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docs: Add public "Using the documentation" hub page#1300

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nrichers/sc-15631/docs-add-public-using-the-docume
Apr 30, 2026
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docs: Add public "Using the documentation" hub page#1300
nrichers merged 9 commits intomainfrom
nrichers/sc-15631/docs-add-public-using-the-docume

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@nrichers nrichers commented Apr 30, 2026

What and why?

Creates a public "Using the documentation" hub page (sc-15631) and adds an AGENTS.md file to help AI agents discover it. Provides a site map covering all major documentation sections, their intent, typical tasks, and role-based entry points to help users and agents navigate the docs effectively.

How to test

Try the live preview:

What needs special review?

  • Verify all section descriptions accurately reflect current content
  • Confirm role-based entry points are appropriate

Dependencies, breaking changes, and deployment notes

  • Related: Epic 14335 (Agentic User Assistance - Valerie)
  • Page placed in Contributing section of About sidebar

Release notes

Added a documentation hub page with site map and section-by-section guide to help users find the right content for their role and task. Added AGENTS.md to guide AI agents to the hub as their starting point.

Checklist

  • What and why
  • How to test
  • Labels applied
  • PR linked to Shortcut

Add a site map and section intent page to help users navigate the
documentation and to provide structured content for RAG retrieval.
The page covers all major documentation sections with intent descriptions
and typical tasks.

Closes sc-15631
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Pull requests must include at least one of the required labels: internal, highlight, enhancement, bug, deprecation, documentation. Except for internal, pull requests must also include a description in the release notes section.

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Pull requests must include at least one of the required labels: internal (no release notes required), highlight, enhancement, bug, deprecation, documentation. Except for internal, pull requests must also include a description in the release notes section.

@nrichers nrichers added the documentation Improvements or additions to documentation label Apr 30, 2026
- Move file from about/ to about/contributing/
- Update _quarto.yml navigation to place under Contributing
- Make section headers link to their landing pages
- Update Guides table to link to guides.qmd anchors instead of individual pages
- Fix table formatting (remove double pipes)
- #inventory → #model-inventory (matches actual section name)
- #integrations → direct link to managing-integrations.qmd (no section on guides page)
- #documents-templates → direct link to working-with-model-documents.qmd (no section)
- Rename "Inventory" to "Model inventory" for consistency
Points agents to the "Using the documentation" page as the starting
point for understanding the docs structure and navigation.
@nrichers nrichers requested a review from kam-validmind April 30, 2026 04:26
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Lighthouse check results

⚠️ WARN: Average accessibility score is 0.87 (required: >0.9) — Check the workflow run

Show Lighthouse scores

Folder depth level checked: 0

Commit SHA: 7c2e391

Modify the workflow to check a different depth:

  • 0: Top-level navigation only — /index.html, /guide/guides.html, ...
  • 1: All first-level subdirectories — /guide/.html, /developer/.html, ...
  • 2: All second-level subdirectories — /guide/attestation/*.html, ...
Page Accessibility Performance Best Practices SEO
/developer/validmind-library.html 0.85 0.69 1.00 0.82
/get-started/get-started.html 0.85 0.70 1.00 0.73
/guide/guides.html 0.85 0.70 1.00 0.82
/index.html 0.93 0.68 1.00 0.82
/releases/all-releases.html 0.86 0.73 1.00 0.73
/support/support.html 0.91 0.68 1.00 0.82
/training/training.html 0.85 0.65 0.96 0.73

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Code review

Found 4 issues:

  1. Broken anchor link — #model-inventory does not exist in guides.qmd (actual anchor is {#inventory}, renamed in PR docs: Models > records docs update phase 1 #1287)

| [Workflows](/guide/guides.qmd#workflows) | Automating model lifecycle processes | Configure workflow steps, manage transitions, set up approvals |
| [Inventory](/guide/guides.qmd#model-inventory) | Managing your model and record inventory | Register records, edit fields, configure interdependencies |
| [Documents & templates](/guide/templates/working-with-model-documents.qmd) | Creating and customizing documentation | Manage document types, customize templates, use the text block library |
| [Model documentation](/guide/guides.qmd#model-documentation) | Authoring and collaborating on model docs | Edit content blocks, add test results, manage versions, submit for approval |

