Oblive Docs
Onboard Your Business

Add Business Context

Upload files or write context for the organization and every selected department.

Supported Sources

You can upload files or enter written Markdown for each scope. You may switch modes while preparing the submission without losing the entries already added.

Supported file extensions are:

ContentExtensionsNotes
Markdown.md, .markdownPreferred for owner-authored operating context
Plain text.txtMust be UTF-8
Tabular.csvInclude clear headers and explain ambiguous columns
Structured.json, .yaml, .yml, .tomlUse bounded, relevant exports
PDF.pdfMust contain a readable text layer

Each source can be at most 50 MB, and filenames can be at most 240 characters.

Upload Files

Choose a scope

Start with the organization, then complete every selected department.

Add current sources

Choose files that describe stable facts, responsibilities, workflows, constraints, or authoritative systems. Split unrelated subjects into separate files so citations remain understandable.

List every evidenced business system even when it is external, manually operated, or not connected to Oblive. Include what the system is used for, who owns it, which workflow depends on it, and its role in that workflow. Onboarding compiles this meaning into Context without treating the source as proof of current connection state.

An Oblive connector is linked only when the safe current registry contains an exact key match. Similar display names are not enough. A business system may remain valid Context without a connector link, and that external system must not be reported as disconnected.

Review the source list

Remove duplicates and obsolete drafts. Use descriptive filenames such as support-escalations.md, not notes-final-v4.md.

Complete every scope

The organization and each selected department require at least one uploaded or written source.

Write Context Directly

Written context is ideal when the needed knowledge lives with the owner rather than in an existing document. Use headings, short paragraphs, lists, and concrete names.

# Refund decisions

- Support may approve refunds up to $100 for duplicate charges.
- Larger refunds require the finance owner.
- Never promise a refund before confirming the charge in Stripe.

What Happens to a PDF?

Oblive retains the original source and derives searchable Markdown from its text layer. Scanned image-only PDFs are rejected because they cannot provide reliable text evidence in the current ingestion path.

Common Upload Problems

  • Unsupported extension: convert the source to Markdown, text, CSV, JSON, YAML, TOML, or a text-based PDF.
  • Unreadable text: save the file as UTF-8.
  • PDF has no text layer: export it again with selectable text or provide a Markdown version.
  • File is too large: split it by topic or remove irrelevant embedded assets.
  • Scope remains incomplete: add at least one source for that organization or department.

Expected Result

Every selected scope shows at least one retained source and the onboarding flow allows compilation to begin.

Contributors extending ingestion should read Extend Onboarding and Context.