Merge pull request #9918 from mendix/nc-maia-epics-feedback

NicoletaComan · web-flow · commit 3d79e738eb05 · 2025-08-01T11:29:57.000+02:00
Document Maia for Feedback and Epics
diff --git a/content/en/docs/developerportal/app-insights/feedback.md b/content/en/docs/developerportal/app-insights/feedback.md
@@ -37,7 +37,7 @@ After a user reports feedback in the app using the feedback widget, they get an
 * Submission date
 * Last activity on the feedback 
 
-##### What a User Can See on the Page
+##### What a User Cannot See on the Page
 
 * Metadata
 * Summary of the feedback that your team wrote
@@ -149,8 +149,9 @@ The **Feedback** tab shows the following items:
     * **Copy Link** ({{% icon name="hyperlink" %}}) – Click this button to copy the URL to the feedback. You can send the URL to other people.
     * **More Options** ({{% icon name="three-dots-menu-horizontal" %}}) – Click this button to open a menu with the following items:
         * **Move** – Click this button to move the feedback to any other app of which you are a member. Whenever you move feedback, you also move all linked feedback. If you only want to move one feedback item, you need to unlink the feedback from the group first.
-        * **Create Story** – If your app is connected to [Epics](/developerportal/project-management/epics/) or [Jira](/developerportal/project-management/jira-connector/), clicking this button converts the feedback to a story on the designated board in Epics or Jira. Once the story is created, clicking this button brings you to the story on the board right away.
-        * **Delete** – Click this button to removee the feedback permanently from **Feedback**. The result is irreversible.
+        * **Create Story** – If your app is connected to [Epics](/developerportal/project-management/epics/) or [Jira](/developerportal/project-management/jira-connector/), clicking this button converts the feedback to a story on the designated board in Epics or Jira. Once the story is created, clicking this button brings you to the story on the board right away.    
+          You can also create feedback-based stories using Maia. For details, refer to the [Creating Stories with Maia](#create-with-maia) section.
+        * **Delete** – Click this button to remove the feedback permanently from **Feedback**. The result is irreversible.
     
 * **Last activity** – This shows when the last edit to the feedback was made.
 
@@ -197,6 +198,24 @@ The **Feedback** tab shows the following items:
 
 * **Communication** – This section shows all the comments on this feedback from your team. You can leave comments here and attach attachments to each comment. Comments submitted to this section are only visible to your team members.
 
+#### Creating Stories with Maia {#create-with-maia}
+
+You can use Maia to create a story based on one or more feedback items. To do that, follow these steps:
+
+1. Enable Maia in **Feedback**. To do that, access the {{% icon name="cog" %}}**Settings** menu, and toggle on the Maia option on the **Mendix AI Assistance** tab.
+2. Select a feedback item from the list.
+3. Click **Create Story**. The **Create Story** window is displayed.
+4. Click {{% icon name="sparkles" %}}**Create with Maia**. The **Create Story with Maia** window is displayed.
+5. Check the suggested story description.    
+   If you do not agree with the suggestion, click **Regenerate Response** to obtain a different suggestion.
+   If you agree with the suggestion, click **Apply to Story**.
+6. Check Maia's suggestions for the **Title**, **Type**, **Sprint**, and **Epic** fields, and edit them if necessary.
+7. Click **Create Story**. 
+
+A banner at the bottom of the window shows you that the story has been created. You can click **Open** to access the story on the **Planning** page.
+
+You can select several feedback items to create a story based on all of them.
+
 ### Reporter Comments Tab {#contact-reporter}
 
 The **Reporter Comments** tab allows you to read messages from the reporter and reply to them. Whenever the reporter sends a message, it is shown in this section. Once you reply to a message from the reporter, they receive an email. When multiple feedback items are linked, the system only sends an email to the reporter of this specific feedback item, not other associated feedback items in the same group.
@@ -209,7 +228,7 @@ From the [feedback details](#feedback-details) page, you can manage tags by clic
 
   {{< figure src="/attachments/developerportal/app-insights/feedback/tag-management-settings.png" alt="tag management setting" >}}
 
