About Maestro Studio and Maestro agents (in preview)
Maestro Studio is a feature that offers a builder to create and maintain agents within their Collibra environment.
Maestro agents are AI agents tailored to specific business needs, use cases, and teams.
With Maestro Studio, you can:
- View the custom Maestro agents you are responsible for.
- Create custom Maestro agents that operate within defined boundaries, ensuring the provided responses are based only on specific, trusted, and governed data.
- Extend the custom Maestro agent functionality to perform tasks such as creating assets.
- Test and validate custom Maestro agent behavior to ensure readiness before deployment.
- Maintain custom Maestro agents, such as editing access permissions, as needed. Maestro agents can be called from Maestro Assistant. This means data consumers interact with the Maestro agents through Maestro Assistant. For information on how data consumers interact with the Maestro agents, go to Using Maestro Assistant (in preview).
Maestro Assistant includes two types of agents:
- Collibra-managed agents, which are provided and maintained by Collibra and available by default.
- Custom Maestro agents, which are created by your organization using Maestro Studio.
Note If you previously had Collibra AI Copilot enabled in your Collibra Platform, you will be automatically upgraded to Maestro Studio when Collibra AI Copilot is deprecated with a future release.
Custom Maestro agent components
Custom Maestro agents are specific to the environment they are created in and consist of the following basic components:
- Agent identity
- The agent identity refers to the basic information of the Maestro agent. It includes the name, description, and a unique handle.
- The name and description help human users identify an agent and its purpose.
- The handle is a shortcut name for the agent, such as @SalesAI. Data consumers can type the handle directly in a chat to call that specific agent. The handle works similarly to tagging a colleague in a chat window.
- Agent instructions
- The agent instructions define the behavior and tone of the Maestro agent. They give the agent context and are directly injected into the agent's system prompt.
- Agent knowledge base
- The agent knowledge base restricts the Maestro agent to specific specific views in the organization or applications. It defines the Collibra data available to the agent. You can expand the content the agent has access to by adding tools, such as Search, to the agent.
- Agent tools
- The agent tools enable the agent to perform actions, in addition to accessing information. For all information about these tools, go to About Maestro tools.
- Agent calling info
- The agent calling information defines how the Maestro agent is introduced to data consumers. It includes the welcome message, at least one example question, and the color assigned to the agent.
- When data stewards manage an agent, they can test the agent interactions when defining the calling info. Testing an agent is important and ensures the instructions and the knowledge base return the expected result.
- Agent access
- The agent access defines who can interact with the custom Maestro agent.
- Agent status
- The agent status reflects the current state of the custom Maestro agent in its lifecycle. An agent must reach Published status before data consumers can interact with it from Maestro Assistant. For more information, go to Maestro agent statuses.
Agent scope
The scope of a custom Maestro agent is determined by the combination of its knowledge base and the tools you give it.
- Knowledge base: Defines the Collibra content the agent prioritizes when answering
questions.
Tip Focus the knowledge base on a specific area of data rather than loading everything that might be relevant. A large knowledge base consumes more tokens and can reduce the accuracy of responses.
- Tools: Extend what the agent can access and do beyond the knowledge base content. For example, allow the agent to search across the broader Collibra Platform or create assets.
The knowledge base and tools work together, not independently. How you combine the knowledge base and tools determines what happens when a user asks something outside of the knowledge base. Depending on your use case, you can configure the agent to stay strictly within its knowledge base, or to search more broadly when it cannot find an answer there.
- Restricted agent
- The agent responds only with the content defined in its knowledge base. It does not search outside that scope. A restricted agent is useful when accuracy and control are the priority. For example, a compliance agent that must only reference certified regulatory data.
To build this pattern, add a knowledge base and do not add a search tool. - Focused agent
- The agent prioritizes a specific area of your Collibra Platform, but can search more broadly when it can't find an answer within that scope. A focused agent is useful when you want the agent to stay focused on a certain set of data, but still handle questions that fall outside it.
To build this pattern, add a knowledge base and add the Asset Keyword Search tool.
Example
An organization collects and governs all European financial regulations reporting data in Collibra. To help data consumers find accurate information, you want to build a custom Maestro agent that references only certified data assets in the Finance community and can create missing terms. Maestro Studio enables the creation of this specialized, the Maestro agent.
- Agent identity
- You configure a new agent with the name "FinREP Assistant", a description, and handle "@finrep".
- Agent instructions
- You define the system instructions indicating that the agent must maintain a professional tone and must always cite regulatory sources.
- Agent knowledge base
- You define the knowledge base by restricting the agent to specific views in the Finance community that contain only FinREP-certified data assets. This ensures the agent can't access or reference non-regulatory data.
- Agent tools
- You select that this agent can use the tools Get Asset Details, Prepare asset for creation, and Create asset.
- Agent calling info
- You assign orange as the agent color, add an example question, and add the agent welcome message to explain agent capabilities to users.
- Agent access
- You select that only the Finance group can access this agent.
- Agent status
- You submit this agent for review. Once successfully reviewed, the agent is in the status Published.
The result is a specialized assistant for finance professionals that provides regulatory guidance based on approved and governed data, with the ability to create assets to fill compliance gaps. The agent is available to the professionals through Maestro Assistant. They can start a conversation with the agent by calling the @finrep handle in a chat message or by selecting the FinREP Assistant from the drop-down list.
Required permissions
The following global permissions determine what your users can do with Maestro.
- To create and manage your own Maestro agents: Manage My Agents.
- To manage all Maestro agents in the environment: Manage All Agents.
- To review and publish agents: Publish Agents.
- To access Maestro Studio: Maestro Studio.
- To use Maestro Assistant as a data consumer: Maestro Chat.