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Overview

Now that Sorcia is set up and you have documents indexed, let’s make your first query and understand the response.
Prerequisites: At least one integration connected and synced

Web Interface

The easiest way to get started is through the web interface.

Step 1: Navigate to Ask Sorcia

  1. Log in to your Sorcia dashboard
  2. Click Ask Sorcia in the sidebar
  3. You’ll see a clean chat interface

Step 2: Ask a Question

Type a question in natural language. Here are some examples:
What is our vacation policy?

Step 3: Review the Answer

Sorcia will respond with:
  1. AI-Generated Answer - Natural language response
  2. Source Citations - Links to original documents
  3. Confidence Score - How certain the AI is (0-100%)
  4. Related Questions - Follow-up suggestions
Query Response Example

API Request

For programmatic access, use the Query API:
curl -X POST https://api.sorcia.ai/api/ai/query \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "question": "What is our vacation policy?"
  }'

Response

{
  "answer": "Based on your Employee Handbook, all full-time employees receive 20 days of paid time off (PTO) per year. PTO accrues monthly at 1.67 days per month. Key points:\n\n- Unused PTO can roll over up to 5 days\n- Request time off at least 2 weeks in advance\n- Check team calendar before booking vacation",
  "confidence": 0.95,
  "citations": [
    {
      "id": "doc_abc123",
      "title": "Employee Handbook 2024",
      "source": "google-drive",
      "url": "https://drive.google.com/file/d/abc123",
      "snippet": "All full-time employees receive 20 days of paid time off...",
      "relevance": 0.92
    }
  ],
  "related_questions": [
    "How do I request time off?",
    "Can I roll over unused vacation days?",
    "What's the sick leave policy?"
  ]
}

Understanding the Response

Confidence Score

The confidence score indicates answer quality:
ScoreMeaningAction
90-100%Very confidentTrust the answer
70-89%Moderately confidentVerify with sources
50-69%Low confidenceReview sources carefully
< 50%Very uncertainConsider rephrasing question
Always check citations, especially for critical decisions

Citations

Each citation includes:
  • Title - Document name
  • Source - Where it came from (Slack, Notion, etc.)
  • URL - Direct link to original
  • Snippet - Relevant excerpt
  • Relevance - How relevant to your question (0-1)
Click the URL to view the full document in its original location. Sorcia suggests follow-up questions based on:
  • Content of the answer
  • Common patterns in your knowledge base
  • Questions other users have asked

Slack Command

If you connected Slack, try the /sorcia command:
/sorcia What is our vacation policy?
You’ll get an ephemeral response (only you see it) with the same answer and citations. Slack Command Example

Advanced Querying

Filter by Source

Search only specific integrations:
{
  "question": "Latest product updates",
  "filters": {
    "sources": ["notion", "slack"]
  }
}

Filter by Date

Find recent information:
{
  "question": "Recent engineering updates",
  "filters": {
    "dateRange": {
      "start": "2024-01-01",
      "end": "2024-12-31"
    }
  }
}

Limit Results

Control how many sources to search:
{
  "question": "Company policies",
  "options": {
    "limit": 5  // Max 5 source documents
  }
}

Tips for Better Results

❌ Bad: “Tell me about sales”✅ Good: “What were our Q4 2024 sales numbers?”
❌ Bad: “How do I deploy?”✅ Good: “How do I deploy the frontend to production?”
❌ Bad: “vacation policy PTO days rollover”✅ Good: “How many vacation days do I get and can I roll them over?”
If the first answer isn’t perfect:
  • Rephrase your question
  • Add more context
  • Use filters to narrow scope
  • Try related questions

Common Questions

Possible reasons:
  • Documents haven’t finished syncing
  • Information is in documents you don’t have access to
  • Question is too broad
  • Information doesn’t exist in your knowledge base
Solution: Check sync status, narrow your question, or add more integrations
Possible reasons:
  • No documents match your query
  • Documents haven’t been indexed yet
  • Permissions restrict access
Solution: Wait for sync to complete, check permissions, try broader questions
Web: Click “Share” button and copy linkSlack: Click “Share with channel” after receiving ephemeral responseAPI: Store the query_id and share the permalink
Not directly, but you can:
  • Update the source documents
  • Wait for re-sync (automatic)
  • Provide feedback (👍/👎) to help improve future answers

What’s Next?

Example Queries by Use Case

For Engineering

- How do we handle database migrations?
- What's our code review process?
- Where is the staging environment URL?
- How do I set up my local development environment?

For Sales

- What's our pricing for enterprise customers?
- How do we handle discounts?
- What's included in the Pro plan?
- Who are our main competitors?

For HR

- How do employees request time off?
- What's our parental leave policy?
- How do I submit an expense report?
- What benefits do we offer?

For Product

- What's on the Q1 roadmap?
- What feedback did we get on the last release?
- What are our top feature requests?
- How do we prioritize features?
Save your most common questions as “shortcuts” in the web interface for quick access

Congratulations! 🎉 You’ve made your first query. Keep exploring and discover how Sorcia can help your team find answers faster.