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AI Agent

The ONE AI Agent is designed to radically transform data management by providing a general-purpose tool for automating many of the most tedious tasks. The current version of the ONE AI Agent focuses primarily on data quality.

For detailed use case walkthroughs and example prompts organized by workflow, see AI Agent Handbook.

Before you start

Take a moment to get familiar with the recommended practices for using Generative AI capabilities of ONE, described in Gen AI Best Practices. This will help you use Generative AI more effectively.

Using the AI Agent requires specific identity provider roles. See Reserved identity provider roles.

What is an AI agent

An AI agent is an intelligent system that uses Large Language Models (LLM) to perform complex tasks on the behalf of users.

In contrast to AI assistants or chatbots that primarily answer questions, AI agents have the ability to dynamically plan, refine, and execute plans that utilize API-based tools. These plans are not rigid workflows but are rather dynamic steps that are planned and validated as the agent works.

ONE AI Agent

The AI model is not trained using your data or metadata.

In ONE, the AI Agent is a general-purpose tool that can handle both atomic tasks and questions like a typical AI assistant as well as manage and plan for complex, multi-step tasks. This means the Agent is capable of completing a broad array of tasks across Ataccama ONE.

The AI Agent plays a key role in optimizing data management through:

Intelligent task planning

Creating and executing plans for complex tasks across the platform, not limited to just data quality.

Specialized tool utilization

Leveraging various tools for searching, accessing metadata and data, modifying content, and performing utility functions.

Automated data management

Reducing manual effort by handling tasks like data quality checks, rule generation, and catalog management.

Data exploration and analysis

Finding specific information in your data and generating insights based on patterns and trends.

Documentation assistance

Answering questions about platform functionality directly from documentation.

By integrating automation, intelligence, and compliance capabilities, the AI Agent in Ataccama ONE enhances data governance, decision-making, and operational efficiency, which in turn helps you manage data with greater confidence and precision.

AI Agent capabilities

The AI Agent uses the following tools to form plans that can execute complex work:

Complex requests can take longer than simple queries. For example, bulk creation of data quality rules could take three minutes and more to fully run.

Be clear about your question and expectations.

Search and discovery

  • Catalog search: Searches catalog items by keywords. Returns references, attribute or row counts, and match reasons with pagination.

  • Business terms search: Searches the business glossary by keywords. Returns term references with pagination.

  • Rule search: Finds data quality (DQ) rules using combined keyword and semantic matching on name, description, and keywords.

  • Reference data table search: Finds reference data tables by name substring. Returns table references with a pagination cursor.

  • User groups list: Lists user groups with optional name filter and pagination. Useful for finding candidate steward groups.

  • Documentation search: Answers natural-language questions against Ataccama ONE documentation. Returns a response and source references.

Catalog inspection

  • Catalog detail: Retrieves comprehensive catalog item details including terms, relationships, DQ monitors, assigned rules, and ancestor hierarchy.

  • Catalog item attributes: Lists a catalog item’s attributes (columns) along with any assigned terms and rules. Paginated.

  • Data Trust Index: Fetches the Data Trust Index score (0-100) for a catalog item with a brief summary.

  • DQ job results: Returns DQ job runs with pass or fail counts and overall score for a catalog item’s DQ monitor. Supports pagination.

Reference data table management

  • Fetch table attributes: Returns the schema (attributes, types) for a reference data table, including any reference attributes.

Data quality

  • Create DQ rule: Creates a new DQ evaluation rule from a name, business description, inputs, and optional dimension. Aggregation and parameterized rules are not supported.

  • Assign rule to catalog item: Assigns a DQ rule to catalog item attributes, validating intent, input mapping, and data types.

  • Profile anomalies: Retrieves profiling anomalies and basic profiling information for a catalog item or run.

  • Profile statistics: Fetches attribute-level profiling stats including distribution, masks, and patterns.

Governance and metadata enrichment

  • Assign stewardship: Assigns stewardship of a catalog item or rule to a user group.

  • Assign term to attribute: Links a glossary term to a catalog item attribute. Creates a draft term-attribute link.

  • Assign term to catalog item: Links a glossary term to a catalog item. Creates a draft term-catalog item link.

  • Edit description: Edits the description of a catalog item, term, or rule.

