Using Protegrity Agent

Sample use cases for Protegrity Agent

Protegrity Agent is a conversational AI assistant that helps to manage Protegrity data protection products.

It supports three main categories of tasks.

Answer Questions About Protegrity Products

Enquire about Protegrity concepts, configurations, and best practices. The agent searches the Protegrity documentation library to find accurate answers.

Example questions:

  • “What is a data element in Protegrity?”
  • “How do policies and rules relate to each other?”
  • “What tokenization methods does Protegrity support?”
  • “Explain the difference between masking and encryption.”

Manage PIM Resources

Enquire to create, view, update, or delete resources in PIM. The Protegrity Agent finds the correct application programming interface (API) schema, builds the request, and executes it in real-time.

The agent supports the following PIM resource types:

Resource typeDescription
Data elementDefine how data receives cryptographic protection
MaskDefine a pattern that obscures data on presentation
RoleDefine who receives access to protected data
PolicyGroup rules that govern protection operations
RuleBind a role and data element within a policy
Data storeGroup server locations for policy distribution
Source (member source)Connect to an identity directory for role membership
Application (trusted application)Authorize a specific application and user pair to use a protector

The agent verifies each operation and reports the outcome.
For multi-step tasks, it creates a plan and works through each step.

Look Up API and Product Details

Enquire about PIM API endpoints, schemas, or product concepts.

Example requests:

  • “What fields do I need to create a policy?”
  • “Show me the schema for adding a rule to a policy.”
  • “What tokenizer types can I use for credit cards?”

Accessing Protegrity Agent UI

Using Protegrity Agent UI

Working with Protegrity Agent

Interacting with Protegrity Agent to manage Protegrity data protection products

Samples for using Protegrity Agent

Examples to get started with Protegrity Agent


Last modified : April 06, 2026