Applications

Qrvey Composer is a web-based platform tailored for SaaS companies that enables data analysts to perform the following tasks:

• Import and manage datasets from multiple sources.
• Design analytics dashboards.
• Set up automated workflows.
• Generate Pixel-Perfect Reports so that you can copy and embed these assets directly into your own site, platform, or application.

Composer enables your team to share, distribute, or embed Qrvey's features within your customers' platform interfaces as fully customized data experiences.

After you've signed up or logged in, use Applications page to access and manage Your Profile, platform Activity Logs, the Download Manager, and Applications.

Qrvey Sidekick

The Qrvey Sidekick interface (AI assistant) is available directly in Composer, allowing creators to perform tasks using natural language. Qrvey includes the following built-in AI agents, which are disabled by default.

Qrvey Analytics Assistant

Qrvey Analytics Assistant serves as a general-purpose AI assistant with a strong focus on analytics and business intelligence. This agent can answer general questions about the Qrvey platform, analytics, and business intelligence within the security context of the user. It can incorporate multiple datasets or applications when performing tasks that can include data analysis, reporting, dashboards, and visualizations. The Qrvey Analytics Assistant can also use your active dataset or dashboard context to help perform Qrvey-specific tasks such as creating charts, filters, and analytics. Examples of supported prompts include the following:

• “Create a dashboard from the Orders dataset. Use our Corporate theme.”
• "Design a report based on this dashboard."
• "What analytical approach is suited for this dataset?"

Note: The Qrvey Analytics Assistant cannot access Pixel-Perfect Reports.

Qrvey Smart Analyzer

Qrvey Smart Analyzer serves as a data analytics assistant where you can ask questions about your data within the context of a selected dataset. You can use Qrvey Smart Analyzer to create charts, dashboards, datasets, filters, and formulas, as well as analyze data in Qrvey. Examples of supported prompts include the following:

• "What chart should I use to compare sales data between regions?"
• "Are there outliers skewing the data, and if so, are they errors or valuable anomalies?"

Note: Before you can use this agent, you must select a dataset.

Qrvey AI Chart Builder

Qrvey AI Chart Builder serves as a visualization assistant, helping to create charts based on your data within the context of a selected dataset. In addition, this agent can determine what kind of chart to build on its own or build a chart based on a user prompt. When directed, it can then add the chart to the dataset or to the dashboard. Examples of supported prompts include the following:

• "What visualizations support this dataset?"
• "Design a chart containing buckets that group the data."

Note: Before you can use this agent, you must select a dataset.

Use Sidekick in Composer

This feature is enabled when the Qrvey Sidekick has been configured with at least one AI agent. For more information, see Set Up Qrvey AI Sidekick.

1. Open a dashboard or dataset in Composer.

2. Select the Qrvey Sidekick icon in the toolbar.

   

   The Qrvey Sidekick displays the available set of enabled agents. Select an agent suited to your task.

3. Type a question or request in the chat interface.

4. Review the AI-generated response, which can include charts, summaries, or data insights.

Note: The Qrvey Sidekick uses the Qrvey MCP framework to process queries and return results. Responses depend on the selected agent, the context in which the question is asked, and the AI provider selected in the Admin Center.

Your Profile

1. Select the arrow next to your name in the upper right corner of the top bar to display a context menu.

2. Select Profile/Account to access and manage your profile.

   Your Email and Password are required fields. You can also add the following personal details:

   • First Name
   • Last Name
   • Organization
   • Phone Number
   • Address - Your IP Address, for general administrative purposes.
   • User Avatar - Use your profile email to set your avatar at gravatar.com.

The system saves profile changes automatically.

Note: Password Recovery is disabled by default and must be enabled by your team admin. For more information, see Customizing Qrvey Composer.

Activity Log

The Activity Log tracks significant actions within your user account across all applications, logging events such as creation, deletion, updates, and sending or receiving of applications. Each dataset also has its own individual activity log.

Select the Details link next to an event to view relevant metadata, including the user that initiated the event, record counts, success and failure rates, and the time spent on individual records and total duration.

Download Manager

The Download Manager provides a central location for you to access, share, and manage both exported files and scheduled exports. For more information, see Download Manager.

Applications

An application is a container for data, dashboards, workflows, and so on. Each application contains the following modules:

• Data — Use this module to configure connections and design datasets.

• Dashboards — Create and deploy interactive analytics dashboards.

• Automation — Set triggers, then define conditions and actions to automate tasks within an application.

• Pixel-Perfect Reports — Build highly customizable and detailed reports from your data and data visualizations.

  Note: Pixel-Perfect Reports available only in Qrvey Ultra.

• Settings — Define the global settings for an application.

Data Flows in Qrvey

Connections and datasets work together to create Qrvey's data-driven experience.

1. Create connections to external data sources (databases, cloud storage, and so on).
2. Import the data from a connection to create and configure your datasets.
3. Use datasets to create dashboards, Pixel-Perfect Reports, and other analytics.
4. Embed these within your own application with Qrvey widgets.

After logging in, users are directed to the Applications page, which serves as a home page and displays all available Qrvey applications. While navigating the app, a user can return to this page by selecting the home icon in the upper left corner of the Qrvey Composer user interface.

Connections

A connection is the link established between Qrvey and your external data source:

• Database.
• Data warehouse.
• CSV or JSON files.
• Cloud storage service like AWS.
• Incoming data from REST APIs.
• Other system that stores data.

Connections allow Qrvey to access and retrieve data from these external sources, establishing a secure and reliable pathway for data retrieval and integration into Qrvey.

Datasets

Datasets include data from one or more connections. The transformation process cleans, filters, aggregates, and joins data to ensure it is ready for analysis. When the dataset is created, it is stored within Qrvey's infrastructure. The dataset provides a structured and optimized collection of data for creating visualizations, reports, and dashboards.

Create an Application

1. Open the Applications page.

2. Select Create Application in the upper left corner to open a modal.

3. Provide a Name and Description, then select Next.

4. Select Datasets. Your application is created.

5. Import data into your application.

   • Create a Connection
   • Content Deployment - Segregated Data
   • Content Deployment - Commingled Data

Send an Application

To send an application to another Qrvey user:

1. Open the Applications page.
2. Find the application you want to send and select its options (three-dot menu), then select Send.
3. Select the email address of the target Qrvey user. The recipient needs an active Qrvey account on the same instance.
4. (Optional) Modify the application's name and description.
5. Select Send. Sending can take several minutes based on the application's size. A successful operation generates a confirmation message.

Share an Application

By default, access to the applications you create in Qrvey Composer is restricted to your user account.

1. Open the Applications page.
2. Select the options (three-dot) menu for an application and then select Share to open the Share Application modal.
3. Select a sharing option.
   • Share with my organization - Shares with all users in your organization.
   • Select specific users and roles (ensure Share with my organization is disabled).
4. Select Done to share and exit.

Delete an Application

To delete an application:

1. Open the Applications page.
2. Select the options (three-dot) menu for an application and then select Delete.
3. Select Delete to confirm.

Receive an Application

To install an application:

1. In the application dashboard, locate a notification number on the Received tab.

2. Select the application name to review its details and then select Install.

   Installation time depends on the application size. When installed, a green notification confirms the application is ready.

Application Settings

Use this module to configure the name, description, icon, and color scheme for a Qrvey application.

• Name - Select to edit the name and description of the application.
• Icon - Upload an application icon.
• Primary Color - Select the primary color for your toolbar and navigation elements.