  1. Missing image asset — validmind-chatbot.png is referenced but not committed (the file does not exist at site/about/contributing/validmind-chatbot.png; commit 22c3c21 added the markdown reference but never staged the PNG)

:::: {.column-margin}
![ValidMind chatbot](validmind-chatbot.png){fig-alt="ValidMind in-product chatbot assistant" .screenshot}
::::

  1. Broken link in AGENTS.mdchatbot-capabilities.qmd does not exist on main (it exists only on the unmerged PR docs: Add unlisted chatbot capabilities page (Phase 1-2) #1298 branch; merging this PR independently will leave a dead link in AGENTS.md)

documentation/AGENTS.md

Lines 29 to 33 in b2a73ea

If you are an AI agent embedded in ValidMind, your capabilities are documented here:
**[Chatbot capabilities](/site/guide/chatbot-capabilities.qmd)**
This page describes what the assistant can and cannot do, including context-aware features and current limitations.

  1. Navigation placement mismatch — using-the-documentation.qmd is placed under "Contributing" but its content is a user-facing orientation guide (quickstarts for validators/developers/admins, section descriptions); the Contributing section is for documentation contributors (style guides, community)

- text: "---"
- text: "Contributing"
- about/contributing/using-the-documentation.qmd
- about/contributing/validmind-community.qmd
- file: about/contributing/style-guide/style-guide.qmd

🤖 Generated with Claude Code

- If this code review was useful, please react with 👍. Otherwise, react with 👎.

- Fix broken anchor #model-inventory → #inventory in guides table
- Add chatbot screenshot for in-product help section
- Convert AGENTS.md links to absolute HTTPS URLs
- Move using-the-documentation.qmd to end of About sidebar
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PR Summary

This pull request introduces several improvements to the ValidMind documentation site aimed at clarifying guidance for both agents and end-users. The key changes are:

  1. A new AGENTS.md file has been added. This file outlines guidelines on the use and structure of the documentation, detailing the various sections such as About, Get Started, Guides, Developer, Training, and Support. It also explains the conventions used (like Quarto Markdown formatting) and the structure of file references.

  2. Updates to the Quarto configuration file (_quarto.yml) now incorporate additional navigation links, including a direct link to the "Using the documentation" page. This ensures that users can quickly access detailed, role-specific instructions.

  3. A comprehensive "Using the documentation" page has been added under the site/about/contributing directory. This page provides a step-by-step guide on how to navigate the documentation site, tailored quickstarts based on user roles (developer, validator, administrator), and detailed sections covering various aspects of the platform such as integration, workflow management, and in-app help.

  4. An image file for the in-product chatbot (validmind-chatbot.png) is included to enhance the visual documentation that accompanies the in-app assistant feature. This aids in providing a contextual understanding of the chatbot's capabilities.

Overall, the changes improve the navigability and usability of the documentation site, thereby supporting better user onboarding and in-app assistance experience.

Test Suggestions

  • Verify that the AGENTS.md file is properly linked and accessible within the documentation site.
  • Ensure that navigation links added in _quarto.yml, including the link to 'Using the documentation', appear and function correctly.
  • Check that the new 'Using the documentation' page renders correctly on various devices and browsers.
  • Test the display of the validmind-chatbot.png image within the context of the in-app assistant documentation.
  • Confirm that all internal links within the new documentation pages correctly direct to the intended sections.

