Refresh Agent Builder docs for 9.4 UI and navigation by charlotte-hoblik · Pull Request #5850 · elastic/docs-content

charlotte-hoblik · 2026-04-09T21:18:58Z

Summary

This PR updates the Agent Builder documentation under explore-analyze/ai-features/agent-builder/ so it matches the current 9.4 UI and navigation, reflects lifecycle and capability changes for built-in agents, and expands the Chat and custom agents guides for clarity and discoverability.

URL previews

Scope of changes

Chat (chat.md)
- Reworked structure.
- Getting-started callouts and an annotated overview of the chat UI.
- Clearer sections for agent and model selection, customization (including preview changes), and reasoning steps.
- Related cross-links tightened so readers land on the right follow-up pages.
Custom agents (custom-agents.md)
- Expanded create-and-manage flow end to end.
- Version-specific steps for 9.3 vs 9.4+ entry paths (applies-switch).
- Visibility levels, cloning, editing, and links to the Agent Builder skill where it helps.
- Clarifies built-in vs custom agents and Elastic AI Agent editability on 9.4+.
Get started
- Adds Elastic capabilities context and a related UI callout.
- Keeps enablement paths accurate for stack vs serverless.
Built-in agents (builtin-agents-reference.md, agent-builder-agents.md)
- Marks removed agents where applicable.
- Refreshes Elastic AI Agent capability wording.
- Aligns with current product behavior.
Tools
- Refreshes tools.md plus custom, workflow, ES|QL, and MCP tool pages for current options, navigation, and behavior.
- Short descriptions for plugins and connectors where relevant.
Other pages
- Touch-ups to models, monitor usage, standalone and flyout modes, MCP server, and permissions for consistency with the rest of the set.
Screenshots and GIFs
- Refreshed across the touched pages so examples match the current UI.

Connected to: https://github.com/elastic/docs-content-internal/issues/1006

Generative AI disclosure

Did you use a generative AI (GenAI) tool to assist in creating this contribution?

Yes
No

If you answered "Yes" to the previous question, please specify the tool(s) and model(s) used (e.g., Google Gemini, OpenAI ChatGPT-4, etc.).

Tool(s) and model(s) used:
Claude 4.6 Opus

## Summary - Add new `dashboards-and-visualizations.md` page documenting how agents create, edit, and save dashboards and Lens visualizations through chat - Uncomment dashboard tools (`dashboard.create_dashboard`, `dashboard.update_dashboard`) and `platform.core.create_visualization` in built-in tools reference - Add cross-reference from core dashboard docs (`create-dashboard.md`) - Add brief mention + link in `chat.md` pointing to the new page - Add new page to `toc.yml` as a child of `chat.md` Closes elastic/docs-content-internal#1008 **Note:** Screenshot placeholders are wired up in the new page. Image files still need to be added to `explore-analyze/ai-features/agent-builder/images/`: 1. `agent-builder-dashboard-canvas-preview.png` 2. `agent-builder-dashboard-save-dialog.png` 3. `agent-builder-dashboard-outdated-notification.png` ## TODO - [ ] Verify new page renders correctly in docs-builder - [ ] Verify toc.yml entry places the page under Chat > Dashboards and visualizations - [ ] Verify cross-links resolve (skills reference anchors, tools reference anchors, create-dashboard.md link) - [ ] Add screenshot image files and verify they render - [ ] Coordinate merge with #5850 (Charlotte's UI screenshot updates touch some of the same files) 🤖 Generated with [Claude Code](https://claude.com/claude-code) ## Preview (click on me) <img width="2896" height="10722" alt="Screenshot 2026-04-16 at 14-44-41 Dashboards and visualizations in Elastic Agent Builder chat Elastic Docs" src="https://github.com/user-attachments/assets/a51db003-fca8-431d-ac44-c856df8d79df" /> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>

…ilities

leemthompo

Looking good, a few comments now and one formatting issue to investigate on custom agents page "On this page" which seems to be an issue with the stepper. Please check other files for the same issue :)

…reference.md Co-authored-by: Liam Thompson <leemthompo@gmail.com>

Co-authored-by: Liam Thompson <leemthompo@gmail.com>

leemthompo

I think this is good to go and we can always follow up. We have open issues that involve touching many of these pages again anyways.

We can allow @deeptidheer-dotcom today to provide feedback on the PR and we can then merge. No worries if feedback comes post-merge.

…hods (#6059) ## [URL preview](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6059/explore-analyze/ai-features/agent-builder/skills) ## Summary - Adds **Skills** as a fourth key concept on the Agent Builder overview page alongside Agent Chat, Agents, and Tools - Enriches the `skills.md` intro with a structured breakdown of what a skill bundles (instructions, tools, context) and how skills differ from tools and system prompts - Documents the three skill invocation methods: automatic discovery, slash commands (with screenshot), and attachment-driven activation - Updates `get-started.md` final step to lead with skills as the primary extension point - Links use case examples to the Security and Observability solution-specific Agent Builder pages ## Related - Tracks against #5719 (core AB collab items) - Builds on #5868 (skills docs: concept page, custom skills, built-in skills reference, skill creation guidelines) - Coordinates with #5850 (9.4 UI refresh, which adds skills mentions to the agents overview page) ## Test plan - [x] Verify cross-links resolve: `skills.md`, `builtin-skills-reference.md`, `custom-skills.md`, `skill-creation-guidelines.md`, solution-specific pages - [x] Verify `skill-slash-command.png` renders at correct size - [x] Confirm no merge conflicts with #5850 on `get-started.md` 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

charlotte-hoblik added 2 commits April 9, 2026 18:37

Update screenshots

906cfa0

Apply 9.4 changes to the docuementation

24e8cff

charlotte-hoblik self-assigned this Apr 9, 2026

charlotte-hoblik added the documentation Improvements or additions to documentation label Apr 9, 2026

charlotte-hoblik added 5 commits April 9, 2026 23:27

Fix agent builder page

4e0e834

Fix agent builder and tools page

8465fac

update images on chat UI modes

1797aac

update screenshots on models page

f93c7b9

Update chat.md

9f988b4