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Insights

The insights page is your user interface landing page. Here you can view and manage all the insights Orion has generated for your business.

Insight Table View

View Insights

Generated insights can be filtered by date range, tags, status, user or archive status.

  1. Click to open an insight takes you to the insight detail page.

From the insight details page you can view the insight and perform additional actions

Start a conversation with Orion

Start a conversation with Orion to refine, validate, or expand on insights. Orion allows iterative questioning to help refine analysis results.

Chat Panel

  1. From the insight detail page click on 'Chat with Orion' in the upper right hand corner to open the chat panel.
  2. Ask a question, or request a new assignment. Here Orion helps you make sense of your data, letting you kick off new assignments direct from chat, ask follow-up questions, and dig deeper.

Attaching Files in the Chat Panel

To attach files in the chat, click the paper clip icon and select a file.

Supported File Types
  • Plain Text (.txt)
  • PDF Documents (.pdf)
  • Microsoft Word Documents (.doc)
  • Microsoft Excel Spreadsheets (.xls)
  • Microsoft Word Documents (.docx)
  • Microsoft Excel Spreadsheets (.xlsx)

Chat Panel File Upload

Reference Assignments & Insights in the Chat Panel

The Chat supports referencing Assignments & Insights to give Orion additional context. Simple click the @ icon, and select an Insight or Assignment to attach to your message.

Chat Panel At Reference

Approve/Reject Insights

Approve or Reject insights. All insights have the option for users to approve or reject.

  1. From the insight detail page just click on the Approve or Reject button at the top of the insight details page.

Insight Approval Controls

Share Insights

Send approved insights to internal stakeholders or external partners via email.

Share Modal

  1. Click on the share button
  2. Select from the list of existing users
  3. Add any email to share with an external party
  4. Orion will email your insight directly to the designated recipients

Provide Feedback

Provide feedback on accuracy and relevance of the insight content. Feedback is added to Orion’s context utilized to improve future assignments.

  1. Highlight the text you would like to provide feedback for.
  2. Select thumbs up or down for positive or negative feedback.
  3. Enter your feedback
  4. Click the check-mark to save your feedback

Apply Feedback

Delete Feedback

You view the feedback annotations left on an Insight and delete them directly from the highlight tooltip. Simply hover over the highlighted text, click the trashcan icon and confirm deletion.

Delete Feedback