Managing Agents¶

Agents are conversational assistants embedded in the platform. The Data Steward Agent helps you explore, document, and maintain the catalog from a chat panel in Studio. For more information, see Data Steward Agent.

You can manage agents from the Agents tab in Administration.

Permission Required¶

To manage agents, you must have the Manage agents permission. Grant this permission to a Data Steward-type group on the Edit group page. For more information, see Managing Groups.

Members of groups with this permission can enable agents, edit agent settings, and manage which groups can use them.

Enabling the Steward Agent¶

The Steward agent is disabled by default. No one can use it until an administrator enables it.

To enable the agent:

1. Open Administration.
2. Select the Agents tab.

3. Click the pencil icon next to the Steward agent in the Action column.

   The Edit agent page opens.

4. Turn on the Enable switch.

5. Click Save changes.

After you enable the agent, it becomes available to all groups that have been granted access.

Granting Access to the Steward Agent¶

Access is managed at the group level. A group can use the Steward agent only if it has been granted access.

You can grant access in one of the following ways:

• From the group: On the Edit group page, use the Agent access section to grant a Data Steward-type group permission to use the Steward agent. For more information, see Managing Groups.
• From the agent: On the Edit agent page, you can manage the list of groups allowed to use the agent in one place.

Setting Shared Instructions¶

The Edit agent page also includes the agent's shared instructions — guidance that the Steward agent follows in every conversation, for all users allowed to use it.

Use shared instructions to define conventions and policies, for example:

• "Always use formal language in descriptions."
• "The PII Sensitivity property is mandatory on every dataset."
• "When creating glossary terms, use sentence case."