Help Centre
Everything you need to get the most from ContextaWelcome to Contexta
Contexta is a SaaS platform for structured decision-making. It helps teams analyse bid documents, RFPs, technical specifications, and procurement packs — turning unstructured text into actionable, scored requirements with gap analysis, cost estimation, and reliability scoring.
Platform Core
User management, roles, billing, credits, AI chatbot, CRM, and support.
CEIUS Plugin
Upload documents, extract requirements, score reliability, identify gaps, and generate cost workbooks.
Studio
Performance engineering and NFR governance. Upload JTL files, manage NFRs, auto-evaluate against thresholds, and track sign-off across releases.
1. Log In
Sign in with your company credentials or Microsoft Entra ID.
2. Check Your Sidebar
Enabled plugins appear as tabs in the left sidebar.
3. Create a Project
In CEIUS, go to Context > New Project.
4. Upload & Analyse
Add documents, click Run Analysis, review results.
5. Use the Chatbot
The AI assistant in the bottom-right answers questions about any feature.
Platform
User Roles
Contexta uses four roles to control access. Each role inherits the permissions of the roles below it.
| Role | Access Level | Capabilities |
|---|---|---|
| Platform Admin | Full system access | All features plus: CRM, system settings, all companies, user management, billing |
| Admin | Company admin | Manage company users, settings, templates, rate cards. View all company data |
| User | Standard user | Create projects, run analysis, generate reports, answer gaps, view own usage |
| Viewer | Read-only | View shared projects, download reports. Cannot create or modify |
Billing and Credits
Contexta uses a credit-based billing model. Each AI operation consumes credits based on document size and complexity.
| Tier | Price | Credits/Month | Best For |
|---|---|---|---|
| Free | GBP 0 | 5 | Evaluation, occasional use |
| Pro | GBP 149/month | 100 | Individual bid managers |
| Team | GBP 399/month | 300 | Bid teams, consultancies |
| Enterprise | Custom | Unlimited | Large organisations |
AI Chatbot
The AI chatbot in the bottom-right corner provides instant help.
Support
Create a support ticket and our team will respond within one business day.
CEIUS Document Analysis
Getting Started
Quick Start Guide
Create a project, upload documents, run analysis, review gaps, and generate outputs.
The CEIUS Flow
The CEIUS Framework
Context, Evidence, Interpretation, Uncertainty, Synthesis — five stages from documents to decisions.
Decision Types
Bid Assessment, NFR Assurance, Pricing/Estimation, and Requirements Validation.
Requirements
Requirement Types
FR, NFR, BR, TR, CR, OR — six primary requirement categories.
Reliability Scoring
Reliability Scoring
Every requirement receives a 0-100% reliability score.
Gap Analysis
Gap Analysis
Identify what's missing, ambiguous, or incomplete in your requirements.
Cost Estimation
Cost Estimation
Generate a 7-sheet Excel cost workbook with infrastructure, staffing, and timeline estimates.
Analysis Queue
Analysis Queue
Manage AI processing requests with rate limiting and fair resource allocation.
Reports
Reports
Requirements Summary, Reliability Report, Cost Analysis, and Usage Report.
Tender Management
Overview
Getting Started with Tender Management
Create and manage ITT/RFP responses with structured workflows and evidence reuse.
Workflow
Workflow Steps
Understanding the tender response workflow from intake to submission.
Evidence Library
Evidence Library
Build and maintain a reusable library of evidence for tender responses.
Consultancy
Overview
Getting Started with Consultancy
Manage consulting engagements, track time, and generate invoices.
Engagements
Engagement Lifecycle
Understanding engagement statuses and transitions.
Invoicing
Invoice Lifecycle
Understanding invoice statuses and PDF generation.
Studio
Easy Scripter
How Easy Scripter Works
Record your site, configure your test, click Run. No code, no JMeter knowledge required.
Recording Your Site
How to create a recording using the Chrome extension or cloud VNC recorder.
Overview
Getting Started with Studio
Combined NFR management and performance testing with evidence-based assurance.
Studio Basics
Getting started with Performance Studio
From a recording to your first load test — build, run, read the report.
Reading your performance report
Per-transaction response times, percentiles, errors, and what good looks like.
Understanding the run queue and stage pills
What each stage pill means as your test moves from queued to completed.
Test Builder
Configuring Your Test
Set up your load test — environment, size, auth, and data.
Test Data — Synthesise or Load
When your recording has form fields, you need to decide where the test data comes from.
NFR Management
NFR Lifecycle
Understanding the 5-stage NFR lifecycle and status transitions.
Performance Testing
Performance Testing
Upload JTL files and auto-evaluate NFR compliance.
Queue + Runs
Understanding the Queue
What the 8 pipeline stages mean and how to read them.
Viewing Results
How to read your test results.
Dashboard Overview
The Performance Control Centre — trends, pass rates, and system health.
Troubleshooting
Common Issues
Solutions to the most common problems.
Support
Getting Help
How to reach us.
Site Check
Free site scanner — paste a URL, get a performance + security report.
Site Check
Site Check Overview
Your scan report — what L1, L2 and L3 show
Every scan gets a free L1 report (security, SEO, tech). Paid scans that ran a load test also get an L2 performance report. Here's exactly what each tier shows.
Reading your Site Check report
How to read the overall score, the per-area findings, and the AI fix prompts in your report.
The "personal data collection" finding
Your scan inventories what personal data your forms ask users for — email, phone, date of birth, NHS number, postcode, name, password — and flags sensitive categories for UK GDPR.
What each verdict means — pass, warn, fail, blocked
pass, warn, fail, inconclusive and blocked — what each status means and what to do about it.
Fixing the most common findings
The findings we see most on AI-built sites and the quickest fix for each.
Platform Admin (React)
Admin
Platform admin cockpit — overview
The platform-admin cockpit at admin.contexta.uk — dashboard, users, credits, CRM, prompts, knowledge base, system health, logs, audit. Platform-admin only.
Managing users and credits (admin)
How to create/edit users, reset passwords, and grant company credits from the platform-admin cockpit — including the platform-admin lock-out guard and the credit-transaction ledger.
CRM — contacts, pipeline, tasks, automation (admin)
The platform-admin CRM — manage contacts, the sales pipeline kanban, tasks, automation rules, email templates and the email log. How leads from Site Check / Studio flow through it.
Editing prompts and the knowledge base (admin)
How the AI prompt templates and help/KB articles work — including the support chatbot's system prompt and KB, and how to keep the bot's answers correct and on-product.
System health, logs and audit (admin)
The admin System section — settings/plugin switches, health checks, logs, and the audit log + rules. Where to look when something's wrong on the platform.
Recorder + Queue
Recorder + Queue
Shared recorder + queue overview
How the shared queue routes scan + recording compute across the platform.
What data does the recorder capture?
Everything captured during a Chrome extension or cloud VNC recording — requests, responses, form fields, correlations, assertions, and security data.
Recorder Basics
Installing the Contexta recorder extension
Add the Chrome extension that records a real user journey into a JMeter script.
Recording your first journey
Press record, click through your flow, stop, and review the captured steps and correlations.
Cloud recorder vs the Chrome extension
Two ways to record — in your own browser, or in our cloud browser. When to use which.
System Upgrades
System Upgrades
System Upgrade Process
How to check for and apply database upgrades.