Update the project name, description, and instructions
  • Change the selected data source at any time

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Uploading Files to a Project

From the Project Settings modal, click on the File Uploads tab to upload files that provide context for Orion in chat conversations or Deep Analysis tasks. See File Uploads for more details on supported file types.
File uploads tab in project settings modal

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Supported File Types

Some common examples of files to upload include:
  • Company SOPs (Standard Operating Procedures)
  • Quarterly KPIs and performance metrics
  • Relevant spreadsheets and data files
  • Meeting transcripts and notes
  • Competitor analysis documents
  • Industry reports and research papers
Uploading contextual files helps Orion provide more accurate and relevant insights tailored to your organization’s specific processes and goals.