Getting Started with Saras iQ

A step-by-step overview of Saras iQ, how to set it up, how it works, and answers to common questions.

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What is Saras iQ?

Saras iQ is an AI-powered data analyst that allows business users and analysts to ask questions in natural language and get reliable, data-backed answers instantly.

Instead of writing complex SQL, building dashboards, or waiting on analytics teams, you can simply type your question, and Saras iQ will analyze your data, generate the right queries, and return clear insights with summaries and visuals.

Saras iQ is trained specifically on your company’s data, business logic, and definitions—making the answers relevant, consistent, and aligned with how your business measures success.


How to Set Up Saras iQ?

Saras iQ is not a self-serve setup today. To get started, you need to contact the Saras team.

Once engaged, we will:

  • Work with your team to understand your business needs 
  • Prepare and structure the required input files
  • Train Saras iQ on your datasets (e.g., Sales, Marketing, Customers, Product)
  • Test Validate output 
  • Configure your account and make iQ ready for use

Once setup is complete, your team can be added to the product and start asking questions immediately.


Product Overview – How iQ Works

You can also check out this demo video.

Step 1: Ask a Question

At the bottom of the interface, type your business question in natural language and click Send.

Examples:

  • “What was my total revenue last month?”
  • “Which products sold the most last week?”
  • “How did my marketing spend perform by channel?”

 

Step 2: Execution Flow (What Happens Behind the Scenes)

Once you submit your query, Saras iQ runs multiple agents to generate your answer. Each step is shown in real time, and you can expand any header to see more detail.

1. Understanding & Business Context — Applies your business logic and definitions.
2. Plan of Action — Lays out a structured approach to answer your question.
3. SQL Generation & Data Retrieval — Generates and executes SQL to fetch data.
4. Summary Generation — Produces a clear, readable explanation of the results.
5. Visualization — Creates the most appropriate chart or visual output.

 

Step 3: Check Output – Summary, Visuals, and SQL

After execution, Saras iQ presents results in three key tabs:
 

1) Summary (Most Important Tab)

A clear, human-readable explanation of the answer key insights in bullet points. 

2) Visualisation

Depending on the type of result, iQ automatically generates the best visualization:

  • Single value → KPI Card
  • Comparison → Bar chart
  • Trends over time → Line chart
  • Distribution → Pie chart

3) SQL (For Technical Users)

If you understand SQL, you can inspect or copy the generated query for validation, documentation, or further analysis in your BI tool.


FAQs

Q. What if I want to see the formula or get more context on how iQ arrived at the answer?

A. You can expand the execution steps and review the Business Logic agent, where you’ll see the metric used, its definition, and the relevant rules or defaults applied from your business logic.

Additionally, you can also review the SQL agent (or SQL tab) to understand the query behind the result.

Q. I’m not happy with the response iQ generated — what should I do?

A. You can click “Report Issue” to submit a ticket. Alternatively, for faster resolution, you can reach out directly to your Saras POC or Support team.

We’d Love to Hear From You

If you need any help or want to share feedback, reach out to us over slack or write to us at: support@sarasanalytics.com