Core Concepts

Querri is a conversational AI agent for data analysis. To get the most out of it, it helps to understand how it works behind the scenes.

The Planner Agent

At the heart of Querri is an intelligent Planner Agent that orchestrates your entire analysis workflow.

How It Works

When you ask a question, the agent:

1. Sets a Goal - Translates your request into a specific analytical objective
2. Reasons About the Problem - Figures out what data and steps are needed
3. Finds Data - Searches your Library for relevant sources
4. Investigates - Examines loaded data to understand its structure
5. Creates a Plan - Designs a sequence of steps to achieve the goal
6. Executes - Runs the steps and presents results
7. Responds - Explains what it found and asks clarifying questions

Turns and States

The agent works in turns (up to 30 per conversation). Each turn represents one cycle of thinking and action. The agent moves through different states:

• REASON - Thinking about the problem and deciding what to do next
• CLEAN - Preparing and cleaning data
• TRANSFORM - Aggregating, filtering, or reshaping data
• ANALYZE - Creating visualizations and running statistical analysis

You don’t need to worry about these statesthey happen automatically based on what you’re asking for.

Projects

Projects are containers for your analysis work. Each project is:

• Self-contained - Has its own data, steps, and results
• Persistent - Automatically saved as you work
• Shareable - Can be shared with team members
• Conversational - Built through natural language chat

When you start a new chat, you’re creating a new project. The project captures:

• Your conversation with the agent
• All data sources you’ve loaded
• Every step the agent creates
• All results and visualizations

Steps

Steps are individual operations that make up your analysis. The agent automatically creates steps based on your questions.

Types of Steps

Source Loading Steps

• Load data from your Library into the project