SquirroGPT Data Quick-Start Guide#

This guide provides an introduction to SquirroGPT Data and instructions on how to install and use the application.

The application is available from start.squirro.com.

Note

SquirroGPT is offered in two version, Data and Web. This guide covers the Data version. For information on SquirroGPT Web, see SquirroGPT Web Quick-Start Guide.

Introduction

SquirroGPT is a preconfigured Squirro application that allows you to query your own project data through an interface powered by Squirro’s information retrieval stack and a state-of-the-art large language model (LLM).

After installing the application, you’ll be presented with an intuitive digital assistant interface that allows you to interact with your data using natural language queries, as shown in the example screenshot below:

Example Gen AI SquirroGPT Screenshot

Who This Guide is Designed For

This quick-start guide is designed for end users who wish to trial the SquirroGPT Data application found at start.squirro.com.

Process Overview

The following steps are needed to install and use SquirroGPT:

  1. Register for a SquirroID.

  2. Install the application in the Squirro cloud.

  3. Upload your data.

  4. Chat with SquirroGPT.

  5. (Professional) Connect additional data sources.

Register for a SquirroID#

To install a copy of SquirroGPT, you’ll first need a SquirroID.

If you don’t have one yet, see How to Register for a Squirro ID for instructions.

Take SquirroGPT for a Test Drive#

If you want to quickly see what SquirroGPT can do without installing the application as described in this guide, you can now Test Drive a SquirroGPT application.

This allows you to safely and securely upload your own data or crawl your own website and see how SquirroGPT works.

Install or select a Test Drive screen

To learn more, see How to Launch a Test Drive.

Install the Application in the Squirro Cloud#

To install your copy of SquirroGPT in the Squirro cloud, follow the steps below:

  1. Navigate to start.squirro.com.

  2. Click the tile for SquirroGPT - Data, as shown in the screenshot below:

SquirroGPT Data Application Tile
  1. Click Install App.

Generative AI Install
  1. Select the instance you’d like to install your application on, or scroll to the bottom and click Add a new instance to create a new instance the application will be added to.

  2. Click Send Form to submit your information and install your new application.

  3. When it’s done installing, you can click your new instance, which will open with your new SquirroGPT application.

Note: If you have any issues installing SquirroGPT, contact Squirro Support for help.

Upload Your Data#

To use SquirroGPT, you’ll need to start by uploading data. To do so, follow the steps below:

  1. Open your newly-installed application after logging in with your Squirro ID. The first time you open SquirroGPT after installation you’ll be presented with a welcome screen that includes a Connect Data button, as shown in the example screenshot below:

SquirroGPT Welcome Screen
  1. Click Connect Data, which launches the following screen:

SquirroGPT Welcome Screen Data Connectors
  1. Select your data source to connect your data.

Note

For trial users, Upload Data will be your only available option.

  1. After uploading your documents, verify that your files have been uploaded properly by checking the Items display in the bottom-left corner of the UI.

Upload Data - Acceptable Document Types#

SquirroGPT’s most popular connector is the Upload Data connector, which allows you to upload common document types from your local machine.

This connector allows for the following common document formats, including Microsoft Office and OpenOffice file types:

  • .CSV

  • .DOC, .DOCX

  • .ODP, .ODS, .ODT

  • .PDF

  • .PPT, .PPTX

  • .RTF

  • .TXT

  • .XLS, .XLSX

Warning: Password protection on files must be removed before upload, otherwise they will not load correctly.

Reference: To learn more about supported document types, see Searchable File Types.

ZIP Files#

You can also upload ZIP files containing multiple documents. The ZIP file will be extracted and each document will be indexed separately.

Warning: ZIP files can contain multiple different document types together, but cannot include nested folders.

Understanding the Admin Interface#

After connecting your data, you’ll be presented with a digital assistant interface that allows you to interact with your data.

The different parts of the SquirroGPT UI are labeled and explained below:

Digital Assistant UI

  1. Create a New Chat: Start a fresh chat with SquirroGPT.

  2. Chat Selection: When multiple chats are present, select between them here. Hovering over the chat will display a menu that will allow you to rename or delete the chat.

  3. Indexed Items: Displays the number of files you’ve indexed. If green, your documents have indexed correctly. If red, your documents have not indexed correctly. Click the server icon to view your connected data sources.

  4. Connect More Data Sources: Upload additional documents, or for professional subscriptions, connect to your cloud documents. See the Connect Data Sources (Professional) section later on this page for more information.

  5. Embed Chat: Opens the modal window that provides customization and embedding options for the SquirroGPT digital assistant.

  6. Queries Remaining: Number of queries remaining on your free trial or monthly subscription plan.

  7. Change Subscription Info: Links to a Squirro contact form where you can request changes to your SquirroGPT subscription.

  8. Contact Squirro Support: Open a Squirro support ticket directly from the UI.

  9. Additional Menu Items: Click the three-dot menu to access additional menu items, including the ability to clear all chats and a link to this documentation.

  10. Chat Areas: Your queries and SquirroGPT’s responses will appear here.

  11. Answer Grounding: When SquirroGPT generates an answer, it will display the grounding strictness used.

  12. Copy Response: Click the icon to copy the generated SquirroGPT response to your local clipboard.

  13. Provide Feedback: Click the three dots to provide thumbs up or down feedback on the quality of the SquirroGPT response.

