Help Centre

Everything you need to get the most from Contexta
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Welcome 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

01

User Roles

Contexta uses four roles to control access. Each role inherits the permissions of the roles below it.

RoleAccess LevelCapabilities
Platform AdminFull system accessAll features plus: CRM, system settings, all companies, user management, billing
AdminCompany adminManage company users, settings, templates, rate cards. View all company data
UserStandard userCreate projects, run analysis, generate reports, answer gaps, view own usage
ViewerRead-onlyView shared projects, download reports. Cannot create or modify
02

Billing and Credits

Contexta uses a credit-based billing model. Each AI operation consumes credits based on document size and complexity.

TierPriceCredits/MonthBest For
FreeGBP 05Evaluation, occasional use
ProGBP 149/month100Individual bid managers
TeamGBP 399/month300Bid teams, consultancies
EnterpriseCustomUnlimitedLarge organisations
03

AI Chatbot

The AI chatbot in the bottom-right corner provides instant help.

04

Support

Create a support ticket and our team will respond within one business day.

CEIUS Document Analysis

05

Getting Started

Quick Start Guide

Create a project, upload documents, run analysis, review gaps, and generate outputs.

06

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.

07

Requirements

Requirement Types

FR, NFR, BR, TR, CR, OR — six primary requirement categories.

08

Reliability Scoring

Reliability Scoring

Every requirement receives a 0-100% reliability score.

09

Gap Analysis

Gap Analysis

Identify what's missing, ambiguous, or incomplete in your requirements.

10

Cost Estimation

Cost Estimation

Generate a 7-sheet Excel cost workbook with infrastructure, staffing, and timeline estimates.

11

Analysis Queue

Analysis Queue

Manage AI processing requests with rate limiting and fair resource allocation.

12

Reports

Reports

Requirements Summary, Reliability Report, Cost Analysis, and Usage Report.

Tender Management

13

Overview

Getting Started with Tender Management

Create and manage ITT/RFP responses with structured workflows and evidence reuse.

14

Workflow

Workflow Steps

Understanding the tender response workflow from intake to submission.

15

Evidence Library

Evidence Library

Build and maintain a reusable library of evidence for tender responses.

Consultancy

16

Overview

Getting Started with Consultancy

Manage consulting engagements, track time, and generate invoices.

17

Engagements

Engagement Lifecycle

Understanding engagement statuses and transitions.

18

Invoicing

Invoice Lifecycle

Understanding invoice statuses and PDF generation.

Studio

19

Studio Basics

Getting started with Performance Studio

Studio is the performance app: record a journey, build a test, run it, and read real results.

The Studio dashboard

Your performance control centre — systems, recent runs, trends and live tests at a glance.

Easy vs Pro — which mode am I in?

Easy is guided and no-code; Pro exposes the full builder. Mode is per-test and you can switch any time.

Contexta Cloud vs Standalone

On Cloud you get full client-side performance metrics; Standalone adds server-side infrastructure monitoring on your own infra.

20

Easy Scripter

How the Easy test flow works

Record your site, pick a size, click Run — Contexta builds and runs the load test for you.

21

Test Builder

Configuring your test — size, target and data

Choose the load size, confirm the target environment, and pick how test data is supplied.

Test data — Synthesise or Load

Journeys with form fields need data. Synthesise generates it; Load lets you upload a CSV. Data is single-use.

Recording a journey to test

Capture the path you want to load-test with the Chrome extension or the cloud recorder.

22

Queue + Runs

The run queue and stage pills

After you dispatch, the run moves through eight stages — watch them on the Queue page.

Managing runs on the Queue page

See in-flight and recent runs, the Azure resources in use, and tear down or reclaim resources.

Viewing Results

How to read your test results.

Dashboard Overview

The Performance Control Centre — trends, pass rates, and system health.

23

Live & Results

Watching a run live

The Live Viewer streams real throughput, response times, errors and active users while your test runs.

Reading your results

After a run, the detail page shows real samples, per-step transactions, the response-time-over-run chart and NFR pass/fail.

The verified run report

Unlock a signed PDF of a completed run for sharing or sign-off — a one-off purchase per run.

24

Pro Tools

JMeter Scripter (Pro)

The full builder for power users — edit the JMeter tree, correlations and assertions directly.

