QuaerisAI
Frequently Asked Questions

Here are some fundamental differences:

• QuaerisAI uses natural language that business users can adopt in matter of minutes
• AI native architecture sends queries to your data-store that instantly returns answers with charts, and data-driven explanations.
• QuaerisAI has powerful Agents that can off-load work from people. Old platforms do not have Agentic capabilities.
• QuaerisAI supports analytic workflows
• Old tools as PowerBI and Tableau have 10-20 year old, heavy and monolithic architectures
• Old tools, including SiSense, ThoughtSpot etc. require weeks and months of modeling, building dashboards, and highly qualified consultants/team members,
• QuaerisAI is a no-code platform that requires no knowledge of SQL, coding language, no wait.

QuaerisAI is built for information-users such as, business users, analysts, and data aspirants across functions like sales, marketing, finance, ops, and HR. It collates data and insights, executes agents and surfaces anomalies, insights and issues that may otherwise take hours to identify, process and act upon. The uniqueness of QuaerisAI si that it does all of this with ease, confidence and governance built-in.

Yes and No! QuaerisAI complements existing BI platforms by giving non-technical users self-service access to fast insights, while freeing up analysts to focus on complex modeling and answering causal and forward-looking questions. It’s perfect for teams who want to expand data access without expanding BI licenses or complexity

However, at a department level, organizations have replaced older, expensive and monolithic tools such as ThoughtSpot and SiSense with QuaerisAI.

QuaerisAI uses these data-platforms as source systems. What is unique about QuaerisAI is that it can become the singular consumption layer on all types of data and all types of data-sources within your company. So, if your company has hybrid data architecture including Snowflake and Databricks and Microsoft Fabric, QuaerisAI is the only consumption layer you will need on top of them. In that sense, QuaerisAI is platform and source agnostic – so, if you are looking for a strong Agentic and NLQ platform that is platform agnostic, QuaerisAI is your best bet. 

Cortex and Genie are both great tools – but they work on and only on top of Snowflake and Databricks. You cannot use Cortex on top of Microsoft Fabric or use Databricks on top of Oracle. QuaerisAI is cuts through this complexity and provides a singular consumption layer on top of all your data.

You can ask simple questions such as:

“What was revenue by region last quarter?” or complex ones, such as:

“List products with highest churn in Q1 this year, break this down by products and answer only for state of Texas. Sort the answer in descending order of Churn% and mention the largest customer within that product.”

QuaerisAI also supports follow-up questions and allows to easily get filters, comparisons, and even simple calculations on the fly.

On Documents QuaerisAI is even more versatile and can answer questions that require to pull data out of several documents and allow comparison and calculations.

QuaerisAI has prepared extensive documentation on best practices for NLQ prompting and we call it the ‘CAC Framework’ for NLQ Prompting, CAC, stands for Context Action Constraints Framework.

Yes! QuaerisAI enables you to build fully functional PinBoards/dashboards in minutes using only plain English language queries – no SQL knowledge product certifications that are often associated with BI developers are required. These dashboards allow chart-level filters as well as dashboard level filters and secure sharing of your work, all out of the box.

Yes! QuaerisAI enables you to embed Pinboards aka dashboards into your application is ‘THREE-Clicks.’ These embedded dashboards are full-featured with filters, POVs, and when embedded, they do not have any logo. QuaerisAI offers Embedded dashboards in two formats:

• Static Data: These PBs do not refresh and show data as it was when built
• Rolling Data: These PBs get refreshed. Refreshes can happen on demand or on schedule.

QuaerisAI embedded PinBoards can be secured, if so desired.

Yes! QuaerisAI enables you to build fully functional pixel-perfect Reports, called Stories in matter of minutes.

Stories/Reports have an in-built approval process, so approvals can happened in-platform and you have full traceability of these. Stories can be embedded as well.

QuaerisAI connects to over 25 structured data sources such as Snowflake, Databricks, SQL, Oracle, Trino, Dremio, Redshift, Quickbooks etc.

QuaerisAI’s DoQAI (Document AI) connects with popular cloud drives such OneDrive, SharePoint, Google Drive, with more on the way.

Yes! QuaerisAI’s DoQAI (Document Intelligence) feature lets users ask questions within PDFs, Word, and other documents, with source validation, version control, and secure access.

Our Document AI has Agents for Data Extraction from 100s of documents such as PDFs or MS Word docs into structured data format. Use cases for DoQAI are to extract contract information, Invoices, Pos, BOLs, SOWs, MSAs etc.

Signature Agent can validate if documents are duly signed or not and can be used along with BOLs, Contracts/SOWs.

No. QuaerisAI does not store your data. We promise to never use it to train the fundamental models. We do use Reinforcement Learning as feedback to improve answers on your and your data only. All data interactions are ephemeral and scoped by your permissions.

QuaerisAI has strong focus on data permissions and security. It handles permissions at two level, fist as Personas, which limits the product functionality that users have access to. At second level, it allows extremely granular security down to the level of each dimension member.

For Document Search, QuaerisAI can secure and control access at individual folder level.

Yes. QuaerisAI is built for scalability, with secure, multi-tenant SaaS architecture and support for large teams, departments, or full enterprises via its dockerized Kubernetes installs.  

We provide onboarding support, training, documentation, and a dedicated Customer Success team. Enterprise packages include dedicated support managers and rollout planning.

Our Customer Success team always offers white-glove service for our clients with full migrations from your old platforms. We or any of our partners, are typically able to complete these migrations in weeks. For example, we helped migrate 160+ reports for an insurance company in about six weeks.

QuaerisAI is great for small teams, weather departmental or at small companies. Small teams can adopt quickly without deep infrastructure changes, while large organizations benefit from robust governance, integration, and collaboration features.

QuaerisAI is designed to address the needs of business users who do not know SQL or who would rather just use natural language to explore data and documents and get instant answers.  

QuaerisAI dramatically reduces the burden on BI and data teams by allowing users across departments to self-serve insights. This frees analysts to focus on strategic work while improving speed to decision-making across the org.

QuaerisAI is the only platform in the market that allows you to search structured data and documents like PDFs, Word files, with no vendor lock-in. Its built-in document intelligence engine, DoQAI, even cites the source and highlights key text.

QuaerisAI gives go-to-market teams the power to pull performance metrics, pipeline data, lead flows, and campaign insights on demand—without waiting for BI tickets or creating dashboards from scratch.  

QuaerisAI increases adoption through its intuitive, chat-like experience, minimal training curve, and plain-language interface, all of which immediately lead users to better insights and less time wasted navigating clunk dashboards.  

QuaerisAI delivers enterprise-grade security, ensuring all document queries are processed securely, with no training on your data and no storage of sensitive files. It integrates with SharePoint, OneDrive, and more - keeping your information in your control.