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Validate docs site

✓ INFO: A live preview of the docs site is available — Open the preview

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Review comments addressed in 194be31

@nrichers nrichers merged commit 2317c37 into main Apr 30, 2026
6 of 7 checks passed
@nrichers nrichers deleted the nrichers/sc-15631/docs-add-public-using-the-docume branch April 30, 2026 22:07
nrichers added a commit that referenced this pull request May 2, 2026
* Edit: Managing your organization > Manage document defaults (#1268)

* docs: Settings redesign / overhaul (#1266)

* Managing your organization + Manage business units

* Set up your organization

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Update: Manage platform notifications > Customize email notifications

* Cleanup: Integrations examples

* Edit: Manage groups

* proofread

* proofread x2

* proofread x3

* Edit

* Edit: Manage roles

* proofread

* proofread x2

* Edited: Manage model stakeholder types

* Proofread: Admin quickstart + related includes

* Proofread: Manage users

* Proofread: Manage roles

* Proofread: Manage model stakeholder types

* Proofread: Manage permissions

* Proofread: Workflow states

* Proofread: Manage model stages

* Proofread: Configure workflows

* Proofread: Manage model inventory fields

* Proofread: Manage document types

* Proofread: Manage artifact types

* Save point

* Proofread: Manage artifact severities

* Proofread: Manage artifact fields

* UI adjustments

Made-with: Cursor

* Edit

* Edit 2

* Fixing some weird footnotes

* Edit

* Edit

* Not sure why settings file was included

* docs: Edit active workflow end dates (#1270)

* WIP

* Edit: Manage workflows > Update active workflows

* docs: add HTTP proxy guide for ValidMind Library

- New page covering proxy env vars and troubleshooting
- Link from ValidMind Library sidebar

* Edits

* docs: View, sort, and filter workflows (#1273)

* Edit

* wip

* Edit: Workflow step types

* Edit: Confitional requirements

* Glossary fix

* Fixing About library & platform page

* Fixing a broken breadcrumb

* Edit: Configure workflows

* proofread

* Setting up workflows: +View, sort, and filter workflows

* Proofread

* Edit: John's suggestions

* Address review comments from Spencer

* Edit

* Final edits

* Start attestations FAQ & explain attestation visibility before period starts

* docs(attestation): tighten callout wording for sidebar visibility

* Add new export option, fix smallercaps placement

* Webhook secrets updates (#1282)

* Initial draft with edits

* Edits after testing

* Fix render warnings

* docs: Document Checker expansion & Guides update (#1284)

* sidebar shuffle

* Renaming document checker guide

* wip edit: Customize document checker

* Save point

* Save point

* Unhiding generate assessment from PDF

* Rename: Check documents for compliance

* Edit

* Edit: Check documents for compliance

* Adding check documents for compliance to validation

* Admin training edit

* Screenshot rename or update

* Validation training — + Document Checker

* Proofreading

* Fixing the cookie issue for the external previews

* Edit

* Shuffling wip

* guides landing reshuffle

* Save point

* Testing...

* More testing

* more

* Save point

* Save point

* Edit

* Edit

* Tweak

* Editing extension README

* Edit

* Edit

* Forgot the footer links, standarizing breadcrumb casing

* Kam's suggestions

* Oops, accidentally committed Cursor plans

* docs: Enabling org-wide track changes disables AI-content drafts (#1288)

* Edited: Managing your organization

* Edited: Work with content blocks

* Edit 1

* Edit 2

* Edit: Manage text block library

* Proofread

* docs: Export document checker results (#1290)

* Edit: Check documents for compliance

* proofread

* documentation: Save drafts for workflow user action submissions (#1291)

* Edit: Transitition workflows

* Proofreading

* Update as per JAM's comments

* docs: Workflow draft state (#1293)

* Setup for workflow drafts

* WIP: Publishing workflows

* Save point

* Training WIP

* Edited: Using ValidMind for Model Risk Management

* Edited: Setting up workflows

* Updated: Filtering workflows

* Edits as per Luis's suggestion

* docs: Models > records docs update phase 1 (#1287)

* model-inventory directory > inventory

* Renaming files in inventory/

* Patching footer, oops

Made-with: Cursor

* Renaming more files in inventory/

* inventory/_embeds edit

* Model Inventory > Inventory; Model Activity > Activity; anchor link

* Edit: inventory/ pt1

Made-with: Cursor

* Setup for Manage inventory record types

* Edit: inventory/pt2

Made-with: Cursor

* Rename: Manage model stakeholder types > Manage record stakeholder types

* Editing: Manage record stakeholder types

* Save point

* Save point

* Edited: Manage record stakeholder types

* Cleanup...

