Workers

A worker is a specialized AI agent that handles a specific domain of tasks within Collate AI Chat — such as running analytics queries, managing governance metadata, or processing data marketplace requests. Workers are part of the Collate AI Chat agentic fleet: when you ask a question in chat, the planner routes your request to the right worker automatically. You interact with workers through chat, not through AI Automations. Workers differ from agents in one key way: instead of a Persona step, workers use Planner Routing — which controls how the worker decomposes and routes tasks to the right tools and environments.

System Workers

Collate includes the following built-in system workers. System workers are pre-installed and cannot be deleted, but can be disabled.

Worker	Internal Name	Description
Analytics Agent	WorkerAnalyticsAgent	Executes SQL queries against data warehouses and generates visualizations of the results.
Automations Agent	WorkerAutomationsAgent	Manages AI Automations — scheduled prompts that run a dynamic agent over a set of entities.
Data Marketplace Agent	WorkerDataMarketPlaceAgent	Manages the Data Marketplace surface: domains, data products, and data access requests.
Governance Agent	WorkerGovernanceAgent	Creates and updates metadata entities including glossaries, glossary terms, metrics, and entity tags.
Insights Agent	WorkerInsightsAgent	Queries Data Insights to generate charts about metadata health and governance coverage.
Integration Agent	WorkerIntegrationAgent	Sends Slack notifications using Block Kit format.

Creating a Worker

Follow the steps below to create a new worker in AI Studio.

Step 1: Navigate to the Workers Tab

In the left navigation menu, click More > AI Studio.
Navigate to the Workers tab, and click New Worker.

Step 2: Add Basic Details

Enter the following details:

Agent Name: A unique name for this worker.
Description: What this worker does and which domain it handles.

Click Save and Next to continue.

Step 3: Select the Skills

Select the Skills this worker can use. Skills define the specific actions the worker is allowed to take — for example, reading asset metadata, running queries, or sending notifications. Search for skills by name and select the checkboxes next to the ones you want to attach. To create or manage skills, go to the Skills tab.

Click Save and Next to continue.

Step 4: Planner Routing

The Planner Routing step configures how the worker decomposes incoming tasks and routes them to the right tools or sub-agents. This replaces the Persona step used in agent creation — workers use routing logic rather than a conversational persona to decide how to handle each request.

Tip: The recommended approach is to click Auto-fill with AI and let Collate AI suggest the planner configuration based on your worker’s name and description. Only configure it manually if you have a specific routing requirement — the AI-generated configuration is a reliable starting point for most use cases.

Click Save and Next to continue.

Step 5: Add Actions

Select Bot (required): Choose the bot identity this worker will use to perform actions in Collate. Select the bot that matches this worker’s domain.

Click Save to create the worker.

Manage Workers

The Workers tab lists all workers with their name, provider (System or User), status, description, and last updated date.

To edit a worker, click the Edit icon and modify the required details.
To delete a worker, click the ⋮ (three-dot menu) icon and select Delete. System workers cannot be deleted — only disabled.
To reload the worker’s configuration with the latest changes, click the Refresh icon.