Collibra AI Copilot (in preview)

Important 
  • This feature is available only in the latest UI.
  • This feature isn't available for Collibra Platform for Government and CPSH.

In this topic

About Collibra AI Copilot

Collibra AI Copilot is a chat-based assistant that includes several AI agents, which can help you:

  • Find the data you need for analysis, reporting, or building AI models.
  • Get definitions for terms, acronyms, and KPIs.
  • Receive guidance based on the latest Collibra product documentation.
Example You can ask:
  • "Search a data set to build a training compliance dashboard"
  • "What does CC mean?"
  • "What is Usage Analytics?"
  • How do I share my collection with my team?

For more examples, go to the Collibra AI Copilot prompt tips.

With the correct permissions, administrators can tailor Collibra AI Copilot to align with your organization's needs. They can, for example, define which AI agents are enabled and what their content scope is.

If at least one AI agent is enabled and configured and you have the required permission, you can use Collibra AI Copilot from the menu bar.

Image of the Collibra AI Copilot button

About AI agents in Collibra AI Copilot

Collibra AI Copilot includes the following AI agents:

  • Data and Analytics Discovery, which helps find data for analysis, reporting, or building AI models.
    By default, this agent finds several asset types if those assets have a description, a description from source, or a definition.
    • Report
    • Data Notebook
    • BI Report and all its child asset types
    • Data Product and all its child asset types
    • AI Model and all its child asset types
    • Data Set and all its child asset types

    The content scope of this agent can be customized.

  • Business Definitions, which helps find definitions for terms, acronyms, and KPIs.
    By default, this agent finds Business Term, Acronym, KPI, and Measure assets if they have a description or definition. The content scope of this agent can be customized.
  • Collibra Documentation, which helps find information in the latest Collibra product documentation.
    This agent always references the Collibra product documentation for the latest release on Production environments. For example, if the latest production release is 2025.06, then Collibra AI Copilot refers to that documentation. It doesn't consider the release version of your specific environment.

Image with information about data and analytics discovery via Collirba AI Copilot

Image with information about finding business definitions via Collirba AI Copilot Image with information about searching the product documentation via Collirba AI Copilot

Collibra AI Copilot knowledge base

Collibra AI Copilot uses its own knowledge base. Changes in your environment are added daily and the latest product documentation is added once per release.

  • When the Data and Analytics Discovery or Business Definitions AI agent is enabled, it takes 1 to 2 days to build your Collibra AI Copilot knowledge base based on your environment and AI agent configuration.

    Once the initial knowledge base is created, updates to assets and new assets within scope are processed daily. These updates are typically searchable within 24 hours.

    Note Daily updates to the knowledge base are processed overnight. Until the data is processed, Collibra AI Copilot can't answer questions about new assets. For modified assets, Collibra AI Copilot uses older data to locate the asset but retrieves the latest attributes and relations when answering questions. This means questions about updated information can be answered immediately, unless the asset's name and description have been entirely changed.

  • If enabled, the Collibra Documentation AI agent is updated once a month with the latest release documentation. This starts together with the Production deployment of the release.

Collibra AI Copilot configuration

Enable and configure Collibra AI Copilot

Note Before you enable Collibra AI Copilot consider the following:
  • Collibra AI Copilot is optimized for English.
  • Collibra AI Copilot leverages Google Gemini.

For details about the Collibra AI Copilot process flow, go to How does Collibra AI Copilot work. For information on how we leverage AI in our products, go to the Collibra Trust Site.

Complete the following steps to enable and configure Collibra AI Copilot.