* Edit: Work with filters

* Proofreading

* Proofread: Old inventory/ guides

* Proofread: Administrator Fundamentals training

* WIP

* WIP: Manage inventory record types > Add record types

* Manage inventory record types draft

* Save point

* Editing Administrator Fundamentals training

* Admin training WIP edit

* +Record types to admin training

* Copyright headers

* Changing installation ref branch, remove after

* missed some anchor links

* one more

* Update .github/workflows/validate-docs-site.yaml

* Fixing borked links

* oops, missed one

* docs: Add public "Using the documentation" hub page (#1300)

* docs: Add public "Using the documentation" hub page

Add a site map and section intent page to help users navigate the
documentation and to provide structured content for RAG retrieval.
The page covers all major documentation sections with intent descriptions
and typical tasks.

Closes sc-15631

* Move using-the-documentation to Contributing section

- Move file from about/ to about/contributing/
- Update _quarto.yml navigation to place under Contributing

* Add links to section headers and update table links

- Make section headers link to their landing pages
- Update Guides table to link to guides.qmd anchors instead of individual pages
- Fix table formatting (remove double pipes)

* Fix anchor links to match actual guides.html structure

- #inventory → #model-inventory (matches actual section name)
- #integrations → direct link to managing-integrations.qmd (no section on guides page)
- #documents-templates → direct link to working-with-model-documents.qmd (no section)
- Rename "Inventory" to "Model inventory" for consistency

* Revert label to 'Inventory' (current terminology)

* Add validmind-chatbot.png to In-product help section

* Add AGENTS.md to guide AI agents to documentation hub

Points agents to the "Using the documentation" page as the starting
point for understanding the docs structure and navigation.

* Add chatbot capabilities reference to AGENTS.md

* docs: Address review feedback for documentation hub page

- Fix broken anchor #model-inventory → #inventory in guides table
- Add chatbot screenshot for in-product help section
- Convert AGENTS.md links to absolute HTTPS URLs
- Move using-the-documentation.qmd to end of About sidebar

* docs: Add unlisted chatbot capabilities page (Phase 1-2) (#1298)

* docs: Add unlisted chatbot capabilities page (Phase 1-3)

Adds an unlisted documentation page describing what the in-app assistant
can and cannot do across product phases. Includes clear boundaries,
limitations, and distinction from MCP integration.

Resolves sc-15632

* fix: Update chatbot capabilities to reflect Phase 2 as current

- Remove phase-based structure since Phase 2 is now the current state
- Document context-aware capabilities as current (understands location, permission-aware)
- Keep action execution as a future capability (Phase 3)
- Simplify structure to Current / Future / Limitations
- Update comparison table to reflect context awareness

* Remove Future capabilities section

* Use 'refer to' instead of 'see'

* docs: Add live query scope limitation to chatbot capabilities

Clarifies that live queries currently support model inventory and
artifacts only — workflows, analytics, and other areas are not yet
available.

* fix: Use search: false instead of listing: false

* docs: Add autogenerate validation issues documentation (#1304)

* docs: Add autogenerate validation issues documentation

Document the AI-powered feature that suggests validation issues based on risk assessment notes during compliance assessment. Validators can review, approve, or dismiss AI-generated suggestions.

[sc-15712]

* Simplify navigation: click Validation link directly

* docs: Add public "Using the documentation" hub page (#1300)

* docs: Add public "Using the documentation" hub page

Add a site map and section intent page to help users navigate the
documentation and to provide structured content for RAG retrieval.
The page covers all major documentation sections with intent descriptions
and typical tasks.

