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Documentation

First Steps

Now that you’ve completed your first analysis, let’s explore the Querri interface and core concepts in more detail.

Section titled “Navigating the Interface”

The sidebar navigation provides access to all main sections of Querri:

Home

Section titled “Home”

The Home page is your starting point, showing recent activity and quick access to your work.

Library

Section titled “Library”

The Library stores all your data sources:

  • Uploaded files (CSV, Excel, JSON, Parquet)
  • Database connections (PostgreSQL, MySQL, etc.)
  • Cloud storage files (Google Drive)
  • Business app integrations (QuickBooks, HubSpot)

From here you can upload new files, connect databases, and manage your data sources.

Projects

Section titled “Projects”

The Projects page shows all your analysis projects:

  • Project name and status
  • When it was last edited
  • Number of steps and automations

Click any project to open it, or click New Project to start fresh.

Dashboards

Section titled “Dashboards”

Dashboards let you create visual displays of your analysis results:

  • Add visualizations from your projects
  • Arrange widgets in a grid layout
  • Share with stakeholders

Click the + button next to Dashboards to create a new one.

Settings & Account

Section titled “Settings & Account”

Access Settings and Account at the bottom of the sidebar to manage your profile and preferences.

The Chat Interface

Section titled “The Chat Interface”

The chat interface is where you do your analysis work.

Layout

Section titled “Layout”

When you open a project, you’ll see:

  • Project name at the top
  • Chat/Data Flow toggle in the top right
  • Steps displayed in the main area
  • Chat input at the bottom

Asking Questions

Section titled “Asking Questions”

Type naturally in the chat input:

  • “Show me revenue by month”
  • “Which customers have the highest order values?”
  • “Create a bar chart of sales by region”

The AI agent understands context, so you can ask follow-up questions:

  • “Filter that to just 2024”
  • “Break it down by product category”
  • “Show the top 10 only”

Understanding Steps

Section titled “Understanding Steps”

When you ask a question, Querri creates steps to answer it. Steps appear as cards showing:

  • Step name: What the step does
  • Results: Tables, charts, or insights
  • Status: Running, completed, or error

Steps are arranged in two columns:

  • Left column: Data queries and transformations
  • Right column: Visualizations and charts

Insight Summaries

Section titled “Insight Summaries”

Below each chart or table, you’ll often see an insight summary - a brief explanation of what the data shows.

The Data Flow View

Section titled “The Data Flow View”

Click Data Flow in the top right to see your analysis as a visual diagram:

  • Data sources at the top (your uploaded files and connections)
  • Query steps in the middle
  • Visualizations at the bottom
  • Connections showing how data flows between steps

From Data Flow view, you can:

  • Click Run Now to refresh all steps
  • Click Schedule to set up automatic refreshes
  • See the status and last run time

Viewing Results

Section titled “Viewing Results”

Tables

Section titled “Tables”

Data tables show your query results:

  • Scroll to see all rows and columns
  • Column headers show field names
  • Large datasets are paginated

Charts

Section titled “Charts”

Visualizations display your data graphically:

  • Hover over elements for details
  • Charts include titles and legends
  • Common types: line, bar, pie, scatter, area

Exporting Results

Section titled “Exporting Results”

To export data or charts:

  • Look for download or export options on each step
  • Tables can be exported as CSV
  • Charts can be saved as images

Saving Your Work

Section titled “Saving Your Work”

Querri saves automatically as you work. Your projects persist until you delete them.

Naming Projects

Section titled “Naming Projects”

Give your project a meaningful name:

  1. The project name appears at the top of the page
  2. Click to edit it
  3. Use descriptive names like “Q4 Sales Analysis” or “Customer Segmentation”

Finding Projects Later

Section titled “Finding Projects Later”

Use the Projects page to find your work:

  • Search: Type in the search bar to find projects by name
  • Sort: Use the dropdown to sort by date modified
  • Click any project card to open it

Sharing Your Work

Section titled “Sharing Your Work”

Share a Project

Section titled “Share a Project”
  1. Open the project you want to share
  2. Click the share icon in the top right
  3. Configure sharing options
  4. Copy the share link

Create a Dashboard

Section titled “Create a Dashboard”

To share visualizations in a more polished format:

  1. Create a dashboard from the Dashboards section
  2. Add widgets from your project steps
  3. Arrange the layout
  4. Share the dashboard link

Tips for Success

Section titled “Tips for Success”

Start Simple

Section titled “Start Simple”

Begin with straightforward questions:

  1. “Show me the data”
  2. “Filter to last month”
  3. “Group by category”
  4. “Create a chart”

Iterate and Refine

Section titled “Iterate and Refine”

Don’t try to craft the perfect question immediately:

  • Ask a broad question first
  • Refine based on results
  • Drill down into patterns you discover

Use Clear Data Names

Section titled “Use Clear Data Names”

Good source names help Querri find the right data:

  • “sales_2024_q4.csv” is better than “data.csv”
  • The agent searches by name when you ask for data

Check the Data Flow

Section titled “Check the Data Flow”

Use Data Flow view to understand:

  • Which sources are being used
  • How data is being transformed
  • Where visualizations come from

Next Steps

Section titled “Next Steps”