First Steps

First Steps with Querri

Now that you’ve completed your first analysis, let’s take a deeper look at the Querri interface and core concepts. This guide will help you become productive quickly.

Navigating the Interface

When you log in to Querri, you’ll see the main navigation with five key sections:

Projects

Your Projects page shows all the analysis projects you’ve created or have access to.

What You’ll See:

Project list with names and descriptions
Creation date and last modified time
Project owner and sharing status
Quick actions (open, share, delete)

What You Can Do:

Click a project to open it
Create a new project with the “New Project” button
Search and filter your projects
Sort by name, date, or status
Archive old projects to keep your workspace clean

Chat

The Chat interface is where the magic happens. This is your primary workspace for asking questions and analyzing data.

Main Components:

Chat History: Scroll through your conversation with the AI agent
Input Box: Type your questions and requests here
Steps Panel: See the workflow steps Querri creates (usually on the right)
Results Area: View tables, charts, and visualizations inline in the chat
Toolbar: Access actions like sharing, exporting, or creating dashboards

Using the Chat:

Type naturally—no special syntax required
Ask follow-up questions to refine your analysis
Reference previous results (“show me more detail on that last chart”)
Request different visualizations (“make that a bar chart”)
Export or save results when you’re satisfied

Dashboards (Pro Feature)

Dashboards let you create visual monitoring tools that update automatically.

Creating Dashboards:

Start from the Dashboards page
Add visualizations from your saved projects
Arrange tiles in a grid layout
Configure refresh intervals
Share dashboards with stakeholders

Dashboard Features:

Real-time data updates
Interactive filters and controls
Multiple visualization types
Responsive layouts for any screen size
Public or private sharing options

Library

The Library is your repository of reusable components and templates.

What’s in the Library:

Saved Queries: Frequently used analysis patterns
Templates: Pre-built project structures
Shared Resources: Items shared by your team
Example Analyses: Sample projects to learn from

Using the Library:

Browse or search for resources
Clone templates to start new projects
Save your own analyses for reuse
Share useful patterns with your team

Settings

Access Settings to configure your account and workspace.

Settings Sections:

Profile: Update your personal information
Data Sources: Manage connections to databases and files
Integrations: Connect third-party tools
Team & Permissions: Manage user access (admin only)
Preferences: Customize your Querri experience
API Keys: Generate tokens for programmatic access

Understanding the Chat Interface

The chat interface is the heart of Querri. Here’s how to make the most of it:

Asking Effective Questions

Be Specific:

Good: “Show me revenue by product category for Q3 2024”
Less Effective: “Show me sales”

Use Natural Language:

“Which customers spent more than $10,000 last year?”
“Create a trend line showing monthly signups”
“Compare this quarter’s performance to last quarter”

Build on Context:

Querri remembers your conversation
“Show me just the California data” (refers to previous results)
“Break that down by week” (modifies the last analysis)

Understanding What Querri Shows You

Tables:

Sortable columns (click headers)
Filterable data
Pagination for large datasets
Export to CSV option

Charts and Visualizations:

Interactive elements (hover for details)
Zoom and pan capabilities
Legend toggles
Download as image

Summary Statistics:

Aggregated metrics
Calculated totals and averages
Key insights highlighted

How the AI Creates Steps for You

When you ask a question, Querri’s AI agent automatically creates a series of steps to answer it. Understanding steps helps you:

Verify that Querri understood your question correctly
Learn how data analysis works
Troubleshoot if results aren’t what you expected
Build more complex analyses

What Are Steps?

Steps are individual operations in your data analysis workflow. Common step types include:

Data Loading:

“Load customer data from CSV”
“Query sales database”
“Fetch data from API”

Data Transformation:

“Filter for dates in 2024”
“Group by customer region”
“Calculate running totals”
“Join customer and order data”

Analysis:

“Calculate average order value”
“Count unique customers”
“Find top 10 products”

Visualization:

“Create bar chart of results”
“Generate trend line”
“Build summary table”

Viewing Steps

Steps typically appear in a panel alongside the chat:

Step Name: Descriptive title of what the step does
Status: Running, completed, or error
Results Preview: Quick look at output data
Actions: Edit, re-run, or delete the step

Modifying Steps

While Querri creates steps automatically, you can:

Re-run a Step: Execute it again with updated data
Edit Parameters: Adjust filters, limits, or calculations
Delete Steps: Remove unnecessary operations
Add Manual Steps: Insert your own custom operations

Most users never need to modify steps—just ask Querri to adjust your analysis in the chat.

