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 Architect-level access 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
- Open Chat — Start an AI conversation immediately without creating a project first.
- Guided Tour — Visual progress tracker organizing investigations by cost-of-care domain.
- Projects — Define the AI's behavior, tools, and sharing settings for investigation sessions.
- Project Templates — Reusable project blueprints that capture project configuration and session structure.
- Sessions — Run interactive AI conversations within a project.
- Key Results — Query outputs with titles, descriptions, and optional chart visualizations.
- Presentations — Curated collections of key results from across sessions and projects.
- Dispositions — Structured, machine-readable session conclusions with schema validation.
- Dependencies — Multi-stage workflows where downstream sessions build on upstream findings.
- 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 (subject to project visibility settings).
- Architects can create and edit projects, create and manage sessions, edit key results, create and manage presentations, and run AI conversations.
Project Visibility
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.