Question 1

What is QuaerisAI?

Accepted Answer

QuaerisAI is an agentic analytics platform that converges data, document, and people workflows in a beautiful, intuitive, and immersive user experience. It offers a natural-language interface to analyze data, search across documents, and collaborate on a single pane of glass.

Question 2

How is QuaerisAI different from traditional BI tools?

Accepted Answer

A few fundamental differences: QuaerisAI uses natural language that business users adopt in minutes; its AI-native architecture sends queries to your data store and instantly returns answers with charts and data-driven explanations; and it has powerful agents that off-load work from people. Older platforms have no agentic capabilities. Tools like Power BI and Tableau carry 10–20-year-old, heavy, monolithic architectures, and tools like Sisense and ThoughtSpot require weeks or months of modeling, dashboard building, and specialized consultants. QuaerisAI is a no-code platform that requires no SQL, no coding, and no wait.

Question 3

Who is QuaerisAI designed for?

Accepted Answer

QuaerisAI is built for information users — 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 and act upon. What makes it unique is that it does all of this with ease, confidence, and governance built in.

Question 4

Does QuaerisAI replace tools like Power BI, Tableau, ThoughtSpot, or Sisense?

Accepted Answer

Yes and no. QuaerisAI complements existing BI platforms by giving non-technical users self-service access to fast insights, while freeing analysts to focus on complex modeling and forward-looking questions. It's perfect for teams who want to expand data access without expanding BI licenses or complexity. That said, at a department level, organizations have replaced older, expensive, and monolithic tools such as ThoughtSpot and Sisense with QuaerisAI.

Question 5

Does QuaerisAI replace platforms like Snowflake, Databricks, or data virtualization tools like Dremio, AtScale, Presto, Trino, or Data Sphere?

Accepted Answer

No — QuaerisAI uses these data platforms as source systems. What's unique is that it can become the singular consumption layer on all types of data and data sources within your company. If you have a hybrid architecture including Snowflake, Databricks, and Microsoft Fabric, QuaerisAI is the only consumption layer you need on top of them. It is platform- and source-agnostic, so if you're looking for a strong agentic and NLQ platform that is platform-agnostic, QuaerisAI is your best bet.

Question 6

How does QuaerisAI compare to Cortex from Snowflake or Genie from Databricks?

Accepted Answer

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

Question 7

What kind of agentic use cases can we use QuaerisAI for?

Accepted Answer

QuaerisAI supports extensive agent workflows. A few examples: identify unsigned Bills of Lading, pull related invoice amounts, and email the package to Billing for client follow-up; DSO follow-ups that flag Days Sales Outstanding over a limit and route receivables to AR and the sales reps; an order-routing agent that calculates plant capacity against upcoming orders to optimize fulfillment across multiple plants and write entries into SAP/MRP; and LLM/cloud spend management that forecasts monthly spend and escalates notifications when it crosses set thresholds. Other examples include a revenue-leakage agent, a revenue-transaction tracker, and spend early-warning.

Question 8

What kind of questions can I ask QuaerisAI?

Accepted Answer

You can ask simple questions such as "What was revenue by region last quarter?" or complex ones such as "List products with the highest churn in Q1 this year, broken down by product, for the state of Texas only, sorted descending by churn %, and name the largest customer within each product." QuaerisAI supports follow-up questions and lets you apply filters, comparisons, and simple calculations on the fly. On documents it is even more versatile, answering questions that require pulling data from several documents for comparison and calculation. We also publish best practices for NLQ prompting — the CAC Framework (Context, Action, Constraints).

Question 9

Can QuaerisAI build dashboards from scratch?

Accepted Answer

Yes. QuaerisAI lets you build fully functional PinBoards (dashboards) in minutes using plain-English queries — no SQL or BI-developer certifications required. These dashboards support chart-level and dashboard-level filters and secure sharing, all out of the box.

Question 10

What about embedded dashboards?

Accepted Answer

Yes. QuaerisAI lets you embed PinBoards into your application in three clicks. Embedded dashboards are full-featured with filters and POVs, and carry no logo. They come in two formats: Static Data (shows data as of build time, no refresh) and Rolling Data (refreshes on demand or on a schedule). Embedded PinBoards can be secured if desired.

