Stop Context Switching: Querio Delivers Insights in Your Chat Apps

Jumping between apps wastes time and kills focus. Querio solves this by embedding live data insights directly into Slack and Microsoft Teams. Instead of switching to dashboards or spreadsheets, you can ask questions in plain English - like "What were last month's sales by region?" - and get instant, visual answers within your chat.

Key Benefits:

• Save Time: No need to leave your chat app to check data.

• Simple Setup: Connect Querio to your data warehouse (Snowflake, BigQuery, or Postgres) in minutes.

• Natural Language Queries: Skip learning SQL - just type your questions.

• Visual Insights: Querio delivers charts and graphs directly in chat.

• Secure: SOC 2 Type II compliant with encrypted, read-only access.

Querio empowers teams to make faster decisions, collaborate effectively, and stay focused without interrupting their workflow. At $14,000/year, it includes 4,000 queries per month, with an optional Dashboards Add-On for $6,000/year.

Stop wasting time switching tools - get answers where your team already works.

How to Connect Querio to Your Chat Apps

Supported Apps and Setup Process

Querio integrates seamlessly with Slack and Microsoft Teams, making it easy to bring data insights directly into your team’s favorite communication tools. Setting it up is straightforward - just add Querio as a bot through the Slack App Directory or Microsoft Teams App Store. Then, connect it to your data warehouse. No technical expertise required.

Querio works with Snowflake, BigQuery, and Postgres, using read-only, encrypted credentials to access your data securely. It queries your data warehouse in real time without storing any of your information.

Security is a top priority. Querio is SOC 2 Type II compliant, offers a 99.9% uptime SLA, and uses strong encryption alongside configurable access controls to ensure your data remains private and protected.

Once installed, Querio appears as a bot in your chat channels. Team members can interact with it directly by tagging @querio. From there, accessing and navigating your data is as simple as typing a question.

How to Ask Questions in Plain English

Using Querio is as easy as having a conversation. Once it's set up, you can ask questions in plain English - no need to learn SQL or figure out complex database structures. Just type your query like you’re chatting with a colleague.

For example, you can ask:
"What were our top 5 products by revenue last month?"
Querio instantly translates your question into SQL, queries your data warehouse, and delivers visual insights right in your chat thread.

The AI behind Querio is designed to understand your business language. It also handles time-based queries like "last week", "this quarter", or "compared to last year" without requiring exact dates, making it incredibly intuitive.

This simplicity means anyone in your team can access data insights. Sales can check pipeline updates, marketing can evaluate campaign results, and finance can pull budget reports - all through an easy-to-use conversational interface.

Querio also supports follow-up questions, keeping the flow of your analysis smooth. For instance, after seeing quarterly revenue, you can ask:
"Break that down by region" or "What about the same period last year?"
The bot retains the context, making data exploration feel like a natural dialogue.

How to Get Data Insights Without Leaving Chat

How to Query Data Using Normal Language

Once you're connected, getting insights is as simple as asking a question in plain English. Querio takes your query, translates it into SQL, runs it against your data warehouse, and delivers results formatted for the U.S. For example, you can ask, "What was our revenue last quarter?" and instantly get the answer in U.S. dollars.

Querio also understands the context of your business. If you ask, "Who were our top customers this month?" it calculates totals, ranks them, and gives you the information you need. Time-based queries are just as intuitive. For instance, if you ask, "How did we perform compared to last year?" Querio handles the date calculations and provides a clear comparison. It even supports follow-up questions, keeping the context of your previous queries intact.

But Querio doesn't stop at text-based answers - it also brings your data to life visually.

How to View Charts and Graphs in Chat

Querio takes your data queries a step further by automatically generating visual insights right within your chat. Instead of sifting through rows of numbers, you'll see charts and graphs that highlight trends and patterns at a glance.

Whether it's a bar chart, line graph, or pie chart, Querio formats everything with U.S. date and currency standards. For example, a marketing team asking about campaign performance can instantly see which channels brought in the most leads through clear visualizations. Sales teams can quickly spot trends in their pipeline, and finance teams can review budget variances with side-by-side visual comparisons - all delivered as images directly in your chat.

Since these visuals update in real-time, your team always has the latest insights. Better yet, everyone in the chat can view and discuss the same charts simultaneously, making it easier to reach decisions and align on next steps without ever leaving the conversation.

How to Share Analytics with Your Team in Chat

How to Share Dashboards in Chat Threads

Sharing dashboards in chat threads makes team discussions more streamlined and data-driven. With a simple command, team members can view standardized, U.S.-formatted charts directly within the chat, eliminating the need to switch between platforms.

For example, marketing teams can share campaign performance dashboards during weekly meetings, allowing sales to instantly ask questions about lead quality or conversion rates. Finance teams can drop budget reports into project channels, enabling the entire team to review spending details without scheduling additional meetings or sending lengthy email attachments.

What’s more, team members can interact with these dashboards right within the chat. If someone shares a revenue dashboard, others can immediately ask questions like, "What caused the spike in March?" or "How does this compare to our forecast?" Querio processes these inquiries and delivers clear answers in real time, ensuring everyone stays on the same page. This keeps both the conversation and analysis in one place, making collaboration smoother and more effective.

This approach also transforms decision-making. Instead of one person pulling data and presenting findings in a meeting, the entire team gets involved in real-time discovery. Everyone sees the same data, asks questions, and contributes to the analysis as it happens. Plus, all of this is underpinned by strong security measures, which are covered in the next section.

Data Security and Access Controls

While sharing insights is effortless, Querio ensures that your data remains secure. The platform enforces strict access controls aligned with your existing data governance policies, so only authorized team members can view shared dashboards or query results.