  • Generate description: Generates or improves an AI-written description for catalog items, attributes, rules, or terms.

  • Rename entity: Renames a catalog item, term, or rule.

SQL and catalog creation

  • Create SQL catalog item: Creates a new SQL catalog item from a base catalog item and an SQL query, with name and description.

  • SQL query: Executes an SQL query on a catalog item to retrieve data (SQL-compatible items only).

  • Data sample: Retrieves a small random data sample for each attribute to understand structure.

Limitations of the AI Agent

The AI Agent can intelligently chain together the tools and capabilities listed in AI Agent capabilities. When these tools are combined in agentic workflows, you can address different use cases in the platform.

Since there is no technical limit to the requests you can send, there is no strict limit to what you can achieve.

While we can’t provide an exhaustive list of possible use cases, we actively test and support those listed in the AI Agent Handbook. Results for unlisted use cases can’t be guaranteed.

The AI Agent currently cannot:

  • Generate complete transformation plans end-to-end.

  • Read all metadata from catalog items.

  • Edit all fields within catalog items.

How to use AI Agent

Open the AI Agent chat window at any time from the left-side navigation menu.

Additionally, the AI Agent is available throughout the platform, for example in the Catalog or Glossary. When accessed from these locations, the AI Agent can provide context-aware assistance relevant to the assets.

Look for the star icon in the upper-right corner to open the AI Agent from these locations.
Open AI Agent

AI Agent interface

When you open the AI Agent, a chat window appears with a field where you describe your task.

AI Agent chat window

The interface includes the following elements.

Toolbar

  • New chat (plus icon): Open a new chat.

  • Chat history (clock icon): Access previous chats.

  • More options (three dots): Access Prompt library or Settings.

  • Close (X icon): Close the AI Agent window.

Query field

  • Add context: Select to add context using the @ symbol to reference specific entities and data assets.

  • Prompt library: Access a library of pre-built prompts to help you get started, as well as your own saved prompts.

  • Send (arrow icon): Submit your query.

Suggested prompts

From the query field, the AI Agent displays context-aware suggestions based on your current location in the platform. Select Show more to see additional suggestions.

Start a new chat

To start a new chat, select the new chat icon. Write a query in natural language and press Enter or select the arrow.

You can also choose from the prompt library or select one of the suggested prompts.

In the following example, we ask the AI Agent to find attributes of a specific catalog item, and let it suggest rules for it.

Example query

Find attributes of @DQ_CI_DIMENSIONS_FACTS with no rules applied, and suggest appropriate rules for them.

Use @ to select entities and data assets when writing queries.
Example response

I have identified that all attributes of the catalog item

DQ_CI_DIMENSIONS_FACTS do not have any rules assigned to them. Based on their data types, I have suggested appropriate rules for each attribute:

STRING Attributes: For attributes like REPORT_ID, PROCESSING_ID, CONFIGURATION_ID, CONFIGURATION_NAME, CATALOG_ITEM_ID, CATALOG_ITEM_NAME, DIMENSION_ID, and DIMENSION_NAME, I suggest a rule to check that the value is not empty.

DATETIME Attributes: For attributes like PROCESSING_STARTED_AT and PROCESSING_FINISHED_AT, I suggest a rule to check that the value is a valid date format.

LONG Attributes: For attributes like FAILED_COUNT, PASSED_COUNT, and TOTAL_COUNT, I suggest a rule to check that the value is non-negative.

Interact with AI Agent responses

After you submit a query, the AI Agent processes your request and displays the response.

Interact with responses

You can interact with the results in one of several ways:

  • Steps: Select Show steps to see the steps the AI Agent took to complete your request. Each step shows the action taken, such as retrieving data or creating items. Select Hide steps to close this view.

  • Review changes: If the AI Agent made changes during the conversation, you can see a summary in Review changes.

  • Continue the conversation: Use the query field to ask follow-up questions or refine your request. Select Add context to reference additional entities using the @ symbol.

AI Agent settings

To access the AI Agent settings, in the three-dot menu select Settings.

AI Agent settings

The following settings are available:

Chat history: Chats are automatically deleted after 30 days to protect your privacy. You can delete all chats currently saved in your account by selecting Delete all.

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