Add "Switch to Agent Builder" doc for AI assistants #4438

benironside · 2025-12-20T01:05:32Z

Addresses #4204, and partly addresses #522 by creating a new page in the explore-analyze AI section that describes the new AI Agent chat experience, and informs users about how to opt in to it in 9.3, and the feature differences.

I put the new page in a new subsection in the AI section we've been working on, in a new folder called ai-chat-experiences.

Generative AI disclosure

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

Yes
[ x] No

Live preview: https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/4438/explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant

github-actions · 2025-12-20T01:06:38Z

Vale Linting Results

Summary: 1 warning, 12 suggestions found

⚠️ Warnings (1)

File	Line	Rule	Message
explore-analyze/ai-features/ai-chat-experiences/ai-assistant.md	46	Elastic.DontUse	Don't use 'just'.

💡 Suggestions (12)

File	Line	Rule	Message
explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md	21	Elastic.FutureTense	'will power' might be in future tense. Write in the present tense to describe the state of the product as it is now.
explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md	38	Elastic.FutureTense	'will prompt' might be in future tense. Write in the present tense to describe the state of the product as it is now.
explore-analyze/ai-features/ai-chat-experiences/ai-assistant.md	44	Elastic.FutureTense	'will be' might be in future tense. Write in the present tense to describe the state of the product as it is now.
explore-analyze/ai-features/ai-chat-experiences/ai-assistant.md	46	Elastic.FirstPerson	Avoid first-person pronouns such as 'me'.
explore-analyze/ai-features/ai-chat-experiences/ai-assistant.md	48	Elastic.Wordiness	Consider using 'also' instead of 'In addition'.
explore-analyze/ai-features/ai-chat-experiences/ai-assistant.md	50	Elastic.FirstPerson	Avoid first-person pronouns such as ' I '.
explore-analyze/ai-features/ai-chat-experiences/ai-assistant.md	51	Elastic.FirstPerson	Avoid first-person pronouns such as ' I '.
explore-analyze/ai-features/ai-chat-experiences/ai-assistant.md	54	Elastic.FutureTense	'will be' might be in future tense. Write in the present tense to describe the state of the product as it is now.
explore-analyze/ai-features/ai-chat-experiences/ai-assistant.md	56	Elastic.WordChoice	Consider using 'can, might' instead of 'may', unless the term is in the UI.
explore-analyze/ai-features/ai-chat-experiences/ai-assistant.md	56	Elastic.WordChoice	Consider using 'can, might' instead of 'may', unless the term is in the UI.
explore-analyze/ai-features/ai-chat-experiences/ai-assistant.md	56	Elastic.FutureTense	'will keep' might be in future tense. Write in the present tense to describe the state of the product as it is now.
explore-analyze/ai-features/ai-chat-experiences/ai-assistant.md	56	Elastic.Wordiness	Consider using 'before' instead of 'prior to'.

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github-actions · 2025-12-20T01:40:43Z

🔍 Preview links for changed docs

leemthompo

Thanks for getting the ball rolling on this! I know the PR is very preliminary but since we last chatted a lot of previously open questions are now basically answered, so hopefully these little notes will help clarify a few things :-)

explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md

explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md

explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md

…ic/docs-content into 4204-AI-agent-introduction

florent-leborgne · 2026-01-07T12:48:23Z

Based on our sync yesterday, here are the todos:

Comparison tables: also list what's in Agent Builder to show its value and not present it as a "limited AI Assistant"
Comparison tables: check what is the state of AI Assistant in the Search solution and if required make it clear in that new page and table
Make sure we're explicit about how to opt-in, and how to opt-out/revert
Gather the comparison page and the AI Assistants page under an "AI chat experiences" new page to create that will better present this concept and give more structure to the AI capabilities section
Rework the intro narrative to explain Agent Builder's purpose and value, as well as introduce the various terms since there will be different ones that ultimately all resolve to Agent Builder, to avoid user confusion. (@leemthompo to suggest)
Mention APIs and OOB tools (and introduce them or link to them)

florent-leborgne

Mostly LGTM from a docs standpoint - Thanks for all of the changes curious to get product eyes on this before formally approving (around naming between AI Agent/Agent Builder, overall presentation of things, messaging, etc.)

