Compass

Compass is an AI-powered data investigation tool within Ursa Studio. Users create projects that define AI behavior and toolset, then run interactive sessions where the AI queries the client database, retrieves metadata, and presents findings. Sessions produce key results (query outputs with titles, descriptions, and optional charts) and can optionally conclude with a structured disposition — a formal determination of what was learned.

Getting Started

Compass is available to users with Reviewer-level access (or higher) on Ursa Studio instances where the infrastructure for LLM use is properly enabled.

Navigate to Compass from the main Ursa Studio application. The default landing page is Open Chat, a streamlined way to start an AI conversation immediately. The Compass interface has a collapsible sidebar for navigating between Open Chat, the guided tour, projects, project templates, and presentations, with main content areas for project details, session workspaces, and presentation views.

Contents

1. Open Chat — Start an AI conversation immediately without creating a project first.
2. Guided Tour — Visual progress tracker organizing investigations by cost-of-care domain.
3. Projects — Define the AI's behavior, tools, and sharing settings for investigation sessions.
4. Project Templates — Reusable project blueprints that capture project configuration and session structure.
5. Sessions — Run interactive AI conversations within a project.
6. Key Results — Query outputs with titles, descriptions, and optional chart visualizations.
7. Presentations — Curated collections of key results from across sessions and projects.
8. Dispositions — Structured, machine-readable session conclusions with schema validation.
9. Dependencies — Multi-stage workflows where downstream sessions build on upstream findings.
10. Tools Reference — Capabilities available to the AI during sessions.

Access Control

User Roles

• Authenticated users can view project lists, project details, session details, and available tools (for projects and presentations shared with them).
• Reviewers (and above) can create projects and presentations, and run AI conversations.

Sharing

Projects and presentations support two levels of shared access:

• Editors have the same rights as the owner: they can edit the project or presentation, manage sessions, run AI conversations, and add or remove other editors and viewers. Only Reviewer-level users (or higher) can be added as editors.
• Viewers have read-only access to the project or presentation and all of its content.

See Projects — Sharing and Presentations — Sharing for details.

Setup and User Agreement

For installation and configuration, see the Compass Installation Instructions.

Use of Compass is governed by the Ursa Compass User Agreement, which is based on Ursa Health's Use of AI Policy.