-  To create a new tag, do as follows:
+  To create a new tag, follow these steps:
 
   1. Click **Add Tag**. A text box appears, with a colored circle indicating the color of the new tag.
   2. In the text box, enter the name of the new tag.
diff --git a/content/en/docs/developerportal/project-management/epics/board.md b/content/en/docs/developerportal/project-management/epics/board.md
@@ -10,20 +10,35 @@ The **Board** page gives an overview of all the stories that your team is curren
 
 In the upper-right corner of the page, you can find the following items:
 
-* **Create Story** – Enables you to create a new story.    
-    You can also use **Maia Create User Story**, an AI-assisted tool, to create a user story for you. To access it, click **Create Story**, then choose the **Create with Maia** option.    
-    Note that this option is disabled by default. To enable it, open the **Settings** by clicking the **...** button next to **Create Story**, then, on the **Mendix AI Assistance** tab, toggle the option on. Only Scrum Masters can modify this setting.
+* **Create Story** — Enables you to create a new story.    
+    You can also use Maia to create a story. Refer to the [Creating and Refining Stories with Maia](#create-with-maia) section.
 
-* **Create Epic** – Enables you to create a new epic.
+* **More Options** ({{% icon name="three-dots-menu-horizontal" %}}) — Clicking this displays the following options:
 
-* **Settings** — Enables you to configure board settings, as follows:
+    * **Create Epic** — Enables you to create a new epic.
+    * **Settings** — Enables you to configure board settings, as follows:
 
-    * Configure tags.
-    * Switch between the Scrum and Kanban board types.
-    * Configure toast notifications.
-    * Choose whether to use Maia in Epics.
+        * Configure tags.
+        * Switch between the Scrum and Kanban board types.
+        * Configure toast notifications.
+        * Choose whether to use Maia in Epics.
   
-* Search box – You can search stories based on story title, tags, epic name, assignee (including unassigned stories), and story ID. You can use the search box in combination with the filter.
+* Search box — You can search stories based on story title, tags, epic name, assignee (including unassigned stories), and story ID. You can use the search box in combination with the filter.
+
+## Creating and Refining Stories with Maia {#create-with-maia}
+
+Follow these steps to create a story with Maia:
+
+1. Enable Maia in Epics. To do that:
+    
+    1. Click the **More Options** ({{% icon name="three-dots-menu-horizontal" %}}) button and select **Settings**.
+    2. On the **Mendix AI Assistance** tab, toggle the option on.
+{{% alert color="info" %}}Only Scrum Masters can modify this setting.{{% /alert %}}
+2. Click **Create Story**, then click {{% icon name="sparkles" %}}**Create with Maia**. The **Maia Create Story** window is displayed.
+3. Enter your input, then click **Generate Story**.
+4. Check the suggestion provided by Maia. You can click **Apply to Story** if you agree with the suggestion, or you can choose to regenerate it.
+
+To refine an existing story using Maia, open it, and click **Refine with Maia** ({{% icon name="sparkles" %}}).
 
 ## Swimlanes {#swimlane}
 
diff --git a/content/en/docs/developerportal/project-management/epics/planning.md b/content/en/docs/developerportal/project-management/epics/planning.md
@@ -31,10 +31,9 @@ In the upper-left corner of the page, you can use the search box to search stori
 In the upper-right corner of the page, you can see two buttons:
 
 * **Create Story** – Clicking this enables you to create a new story.    
-    You can also use **Maia Create User Story**, an AI-assisted tool, to create a user story for you. To access it, click **Create Story**, then choose the **Create with Maia** option.    
-    Note that this option is disabled by default. To enable it, open the **Settings** by clicking the **...** button next to **Create Story**, then, on the **Mendix AI Assistance** tab, toggle the option on. Only Scrum Masters can modify this setting.
+    You can also use Maia to create a story. Refer to the [Creating and Refining Stories with Maia](#create-with-maia) section.
 
