Frequently Asked Questions
General Product Questions
Do you copy/move our data?
No! QuaerisAI Will never move your level-zero data. Your data stays secure and covered in your data platform. QuaerisAI sends queries to your data and presents the results set.
Because we never move your data, There is no risk of data-loss, data-latency or added cost of multiple copies of data.
How easy/difficult is it to learn QuaerisAI?
QuaerisAI is designed to be super-intuitive and many users pick using QuaerisAI on their own. We, do however, offer training guides, self-guided navigation and even instructor-lead trainings. All of these are included with purchase.
What cloud platforms do you support/run-on?
QuaerisAI supports all major cloud providers and we can also connect/source data from on-prem data.
Many of our enterprise customers request installs on their private-cloud - and we are happy to support your request.
How does QuaerisAI access our data?
QuaerisAI answers questions on your data via read only connection strings.
We never move your level-zero data, thus avoiding risk of data-loss, data-latency or added cost of multiple copies of data.
How does QuaerisAI understand our jargon?
Our Data-Model captures your company's lingo and our language model is getting better with each passing day and more usage - so, the more you use it, the better your experience with QuaerisAI will be!
We already have PowerBI, Tableau and other BI Tools. Do we still need QuaerisAI?
QuaerisAI is ideal for high-volume, low complexity data questions that your operations, sales or marketing teams may ask. QuaerisAI therefore complements your BI tools which are meant for advanced analytics.
Most of our clients have PowerBI or Tableau or both, but their BI adoption is stuck at 3-10%. QuaerisAI accelerates that adoption to 30-60% by enabling everyday users with instant answers on their data questions!
What kinds of users and organization types does QuaerisAI work with?
Does QuaerisAI have a mobile app?
Yes, QuaerisAI has a mobile app for Android, iPad, and iPhone.
What languages does QuaerisAI support?
QuaerisAI natively supports English and Spanish!
¡Sí! Hablamos Español!
What support options does QuaerisAI offer?
QuaerisAI offers support via 24/7 live support and online.
What type of training does QuaerisAI provide?
Well, did you need any training to use Google or Pinterest? If not, you are likely to pick up QuaerisAI intuitively.
We do have videos that explain some unique capabilities of the product and our Customer Success Associates are always on standby to help and support you in addition to periodic instructor-lead trainings for our customers.
Does QuaerisAI offer a free trial?
Yes, we have a free-tier available for very small teams for one use-case.
Can we Embed QuaerisAI in our Applications?
QuaerisAI is great to Embedded Analytics actually! When enabled, you will be able to copy a URL for every chart/graph, or a full-pinboard that you make.
You will have high-quality embedded solution in no time!
https://www.quaeris.ai/embedded-analytics
Does QuaerisAI have an API?
Yes, QuaerisAI has an API.
How much does QuaerisAI cost?
QuaerisAI offers very flexible pricing models, User Packs, Use-Case based and Consumption based pricing. You can pick a pricing model and we can work with you to help you move across different pricing models as you continue to grow in your adoption!
https://www.quaeris.ai/pricing
What support options are available to us?
QuaerisAI offers support included with purchase and additional fee / premium available.
What is QuaerisAI?
QuaerisAI converges Data, Document & People workflows in a beautiful, intuitive and immersive user experience. It offers a natural language interface to users to analyze data and search across documents and collaborate on a single pane of glass.
It's done please check
Unlike legacy BI platforms that require weeks and months of modeling, building dashboards, and highly qualified consultants/team members, QuaerisAI uses natural language questions that get translated into SQL queries and sent to your data-store/database and instantly returns answers with charts, and data-driven explanations. All without any knowledge of SQL, coding language, no wait.
Who is QuaerisAI designed for?
QuaerisAI is built for business users, analysts, and data aspirants across functions like sales, marketing, finance, ops, and HR. If you’ve got a question and need data-backed answers - QuaerisAI is for you.
QuaerisAI is being used by finance, sales and marketing folks to ask complex data questions on data as well as operational folks for simple questions to inquire order status. Contact Centers and Legal organizations use it for inquiring on documents and contracts and collaborate among themselves.
Does QuaerisAI replace tools like Power BI, Tableau, or Snowflake?
Not necessarily. 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, some organizations have replaced older, expensive and monolithic BI tools with QuaerisAI.
What data sources does QuaerisAI support?
QuaerisAI supports 300+ connectors to most of the popular transactional products such as SalesForce, HubSpot CRM, Azure Synapse Analytics, SAP, WorkDay etc.
We natively support SQL, Postgres, Oracle, Snowflake, Azure Synapse, Redshift, Athena etc. We more than likely connect easily with your source data, if not, we are happy to build an integration out for you!
How easy/difficult is it to learn QuaerisAI?
QuaerisAI is designed to be super-intuitive and many users pick using QuaerisAI on their own. We, do however, offer training guides, self-guided navigation and even instructor-lead trainings. All of these are included with purchase.
How does QuaerisAI understand our jargon?
Our Data-Model captures your company's lingo and our language model is getting better with each passing day and more usage - so, the more you use it, the better your experience with QuaerisAI will be!
Does QuaerisAI have a mobile app?
Yes, QuaerisAI has a mobile app for Android, iPad, and iPhone.
Functionality & Features
What kind of questions can I ask QuaerisAI?