API Builder — Postman & OpenAPI (Pro)

Import a Postman collection or OpenAPI spec, send requests, and build an API load test.

Test Data generator (Pro)

Generate realistic datasets for parameterised tests, or upload your own.

25

Billing

How paying for a test works

Easy performance tests are pay-per-test: you pay for a smoke first, and a passing smoke unlocks the load test.

26

Troubleshooting

Why did my test fail or not complete?

The common reasons a run stops early — setup, the smoke gate, or the data question — and how to fix each.

Common issues

Quick answers to the problems people hit most: no live data, a stuck run, or a crawl that only sees one page.

27

Support

Getting help

How to reach support, report a bug, or request a feature from inside the app.

Site Check

Free site scanner — paste a URL, get a performance + security report.

28

Overview

Getting Started with Studio

Combined NFR management and performance testing with evidence-based assurance.

29

NFR Management

NFR Lifecycle

Understanding the 5-stage NFR lifecycle and status transitions.

30

Performance Testing

Performance Testing

Upload JTL files and auto-evaluate NFR compliance.

Site Check

31

Site Check Overview

What is Site Check?

A free, no-signup health check of your website — security, SEO and bot posture — from a real cloud browser.

32

Scanning Your Site

Running a scan / "Walk my site"

Two ways to scan: enter a URL for an automated crawl, or walk your own site in a private cloud browser.

33

Your Report

Your scan report — what L1, L2 and L3 show

Level 1 is the free on-screen summary; Level 2 and Level 3 are the paid verified reports with deeper detail and fixes.

Reading your Site Check report

How to read the score, the per-page findings, and the security / SEO / bot-posture sections.

What each verdict means — pass, warn, fail, blocked

Pass = fine, Warn = worth attention, Fail = needs fixing, Blocked = we could not check (often a CDN/WAF).

Fixing the most common findings

Quick, practical fixes for the issues we see most: headers, certificates, mixed content, meta tags.

The "personal data collection" finding

When a recorded walk captured form fields, we flag what personal data your pages collect.

34

Verified Report

Unlocking the verified report

Level 1 is free; the verified report (L2/L3) is a one-off paid unlock per report, delivered as a downloadable PDF.

Platform Admin (React)

35

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

36

Recorder Basics

Installing the Contexta recorder extension

Add the Chrome extension from the Web Store, then record journeys straight from your browser.

Recording your first journey

Walk the path you care about — a login, a search, a checkout — and we turn it into a replayable test.

Cloud recorder vs the Chrome extension

The extension records in your browser; the cloud recorder drives a real Chrome on our servers for tricky flows.

What data does the recorder capture?

Requests, form fields, correlations, assertions, timings and page analysis — everything needed to replay your journey realistically.

37

Recorder + Queue

Recordings and the recorder queue

Where your recordings live, and how cloud recordings are processed.

System Upgrades

38

System Upgrades

System Upgrade Process

How to check for and apply database upgrades.

Frequently Asked Questions

How accurate is the requirement extraction?+
Contexta achieves 85-95% accuracy on well-structured documents with clear requirements. For prose-heavy or informal documents, accuracy is typically 70-85%. The AI uses aggressive extraction — it's better to extract too many requirements (and merge later) than miss important ones.
Is my data secure?+
Yes. All data is encrypted at rest (AES-256) and in transit (TLS 1.3). Documents are stored in Azure UK South with complete tenant isolation. We do not use your documents to train AI models. Each company's data is logically isolated at the database level.
What file formats are supported?+
PDF, Microsoft Word (.docx), Excel (.xlsx), PowerPoint (.pptx), and plain text files. For best results, use well-structured documents with clear headings and numbered sections.
Why does gap analysis always find issues?+
By design. Contexta takes the critical reviewer perspective — no document is perfect. This ensures nothing is overlooked. Even excellent specifications have gaps in coverage, ambiguous language, or missing thresholds. The goal is to surface these before they become project risks.
How do I improve my reliability score?+
Answer the clarification questions in Gap Analysis. Each answered question provides context that improves the score of affected requirements. You can also upload additional supporting documents to fill coverage gaps. Scores typically improve by 5-15 points per answered question.
Can I talk to a human?+
Yes! Click "Talk to Human" in the chatbot or go to Help > My Support Tickets to create a ticket. Our team responds within one business day. Use Ctrl+Alt+B to quickly capture a screenshot and send a bug report.