Viewing and Understanding Results

Querri presents results in multiple formats:

Tables

Features:

Column sorting (ascending/descending)
Search within results
Column width adjustment
Pagination controls

Actions:

Copy data to clipboard
Export as CSV or Excel
Add to dashboard
Create visualization from table

Charts and Graphs

Chart Types:

Bar Charts: Compare categories
Line Charts: Show trends over time
Pie Charts: Display proportions
Scatter Plots: Reveal correlations
Area Charts: Cumulative trends
Heatmaps: Multi-dimensional patterns

Customization: Ask Querri to adjust:

Chart type
Colors and styling
Axis labels and scales
Filters and data ranges
Groupings and aggregations

Summary Text

Querri often provides written summaries alongside visualizations:

Key findings highlighted
Trends and patterns noted
Anomalies or outliers called out
Comparisons to previous periods

Saving Your Work

Querri saves your work automatically as you go, but you can organize it better:

Naming Projects

Give your project a meaningful name:

Click the project title at the top
Enter a descriptive name: “Q3 2024 Revenue Analysis”
Press Enter to save

Adding Notes

Add context for yourself or collaborators:

Click “Add Note” or similar option
Document your findings
Explain methodology
Note assumptions or data issues

Tagging Projects

Use tags to organize projects:

Add tags like “Monthly Report”, “Customer Analysis”, “Sales”
Filter by tag to find related projects
Create tag conventions with your team

Finding Your Projects Later

Search

Use the search bar on the Projects page:

Search by project name
Find by tag
Search within project content
Filter by date range

Filters

Apply filters to narrow your project list:

Created by Me: Projects you started
Shared with Me: Projects others have shared
Favorites: Projects you’ve starred
Recent: Last accessed projects
Archived: Older projects you’ve archived

Sorting

Sort your project list:

Last Modified: Most recently updated first
Alphabetical: By project name
Created Date: Newest or oldest first
Owner: Grouped by creator

Collaboration Features

Share your analysis with others:

Open the project you want to share
Click the Share button
Choose sharing options:
- View Only: Recipients can see but not edit
- Can Edit: Collaborators can add questions and modify
- Can Manage: Full control including sharing with others
Generate a share link or invite specific users
Set expiration date (optional)

Working Together

When collaborating on a project:

See who else is viewing (live presence indicators)
Comments and discussions (if enabled)
Change history and audit logs
Merge different analysis branches

Create public share links for external sharing:

No login required for viewers
Customizable expiration
Revocable at any time
View-only access by default
Optional password protection

Tips for Success

Start Simple

Begin with straightforward questions and build complexity:

“Show me the data”
“Filter for last month”
“Group by category”
“Show as a chart”

Explore Iteratively

Don’t try to craft the perfect question immediately:

Ask a broad question first
Refine based on initial results
Drill down into interesting patterns
Pivot when you discover new angles

Review the Steps

Check the steps Querri creates to learn:

How analyses are structured
Common data operations
Best practices for your domain

Save Useful Patterns

When you find an analysis you’ll repeat:

Save it with a clear name
Add to the Library as a template
Create a dashboard for ongoing monitoring
Document the approach in notes

Ask for Help

If results aren’t what you expected:

“Why did you do it that way?”
“Can you explain this result?”
“What does this column mean?”
“How did you calculate that?”

Next Steps

You’re now familiar with the Querri interface and ready to dive deeper:

Connect Your Data: Set up data sources in Settings
Explore Templates: Browse the Library for inspiration
Build Dashboards: Create visual monitoring tools (Pro)
Set Up Automations: Schedule recurring analyses
Master Advanced Features: Learn about custom functions and formulas

Common Questions

Q: Can I use Querri offline? A: No, Querri is a cloud-based application that requires an internet connection.

Q: How long are projects saved? A: Projects are saved indefinitely unless you delete them or your organization has specific retention policies.

Q: Can I undo changes? A: Yes, you can delete steps or ask Querri to revert to previous results. Your chat history is preserved.

Q: What data formats does Querri support? A: CSV, Excel, JSON, and direct connections to most popular databases and APIs.

Q: How do I know if my data is secure? A: Querri uses enterprise-grade encryption and fine-grained access controls. Contact your administrator for specific security policies.

Q: Can I export my entire project? A: Yes, you can export results as files or save the entire project for archival purposes.

Ready to connect your data and start analyzing? Head to Settings > Data Sources to add your first data connection.