Skip to main content
Context pages hold the written business knowledge Orion reads and cites during analysis. Organize them into folders for company information, definitions, procedures, and other shared documentation. Go to Context in the left-hand navigation menu, then open Pages Overview. The Context area also contains the Metrics Catalog. This guide covers written pages.

​
What Are Context Pages?

Think of Context pages as the information you would give a new employee during onboarding. They provide a single source of truth for:
  • Company Context - Information about your organization, industry, and business rules
  • Standard Operating Procedures (SOPs) - Step-by-step processes and workflows
  • Metrics & Definitions - How your company defines key metrics and terminology
  • Product Documentation - Details about your products, services, and features
  • Analytical Methods - How to perform certain analyses, calculations, and methodologies
  • Guidelines & Best Practices - Standards and recommendations for your team
When you enable Context pages for a project, Orion will have access to this context and can reference it to provide more accurate and relevant insights.

​
Organization Structure

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:
There’s no specific methodology that Orion prefers, but organize folders and files in a way that is as easy to understand for Orion as it would be for a new hire.

​
Key Features

Organized Hierarchy

Structure your documentation with nested folders (up to 3 levels deep) and unlimited pages

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 (supports .txt, .md, .xlsx, .csv)

Drag & Drop

Reorganize pages and folders by dragging them around

Project Integration

Selectively enable pages for specific projects to keep Orion focused on relevant context

AI-Ready

Orion searches and references your Context pages during analysis and chat conversations

​
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.

​
How Orion Uses Your Context Pages

When you enable Context pages for a project:
  • Chat & Analysis - Orion uses that context for better answers and more accurate analysis throughout your conversation
  • Citations - In your deliverables (reports, slide decks, dashboards), you’ll see small in-line source citations for wiki pages that were referenced
  • Knowledge Updates - You can ask Orion to update wiki pages with new information or changes
The more comprehensive and well-organized your Context pages, the better Orion can tailor its analysis to your specific needs and processes.

​
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