Welcome to Upstream! This guide walks you through setting up your account and uploading your first documents.
Step 1: Create Your Account
- Visit upstream.app/signup and create an account with your work email or Google
- Complete the onboarding wizard — choose your role and take a quick tour
- You'll land on your dashboard, ready to go
Step 2: Upload Your First Document
Upstream works with several document types:
- Call transcripts — From Gong, Chorus, or plain text exports
- Meeting notes — Google Docs, Notion exports, or markdown
- Strategy documents — Competitive analyses, positioning docs, market research
- Customer feedback — Survey results, support tickets, NPS comments
To upload:
- Click Upload in the left sidebar
- Drag and drop your file or click to browse
- Upstream will automatically extract entities, relationships, and key themes
Step 3: Explore Your Knowledge Graph
After uploading, visit the Knowledge tab to see:
- Entities — People, companies, products, and themes extracted from your documents
- Relationships — How entities connect across your documents
- Patterns — Recurring themes and trends
Step 4: Ask Questions
Use the Chat tab to ask questions across your knowledge base:
- "What are the most common objections prospects mention?"
- "Summarize what customers said about [feature]"
- "Which companies did we discuss in the last 5 calls?"
Step 5: Generate Artifacts
The Artifacts tab lets you create deliverables from your knowledge base:
- Competitive battle cards
- Customer personas
- Call briefing documents
- Executive summaries
Tips for Best Results
- Upload regularly — The more data Upstream has, the smarter it gets
- Mix document types — Call transcripts + strategy docs + feedback gives the richest intelligence
- Invite your team — When multiple team members contribute, everyone benefits from compound intelligence
Need Help?
- Check other support articles for specific topics
- Email us at hello@getupstream.ai
- Reply to any Upstream email — we read every message