  14. Sources: When the generated answer can be tied to a specific source (or sources), the source(s) will be displayed here. Click a source to open it.

  15. Grounding: Select between levels of grounding strictness. See the explanation for this feature in the section below.

  16. Chat Input: Type your chat query here, or click the Microphone icon to speak your query.

Grounding#

SquirroGPT allows you to choose one of three evidence-grounding options for each chat query submitted.

These options include the following:

  • With Project Data Strict: Adheres as strongly as possible to the retrieved sources, limiting answers generated from the LLM’s internal knowledge.

  • With Project Data Lenient: If it feels it needs to, supplements the information from the provided sources with its internal knowledge to provide a more comprehensive answer. This can be useful to fill in small information gaps in the retrieved documents. The risk in using this option is an elevated chance of hallucinations.

  • Without Project Data: Forwards the user question (along with the current chat history) to the underlying LLM to retrieve an answer. This can be a useful tool to showcase what the answers would have been without Squirro’s source grounding.

How to Use SquirroGPT#

As an end user, getting started with SquirroGPT is easy. Simply type your query into the chat input field and start a conversation.

While using it is easy, getting the most out of the experience can sometimes require a knowledge of best practices.

Caution

Even with best practices, like all generative technology, SquirroGPT may produce inaccurate information about people, places, or facts. Please validate answers against the source material.

To learn more about how to get the most out of SquirroGPT, see Take SquirroGPT for a Test Drive.

Adding Users#

Note

The term instance and server are used interchangeably. They refer to your root installation of the Squirro platform in the Squirro-managed cloud referred to as Squirro Self-Service.

Adding users is a two-step process:

  1. Users must first register for a SquirroID at start.squirro.com.

  2. Once they have a SquirroID, you must add them to your instance.

1 - Registering for a SquirroID#

Any users you wish to add to your project must first register for a SquirroID.

Reference: For instructions on obtaining a SquirroID, see How to Register for a Squirro ID.

2 - Adding Users to Your Instance#

Users are added to your server via the Cluster page, also known as the My Instances page.

To add users to your instance, follow the steps below:

  1. Once logged in to Squirro with your SquirroID, navigate to the Cluster page by clicking the navigation menu in the top-right corner of the UI.

Squirro Spaces Menu
  1. Hover over your instance, and click the three-dot menu that appears, as shown in the screenshot below:

    Squirro Cluster Page Instance Hover Menu
  2. Click Users.

  3. Click Invite Users to add users by email address.

  4. Enter the user’s email address and select the role of Admins and click Send.

Note: At initial launch of SquirroGPT, new users must be added as Admins.

Warning

Users may not be automatically notified that they have been added to the project. It is recommended to manually notify users after adding them to the project.

Connect Data Sources (Professional)#

To use your own data with SquirroGPT, you’ll first need to connect your data sources to Squirro.

Data Connector Plan Limitations#

In the SquirroGPT free trial, you’ll have access to basic document upload capabilities.

As part of the professional and enterprise subscriptions, you’ll have access to Squirro’s wide range of data connectors, including, but not limited to:

  • Microsoft OneDrive

  • Dropbox

  • Google Drive

  • Atlassian Confluence and Jira

  • Microsoft Sharepoint

  • Salesforce

Adding Data Sources to Your Project#

To connect data sources, follow the steps below:

  1. Click the Connect Data button in the bottom-left of the SquirroGPT interface.

  2. Select your data source from the list of available connectors.

  3. Follow the instructions to connect your data source.

Reference: For information on Squirro connectors, see 1-Click Cloud Connectors.

Note

If you have any issues connecting your data, contact Squirro Support for help.

Notes on Data Security#

Note the following regarding data security:

  • SquirroGPT runs on a single tenant utilizing Squirro’s public cloud infrastructure.

  • On uploading, your data is indexed and enriched.

  • Your data is encrypted both in transit and at rest.

  • SquirroGPT combines an information retrieval stack with a large language model (LLM).

  • During chat generation, portions of your data are exposed to said LLM but are not transferred or stored in the LLM.

Limitations#

Free Trial Limitations#

SquirroGPT is available as a free trial application subject to the following fair usage policy.

Users may:

  • Perform up to a maximum of 1000 trial SquirroGPT interactions.

  • Upload up to a maximum of 1000 documents per application, with a maximum of 1GB of documents per user.

  • Use the application free for up to a maximum of 14 days.

  • Add up to a maximum of 10 trial users.

Professional Limitations#

SquirroGPT professional limitations are as follows:

  • Up to 1,000 SquirroGPT interactions per user per month (with a per interaction fee applying afterward).

  • Upload as many documents as you like, as long as individual files don’t exceed 50MB and the total storage does not exceed 5GB/user.

  • Additional data connectors of Microsoft OneDrive, Dropbox, Google Drive, and more are available.

Reference: See SquirroGPT Pricing for more information on available plans and pricing.

Troubleshooting#

If you encounter any issues while using SquirroGPT, contact Technical Support via Squirro Support for help.