  1. Enable Collibra AI Copilot by changing the value of the Beta > Collibra AI Copilot setting to True.

    Prerequisites
    Steps

    Depending on your environment, follow this procedure either in Collibra Console or on the Services Configuration tab of the Collibra settings:

    Important You can't edit the service configuration from the Settings page in the latest UI. If you use the latest UI, you can edit the service configuration only in Collibra Console. For more information, go to Collibra service configuration settings.
    1. Open the Services Configuration tab:
      1. On the main toolbar, click Products icon → Cogwheel icon Settings.
        The Settings page opens.
      2. Click Services Configuration.
      3. Click Edit configuration.
      Open the DGC service settings for editing:
      1. Open Collibra Console.
        Collibra Console opens with the Infrastructure page.
      2. In the tab pane, expand an environment to show its services.
      3. In the tab pane, click the Collibra Platform service of that environment.
      4. Click Configuration.
      5. Click Edit configuration.
    2. In the Beta section, enable the Collibra AI Copilot setting.
      The options are:
      • True: Collibra AI Copilot is enabled and can be configured. The following global permissions become available:
        • AI Agents > Manage all agents.
        • Product Rights > AI Copilot

        By default, these global permissions aren't assigned to any global role.

      • False (default): Collibra AI Copilot isn't available.

    3. Click Save all.
  2. Allow some users to tailor Collibra AI Copilot and activate AI agents by adding the Manage all agents global permission to the relevant global roles.
    Prerequisites

    You have a global role that has the Product Rights > System administration global permission.

    Steps

    In Collibra, add the AI Agents > Manage all agents global permission to the relevant global roles.
    Only users with a global role that includes this global permission can activate AI agents and tailor Collibra AI Copilot.

    For information on global roles and permissions, go to Manage global role permissions.

  3. Configure Collibra AI Copilot by activating and configuring the 3 AI agents and adding a welcome message for users in the AI Agents settings.

    Prerequisites

    You have a global role that has the AI Agents > Manage all agents global permission.

    Steps

    1. On the main toolbar, click Products icon → Cogwheel icon Settings.
      The Settings page opens.
    2. Click AI Agents.
      The AI Agents tab pane opens.
    3. To activate an AI agent:
      1. Double-click the Active column for the AI agent.
      2. Select Yes.
      3. Click outside the column.
        The update is saved.
    4. To configure an AI agent:
      1. Click the Agent name hyperlink.
        A dedicated page AI agent opens.
      2. Make the desired changes.
        For more information on the available options per AI agent, go to AI Agents settings.
    5. To add an Collibra AI Copilot welcome message for users:
      1. In the tab pane, click AI Copilot.
        The AI Copilot configuration page opens.
      2. In Welcome message, type the text you want to show.

        Tip Use the welcome message to set user expectations based on the AI agents you have activated.

    If you have enabled and configured an AI agent, Collibra starts the process of building your Collibra AI Copilot knowledge base based on your data. This process is called embedding. Depending on your environment size, this can take up to 2 days. After that, Collibra AI Copilot is ready to search through the defined content scope or product documentation.

  4. Give users access to Collibra AI Copilot by adding the AI Copilot global permission to the relevant global roles.

    Prerequisites

    You have a global role that has the Product Rights > System administration global permission.

    Steps

    In Collibra, add the Product Rights > AI Copilot global permission to the relevant global roles.
    Only users with this global permission can view the Collibra AI Copilot icon in the menu bar and start a chat.

    • Limit your audience while configuring the AI agents.
    • Collibra AI Copilot takes the asset access permissions into account. This means that a user receives only information they have access to.

    For information on global roles and permissions, go to Manage global role permissions.

Collibra AI Copilot flow

Image of Collibra AI Copilot process flow with numbered components
  1. A user starts a chat with Collibra AI Copilot.
  2. The prompt is sent to the Collibra AI Copilot service.
    The conversation starts and Collibra AI Copilot starts a search through its knowledge base.
  3. For the retrieved information, it checks if the user has the required permissions.
  4. The answer is getting formulated.
  5. The answer is routed back to the Collibra AI Copilot service and is shown in the UI.

For information on how we leverage AI in our products, go to the Collibra Trust Site.

Using Collibra AI Copilot

Start a Collibra AI Copilot chat

Prerequisites

You have a global role with the Product Rights > AI Copilot global permission.

Steps

  1. Click AI Copilot to start a chat with Collibra AI Copilot.
    A Collibra AI Copilot chat dialog box opens.
    Collibra AI Copilot can show up to 3 clickable example questions. These questions help users understand the types of queries they can ask and allow them to click to see how the AI responds.
    For details about the dialog box, go to Chat dialog box.

