Tutorial: Research Investigation

This tutorial walks you through a complete research workflow in Moongraph. By the end, you'll know how to:

• Upload documents and organize them
• Build a knowledge graph from your documents
• Explore entities and relationships visually
• Ask questions and get cited answers
• Trace claims back to source documents

Time: 30-45 minutes
Prerequisites: A Moongraph account with available credits

What you'll need

For this tutorial, gather 5-15 documents on a topic you want to investigate. Good examples:

• Research papers on a specific subject
• Company reports and filings
• Legal documents or case files
• Historical records
• News articles about a topic

The documents should share some common entities (people, organizations, places) so the knowledge graph has connections to explore.

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Part 1: Upload your documents

Step 1: Navigate to Files

Click Files in the sidebar. You'll see the files table, which may be empty if you're just getting started.

Step 2: Create a folder

Organization helps later. Create a folder for this investigation:

1. Click + Add in the top-right
2. Select Create Folder
3. Name it something descriptive (e.g., "Climate Research" or "Project Alpha Investigation")
4. Click Create

Step 3: Upload documents

1. Click into your new folder (or stay at the top level)
2. Click + Add → Upload Files
3. Drag and drop your documents onto the dropzone, or click to select files
4. Leave Smart Analysis enabled for best results
5. Click Upload

Step 4: Wait for processing

Documents appear in the table with status indicators. Processing takes a few minutes depending on document size and complexity.

You can continue to the next part once at least a few documents show Completed.

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Part 2: Build a knowledge graph

Step 5: Navigate to Graphs

Click Graphs in the sidebar to see your knowledge graphs. If this is your first, the list will be empty.

Step 6: Create a new graph

1. Click Create Graph in the top-right
2. Enter a name (e.g., "Climate Research Graph")
3. Optionally add a description

Step 7: Select documents

In the document selection panel:

1. Click Select Folder and choose your folder, OR
2. Click Select Documents and check individual documents

For this tutorial, include all documents from your investigation folder.

Step 8: Start graph creation

1. Review your selection (document count shown)
2. Click Create Graph

You'll be taken to the graph detail page.

Step 9: Monitor extraction

Graph creation has several stages:

This can take 5-30 minutes depending on document count and size. You can leave this page and come back — processing continues in the background.

Step 10: Review the completed graph

Once complete, the graph detail page shows:

• Overview: Entity and relationship counts, top connected entities
• Entities tab: Browse all extracted entities
• Relationships tab: Browse all relationships
• Source Data tab: Documents included in the graph

Take a moment to browse. Notice what entity types were extracted and which entities appear most connected.

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Part 3: Explore visually in Workbench

Now the real investigation begins. Workbench combines graph visualization with AI chat.

Step 11: Open in Workbench

From the graph detail page, click Open in Workbench (or navigate to Workbench in the sidebar and select your graph).

You'll see:

• Graph canvas: Your entities as nodes, relationships as edges
• Agent panel: Floating chat interface on the side

Step 12: Orient yourself

Spend a minute getting your bearings:

1. Zoom out (scroll down) to see the whole graph
2. Look for clusters — tightly connected groups often represent related entities
3. Find hubs — nodes with many connections are often important

Step 13: Click a node

Click any node that looks interesting — perhaps a hub or one with a familiar name.

The Entity Drawer slides in, showing:

• Entity name and type
• Properties extracted from documents
• Connected entities (click to navigate)
• Source documents with page numbers

Step 14: Trace to source

In the Entity Drawer, under Source Documents:

1. Click a document link
2. The document opens at the page where this entity was mentioned
3. Verify the information in context

This is provenance — the ability to trace any extracted information back to its source.

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Part 4: Ask questions with the Agent

The Agent panel lets you ask questions while exploring.

Step 15: Ask your first question

In the Agent panel, type a question about your documents. Examples:

• "Who are the main people mentioned in these documents?"
• "What organizations are discussed?"
• "What is the relationship between [Entity A] and [Entity B]?"

Press Enter or click Send.

Step 16: Watch tool execution

As the Agent works, you'll see tool pills appear:

• retrieve_chunks — Searching documents
• entity_search — Querying the graph
• knowledge_graph_query — Finding connections

Click any pill to see what the Agent searched for and what it found.

Step 17: Read the answer and check citations

The Agent's response includes:

• A synthesized answer based on your documents
• Citation markers (e.g., [1], [2])

Click a citation to see the exact source chunk. Verify that the claim is supported by the source.

Step 18: Ask follow-up questions

Good investigations are iterative. Based on what you learned, ask follow-ups:

• "Tell me more about [Entity X]"
• "What documents mention [Topic Y]?"
• "How is [Person A] connected to [Organization B]?"

Each answer builds on the context of your conversation.

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Part 5: Investigate a connection

Let's put it all together with a focused investigation.

Step 19: Find two entities you want to connect

From your exploration, identify two entities you're curious about. For example:

• A person and an organization
• Two people
• An organization and a location

Step 20: Search the graph

Use the search bar at the top of the graph canvas:

1. Type the first entity's name
2. Click the result to zoom to it
3. Note its connections

Step 21: Ask about the connection

In the Agent panel, ask:

"What is the relationship between [Entity A] and [Entity B]? How are they connected?"

The Agent will use knowledge_graph_query to find paths between the entities and retrieve_chunks to provide supporting evidence.

Step 22: Explore the path

If the Agent finds a connection path, it might be:

• Direct: A → B (they're directly connected)
• Indirect: A → C → B (connected through intermediate entities)

Click on intermediate entities in the graph to understand the full chain.

Step 23: Verify with sources

For each claim in the Agent's answer:

1. Click the citation
2. Read the source chunk
3. Click to open the full document if needed
4. Confirm the information is accurate

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Part 6: Generate a visualization

The Agent can create visual summaries of what you've learned.

Step 24: Request a diagram

Ask the Agent to visualize something you discovered:

• "Create a flowchart showing the relationship between [Organization] and its subsidiaries"
• "Make a timeline of events mentioned in these documents"
• "Draw a diagram showing how [Person A] connects to [Person B]"

Step 25: Review the visualization

The Agent generates a diagram that renders directly in the chat. You can:

• Zoom and pan the diagram
• Toggle between rendered view and source code
• Ask for modifications ("Add more detail to the timeline")

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What you've learned

Congratulations! You've completed a full research investigation workflow:

Next steps

Go deeper with your investigation

• Add more documents to your graph (Graphs → Update)
• Merge entities that should be the same (if you notice duplicates)
• Export extraction results for analysis

Learn more

Get help

If something didn't work as expected:

• Check Retry Failed Uploads for document issues
• Review Graph Statuses for processing failures
• Contact cole@moongraph.io for support