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docs(core): rewrite GenBI guide around the agent workflow#2380

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Jun 22, 2026
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docs(core): rewrite GenBI guide around the agent workflow#2380
goldmedal merged 7 commits into
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docs/genbi-agent-guide

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@PaulChen79

@PaulChen79 PaulChen79 commented Jun 20, 2026

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What

Rewrites docs/core/guides/genbi.md (the Build & deploy a GenBI app guide) so it reads as an agent-workflow guide, not a command walkthrough.

The page now teaches the conversation:

  • Create a dashboard — a natural-language transcript plus a short "what the agent does behind each turn" list (build → author → verify → preview), each linking to the CLI reference instead of inlining commands.
  • Snapshot vs live data — the one real choice you make in the conversation (kept as a table).
  • Preview / Deploy it — framed as "ask your agent to preview / deploy", keeping the token you must supply and the Vercel 401 Deployment Protection gotcha.
  • Added an explicit note that deploy currently supports only Vercel and Cloudflare Pages (Vercel default).

All the per-command mechanics (build / register / verify / open / deploy flags, the DuckDB export snippet) are removed from the guide and redirected to the wren genbi CLI reference for deep dives.

Why

The guide overlapped heavily with the CLI reference and led with command syntax. Users drive GenBI by talking to an agent, so the guide should teach that and leave the flag-level detail to the reference.

Notes

  • Source of truth only. The published docs site (docs.getwren.ai) picks this up automatically via the sync-docs workflow on merge — no docs-repo change needed.
  • Net: +90 / −118 lines, single file.

🤖 Generated with Claude Code

https://claude.ai/code/session_01SMFmA9S81sANeNDee62VMh

Summary by CodeRabbit

  • Documentation
    • Substantially rewrote and reorganized the GenBI build/deploy guide with clearer conversational steps, snapshot-vs-live guidance, local preview instructions, streamlined provider deployment notes (including the Vercel public-link gotcha), and an updated “before you start/create a dashboard/deploy it” flow.
    • Added new concept pages for knowledge management, open source vs commercial, and “why/what it is” positioning; refreshed architecture, correctness, model/learning, memory, context/MDL, and related wording/formatting.
    • Updated README marketing and onboarding, including revised quickstart wording, improved GenBI naming guidance, and refreshed example prompts.

Reframe guides/genbi.md as a conversation-first guide — how to ask an agent
to create a dashboard and how to ask it to deploy — instead of a command
walkthrough. Inline wren genbi build/register/verify/open/deploy mechanics
now redirect to the wren genbi CLI reference for deep dives. Note that deploy
currently supports only Vercel and Cloudflare Pages.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01SMFmA9S81sANeNDee62VMh
@github-actions github-actions Bot added the documentation Improvements or additions to documentation label Jun 20, 2026
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Walkthrough

This PR comprehensively restructures Wren AI documentation to introduce the "three beats" framework (Know, Generate, Deploy), establish knowledge management as a core concept, rewrite the GenBI guide for agent-driven workflows, extend the quickstart with GenBI deployment, and refresh README/introduction messaging around open-source GenBI positioning across nineteen updated and three new documentation files.

Changes

Core concept framework: knowledge, context, and positioning

Layer / File(s) Summary
Knowledge management concept and artifacts
docs/core/concepts/knowledge_management.md
New page explains the "Know" beat as how Wren captures and reuses business knowledge (MDL, instructions.md, memory index, queries.yml), how it enters via generate-mdl and enrich-context skills, and why it stays trustworthy through reviewability, versioning, evidence-linking, and compounding reuse.
Why Wren and commercial positioning
docs/core/concepts/why_wren.md, docs/core/concepts/oss_vs_commercial.md
New "Why Wren?" page positions Wren against LLM hallucination risk, provides comparison to raw agents/BI tools/semantic layers, and guides fit/skip decisions. New "OSS vs Commercial" page contrasts feature sets and provides criteria for Commercial adoption.
Context, MDL, and memory system clarifications
docs/core/concepts/what_is_context.md, docs/core/concepts/what_is_mdl.md, docs/core/concepts/memory_system.md
Updates emphasize that context makes GenBI trustworthy, MDL plans all governed answers and dashboards, and memory compounds reuse across questions and dashboards while referencing knowledge management.
Concept page wording and typography consistency
docs/core/concepts/agent_learning.md, docs/core/concepts/correctness.md, docs/core/concepts/stack_position.md
Updates standardize formatting (dash-to-colon separators), clarify MDL visibility semantics and GenBI query authoritativeness, restructure "What it does provide" sections, and emphasize pipeline ownership boundaries between Wren AI and upstream transformation pipelines.

