Compass is an AI-powered data investigation tool within Ursa Studio. Users create projects that define an AI persona 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 Compass interface has a collapsible sidebar for navigating between projects and project templates, with main content areas for project details and session workspaces.
Contents
- Projects — Define the AI's persona, 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.
- Dependencies — Multi-stage workflows where downstream sessions build on upstream findings.
- Dispositions — Structured, machine-readable session conclusions with schema validation.
- 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, and run AI conversations.