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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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Personal vs Shared Projects

When you create a new project in Orion, it is automatically private by default until you share it with other team members.
  • Personal (Private) Projects: Any anlsyses, insights, or conversations within the project are only accessible by you (aside from admins).
  • Shared Projects: Projects shared with 1 or more team members. Only those with access to the project can view the contents.

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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 (250 character description) 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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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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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 Orion to recall memories from one project in order 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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Example Project Instruction

Here’s a starter template you can use when setting up Project Instructions: 
# Sales Project Instructions

## Data Context
- Primary dataset: Monthly_Sales_Data (updated weekly on Sundays)
- Key tables: Orders, Customers, Products, Regions
- Currency: USD
- Date range: Jan 2023 to present
- Customer IDs format: CUST_[6 digits]

## Analysis Methods
- Use ARR (Annual Recurring Revenue) for subscription products
- Calculate cohort retention using 30-day periods
- Apply 15% CAC payback threshold for new channels
- Region-specific metrics: EMEA, APAC, Americas

## Sales Business Context
- Our industry: B2B SaaS
- Main competitors: Salesforce, HubSpot, Zendesk
- Key success metric: Net Revenue Retention (target: >120%)
- Seasonal peak: Q4 (holiday season drives higher enterprise deals)

## Reporting Preferences
- Our sales team prefers short reports in bullet point format
- Highlight any data gaps or anomalies in analysis
- Provide actionable recommendations, not just observations
Feel free to customize this template with details specific to your project!

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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

Orion currently supports the following file formats for project document uploads:
  • Markdown (.md, .markdown)
  • PDF (.pdf)
  • Word Documents (.docx)
  • Plain Text (.txt)
Excel spreadsheets are not currently supported, but we’re actively working on adding Excel support in an upcoming release.

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Common Examples of Project Files:

  • Company SOPs (Standard Operating Procedures)
  • Quarterly KPIs and performance metrics
  • Meeting transcripts and notes
  • Competitor analysis documents
  • Industry reports and research papers
  • Process documentation and guidelines
Uploading contextual files helps Orion provide more accurate and relevant insights tailored to your organization’s specific processes and goals.

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Cloning Projects

Within shared projects, you have the ability to clone projects. This is useful when you want to reuse the same project settings, data sources, and file uploads from an existing project. For example, if you’re using a project for customer-facing analytics reporting and want to use the same project configuration for a new use case, you can simply clone everything from the original project.
Clone project option in project dropdown menu
Memories from an isolated project will not automatically copy into a cloned project. Each cloned project starts with its own isolated memory.

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Sharing Projects

You can share projects with individuals who have Orion accounts. To share a project, click the share button in the upper right-hand corner of the project interface.
Share button in upper right corner of project interface
Shared projects enable collaboration and allow you to work together with your team members on analysis tasks.

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Project Permissions

Orion supports three different user roles with varying levels of access and permissions:

Admin

Can control who has access to projects. Admins can assign users to projects from the Manage Users tab and have full control over project access.

Analyst

Can do just about anything within a project, including chatting with the project and sharing projects. The only limitation is that analysts cannot add existing users to other projects.

Viewer

Can view projects that have been approved and view insights that have been approved. Viewers have read-only access to approved content.