Your dashboard is the first thing you see when you sign in. It gives you a snapshot of your knowledge base, highlights what needs attention, and lets you jump into common tasks with one click.
Key metrics
Dashboard and Knowledge Overview share one approved-knowledge summary. It counts beyond the recent-item preview and includes older records without a review status. Pending, rejected and deleted items are excluded.
The summary checks up to 5,000 live records. If more exist, Partial summary labels observed counts At least; counts not observed are Unknown, not zero. Category shares, the most-referenced value and the trend are hidden when coverage is incomplete. A failed read shows Summary unavailable with Retry summary, independently of the activity preview.
- Knowledge items — Approved knowledge counted by the summary.
- Knowledge types — Distinct categories in that knowledge.
- Added this week — Currently approved items created in the last seven days.
- Most referenced — The highest recorded reference count, when the summary is complete. Repeated extraction can increase this count; it is not a count of generated work.
These counts do not report plan usage or capacity.
Quick actions
Three buttons give you fast access to the most common tasks:
- Add Knowledge — Opens the upload flow so you can add a new document, paste text, or import from a URL.
- Ask Knowledge Base — Opens Chat so you can ask a question across everything in your knowledge base.
- Create Entity — Lets you manually create a new entity (useful for adding a company or person that has not appeared in a document yet).
30-day trend chart
Knowledge added shows creation dates of currently approved items across 30 UTC calendar days, including today. It is neither approval-event history nor a cumulative total. View daily counts opens a native table with the same values; use Tab and Enter to open it with a keyboard. A partial or failed summary does not draw an exact-looking trend.
Recent activity feed
Recent activity preview shows up to eight entries from recent knowledge items and uploaded documents. It is not a complete audit log and does not list artifact generation or chat questions. Select a row to open the related record. Browse knowledge opens Knowledge Overview.
System alerts
At the bottom of the dashboard, system alerts flag items that need your attention:
- Pending Review — Items reported by the separate review queue count. Its fallback scans up to 500 records; it is not a completeness guarantee. If the review read fails, the alert reports unavailable instead of no pending items.
- Stale Entities — Approved entities last validated more than 30 days ago. The check scans up to 500 records and returns up to 50 stale entities, so the displayed count is not a whole-graph total. Entities with no validation date are not included.
Entity type breakdown
By type shows counts by category, such as Pain Point or Objection. With a complete summary, bars show each category's share of approved knowledge. A partial summary shows minimum counts without percentage bars.
Still need help?
Email us at hello@getupstream.ai — we read every message.