From a571f1eb8511e3b6f5f83e24ab0e2d130afa54a7 Mon Sep 17 00:00:00 2001 From: Tyler Hutcherson Date: Tue, 3 Nov 2026 08:33:54 -0800 Subject: [PATCH 1/3] test: accept sentence case in Playbooks diagram labels --- build/agent_playbook_docs/test_reference.py | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/build/agent_playbook_docs/test_reference.py b/build/agent_playbook_docs/test_reference.py index 72e2a1e8d6..cf3b349c3b 100644 --- a/build/agent_playbook_docs/test_reference.py +++ b/build/agent_playbook_docs/test_reference.py @@ -100,9 +100,9 @@ def test_proposal_diagram_qualifies_default_retention_windows(): diagram = ElementTree.parse( ROOT / "static/images/ai/context-engine/agent-playbook-proposals.svg" ) - labels = [node.text for node in diagram.iter("{http://www.w3.org/2000/svg}text")] - assert labels.count("30 DAYS BY DEFAULT") == 2 - assert not any("60 DAYS" in label for label in labels) + labels = [(node.text or "").casefold() for node in diagram.iter("{http://www.w3.org/2000/svg}text")] + assert labels.count("30 days by default") == 2 + assert not any("60 days" in label for label in labels) def test_optional_cleanup_is_separate_from_full_program_copies(): From 72fdad09ecc3c0be2651ef4461aceb0dd9fb614c Mon Sep 17 00:00:00 2001 From: Tyler Hutcherson Date: Tue, 3 Nov 2026 08:33:55 -0800 Subject: [PATCH 2/3] docs: clarify Playbooks eligibility and skill proposal review --- .../iris/agent-playbook/create-playbook.md | 8 ++++++++ .../iris/agent-playbook/manage-playbook.md | 18 ++++++++++++------ 2 files changed, 20 insertions(+), 6 deletions(-) diff --git a/content/operate/iris/agent-playbook/create-playbook.md b/content/operate/iris/agent-playbook/create-playbook.md index 344f520676..966103b0f2 100644 --- a/content/operate/iris/agent-playbook/create-playbook.md +++ b/content/operate/iris/agent-playbook/create-playbook.md @@ -17,6 +17,14 @@ A playbook is a registry of the frequently asked questions (FAQs) and skills you The playbook stores its data in a Redis Cloud database. Use one of your databases, or let the console create a free database when you create the playbook. To create one yourself, see [Create a database](/content/operate/rc/databases/create-database/_index.md). +An existing database must be active and have: + +- An enabled [default user](/content/operate/rc/security/access-control/data-access-control/default-user.md) with a password. +- A public endpoint that Agent Playbooks can reach. +- Support for the JavaScript Object Notation (JSON) data type and Redis Query Engine, with Search version 2.10 or later. + +The console lists only databases that meet these requirements. + If the database has a Classless Inter-Domain Routing (CIDR) allow list that blocks Agent Playbooks, you can't create the playbook with it. The console lists the Internet Protocol (IP) addresses to add. Add them under **Security** in the database's settings. ## Create a playbook diff --git a/content/operate/iris/agent-playbook/manage-playbook.md b/content/operate/iris/agent-playbook/manage-playbook.md index 4a0cb4806e..f5db1652f5 100644 --- a/content/operate/iris/agent-playbook/manage-playbook.md +++ b/content/operate/iris/agent-playbook/manage-playbook.md @@ -21,7 +21,7 @@ A playbook's page has the following tabs: - [**Configuration**](#configuration-tab): the playbook's settings, credentials, extraction, and retrieval policy. - [**Registry**](#registry-tab): the playbook's frequently asked questions (FAQs) and skills, and their versions. -- [**Proposals**](#proposals-tab): suggested FAQs waiting for review. +- [**Proposals**](#proposals-tab): suggested FAQs and skills waiting for review. - [**Playground**](#playground-tab): a test of what an agent retrieves for a query. If your role can't read the playbook's content, you see only the **Configuration** tab. @@ -85,15 +85,21 @@ You can also delete an entry from its page, in the **Danger zone**. ## Proposals tab -The **Proposals** tab supports reviewing suggested FAQs from agents with `propose` access or from [automatic FAQ extraction](#automatic-faq-extraction). To submit and review skill proposals through the API, see [Review skill proposals](/content/develop/ai/context-engine/agent-playbooks/proposals.md#review-skill-proposals). +The **Proposals** tab lists FAQ and skill proposals from agents with `propose` access. [Automatic FAQ extraction](#automatic-faq-extraction) adds FAQ proposals only. -The **Inbox** lists open proposals, with how much evidence supports each one and when to review it by. Select a proposal to review its candidate question and answer, and its **Supporting evidence**. Then: +The **Inbox** lists open proposals, with how much evidence supports each one and when to review it by. Select a proposal to review its candidate and **Supporting evidence**. -- Select **Accept as draft FAQ** to create an unpublished FAQ version from the candidate. Review it, then [publish it](#publish-a-version) when it's ready. -- Select **Edit candidate** to change the question, answer, alias, intents, or attributes before you accept it. +For a FAQ, review the question and answer. For a skill, review its name, description, and **Instructions**. Use **Download** under **Resources** to inspect its supporting files. The console verifies that downloaded files match the reviewed proposal. + +After review: + +- Select **Accept as draft FAQ** or **Accept as draft Skill** to create an unpublished version from the candidate. Review it, then [publish it](#publish-a-version) when it's ready. +- For a FAQ, select **Edit candidate** to change the question, answer, alias, intents, or attributes before you accept it. - Select **Move to trash** to dismiss it. -More evidence means more observations, not greater accuracy. Check the candidate against its sources before you accept and publish it. See [Review proposals](/content/develop/ai/context-engine/agent-playbooks/proposals.md) for more. +If the proposal changes during review, select **Reload proposal** and review the updated candidate and files before accepting it. + +More evidence means more observations, not greater accuracy. Check the candidate against its sources before you accept and publish it. For review through the API, see [Review proposals](/content/develop/ai/context-engine/agent-playbooks/proposals.md). The **Trash** lists dismissed proposals until they're purged. Select **Restore to inbox** to review one again, or **Purge proposal** to delete it permanently. From b444bb86b158acbeff4e825ee1be721173860e05 Mon Sep 17 00:00:00 2001 From: Tyler Hutcherson Date: Tue, 3 Nov 2026 08:33:55 -0800 Subject: [PATCH 3/3] fix: keep compact docs navigation through tablet widths --- layouts/partials/header.html | 22 +++++++++++----------- 1 file changed, 11 insertions(+), 11 deletions(-) diff --git a/layouts/partials/header.html b/layouts/partials/header.html index 2f1340550b..28cc537e7b 100644 --- a/layouts/partials/header.html +++ b/layouts/partials/header.html @@ -1,12 +1,12 @@
{{/* {{ partial "banner.html" . }} */}} -
+
{{ partial "icons/logo-script.html" }}
-