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The Knowledge Base is a centralized feature that helps provide Orion with all of your business and analytical context. It’s a flexible tool that uses a traditional wiki-style file and folder structure so you can organize pages of context within folders.

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What is the Knowledge Base?

Think of the Knowledge Base as a system for storing all the company information you might provide a new employee during onboarding to help them get up to speed. It serves as 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 Knowledge Base pages for a project, Orion will have access to this context and can reference it to provide more accurate and relevant insights.

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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: 
Sales/
├── Pricing
├── Contracts
└── Customer Stories

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

Product/
├── Features
├── API Documentation
└── Release Process
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.

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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 knowledge base during analysis and chat conversations

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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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How Orion Uses Your Knowledge Base

When you enable Knowledge Base pages for a project:
  • Chat Mode - Orion uses that context for better answers throughout your conversation
  • Deep Analysis - Orion will add and use those pages in its analysis workflow
  • Citations - In your final insight report, you’ll see small in-line source citations for wiki pages that were used
  • Knowledge Updates - You can ask Orion to update wiki pages with new information or changes
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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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