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.
Can QuaerisAI build dashboards from scratch?
Yes! QuaerisAI enables you to build fully functional 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.
What sources does QuaerisAI connect to?
QuaerisAI connects to over 25 structured data sources such as Snowflake, Databricks, SQL, Oracle, Trino, Dremio, Redshift, Quickbooks etc. DoQAI (Document AI) connects with popular cloud drives such OneDrive, SharePoint, Google Drive, with more on the way.
Can I analyze documents with QuaerisAI?
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 agents such as Data Extract Agent allows you to extract structured data from 100s of unstructured documents such as contracts, SOWs, MSAs etc. and Signature Agent can validate if documents are duly signed.
What languages does QuaerisAI support?
QuaerisAI natively supports English and Spanish!
¡Sí! Hablamos Español!
Can we Embed QuaerisAI in our Applications?
QuaerisAI is great to Embedded Analytics actually! When enabled, you will be able to copy a URL for every chart/graph, or a full-pinboard that you make.
You will have high-quality embedded solution in no time!
https://www.quaeris.ai/embedded-analytics
Security & Governance
Is my data secure with QuaerisAI?
Absolutely! First off, QuaerisAI does not move level zero data from the source systems to the analytics platforms (like PowerBI, Tableau, SiSense etc.), so there is no risk of ever losing level zero data.
In addition, QuaerisAI offers enterprise-grade security with role-based access, encryption, audit trails, and source validation.
Does QuaerisAI store or train on my data?
No. QuaerisAI does not store your data or use it to train models. All data interactions are ephemeral and scoped by your permissions.
How does QuaerisAI handle data permissions and roles?
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.
Does QuaerisAI replace tools like Power BI, Tableau, or Snowflake?
Not necessarily. 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, some organizations have replaced older, expensive and monolithic BI tools with QuaerisAI.
Do you copy/move our data?
No! QuaerisAI Will never move your level-zero data. Your data stays secure and covered in your data platform. QuaerisAI sends queries to your data and presents the results set.
Because we never move your data, There is no risk of data-loss, data-latency or added cost of multiple copies of data.
How does QuaerisAI access our data?
QuaerisAI answers questions on your data via read only connection strings.
We never move your level-zero data, thus avoiding risk of data-loss, data-latency or added cost of multiple copies of data.
Deployment & Support
How long does it take to implement Quaeris?AI
Most organizations go live with QuaerisAI within matter of days or weeks, depending on the data and use-case complexity, with their first use-case, thanks to our no-code setup and intuitive UI.
Does QuaerisAI support multi-tenant or enterprise-scale deployments?
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.
What support options are available?
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.
What type of training does QuaerisAI provide?
Well, did you need any training to use Google or Pinterest? If not, you are likely to pick up QuaerisAI intuitively.
We do have videos that explain some unique capabilities of the product and our Customer Success Associates are always on standby to help and support you in addition to periodic instructor-lead trainings for our customers.
Does QuaerisAI offer a free trial?
Yes, we have a free-tier available for very small teams for one use-case.
Does QuaerisAI have an API?
Yes, QuaerisAI has an API.
Business Value
How does QuaerisAI help reduce costs?
By enabling self-service analytics for business users, you reduce the need for excessive BI licensing, allocate resources more effectively across your data supply-chain. QuaerisAI in effect shortens analytics cycle, and minimizes backlog of ad hoc requests.
Is QuaerisAI right for small teams or just large enterprises?
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.
We already have PowerBI, Tableau and other BI Tools. Do we still need QuaerisAI?
QuaerisAI is ideal for high-volume, low complexity data questions that your operations, sales or marketing teams may ask. QuaerisAI therefore complements your BI tools which are meant for advanced analytics.
Most of our clients have PowerBI or Tableau or both, but their BI adoption is stuck at 3-10%. QuaerisAI accelerates that adoption to 30-60% by enabling everyday users with instant answers on their data questions!
What kinds of users and organization types does QuaerisAI work with?
QuaerisAI is ideal for startups looking to build embedded solution quickly as well as for Enterprises who have tried all kinds of BI tools and have still not found adoption over 10%.
How much does QuaerisAI cost?
QuaerisAI offers very flexible pricing models, User Packs, Use-Case based and Consumption based pricing. You can pick a pricing model and we can work with you to help you move across different pricing models as you continue to grow in your adoption!
https://www.quaeris.ai/pricing
What’s a good replacement for Tableau or Power BI for non-technical users?
If your team struggles with slow response from your overloaded data and analytics teams or dashboard complexity or struggle to find meaningful insight from 100s of dashboards, QuaerisAI is a powerful alternative. QuaerisAI simplified access to insights with no technical skills required. In that perspective, it complements or replaces traditional BI tools, depending on your needs.
How can I enable business users to analyze data without learning SQL?
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 not only eliminates the need for SQL to get data answers, but it also interprets context and offers English language explanations to eliminate interpretation-bias.
How do we reduce dependency on data analysts for everyday questions?
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.
Search-Optimized FAQs
How can I search both documents and databases from one place?
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.
What’s a better way to do ad hoc reporting for sales and marketing teams?
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.
How do I increase adoption of my data tools across the company?
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.
What’s a secure AI solution for querying enterprise documents?
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.
What support options does QuaerisAI offer?
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.