    Image of Collibra AI Copilot chat pane

    Tip If you start Collibra AI Copilot in another Collibra tab, it starts a new chat. This means it won't remember the other conversation if you switch tabs.

  2. Click an example question, or type your question and press Enter or click the Post icon .

    • You can add up to 5,000 characters in one question, also known as a prompt.
    • Collibra AI Copilot uses your last 10 prompts and the last 10 answers as context to generate an answer.
    • The chat is limited. Once you get to the limit, you'll receive a message and you can start a new chat.

    Tip To get the best out of Collibra AI Copilot, go to the Collibra AI Copilot prompt tips.

    Collibra AI Copilot provides an answer. For information on how this works, go to Collibra AI Copilot flow.

  3. Read and validate the answer.
    You can then:

    • Ask a follow-up question.
    • Respond to the question asked by Collibra AI Copilot.
    • Click the provided link to an asset in Collibra or click the provided asset card.
      Image of how Collibra AI Copilot shows links to assets
    • Click a provided link to a page in the Documentation Center.
      Image of how Collibra AI Copilot shows links to the product documentation
    • Give feedback on the provided answer.
    • Click the Start new chat icon to remove the chat history and start over.

Collibra AI Copilot chat dialog box

The Collibra AI Copilot chat dialog box consists of the following elements:

Element Description
Open to open and close the Collibra AI Copilot chat dialog box.

Option to reset the co-pilot: Clear the chat history and start a new session.
Option to view information about the version and details about Collibra AI Copilot.
Option to close the chat dialog box.

Feedback option: Provide feedback on the response to help improve Collibra AI Copilot. For more information, go to Give feedback on an answer.

Link to open a relevant asset or documentation page: Navigate directly to the suggested asset or documentation.

Area to add a prompt: Type your question or request here. For more information, go to Tips to get the best out of Collibra AI Copilot.

Button to submit your question: Click to send your prompt to Collibra AI Copilot.

Tips to get the best out of Collibra AI Copilot

Collibra AI Copilot works best when you provide context and enough details. Use the following tips to get better results:

Tip Prompt example
Include your role
Including your role when asking questions helps Collibra AI Copilot tailor its answer to your specific needs.		 As a data steward, how do I manage data sets?
Break down complex questions
If your question involves multiple parts, split it into smaller, simpler questions. Splitting up a question helps Collibra AI Copilot focus on what you want to know.		 First ask: "What is a Business Term asset?". Then follow up with: "How do I create a Business Term asset?"
Use “Tell me about…” to get a global overview
With "Tell me about..." , Collibra AI Copilot will give you a summary on a specific topic. 		Tell me about classification in Collibra.
Be explicit when you needed detailed guidance
If you're looking for instructions, explicitly ask for step-by-step instructions.		 Provide step-by-step instructions to create a workflow.
When Collibra AI Copilot is stuck or provides an incorrect or incomplete answer:
  • Rephrase your question or be more specific. Collibra AI Copilot may not fully understand your question.
  • Click Start new chat to clear the chat history. It allows Collibra AI Copilot to start fresh without considering previous prompts.

Important Collibra AI Copilot may not be aware of the specific information you're looking for. In such cases, it may direct you to other resources. For more information, go to Collibra AI Copilot basics

Instead of asking, "How do I use Collibra?" ask, "How do I create a Business Term in Collibra?" or add an example: "How do I classify data, for example to tag sensitive data in a Data Set."

Give feedback on an answer

At the end of each answer, you can click the thumbs up or thumbs down icon to give feedback.
Image of thumbs up and tumbs down icons
If you click thumbs down, add your comment or suggestion in the text field and click Submit. You can add up to 500 characters in the text field.

Your feedback helps us understand how we can improve Collibra AI Copilot. For more information about how we use the feedback, go to the Collibra Trust Site.

Related topics

AI Agents settings page (in preview)

Helpful resources

Watch a video on Collibra.com