GenBI and guide rewrites: agent-driven workflows

Layer / File(s) Summary
GenBI guide: from CLI steps to agent-driven narrative
docs/core/guides/genbi.md
Complete rewrite drops the agent-vs-CLI framing. Replaces detailed command walkthroughs with conversational prompt-iteration sections. Introduction emphasizes agent-driven URL generation. Prerequisites condensed. Dashboard creation becomes prompt-iteration with behind-the-scenes explanation. DuckDB export example removed. Data modes become snapshot-vs-live table. Deploy section shortened with provider examples and token guidance. Vercel 401 troubleshooting retained. See-also list updated with wren-core-wasm link.
Model, refine, and architecture updates
docs/core/guides/model.md, docs/core/guides/refine.md, docs/core/reference/architecture.md
Model guide opening emphasizes MDL-planned answers and dashboards; punctuation updated to use colons instead of em-dashes. Refine guide clarifies enrichment loop, expands enrich-context description with ingestion/comparison/gap-filling flow and session modes. Architecture reference explicitly describes path from SQL answers to deployed GenBI dashboards.

Introduction, quickstart, and README: user-facing positioning

Layer / File(s) Summary
Introduction page redesign with GenBI three beats
docs/core/introduction.mdx
Hero section replaces marketing block with "open-source GenBI" messaging and adds a "GenBI in three beats" table. Restructures "What Wren AI provides" section. Expands "What is in the open core" bullet list. Updates "Roadmap" and "Start here" steps. Replaces "Looking for GenBI app docs?" with a new "A note on the 'GenBI' name" section describing sunset of "Wren AI GenBI" and linking to Commercial page.
Quickstart extension with GenBI deployment and namespace clarification
docs/core/get_started/quickstart.md
Updates headings and wording for consistency across steps (dash-to-colon style). Adds explicit note that catalog/schema in wren_project.yml define the Wren AI namespace. Introduces optional Step 9 covering building and deploying a GenBI dashboard from the revenue cube, including local preview, deploy token guidance, and Vercel authentication warning. Rewords customization bullets for clarity.
README: hero messaging, beats framework, and quickstart
README.md
Hero section replaces "context layer" messaging with "open-source GenBI." Reworks "What WrenAI is" with updated beats summary and "Why agent builders pick WrenAI" bullets. Updates comparison table rows and "Wren is for you if…" callouts. Quickstart section renames Enrich step to include "the Know beat," updates Generate/Deploy headings and example prompts, modifies Day 1 scaffold. Replaces "What's Included"/"What's next" with expanded bullets and clearer "GenBI" naming explanation. Refreshes Documentation, Community, Contributing bullets. Footer CTA changes from "context layer" to "open GenBI."

Estimated code review effort

🎯 3 (Moderate) | ⏱️ ~25 minutes

Possibly related PRs

  • Canner/WrenAI#2381: Both PRs comprehensively restructure documentation around GenBI Generate/Deploy/Know beats, knowledge management concepts, and quickstart extensions with GenBI dashboard deployment.
  • Canner/WrenAI#2311: Both PRs touch overlapping core concept pages (agent_learning.md, correctness.md, memory_system.md, stack_position.md, what_is_context.md, what_is_mdl.md) with consistency updates and clarity improvements.
  • Canner/WrenAI#2241: Both PRs substantially modify core documentation files (introduction.mdx, what_is_context.md, what_is_mdl.md) as part of Wren AI Core/GenBI rebranding and context engine positioning updates.