Querio connects directly to your data warehouse, meaning it doesn’t store any of your sensitive business data on external servers. When insights are shared in tools like Slack or Microsoft Teams, the data flows directly from your warehouse to the intended recipients in the chat thread - no unnecessary copies, no extra risks.

With a 99.9% uptime SLA, Querio ensures your team can rely on it for critical, time-sensitive decisions - whether that’s troubleshooting a sudden traffic drop or celebrating a successful product launch. The platform also maintains detailed audit logs of data access, ensuring transparency and compliance with both internal policies and external regulations. By keeping insights secure and accessible directly within your chat app, Querio supports uninterrupted, data-driven teamwork.

How Querio Improves Your Team's Productivity

Time and Money Saved

Switching between chat apps, analytics tools, and spreadsheets can sap your team’s productivity. Querio eliminates this hassle by delivering real-time, accurate data insights directly into your communication channels, saving both time and effort.

At $14,000 per year, Querio streamlines workflows by reducing dependency on traditional data requests and analyst input. Product managers, marketers, and executives can get immediate answers right within their chat threads, avoiding the delays caused by jumping between platforms.

These time savings ripple across teams. Sales teams, for example, can fine-tune strategies using up-to-date pipeline data shared in their channels. Meanwhile, product and finance teams can seamlessly integrate real-time insights into their planning sessions and discussions. With 4,000 prompts per month included, most teams can operate without worrying about extra query costs, making budgeting simpler and encouraging broader data exploration.

Workflow Comparison: With and Without Querio

Here’s how traditional workflows stack up against Querio’s streamlined approach:

Querio transforms how teams interact with data, making analytics part of everyday conversations rather than a separate, time-intensive task. This in-chat workflow reduces the mental strain of constant context switching and supports quicker, more collaborative decision-making.

The unlimited viewer users feature ensures everyone on the team - from junior staff to executives - can engage in data-driven discussions without added licensing costs. By giving all team members equal access to insights, Querio promotes smoother, faster decision-making and keeps workflows unified.

Conclusion: Put Data Insights Directly in Your Workflow

Why Choose Querio?

Switching between platforms to find data slows everyone down. Querio eliminates that hassle by embedding AI-powered insights right into your chat apps. Your team can query live data from your warehouse in plain English and get clear, accurate charts in seconds - all without leaving Slack or Microsoft Teams.

With Querio, decision-making becomes faster and smoother. Sales teams can pull up pipeline data during meetings without delay, and product managers can access real-time metrics without waiting on analysts or navigating multiple tools. It’s a solution designed to keep your team focused and efficient.

Security and reliability are baked into Querio’s design. With SOC 2 Type II compliance, read-only encrypted connections, and a 99.9% uptime SLA, your data stays protected while remaining accessible when it matters most. Querio ensures your team has the insights they need, exactly when they need them.

By centralizing updated data in a single chat thread, Querio enhances collaboration and speeds up decision-making. Teams can build consensus quickly while keeping discussions data-driven and natural. Plus, onboarding is straightforward, making it easy to get started.

Getting Started with Querio

Integrating Querio into your workflow is simple and secure. It connects directly to Snowflake, BigQuery, and Postgres, so there’s no need to copy data - your metrics stay safe while remaining accessible in real time.

Start with the Core Platform subscription to gain instant access to your data. For teams that rely on visual reporting, the Dashboards Add-On is available for $6,000 per year, allowing you to share detailed reports directly within chat threads.

Setup is quick: connect your data warehouse to Querio, integrate it with your chat app, and start asking questions in natural language. No SQL expertise is required. Once configured, team members across Product, Finance, Marketing, and Sales can easily get the answers they need.

To make the most of Querio, identify the recurring data questions your team asks daily - like “What’s our weekly conversion rate?” or “How are customer acquisitions trending?” Use these as test cases to showcase Querio’s speed and simplicity. Once your team sees how quickly they can get visual answers in chat, Querio will naturally become part of your everyday workflow.

Ask More of Your Data with Slack

FAQs

How does Querio protect my data when used with chat apps like Slack or Microsoft Teams?

Querio places a strong emphasis on data security and privacy by connecting directly to your data warehouse. This approach eliminates the need to copy or move your data, keeping it firmly under your control and minimizing potential risks.

Connections to databases such as Snowflake, BigQuery, and Postgres are secured with advanced encryption protocols, ensuring your data stays protected during transmission. Plus, Querio is built to align with data privacy standards, ensuring sensitive information remains secure within your current security measures.

What kinds of data questions can I ask with Querio, and how does it handle more complex queries?

Querio lets you ask data-related questions in plain, natural language, so you can get the insights you need without needing any technical know-how. Whether you're after straightforward answers or want to analyze data from multiple sources, Querio simplifies the process.

For more in-depth queries, Querio goes a step further by breaking down complex questions into easy-to-handle steps. It can pull information from multiple data tables, connect different sources, and even build detailed dashboards. This makes it a versatile tool for tackling everything from everyday questions to more detailed and layered data analysis.

How does Querio help teams work more efficiently by simplifying access to business insights?

Querio enhances team productivity by bringing real-time, AI-powered insights straight into chat platforms like Slack and Microsoft Teams. With this integration, users can ask questions, access visualized data, and collaborate effortlessly - all without needing to jump between different tools or disrupt their workflow.

By taking over repetitive data tasks and minimizing manual errors, Querio helps teams reclaim valuable time. The result? Faster decisions and more energy to tackle important projects. In fact, teams can save up to 8 hours a week on data-related tasks, keeping them focused and efficient.

Related Blog Posts

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• Ditch Outdated Dashboards - Use Querio to Ask and Act

• Slack First, Dashboards Second: Querio Meets Users Where They Work