Using the Knowledge Browser

The Knowledge Browser is your window into everything Upstream has learned from your documents, conversations, and data. It gives you three ways to explore your knowledge: a high-level overview, a searchable list, and a visual relationship map.

Three views

The tab you are viewing is saved in the page's web address, so refreshing the page or sharing a link brings you (or a teammate) back to the same view.

Overview

The Overview tab shows a snapshot of your knowledge base at a glance. You will see total entity counts, a breakdown by type, and recent activity. Use this to get oriented or check how your knowledge base is growing over time.

In the By Type panel, click any row to jump straight to the Browse tab filtered to that entity type.

Browse

The Browse tab lists every entity in your knowledge base. From here you can search by keyword and filter by entity type to find exactly what you are looking for.

Each entity card shows trust information at a glance:

Status pill -- Entities that are awaiting review show a Pending pill, and rejected entities show a Rejected pill. Approved entities show no pill.
Confidence percentage -- Colored by confidence level: green for 80% and above, amber for 60-79%, and red below 60% -- the same levels used in the review queue.
View source chip -- If an entity was extracted from a document, a View source chip appears on the card. Click it to open the original uploaded document.

Click anywhere on a card to open the entity's detail page. Hover over a card to reveal the Edit and Delete actions.

Graph

The Graph tab displays your entities as an interactive relationship map. Nodes represent entities and lines represent the connections between them. This view is especially useful for spotting patterns -- like which objections cluster around a specific competitor, or which pain points relate to a particular feature request.

Searching and filtering entities

Use the search bar at the top of the Browse view to find entities by keyword. You can also filter by any of the ten entity types:

Pain Points -- Problems your prospects and customers describe
Objections -- Reasons people give for not buying or adopting
Feature Requests -- Capabilities people ask for
Content Ideas -- Topics and angles worth creating content about
Competitor Mentions -- References to competing products or approaches
Deal Context -- Details about specific opportunities and accounts
Market Insights -- Trends, shifts, and industry observations
Messaging Themes -- Language and positioning that resonates
Customer Feedback -- Reactions, praise, and criticism from users
Process Gaps -- Workflow breakdowns and inefficiencies

Combine search terms with type filters to narrow results quickly. For example, filter to "Objections" and search for "pricing" to find every pricing-related objection in your knowledge base.

Viewing entity details

Click any entity card to open its detail view. You will find:

Content -- The full extracted text or description of the entity
Confidence score -- A percentage indicating how confident the extraction is (higher means more reliable)
Relationships -- Other entities this one connects to, with labeled relationship types
Source -- The document or conversation this entity was extracted from
Creation metadata -- When the entity was created and how it entered your knowledge base

If the entity was extracted from a document, the Metadata sidebar includes a View source chip. Click it to open the original uploaded document the entity came from.

Navigating between connected entities

From any entity's detail view, click on a related entity to jump directly to it. This lets you follow threads through your knowledge -- start at a competitor mention, follow it to the objections associated with that competitor, then see what messaging themes counter those objections. Each click takes you deeper into the web of connections.

Creating entities manually

Not all knowledge comes from document extraction. You can add entities directly using the creation dialog:

Click the New Entity button.
Choose the entity type.
Enter the content and any relevant details.
Save to add it to your knowledge base.

Manually created entities work just like extracted ones -- they appear in search results, show up on the graph, and can be linked to other entities.

Reviewing Extracted Entities -- Approve, reject, or merge entities after extraction
Asking Questions with Chat -- Query your knowledge base conversationally
Creating Artifacts -- Generate deliverables from your entities

Still need help?

Email us at hello@getupstream.ai -- we read every message.