Collate AI Studio

AI Studio allows you to create and manage AI agents and personas in the Collate Semantic Intelligence Platform. These agents help automate tasks such as metadata discovery, governance reviews, and data quality workflows. AI Studio provides a UI experience where users can define how an agent behaves, what tools it can use, and what task it should perform.

Access AI Studio

Open the left navigation menu
Select Ask Collate

Click AI Studio

The AI Studio page displays both system agents and user-created agents. From here you can review existing agents or create a new one.

Edit an Existing Agent

Collate includes system agents such as the documentation agent, tier agent, and data quality agent. You can review and update how these agents behave. For example, you may want descriptions generated in a different language or change how detailed the responses are.

Steps

Open the left navigation menu
Select Ask Collate

Select AI Studio

Open an existing agent such as Documentation Agent

Review the persona, tools, and prompt used by the agent
Edit the prompt to change the behavior

Example change:

Write descriptions in Spanish for documentation updates.

Save the changes

The agent will now follow the updated instructions.

Create an AI Agent

AI agents perform tasks based on a defined persona, selected tools, and a natural language prompt. In this example, we create an agent to support a PII audit.

Step 1: Create a New Agent

In AI Studio, click New Agent.

Enter a name and description and then click on Save and Next. Example:

Name: PII Audit Agent
Description: Supports PII audit and metadata review

Step 2: Select a Persona

Choose a persona that defines the agent’s role and expertise. For this example, select Data Steward and save.

System personas include curated knowledge and responsibilities. They help the agent understand how to approach tasks such as governance or documentation.

Step 3: Select Agent Tools

Choose the capabilities the agent needs. For a PII audit, select:

Metadata Management
Discovery and Search

These tools allow the agent to explore assets and work with metadata.

Step 4: Define the Task

Provide a natural language prompt describing what the agent should do. Example prompt:

Help identify assets relevant to a PII audit. Search metadata and review related data assets.

This prompt becomes the default instruction for the agent.

Step 5: Select a Bot

Choose the application bot that will execute the agent actions.

Bots act as service accounts and control what the agent can access and modify. The permissions of the bot define the guardrails for the agent.

For more details, see Roles Based Access Control (RBAC).

Step 6: Save the Agent

Click Save to create the agent. The agent now appears in the AI Studio agent list. You can now use this agent in Ask Collate or interact with it programmatically using the AI SDK. See AI SDK documentation to learn how to send requests to this agent from applications and automation workflows.

Create a Custom Persona

Personas define how an agent thinks and behaves. If system personas do not meet your needs, you can create your own.

Step 1: Open Personas

Go to AI Studio

Select the Personas tab

This page shows system personas and user-created personas.

Step 2: Create a New Persona

Click New Persona.

Provide the following information:

Name
Description
Detailed prompt

The prompt should describe the role, expertise, and responsibilities of the persona.

Step 3: Save the Persona

Click Save.

The persona can now be selected when creating new agents.

System and Custom Agents

AI Studio includes two types of agents:

System Agents

Built into the platform and support tasks such as documentation, tiering, and data quality.

Custom Agents

Created by users to automate specific workflows.

Interact with Agents Using AI SDK

Agents created in AI Studio can also be used in applications through the AI SDK. The AI SDK allows developers to send natural language requests to Collate agents and receive responses that use the platform metadata context. Example use cases:

Automating governance checks
Generating data reports
Supporting GDPR or compliance workflows
Integrating Collate intelligence into internal AI systems

The SDK can be used with languages such as Python, TypeScript, or Java.

Best Practices

Choose a persona that matches the role of the agent
Enable only the tools needed for the task
Write prompts in clear natural language
Assign the correct bot to control access and permissions

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Create and Manage AI Agents with Collate AI Studio

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