-* **More Options** ({{% icon name="three-dots-menu-horizontal" %}}) – Clicking this shows the following options:
+* **More Options** ({{% icon name="three-dots-menu-horizontal" %}}) – Clicking this displays the following options:
     * **Create Epic** – This enable you to create an epic.
     * **Edit Sprint** (only available for [a Scrum workflow](#scrum-planning)) – This enables you to edit the current Sprint.
     * **End Sprint** (only available for [a Scrum workflow](#scrum-planning)) – This enables you to the current Sprint.
@@ -44,7 +43,22 @@ In the upper-right corner of the page, you can see two buttons:
     * **Board Settings** – Clicking this enables you configure the board settings.
         * For more information, see the [Board Settings](#settings) section.
 
-### Selecting, Moving, Archiving, and Deleting Stories 
+## Creating and Refining Stories with Maia {#create-with-maia}
+
+Follow these steps to create a story with Maia:
+
+1. Enable Maia in Epics. To do that:
+    
+    1. Click the **More Options** ({{% icon name="three-dots-menu-horizontal" %}}) button and select **Settings**.
+    2. On the **Mendix AI Assistance** tab, toggle the option on.
+{{% alert color="info" %}}Only Scrum Masters can modify this setting.{{% /alert %}}
+2. Click **Create Story**, then click {{% icon name="sparkles" %}}**Create with Maia**. The **Maia Create Story** window is displayed.
+3. Enter your input, then click **Generate Story**.
+4. Check the suggestion provided by Maia. You can click **Apply to Story** if you agree with the suggestion, or you can choose to regenerate it.
+
+To refine an existing story using Maia, open it, and click **Refine with Maia** ({{% icon name="sparkles" %}}).
+
+## Selecting, Moving, Archiving, and Deleting Stories 
 
 To select a story, select the checkbox for the story when the mouse pointer becomes a pointing hand:
 
diff --git a/content/en/docs/mendix-portal/global-navigation.md b/content/en/docs/mendix-portal/global-navigation.md
@@ -54,48 +54,3 @@ To stop receiving notifications when new feedback is submitted for a specific ap
 Click **Open Profile Menu** ({{% icon name="user" %}}) to access your [Mendix Profile](/mendix-profile/), enable **Dark Mode**, and access your [Account Settings](/mendix-profile/user-settings/#settings). 
 