Question 11

What about standard, pixel-perfect reports? Scheduled reports?

Accepted Answer

Yes. QuaerisAI lets you build fully functional, pixel-perfect reports — called Stories — in minutes. Stories have a built-in approval process, so approvals happen in-platform with full traceability. Stories can be embedded as well.

Question 12

What sources does QuaerisAI connect to?

Accepted Answer

QuaerisAI connects to over 25 structured data sources such as Snowflake, Databricks, SQL, Oracle, Trino, Dremio, Redshift, and QuickBooks. Its DoQAI (Document AI) connects with popular cloud drives such as OneDrive, SharePoint, and Google Drive, with more on the way.

Question 13

Can I analyze documents with QuaerisAI?

Accepted Answer

Yes. QuaerisAI's DoQAI (Document Intelligence) lets users ask questions within PDFs, Word, and other documents, with source validation, version control, and secure access. Document AI includes agents for extracting data from hundreds of documents into a structured format — useful for contracts, invoices, POs, BOLs, SOWs, and MSAs. A signature agent can validate whether documents are duly signed, useful alongside BOLs, contracts, and SOWs.

Question 14

Is my data secure with QuaerisAI?

Accepted Answer

Absolutely. First, QuaerisAI does not move level-zero data from source systems into analytics platforms (like Power BI, Tableau, or Sisense), so there's no risk of exposing or losing level-zero data. QuaerisAI also offers enterprise-grade security with role-based access, encryption, audit trails, and source validation. Governed agents work in parallel to your systems rather than inside them, so they cannot create harm or be used to hack your processes or data.

Question 15

Does QuaerisAI store or train on my data?

Accepted Answer

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

Question 16

How does QuaerisAI handle data permissions and roles?

Accepted Answer

QuaerisAI has a strong focus on permissions and security, handling them at two levels. First, Personas limit the product functionality each user can access. Second, extremely granular security extends down to the level of each dimension member. For document search, QuaerisAI can secure and control access at the individual folder level.

Question 17

How long does it take to implement QuaerisAI?

Accepted Answer

Most organizations go live with their first use case within days or weeks, depending on data and use-case complexity, thanks to our no-code setup and intuitive UI.

Question 18

Does QuaerisAI support multi-tenant or enterprise-scale deployments?

Accepted Answer

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

Question 19

What support options are available?

Accepted Answer

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 offers white-glove service, including full migrations from your old platforms — typically completed in weeks. For example, we helped an insurance company migrate 160+ reports in about six weeks.

Question 20

How does QuaerisAI help reduce costs?

Accepted Answer

QuaerisAI's objective is to become the operating system for your internal processes, driven by data and insights. By automating data-driven decision elements, it takes hours of information work off a typical user. We expect QuaerisAI can provide up to a 30% productivity boost across the enterprise.

Question 21

Is QuaerisAI right for small teams or just large enterprises?

Accepted Answer

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

Question 22

What's a good replacement for Tableau or Power BI for non-technical users?

Accepted Answer

If your team struggles with slow responses from overloaded data teams, dashboard complexity, or finding meaningful insight across hundreds of dashboards, QuaerisAI is a powerful alternative. It simplifies access to insights with no technical skills required, complementing or replacing traditional BI tools depending on your needs.

Question 23

How can I enable business users to analyze data without learning SQL?

Accepted Answer

QuaerisAI is designed for business users who don't know SQL — or who would rather use natural language to explore data and documents and get instant answers.

Question 24

How do we reduce dependency on data analysts for everyday questions?

Accepted Answer

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

Question 25

How can I search both documents and databases from one place?

Accepted Answer

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

Question 26

What's a better way to do ad hoc reporting for sales and marketing teams?

Accepted Answer

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 building dashboards from scratch.

Question 27

How do I increase adoption of my data tools across the company?

Accepted Answer

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

Question 28

What's a secure AI solution for querying enterprise documents?

Accepted Answer

QuaerisAI delivers enterprise-grade security, ensuring 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.

Frequently Asked Questions Answered.

General

Functionality & Features

Security & Governance

Deployment & Support

Business Value

Search-Optimized

Still have questions?