Support Center

Getting Started with Upstream

A quick guide to setting up your Upstream account and uploading your first documents.

Completing the Onboarding Wizard

Choose your role and set up your workspace during the onboarding flow.

Navigating the Dashboard

Understand your dashboard metrics, quick actions, and activity feed.

Uploading Documents

Learn how to upload documents, paste text, import from the web, or import GitHub issues.

Using the Knowledge Browser

Browse, search, and explore your extracted knowledge entities and their relationships.

Reviewing Extracted Entities

Approve, reject, or merge entities in the review queue to keep your knowledge graph accurate.

Asking Questions with Chat

Use the conversational chat interface to query your knowledge base and get AI-powered answers.

Creating Artifacts

Generate battle cards, account briefs, summaries, and other deliverables from your knowledge base.

Using the Canvas Workspace

Organize ideas visually with sticky notes, groups, and AI-powered analysis.

Planning Sprints

Organize your work into epics, sprints, and tasks with AI-assisted planning.

Account Settings

Customize your theme, notification preferences, and other account settings.

How Document Processing Works

Understand what happens when you upload a document to Upstream.

Billing and Plans

Understand Upstream's pricing tiers, manage your subscription, and handle billing questions.

Troubleshooting Document Uploads

Solutions for common issues with uploading and processing documents.

Troubleshooting Chat

Solutions for common issues with the chat interface and AI responses.

Entity Types Reference

A complete reference for all knowledge entity types, their metadata fields, and how they're used.

Glossary

Definitions of key terms used throughout Upstream.