 You can also sign out from Mendix Portal via this menu.
-
-## Maia in the Mendix Portal {#maia-mx-portal}
-
-Mendix AI Assistance (Maia) refers to Mendix Platform capabilities that leverage [artificial intelligence (AI)](https://www.mendix.com/glossary/artificial-intelligence-ai/) and [machine learning (ML)](https://www.mendix.com/glossary/machine-learning/) to assist developers in application development. Maia is designed to help development teams in modeling and delivering Mendix applications faster, more consistently, and with higher quality. 
-
-{{< figure src="/attachments/developerportal/global-nav/maia-mendix-portal.jpg" width="500" >}}
-
-Below are the Maia capabilities that are available in Mendix Portal:
-
-* **Maia Chat**  – A built-in chat interface. For more information, refer to [Maia Chat](#maia-chat).
-* **Maia Rewrite** – An AI-assisted writing aid integrated within the Mendix Community posting interface, which helps you ask properly formatted questions that are more likely to be answered. For more information on how to use it, refer to the [Asking Your Question](/community-tools/mendix-community/#asking-question) section in *Mendix Community*.
-* **Maia Summarize** – An AI-assisted summarizing aid which condenses lengthy discussions for a question posted on Mendix Community into key points, making it easier for you to find solutions to your questions without having to plough through every single answer in the thread. For more information on how to use it, refer to the [Question Details](/community-tools/mendix-community/#question-details) section in *Mendix Community*.
-* **Maia Create User Story** – An AI-assisted tool that helps you easily create stories in [Epics](/developerportal/project-management/epics/) through the [Board](/developerportal/project-management/epics/board/) or the [Planning](/developerportal/project-management/epics/planning/) page.
-
-### Maia Chat {#maia-chat}
-
-{{% alert color="info" %}}
-To use Maia Chat, you need to be signed in to Mendix and have an internet connection.
-{{% /alert %}}
-
-{{% alert color="info" %}}
-Maia Chat does not use any project, customer, or company information. It only uses the data that you have entered in the Chat. Please do not enter any personal or sensitive data!
-{{% /alert %}}
-
-Maia Chat is a built-in chat interface in the Mendix Platform powered by Generative AI. Developers can ask questions about all aspects of Mendix, including how to apply concepts, best practices, governance tools, and development patterns.
-
-Maia Chat is also available in Studio Pro 10.12.0 and above. See [Maia Chat](/refguide/maia-chat/) for more information.
-
-For information on Mendix data storage policies and practices for Maia, see [Maia Privacy Policy](https://www.mendix.com/legal/privacy/maia/).
-
-#### Using Maia Chat
-
-You can access Maia Chat in Mendix Portal by clicking the **Maia** ({{% icon name="sparkles" %}}) icon to the right of the top bar.
-
-The chat interface appears at the right side of your browser window. You can start using Maia Chat either by clicking one of the demo questions or by asking your own question in the chatbox. 
-
-#### Asking Follow-Up Questions
-
-Maia Chat supports asking follow-up questions based on your previous question and the answer you have received. For example, you can ask it to summarize the latest answer you received by typing *Can you summarize that?*.
-
-{{% alert color="info" %}}
-
-Maia Chat only keeps track of a conversation history within a session on a page in Mendix Portal.
-
-{{% /alert %}}
diff --git a/content/en/docs/mendix-portal/maia-portal.md b/content/en/docs/mendix-portal/maia-portal.md
@@ -0,0 +1,62 @@
+---
+title: "Maia in Mendix Portal"
+url: /maia-mx-portal/
+description: "Provides information on Maia options in Mendix Portal."
+weight: 4
+---
+
+## Introduction
+
+Mendix AI Assistance (Maia) refers to Mendix Platform capabilities that leverage [artificial intelligence (AI)](https://www.mendix.com/glossary/artificial-intelligence-ai/) and [machine learning (ML)](https://www.mendix.com/glossary/machine-learning/) to assist developers in application development. Maia is designed to help development teams in modeling and delivering Mendix applications faster, more consistently, and with higher quality. 
+
+{{< figure src="/attachments/developerportal/global-nav/maia-mendix-portal.jpg" width="500" >}}
+
+## Maia Capabilities in Mendix Portal
+
+These are the tasks you can achieve with Maia in Mendix Portal:
+
+* **Maia Chat** — A built-in chat interface. For more information, refer to [Maia Chat](#maia-chat).
+* **Maia Rewrite** — An AI-assisted writing aid integrated within the Mendix Community posting interface, which helps you ask properly formatted questions that are more likely to be answered. For more information on how to use it, refer to the [Asking Your Question](/community-tools/mendix-community/#asking-question) section in *Mendix Community*.
+* **Maia Summarize** — An AI-assisted summarizing aid which condenses lengthy discussions for a question posted on Mendix Community into key points, making it easier for you to find solutions to your questions without having to plough through every single answer in the thread. For more information on how to use it, refer to the [Question Details](/community-tools/mendix-community/#question-details) section in *Mendix Community*.
+* **Create Story with Maia** — An AI-assisted tool that helps you easily create stories. This option is available in the following places:
+
+    * On the [Board](/developerportal/project-management/epics/board/) page
+    * On the [Planning](/developerportal/project-management/epics/planning/) page
+    * On the [Feedback](/developerportal/app-insights/feedback/#create-with-maia) page
+
+* **Refine Story with Maia** — An AI-assisted tool that allows you to refine a previously created story with the help of Maia. This option is available for stories in the following places:
+
+    * On the [Board](/developerportal/project-management/epics/board/) page
+    * On the [Planning](/developerportal/project-management/epics/planning/) page
+
+## Maia Chat {#maia-chat}
+
+{{% alert color="info" %}}
+To use Maia Chat, you need to be signed in to Mendix and have an internet connection.
+{{% /alert %}}
+
+{{% alert color="info" %}}
+Maia Chat does not use any project, customer, or company information. It only uses the data that you have entered in the Chat. Please do not enter any personal or sensitive data!
+{{% /alert %}}
+
+Maia Chat is a built-in chat interface in the Mendix Platform powered by Generative AI. Developers can ask questions about all aspects of Mendix, including how to apply concepts, best practices, governance tools, and development patterns.
+
+Maia Chat is also available in Studio Pro 10.12.0 and above. See [Maia Chat](/refguide/maia-chat/) for more information.
+
+For information on Mendix data storage policies and practices for Maia, see [Maia Privacy Policy](https://www.mendix.com/legal/privacy/maia/).
+
+#### Using Maia Chat
+
+You can access Maia Chat in Mendix Portal by clicking the **Maia** ({{% icon name="sparkles" %}}) icon to the right of the top bar.
+
+The chat interface appears at the right side of your browser window. You can start using Maia Chat either by clicking one of the demo questions or by asking your own question in the chatbox. 
+
+#### Asking Follow-Up Questions
+
+Maia Chat supports asking follow-up questions based on your previous question and the answer you have received. For example, you can ask it to summarize the latest answer you received by typing *Can you summarize that?*.
+
+{{% alert color="info" %}}
+
+Maia Chat only keeps track of a conversation history within a session on a page in Mendix Portal.
+
+{{% /alert %}}
diff --git a/content/en/docs/mendix-portal/mendix-profile/_index.md b/content/en/docs/mendix-portal/mendix-profile/_index.md
@@ -1,7 +1,7 @@
 ---
 title: "Mendix Profile"
 url: /mendix-profile/
-weight: 4
+weight: 5
 description: "Describes the personal profile page of the Mendix Portal."
 #To update these screenshots, you can log in with credentials detailed in How to Update Screenshots Using Team Apps.
 aliases:
diff --git a/content/en/docs/refguide/modeling/mendix-ai-assistance/_index.md b/content/en/docs/refguide/modeling/mendix-ai-assistance/_index.md
@@ -58,7 +58,7 @@ Generators:
 
