Explore

Where a document search lands. Rather than writing you an answer, Explore tells you what it found — how many documents match, which companies they belong to, how recent they are — and hands you the documents themselves. This is the page behind the Search and Deep Search rows in Chat History.

Opening the page

Switch to Search mode on New Chat and send a question. The search runs and its results open here.
Or click a Search or Deep Search title in Chat History to reopen a search you have already run.

There is no direct entry

Explore is not in the left rail and opening its address on its own sends you back to New Chat. It always arrives with a search attached, either a new one or one from your history.

The Explore page: the search title with an edit pencil, Question Quick Navigation and a Share button at the top; the question with its filters and three result cards on the left; a summary panel on the right showing Documents, Doc Types, Companies, Report Date, Relevance Score, Dataset Size and Credits spent on this search; an ask box along the bottom. — The three cards are a preview, not the result. **View More** under them opens the full list.

The header

Element	What it does
Title	Written by Orbit from what you searched for. The pencil beside it renames the record — up to 100 characters, exactly as in Chat History.
Question Quick Navigation	Lists every question in this record, with the count in brackets. Picking one scrolls to it and switches the summary panel on the right to that question's numbers.
Share	Creates a public link to this search and copies it to your clipboard. It is listed on the Share page, which is where you withdraw it.

What was searched

Under your question is the set of filters the search ran with — the date range it covered, the document types, and any company, portfolio, sector or country you had narrowed it to. The numbers in brackets are how many of each type were included.

These filters are a record of what happened, not controls: changing the row of filters at the bottom of the page affects the next question you send, not the results above it.

The result preview

Orbit reports how many documents it found, then shows the three most relevant as cards. Each card carries the document title, the company it belongs to, the document type and its date.

Where you click	What opens
The document title	The document itself in PDF Chat, in a new browser tab.
The company logo or name	That company's page, in a new browser tab.
View More	The full result list, in a new browser tab — see below.

Nothing found

When a search matches nothing, the cards are replaced by a line telling you so and asking you to change the criteria and search again. The summary panel on the right stays empty.

The summary panel

The right-hand column describes the whole result set rather than any one document. It belongs to whichever question is currently selected.

Figure	What it means
Documents	How many documents matched.
Doc Types	How many different document types they span.
Companies	How many companies they belong to.
Report Date	The oldest and newest document in the set.
Relevance Score	The lowest and highest match score in the set.
Dataset Size	How large the pool was that Orbit searched through.
Credits spent on this search	What this search cost. It is charged once, when the search runs.

The button beside Companies adds every company in the result set to a list you keep.

The button beside Companies opened, showing Add to Watchlist and Add to Portfolio. — **Add to Watchlist** files them in your default watchlist; **Add to Portfolio** asks which portfolio first. Both are covered in Portfolio Management.

Download under Credits spent on this search saves the full result set as a spreadsheet. It is switched off while a search is still running and on shared copies of a search.

The full result list

View More opens every matching document as a table in a new browser tab, with the same four figures repeated along the top.

The Explore Detail page: cards reading Total Document, Total Company, Document Type and Spent Credits across the top, a Report Date filter chip, and a table with Company Name, Report Name, Report Date, Report Type, ISIN, Country, Relevance Scoring and Action columns. — The page is headed **Explore Detail** and keeps the search's title. Closing the tab brings you back to the search.

Column	Notes
Company Name	With the company's logo. Click the name to open its page in a new tab.
Report Name	The document's title.
Report Date	When it was published. This is the one sortable column — click the header to reverse the order.
Report Type	Annual report, quarterly report, earnings call transcript, and so on.
ISIN	The security identifier for the company.
Country	Where the company is domiciled.
Relevance Scoring	How well the document matched, on the same scale as Relevance Score in the summary panel.
Action	View > opens that document in PDF Chat, in a new tab.

The filter above the table narrows what is shown by company and by report date, without running the search again. The list shows 20 rows per page by default, and the page-size box offers 20, 50 and 100.

Asking another question

The box along the bottom is the same one as on New Chat, with the same Time, Entity and Knowledge base filters, Clear All, and the Chat / Search switch. Sending from here adds another question to this record instead of starting a new one, so the history keeps a single entry with several searches inside it.

Each question is charged

Every search you send spends credits — the amount is shown afterwards under Credits spent on this search. Switching to Chat and sending hands the question to Chat Agent instead, which is charged as a chat.

Search and Deep Search

Both types open this same page and look identical. The difference is in how the search was run: Deep Search is what you get when Effort was set to High on New Chat, which searches harder and costs more. Once the results are stored there is nothing to tell them apart here — the Type column in Chat History is where the distinction shows.