AI Agents (Private Beta)

AI Agents is currently available in Private Beta.

If you’d like to enable it for your organization, or if you have any questions or feedback, please reach out to Select Star Support or email [email protected].

Overview

AI Agents help you keep metadata consistent and organized by automatically applying actions to tables, dashboards, and columns. Using natural language, administrators can define automation rules that run daily to ensure metadata stays accurate and up to date.

Key Features

• Create tagging rules using natural language

• Intelligent filter validation with preview

• Tags, Owners, Collections management

• Bulk operations on tables, dashboards, and columns

• Advanced hierarchical filtering (e.g., "tag tables that have a column that has a Tag Y")

• Daily automatic execution

Getting Started

Prerequisites

• Private Beta access: Contact Select Star Support

• Admin role: Required to create, view, enable/disable agents

• AI features enabled: In Admin Panel

Basic Workflow

1. Enable AI features in the Admin Panel.

2. Go to the AI Agents section in the Ask AI page.

3. Create a new agent by writing tagging instructions in natural language.

4. Review the preview to confirm the agent’s interpretation.

5. Type "save", "confirm", or a similar instruction to save the agent and schedule daily execution.

6. Once created, the agent is enabled by default and added to a queue for execution. The first execution may take some time if other agents are ahead in the queue. After the initial run, the agent will execute daily.

7. On the AI Agents page, you can enable, disable, or delete agents.

Available Actions

Action	Description
Add tags	Apply tags to matching assets
Remove tags	Remove specific tags
Assign owners	Set business or technical owners
Add to collections	Add assets to collections
Remove from collections	Remove from collections

Filter Examples

You can define rules based on different criteria, such as names, dates, lineage, popularity, or existing tags:

Filter Type	Example Command
By name	Find columns named "customer_email"
By date	List tables created in the last 30 days
By lineage	Find tables with downstream lineage
By popularity	List dashboards with popularity > 80
By data source	Tag all snowflake tables as "Tested
Hierarchical	Find tables that have a column with "email" in name

Notifications

Asset owners are receive notification when AI Agents update assets they own. We also maintain the history of updates on the object overview page.

Limitations

• Supported asset types: tables, columns, and dashboards

• Supported filter attributes: name, data source type, popularity, created on, updated on, lineage (existence only), and hierarchical filters

• Date filters: updated on and created on are available only for tables and columns. Dashboards do not support these filters.

• Lineage filters: Can only check if upstream or downstream lineage exists or doesn't exist. Specific lineage questions (e.g., "tables connected to specific dashboard X") are not supported.

• Filter validation: The system validates filters and provides helpful error messages when unsupported filters are used. If a filter isn't recognized, the AI will suggest corrections or alternatives.

Step-by-Step Tutorial (Tag Agent)

1. Navigate to AI Agents

• Open the Ask AI page.

• Click on the AI Agents item.

2. Create a New Agent

• Click Create Agent.

• Enter a natural language instruction describing your tagging rule.

List all tables with the name “Log”

3. If needed, update the filter.

Update the filter to also include tables the name includes “analytics”.

Note: using “update” is important, otherwise the prompt will create a new filter with only the new instruction.

4. Add the tag

Add "analytics" tag

5. Save the agent

Type "save", "confirm", or a similar instruction to save the agent.

Confirm

Once the agent is running, you can track its progress in the list view and visit the chat to update the prompt.