The onboarding wizard helps you set up Upstream so it works the way you work. It takes about two minutes and makes sure your experience is tailored from the start.
What happens when you first sign in
After you create your account and sign in for the first time, the onboarding wizard launches automatically. You will see a welcome screen followed by a short setup flow that walks you through the essentials.
Choosing your role
The first step is selecting your role:
- Sales — Surfaces deal intelligence, competitive insights, and call briefing tools
- Marketing — Highlights messaging patterns, persona data, and content opportunities
- Product — Emphasizes feature requests, customer pain points, and market signals
- RevOps — Focuses on pipeline data, process patterns, and cross-functional trends
Your role selection tailors your dashboard layout, suggested quick actions, and the types of artifacts Upstream recommends. You can change your role at any time from Settings > Profile.
The onboarding checklist
After role selection, Upstream gives you a guided checklist to help you get value fast:
- Upload your first document — Drag and drop a call transcript, strategy doc, or meeting notes. Upstream extracts entities and relationships automatically.
- Ask your first question — Open Chat and ask a question about the document you just uploaded. See how Upstream pulls answers from your knowledge base.
- Create your first artifact — Generate a deliverable like a battle card, persona, or executive summary from your uploaded content.
- Invite a teammate — Share the workspace with a colleague so you can build intelligence together.
Each step is marked complete as you finish it, and you can work through them at your own pace.
Accessing the onboarding wizard again
If you dismissed the wizard early or want to revisit it, go to Settings > Onboarding and click Restart Onboarding Wizard. This reopens the checklist so you can pick up where you left off without losing any progress.
Still need help?
Email us at hello@getupstream.ai — we read every message.