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Squad AI

Quickstart

This guide walks you through sending your first query on your Squad instance. You’ll see how Squad classifies your question, searches its memory, plans an execution strategy, and returns a contextual answer.

Your First Query

  1. Log in to your Squad instance

    Navigate to your organisation’s Squad URL (e.g., https://yourorg.squadai.uk) and log in using your SSO credentials or the account provided during onboarding.

  2. Start a new chat session

    Click the chat input at the bottom of the screen. The event stream on the left shows real-time processing transparency as your query flows through the system.

  3. Ask a question

    Try a factual query against your data:

    What entities are in the system?

  4. Watch the processing pipeline

    The event stream shows each processing stage as it runs:

    • Classify: the system determines your query type
    • Search: checks for similar approved queries and workflow templates
    • Plan: decomposes your query into executable steps
    • Execute: runs tools against your data
    • Review: validates the results for quality and security
    • Respond: formats the final answer

  5. Review the response

    The answer appears in the chat stream along with the tool calls that produced it. If the artifact panel is open, you may see graph visualisations or data previews.

What Happened Behind the Scenes

When you sent that query, Squad executed a complete processing cycle:

  1. Classification determined your query was factual: no clarification needed
  2. Search checked whether a similar approved query existed (if this is your first query, it won’t find one)
  3. The planner created a multi-step plan to retrieve the answer from memory
  4. The executor ran the appropriate tools against your data
  5. The reviewer verified the results passed quality and security checks
  6. The responder synthesised a natural language answer from the retrieved data

After the response, the system also created a pending query record for potential approval: enabling the self-improving loop.

Try Different Query Types

Experiment with different queries to see how Squad adapts:

QueryExpected Behaviour
"What is..." (factual)Direct retrieval from memory
"How should I..." (recommendation)Plans a multi-step analysis
"Tell me about John" (ambiguous, if multiple Johns exist)Triggers clarification: Squad asks a follow-up question
A complex multi-step questionWatch the planner decompose it and chain multiple tool calls

Using the Tune Page

Navigate to the Tune section in the sidebar to access the admin control plane:

  • Pending: queries awaiting human review
  • Approved: queries promoted to reusable templates (used for future matching)
  • Workflows: saved workflow templates
  • Declined/Rejected: queries that were blocked or rejected

Approving a query makes it available as a template for future similar queries, improving the system over time.

Next Steps