Maybe one thing missing would be to be able to link to a list of OOB agents (maybe after this PR if that doesn't exist yet--Do we have issues created for documenting/auto-generating docs for them?)

explore-analyze/ai-features/ai-chat-experiences.md

explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md

leemthompo · 2026-01-09T12:11:26Z

link to list of OOB agents

yeah that will be a follow-up, issue is here https://github.com/elastic/docs-content-internal/issues/633

leemthompo

LGTM. We can finetune the intro wording based on product/eng/design team's feedback, but I think this page is fit-for-purpose now. Thanks for driving this Ben!

We can merge this in hidden mode, because this won't go live in next week's serverless release.

ℹ️ For other reviewers, know that we'll be documenting the standalone versus flyout mode UX differences in the main AB docs (PR is in draft).

leemthompo · 2026-01-09T18:21:06Z

explore-analyze/toc.yml

              - file: ai-features/llm-guides/connect-to-lmstudio-security.md
              - file: ai-features/llm-guides/connect-to-vLLM.md
-      - hidden: ai-features/ai-agent-or-ai-assistant.md
+      - file: ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md


update: we can keep this hidden because won't go live in serverless until week after next :)

mdbirnstiehl

LGTM!

bmorelli25 · 2026-01-09T21:25:56Z

explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md

+::::{admonition} Requirements
+{{agent-builder}} requires an **Enterprise [license](/deploy-manage/license.md)**.
+::::


Do we want to call the license level out explicitly?

Relevant Slack thread that you started, @benironside 😝

tl;dr we need to be explicit here, it's an exception, because there are SDHs (and there's nothing on the subs page) :)

Suggested change

::::{admonition} Requirements

{{agent-builder}} requires an **Enterprise [license](/deploy-manage/license.md)**.

::::

::::{admonition} Requirements

{{agent-builder}} requires an **Enterprise [subscription](/deploy-manage/license.md)**.

::::

Let's say subscription; Let's also figure out what the prereq is for Serverless and include it here too, because the subscription level has no effect on serverless feature availability (it's the feature tier of the project that does)

it will be Complete feature tier for Obs and Search

we might be able to just use the old generic wording here though once the subs pages are updated

I'm operating on the assumption that those pages won't be updated until 9.3 releases, so we'd need temporary, exceptionall explicit note until then to cover the earlier serverless availability 😅

Updated the language here. Let me know what you all think

explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md

explore-analyze/ai-features/ai-chat-experiences.md

KodeRad · 2026-01-12T10:53:21Z

I am not sure if we do want to use Agent Builder name instead of Agent / AI Agent

florent-leborgne · 2026-01-12T11:05:39Z

I am not sure if we do want to use Agent Builder name instead of Agent / AI Agent

@KodeRad I think we need a smart(er) combination of both so that users can properly identify what we're talking about here, and also make the connection with the overall Agent Builder concept, which is important too.

KodeRad · 2026-01-12T11:09:09Z

I am not sure if we do want to use Agent Builder name instead of Agent / AI Agent

@KodeRad I think we need a smart(er) combination of both so that users can properly identify what we're talking about here, and also make the connection with the overall Agent Builder concept, which is important too.

That's true 👍 We need both. Just want to make sure we are using it correctly.

dhru42 · 2026-01-12T17:51:45Z

@benironside can you add "Integration with Elastic Workflows" into the comparison table.

for this category it would be a yes for Agent Builder, no for Security AI Assistant. thank you!

isaclfreire · 2026-01-13T15:35:24Z

Nit: I think AI insights were added to Security (at least based on AI Assistant IIUC) in 9.3 by the entity analysis team, if we want to add it to the table

explore-analyze/toc.yml

explore-analyze/ai-features/ai-chat-experiences.md

kilfoyle

LGTM for the admin part! 🦘

Co-authored-by: Liam Thompson <[email protected]>

benironside added 2 commits December 19, 2025 16:43

Creates new page about switching to AI Agent

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First draft of Switch to AI Agent page

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leemthompo changed the title ~~Switch to AI Agent intro doc~~ Add "Switch to Agent Builder" intro doc for AI assistant users Dec 22, 2025

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[Internal]: "Open in Assistant" button updates #4525

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Co-authored-by: Liam Thompson <[email protected]>

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benironside mentioned this pull request Jan 15, 2026

[Internal]: Elastic Security Migration to Agent Builder & New Agent Capabilities #4204

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dhru42 mentioned this pull request Jan 16, 2026

[Internal]: Add "Agent Builder for Elastic Security" Page to Elastic Security Documentation #4686

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Add "Switch to Agent Builder" doc for AI assistants #4438

Add "Switch to Agent Builder" doc for AI assistants #4438

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Live preview: https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/4438/explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant

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