Enabling and configuring 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 Collibra Platform Self-Hosted (CPSH).

Collibra AI Copilot knowledge base

Collibra AI Copilot uses its own knowledge base. The knowledge base is built based on the activated AI agents and their configuration.
For basic information on Collibra AI Copilot and the AI agents, go to About Collibra AI Copilot (in preview).

Changes in your environment are added daily and the latest product documentation is added once per release.

  • If 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. Deletions or a change in view permissions are taken into account immediately.

  • 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.

Enable and configure Collibra AI Copilot

Important 

Before you enable Collibra AI Copilot consider the following:

  • Collibra AI Copilot is optimized for English.
  • Collibra AI Copilot leverages Google Gemini.
  • Collibra AI Copilot has some limitations.

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

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

  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.

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

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

Enable Collibra AI Copilot

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 DGC 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 Data Governance Center 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.
      If you disable this feature, your Collibra AI Copilot knowledge base contents will be deleted within 14 days.
  3. Click Save all.

Allow some users to tailor Collibra AI Copilot and activate AI agents

Prerequisites

You have a global role with 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.

Configure Collibra AI Copilot by activating and configuring AI agents and adding a welcome message

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.

Give users access to Collibra AI Copilot

Prerequisites

You have a global role with 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.

Note Collibra AI Copilot suggests an asset only if the user has View permission on the asset.

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.

Related topics


AI Agents settings page (in preview)
FAQ Collibra AI Copilot configuration
About Collibra AI Copilot (in preview)
Using Collibra AI Copilot (in preview)

Helpful resources

Watch an introduction video on Collibra.com
Follow a training about configuring Collibra AI Copilot on Collibra University