 ## Maia in Mendix Portal
 
-Various Maia features are available in Mendix Portal. For more information, see the [Maia in Mendix Portal](/global-navigation/#maia-mx-portal) section in *Global Navigation*.
+Various Maia features are available in Mendix Portal. For more information, refer to [Maia in Mendix Portal](/maia-mx-portal/).
 
 ## Maia Third-Party Services {#maia-third-party-services}
 
diff --git a/content/en/docs/refguide/modeling/mendix-ai-assistance/maia-chat.md b/content/en/docs/refguide/modeling/mendix-ai-assistance/maia-chat.md
@@ -12,7 +12,7 @@ aliases:
 ## Introduction
 
 {{% alert color="info" %}}
-Maia Chat is also available in the Mendix Portal. For more information, see the [Maia Chat](/global-navigation/#maia-chat) section in *Global Navigation*.
+Maia Chat is also available in the Mendix Portal. For more information, refer to the [Maia Chat](/maia-mx-portal//#maia-chat) section in *Maia in Mendix Portal*.
 {{% /alert %}}
 
 {{% alert color="info" %}}
diff --git a/content/en/docs/refguide10/modeling/mendix-ai-assistance/_index.md b/content/en/docs/refguide10/modeling/mendix-ai-assistance/_index.md
@@ -50,7 +50,7 @@ Generators:
 
 ## Maia in Mendix Portal
 
-Various Maia features are available in Mendix Portal. For more information, see the [Maia in Mendix Portal](/global-navigation/#maia-mx-portal) section in *Global Navigation*.
+Various Maia features are available in Mendix Portal. For more information, refer to [Maia in Mendix Portal](/maia-mx-portal/).
 
 ## Maia Third-Party Services {#maia-third-party-services}
 
diff --git a/content/en/docs/refguide10/modeling/mendix-ai-assistance/maia-chat.md b/content/en/docs/refguide10/modeling/mendix-ai-assistance/maia-chat.md
diff --git a/content/en/docs/releasenotes/developer-portal/_index.md b/content/en/docs/releasenotes/developer-portal/_index.md