Suggested labels

core, docs

Suggested reviewers

  • goldmedal

Poem

🐇 The doc forest grew with knowledge so bright,
Three beats now guide us through day and night:
Know your data, Generate with care,
Deploy with trust—the context is there.
From CLI clutter to agent-speak lean,
The rabbit built the clearest docs you've seen! 🌟

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title accurately reflects the main change: rewriting the GenBI guide to focus on the agent workflow rather than command-by-command instructions.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

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@PaulChen79 PaulChen79 self-assigned this Jun 20, 2026

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Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/core/guides/genbi.md`:
- Around line 73-85: In the "Preview before you share" section, clarify that the
port 8848 shown in the preview example is not a guaranteed default but rather an
illustrative example. Add a note explaining that the wren genbi open command
serves apps on a dynamic port that is either auto-picked or specified via the
--port flag, so users should expect that the actual port may differ from 8848
depending on port availability or explicit configuration.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
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Configuration used: Repository UI

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Run ID: 1b329f4c-52a6-479f-bdc4-300fe210b57d

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📒 Files selected for processing (1)
  • docs/core/guides/genbi.md

Comment thread docs/core/guides/genbi.md
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

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Actionable comments posted: 1

🧹 Nitpick comments (1)
docs/core/concepts/oss_vs_commercial.md (1)

15-16: 💤 Low value

Minor: Consider reducing "fully" repetition in consecutive table rows.

Lines 15–16 use "fully" in back-to-back table cells ("Free and fully self-hosted" → "Fully managed cloud"). While acceptable in a feature table, rewording one cell slightly can improve readability.

Proposed alternative:

Optional style improvement
- | Free and fully self-hosted | ✅ | ✅ |
+ | Free, self-hosted | ✅ | ✅ |

(Alternative: keep as-is if the emphasis on "fully" is intentional.)

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/core/concepts/oss_vs_commercial.md` around lines 15 - 16, The table rows
at lines 15-16 contain repetitive use of the word "fully" in consecutive cells
("Free and fully self-hosted" and "Fully managed cloud"), which reduces
readability. Rephrase one of these cells to eliminate the repetition while
maintaining the meaning and clarity of the feature comparison. Consider
rewording either the self-hosted row or the managed cloud row to convey the same
information without repeating the word "fully".
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/core/get_started/quickstart.md`:
- Around line 319-323: Add language identifiers to the fenced code blocks in the
markdown file to comply with MD040 linting rules. Locate the two unlabeled
fenced code blocks: the one starting at line 319 containing the text about using
the /wren skill to build a GenBI dashboard and the one at line 338 about
deploying the dashboard to Vercel. For each block, change the opening fence from
triple backticks (```) to triple backticks followed by the language identifier
text (```text) to properly label these text blocks.

---

Nitpick comments:
In `@docs/core/concepts/oss_vs_commercial.md`:
- Around line 15-16: The table rows at lines 15-16 contain repetitive use of the
word "fully" in consecutive cells ("Free and fully self-hosted" and "Fully
managed cloud"), which reduces readability. Rephrase one of these cells to
eliminate the repetition while maintaining the meaning and clarity of the
feature comparison. Consider rewording either the self-hosted row or the managed
cloud row to convey the same information without repeating the word "fully".
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Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
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Configuration used: Repository UI

Review profile: CHILL

Plan: Pro

Run ID: 60a7d265-18eb-4a8e-8134-7e790660f1e7

📥 Commits

Reviewing files that changed from the base of the PR and between 879cde3 and 6ffd736.

📒 Files selected for processing (16)
  • README.md
  • docs/core/concepts/agent_learning.md
  • docs/core/concepts/correctness.md
  • docs/core/concepts/knowledge_management.md
  • docs/core/concepts/memory_system.md
  • docs/core/concepts/oss_vs_commercial.md
  • docs/core/concepts/stack_position.md
  • docs/core/concepts/what_is_context.md
  • docs/core/concepts/what_is_mdl.md
  • docs/core/concepts/why_wren.md
  • docs/core/get_started/quickstart.md
  • docs/core/guides/genbi.md
  • docs/core/guides/model.md
  • docs/core/guides/refine.md
  • docs/core/introduction.mdx
  • docs/core/reference/architecture.md
✅ Files skipped from review due to trivial changes (8)
  • docs/core/concepts/memory_system.md
  • docs/core/concepts/what_is_context.md
  • docs/core/concepts/what_is_mdl.md
  • docs/core/guides/model.md
  • docs/core/concepts/agent_learning.md
  • docs/core/reference/architecture.md
  • docs/core/concepts/correctness.md
  • README.md
🚧 Files skipped from review as they are similar to previous changes (1)
  • docs/core/guides/genbi.md

