Smart Filters

Queria's smart filters let you refine the AI's search, focusing analysis only on the documents and sources most relevant to your question.

Filter panel

The filter panel is accessible directly from the chat interface via the filter icon next to the input field. Once opened, you can combine multiple criteria to narrow down the search.

Available filters

Document type

Filter by source file format:

• PDF: PDF documents
• DOCX: Word documents
• XLSX: Excel spreadsheets
• HTML: web pages and HTML content

Useful when you know the information you're looking for is in a specific document type.

Date range

Set a temporal range to limit the search to documents from a specific period:

• Select the start date and end date
• Only documents dated within the range will be considered
• Particularly useful for regulations, contracts or periodic reports

Topics

Filter by company category or topic:

• Select one or more topics defined by the administrator
• The search is limited to documents associated with the chosen topics
• Each company has its own taxonomy of topics

Entities

Filter by specific entities mentioned in the documents:

• People: names of individuals cited in documents
• Organizations: companies, agencies, institutions
• Places: geographic references

The system automatically extracts entities during document indexing.

External sources

Enable or disable certified external sources for the search:

• Legal sources: legislation and regulations
• Food sources: product database and nutritional data
• Chemical sources: substances, SDS and regulation
• Pharmaceutical sources: drugs, clinical trials and publications

Selecting an external source, the system will include it in the search even if it wouldn't have been activated automatically.

Confidentiality

Filter by document confidentiality level:

• Public: documents accessible to all users
• Restricted: documents with limited access
• Confidential: documents with restricted access

You will only see the confidentiality levels you're authorized for.

Active filter chips

When you apply one or more filters, they appear as visual chips above the input field:

• Each chip shows the filter name and selected value
• Click the X on a chip to remove that single filter
• Chips always remind you which filters are active in the conversation

How filters improve precision

Filters act at the retrieval level in the Cog-RAG architecture:

1. Pre-filtering: documents that don't match filters are excluded before semantic search
2. Targeted search: the AI searches only in the filtered subset of documents
3. Relevant results: less noise, more focused answers
4. Better performance: a narrower search field leads to faster answers

Combining multiple filters

Filters combine with AND logic: all criteria must be satisfied at the same time.

Example: selecting Document type: PDF and Topic: Contracts and Date range: 2025, the search will return only PDF documents categorized as Contracts and dated 2025.

Clearing filters

To remove all active filters:

• Click the Clear filters button in the panel
• Or remove the chips one at a time
• Starting a new conversation automatically resets all filters

When to use filters

Filters are particularly useful when:

• You work with large document collections and want to narrow the field
• You search for information in a specific time period
• You need data from a specific external source
• You want to limit the search to documents of a certain type
• You must respect confidentiality constraints in the search

TIP

For generic or exploratory questions, leave the filters disabled. Queria's AI is designed to find the most relevant information autonomously. Use filters when you already know where to search.

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Queria v3.5.0 -- Cog-RAG Architecture