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[Agent Builder] Update access control docs: new agents default to Private - #8232

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charlotte-hoblik merged 12 commits into
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charlotte-AB-agent-visibility-1609
Sep 21, 2026
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charlotte-hoblik merged 12 commits into
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charlotte-AB-agent-visibility-1609

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Summary

Closes https://github.com/elastic/docs-content-internal/issues/1609

custom-agents.md said new agents default to Public. kibana#282015 (9.6) changed that to Private. Verifying it turned up three related changes across two minors, so this PR covers the whole access control section rather than one line:

  • Default for new agents is now Private, badged 9.6+. The old Public default is scoped 9.4-9.5. Existing agents and built-in agents are unaffected and stay Public, which is worth stating explicitly.
  • The setting was renamed from Visibility to Access control in 9.5 (kibana#273500). Renamed the step, the section, and the glossary entry, with a 9.4-scoped note for readers still on the old label. Heading anchor redirect added.
  • Who can change the level is documented, since the control is read-only for anyone who is not the owner, an administrator, or a Manager grantee.
  • chat.md: the agent list badge list omitted Private. Also clarified that Read-only marks built-in agents rather than being an access level.
  • kibana-api.md: noted that omitting access_control on create produces a private agent.

@charlotte-hoblik charlotte-hoblik self-assigned this Sep 7, 2026
@charlotte-hoblik
charlotte-hoblik requested review from a team as code owners September 7, 2026 22:21
@charlotte-hoblik charlotte-hoblik added documentation Improvements or additions to documentation docs labels Sep 7, 2026
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github-actions Bot commented Sep 7, 2026 •

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github-actions Bot commented Sep 7, 2026 •

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🔍 Preview links for changed docs

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✅ Elastic Docs Style Checker (Vale)

No issues found on modified lines!


The Vale linter checks documentation changes against the Elastic Docs style guide. To use Vale locally or report issues, refer to Elastic style guide for Vale.

@charlotte-hoblik
charlotte-hoblik marked this pull request as draft September 7, 2026 22:43
@charlotte-hoblik
charlotte-hoblik marked this pull request as ready for review September 10, 2026 12:42

@brunofarache brunofarache left a comment

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looks good to me! felt like a bit repetitive that we are explaining public/shared/private access modes in more than one place, but apparently they are in different files/sections.

@charlotte-hoblik

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Thank you, trimmed the level definitions out of the "Set access control" step, so they're now defined once in #access-control-settings and the step just names the default.

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Docs review summary

Focus areas

  • Style and clarity: No new issues in the diff. Vale flagged 7 items (Clone/clone/cloned, a semicolon, VS, execute, simply), but all sit in unchanged context lines, not content this PR touches.
  • Jargon: None found. New terms ("access control", "Manager"/"Editor"/"User" roles) are defined inline or added to the glossary.
  • Frontmatter and applies_to: Verified against the cumulative-docs guidance. New tags (stack: ga =9.4, stack: ga 9.4-9.5, stack: ga 9.6+, stack: ga 9.5+ + serverless: ga) use correct exact/range/open-ended syntax and are placed at the right scope (section blocks, inline before list items, definition terms). No frontmatter changes in this PR.
  • Content type fit: No mismatches — how-to (custom-agents.md, chat.md) and reference (glossary.md, kibana-api.md) pages keep their existing structure.
  • Contradictions: No contradictions found (checked locally and against related published pages agent-builder-agents.md, permissions.md, builtin-agents-reference.md via the Elastic Docs MCP).
  • Parent issue satisfaction: Satisfied — the PR covers all three changes described in its summary (new-agent default flip to Private in 9.6, Visibility → Access control rename in 9.5, and who-can-change/delete clarifications), consistently across chat.md, custom-agents.md, glossary.md, and kibana-api.md.

Nits

  • custom-agents.md: the new "New agents default to:" and "Who can delete an agent:" lists use * bullets, while the rest of the page uses -. Not Vale-flagged, purely cosmetic.

Notes

  • Vale's 7 findings all land in pre-existing, unchanged lines in the touched files, so they're out of scope for this review per the PR-diff-only rule.

Generated by Docs review agent for #8232 · copilot · sonnet50 · 134.5 AIC · ⌖ 25.8 AIC · ⊞ 16.4K · ◷

@leemthompo leemthompo left a comment

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Writing LGTM with a couple tiny nits, and a note about applies_to tags and applies-switch

Comment thread explore-analyze/ai-features/agent-builder/chat.md Outdated
```

In addition to the three access control levels, you can configure access controls for individual users on a per-agent basis. This allows you to grant specific users view or edit access to an agent, giving you more granular control over who can interact with and modify your agents.
In addition to the three access control levels, you can grant individual users access to a specific agent. Use this when the base level is too broad or too narrow for a particular person.

This comment was marked as outdated.

Comment thread explore-analyze/ai-features/agent-builder/custom-agents.md Outdated
Comment thread explore-analyze/ai-features/agent-builder/custom-agents.md Outdated
Comment thread explore-analyze/ai-features/agent-builder/custom-agents.md Outdated
Comment thread explore-analyze/ai-features/agent-builder/custom-agents.md Outdated
Comment thread explore-analyze/ai-features/agent-builder/kibana-api.md
@charlotte-hoblik
charlotte-hoblik added this pull request to the merge queue Sep 21, 2026
Merged via the queue into main with commit 1b70846 Sep 21, 2026
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@charlotte-hoblik
charlotte-hoblik deleted the charlotte-AB-agent-visibility-1609 branch September 21, 2026 06:24
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3 participants