Comment thread docs/core/get_started/quickstart.md
PaulChen79 and others added 2 commits June 21, 2026 12:25
Group the checkbox table into four themed sections (how you run it, access
for your team, security and governance, build/query/support), each with a
one-line intro, and add admonitions for "Consider Commercial when" and "Stay
on open source when". Add a row for agentic and interactive answer modes
(web UI, sandboxed), which is commercial-only. Note the two ways to run
Commercial (cloud or self-hosted enterprise).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01SMFmA9S81sANeNDee62VMh
…interactive row

Drop the four-section grouping and admonitions; back to one flat comparison
table plus a short "Consider Commercial when" list. Keep the merged agentic
and interactive answer modes row.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01SMFmA9S81sANeNDee62VMh

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Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/core/concepts/oss_vs_commercial.md`:
- Around line 21-26: The table row "Free and fully self-hosted" misleadingly
shows a checkmark for Commercial, implying the paid product is free. Fix this by
either splitting the row into two separate rows (one for "Free" and one for
"Self-hosted") or by changing the Commercial column to show ❌ (unavailable) for
the "Free" capability, since the Commercial product is a paid offering. Ensure
the table clearly communicates that the Commercial product is not free while
potentially being self-hosted or fully managed.
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  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

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  • docs/core/concepts/oss_vs_commercial.md

Comment thread docs/core/concepts/oss_vs_commercial.md Outdated

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♻️ Duplicate comments (1)
docs/core/concepts/oss_vs_commercial.md (1)

15-16: ⚠️ Potential issue | 🟠 Major | ⚡ Quick win

Fix the conflicting "Free" claim for Commercial (previously flagged).

The "Free and fully self-hosted" table row shows ✅ under Commercial, which contradicts the product description (lines 7, 9) positioning Commercial as a paid enterprise offering. This issue was previously flagged; the fix remains valid: split the row into two separate rows.

Additionally, LanguageTool flagged adverb repetition: "fully" appears in both this row and the adjacent "Fully managed cloud" row. Splitting resolves both concerns.

🛠️ Proposed fix
-| Free and fully self-hosted | ✅ | ✅ |
+| Fully self-hosted | ✅ | ✅ |
+| Free | ✅ | ❌ |
 | Fully managed cloud | ❌ | ✅ |
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/core/concepts/oss_vs_commercial.md` around lines 15 - 16, The table row
"Free and fully self-hosted" incorrectly shows a checkmark for Commercial,
contradicting the product's positioning as a paid enterprise offering. Split
this row into two separate rows: one for "Free" (with checkmark only for OSS)
and one for "Self-hosted" or similar (with checkmarks for both), which will also
eliminate the repetition of the word "fully" that appears in the adjacent "Fully
managed cloud" row.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Duplicate comments:
In `@docs/core/concepts/oss_vs_commercial.md`:
- Around line 15-16: The table row "Free and fully self-hosted" incorrectly
shows a checkmark for Commercial, contradicting the product's positioning as a
paid enterprise offering. Split this row into two separate rows: one for "Free"
(with checkmark only for OSS) and one for "Self-hosted" or similar (with
checkmarks for both), which will also eliminate the repetition of the word
"fully" that appears in the adjacent "Fully managed cloud" row.

ℹ️ Review info
⚙️ Run configuration

Configuration used: Repository UI

Review profile: CHILL

Plan: Pro

Run ID: eb26f648-2ecf-4902-96ea-e6d4f99ff9b2

📥 Commits

Reviewing files that changed from the base of the PR and between a71f58f and 2bf245e.

📒 Files selected for processing (1)
  • docs/core/concepts/oss_vs_commercial.md

PaulChen79 and others added 3 commits June 21, 2026 12:30
Three short, persona-based scenarios (solo, data team, analytics for your
customers) before the single feature table, so readers can self-identify
before scanning the grid. Folds the old "Consider Commercial when" list into
the scenarios to avoid repeating the same point.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01SMFmA9S81sANeNDee62VMh
… the table

One short paragraph under the comparison table that sums up, in plain terms,
what moving to Commercial gives a team, and notes that MDL and context carry
over unchanged.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01SMFmA9S81sANeNDee62VMh
Replace the dense paragraph with six short, bold-led bullets so the summary
is easier to scan.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01SMFmA9S81sANeNDee62VMh
@goldmedal goldmedal merged commit 6024213 into main Jun 22, 2026
3 checks passed
@goldmedal goldmedal deleted the docs/genbi-agent-guide branch June 22, 2026 01:59
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