Closes sc-15631

* Move using-the-documentation to Contributing section

- Move file from about/ to about/contributing/
- Update _quarto.yml navigation to place under Contributing

* Add links to section headers and update table links

- Make section headers link to their landing pages
- Update Guides table to link to guides.qmd anchors instead of individual pages
- Fix table formatting (remove double pipes)

* Fix anchor links to match actual guides.html structure

- #inventory → #model-inventory (matches actual section name)
- #integrations → direct link to managing-integrations.qmd (no section on guides page)
- #documents-templates → direct link to working-with-model-documents.qmd (no section)
- Rename "Inventory" to "Model inventory" for consistency

* Revert label to 'Inventory' (current terminology)

* Add validmind-chatbot.png to In-product help section

* Add AGENTS.md to guide AI agents to documentation hub

Points agents to the "Using the documentation" page as the starting
point for understanding the docs structure and navigation.

* Add chatbot capabilities reference to AGENTS.md

* docs: Address review feedback for documentation hub page

- Fix broken anchor #model-inventory → #inventory in guides table
- Add chatbot screenshot for in-product help section
- Convert AGENTS.md links to absolute HTTPS URLs
- Move using-the-documentation.qmd to end of About sidebar

* docs: Add Bedrock evaluation metrics integration documentation (#1303)

* docs: Add Bedrock evaluation metrics integration documentation

Document the new integration metrics feature for monitoring documents:
- Add "From Integration" tab flow for adding Bedrock Agent Evals
- Add global time selector section for monitoring documents
- Document connection detail page with metric sources
- Add metric sources management section for Bedrock connections

* Add health monitoring section from #1297 to simplify merging

* Add 'feature' and simplify monitoring navigation

* Update global time range section with correct terminology

- Rename "time selector" to "time range" to match UI
- Add clock icon reference
- List available options (All Time, relative presets, Custom range)
- Note that setting is only visible to the current user

* Fix integration metric configuration options

- Add both threshold (lower) and threshold (upper) fields
- Rename "time window" to "time range" to match UI
- Expand time range description with available options

* Use commas instead of em-dashes for parenthetical phrases

* docs: Address review feedback for Bedrock integration docs

- Update step 7 to describe Evaluators list instead of Bedrock Agent Evals
- Rename Metric Sources references to Monitoring to match UI tab name

* docs: Document Model Activity in Analytics Data Export (#1302)

* docs: Add Model Activity to analytics data export datasets

Add Model Activity as an available dataset option in Analytics Data
Export configuration. Model Activity exports audit events (comments,
workflow status changes, field updates) for compliance reporting and
audit trails.

Shortcut: sc-15291

* Add custom artifact types and inventory record types to export list

* Change colon to 'For example:'

* docs: Clarify Model Activity date filtering options

Change "date range filtering" to "30, 60, or 90-day window filtering"
to accurately reflect the fixed window picker in the UI.

* docs: add visibility into integrations health (#1297)

* docs: add visibility into integrations health

Add documentation for the new Connections dashboard that provides
visibility into integration health, including status indicators,
linked models, metric sources, and troubleshooting guidance.

[sc-15885]

* Fix: connections with issues show status indicator, not sorted to top

* Add example status indicator for sync errors

* Fix connection status labels and colors to match frontend

* Clarify Linked Models shows both VM records and external models

* Fix: describe linked models table with correct column names

* Use vm.product variable instead of hardcoded ValidMind

* docs: Remove inaccurate Recent activity bullet

The connection details page has Links and Monitoring tabs, not a
recent activity/sync history section. Sync errors appear as badges
on the row, not in a feed.

* Preview for 26.05 release notes + `make get-source` (#1305)

* Add temporary release-notes branch ref for 26.05 preview

Points to nrichers/sc-15927/release-notes-for-26-05 branch in release-notes repo.

* Run make get-source

* Give tables on all-releases page more room

* Move 2025 releases into their own section

* Experiment with excluding releases/ from search

* Remove branch ref

---------

Co-authored-by: Beck <164545837+validbeck@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
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