From 239dac18ed8b5b3a111152e98290fe555c16c862 Mon Sep 17 00:00:00 2001 From: Benjamin Ironside Goldstein Date: Fri, 19 Dec 2025 16:43:12 -0800 Subject: [PATCH 1/4] Creates new page about switching to AI Agent --- .../ai-features/ai-chat-experiences/switch-to-ai-agent.md | 0 1 file changed, 0 insertions(+), 0 deletions(-) create mode 100644 explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md diff --git a/explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md b/explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md new file mode 100644 index 0000000000..e69de29bb2 From 714224698537540f622dd8745929bb02d997696c Mon Sep 17 00:00:00 2001 From: Benjamin Ironside Goldstein Date: Fri, 19 Dec 2025 16:53:52 -0800 Subject: [PATCH 2/4] First draft of Switch to AI Agent page --- .../ai-chat-experiences/switch-to-ai-agent.md | 20 +++++++++++++++++++ 1 file changed, 20 insertions(+) diff --git a/explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md b/explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md index e69de29bb2..c276d6a759 100644 --- a/explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md +++ b/explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md @@ -0,0 +1,20 @@ +--- +applies_to: + stack: preview 9.3 + serverless: preview +products: + - id: kibana + - id: observability + - id: security + - id: cloud-serverless +--- + +# Switch to AI Agent + +AI Agent is a technical preview chat experience designed to replace Elastic Assistant for {{observability}} & Search and Elastic Assistant for Security. + +AI Agent is built on Elastic's [Agent Builder](/solutions/search/elastic-agent-builder.md) platform. It enables a more cohesive AI chat experience across all Elastic's products, and lets you design your own purpose-built agents. You can create agents for use in different workflows, and give them precise access to the tools and data they need. + +## Enable AI Agent + +While AI Agent is in technical preview, the existing AI Assistants remain the default chat experiences for Observability and Security. \ No newline at end of file From 483405eec87cd6d12f25d0c43ff9f71feb61965e Mon Sep 17 00:00:00 2001 From: Benjamin Ironside Goldstein Date: Fri, 19 Dec 2025 17:38:40 -0800 Subject: [PATCH 3/4] Adds security details, adds ToC ref --- .../ai-chat-experiences/switch-to-ai-agent.md | 29 ++++++++++++++++++- explore-analyze/toc.yml | 1 + 2 files changed, 29 insertions(+), 1 deletion(-) diff --git a/explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md b/explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md index c276d6a759..f056bb1929 100644 --- a/explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md +++ b/explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md @@ -17,4 +17,31 @@ AI Agent is built on Elastic's [Agent Builder](/solutions/search/elastic-agent-b ## Enable AI Agent -While AI Agent is in technical preview, the existing AI Assistants remain the default chat experiences for Observability and Security. \ No newline at end of file +While AI Agent is in technical preview, depending which solution you're using you may have to opt in to enable it: + +- **{{observability}} and {{elastic-sec}}:** The existing AI Assistants remain the default chat experiences for Elastic. +- **{{es}}:** AI Agent is the default chat experience. + +To enable AI Agent, use the [global search field](/explore-analyze/find-and-organize/find-apps-and-objects.md) to find [**GenAI Settings**](/explore-analyze/ai-features/manage-access-to-ai-assistant.md). + +## Feature differences between AI Agent and AI Assistant + +Some of the functionality supported by Elastic's AI Assistants is not supported by AI Agents. The differences vary by solution. + +### Feature differences in {{elastic-sec}} + +AI Agent for {{elastic-sec}} provides a similar experience to AI Assistant for Security at a high level, but with a number of differences. + +The following AI Assistant for Security features are not supported in AI Agent: + +- **Knowledge Base** +- **Data anonymization** +- **Time awareness** +- **Chat sharing** +- **Citations** +- **Audit logging** +- **Quick prompts** + +In addition, AI Agent chats won't show a preview of data you attach to a message, such as Alerts and Attacks. + +### Feature differences in Elastic {{observability}} \ No newline at end of file diff --git a/explore-analyze/toc.yml b/explore-analyze/toc.yml index b2539da2ff..7298b93d33 100644 --- a/explore-analyze/toc.yml +++ b/explore-analyze/toc.yml @@ -171,6 +171,7 @@ toc: - file: ai-features.md children: - file: ai-features/ai-assistant.md + - file: ai-features/ai-chat-experiences/switch-to-ai-agent.md - file: ai-features/manage-access-to-ai-assistant.md - file: ai-features/llm-guides/llm-connectors.md children: From 91368bbbdfebe4bbc5bb42fed236421d369b8a3b Mon Sep 17 00:00:00 2001 From: Benjamin Ironside Goldstein Date: Mon, 22 Dec 2025 11:45:12 -0800 Subject: [PATCH 4/4] additional IA updates and edits --- .../ai-features/ai-agent-or-ai-assistant.md | 12 ------------ ...ai-agent.md => ai-agent-or-ai-assistant.md} | 18 ++++++++++-------- .../manage-access-to-ai-assistant.md | 2 ++ explore-analyze/toc.yml | 3 +-- redirects.yml | 3 +++ 5 files changed, 16 insertions(+), 22 deletions(-) delete mode 100644 explore-analyze/ai-features/ai-agent-or-ai-assistant.md rename explore-analyze/ai-features/ai-chat-experiences/{switch-to-ai-agent.md => ai-agent-or-ai-assistant.md} (51%) diff --git a/explore-analyze/ai-features/ai-agent-or-ai-assistant.md b/explore-analyze/ai-features/ai-agent-or-ai-assistant.md deleted file mode 100644 index cc85fdd102..0000000000 --- a/explore-analyze/ai-features/ai-agent-or-ai-assistant.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -applies_to: - stack: preview - serverless: preview -products: - - id: kibana - - id: observability - - id: security - - id: cloud-serverless ---- - -# Compare AI Agent and AI Assistant diff --git a/explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md b/explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md similarity index 51% rename from explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md rename to explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md index f056bb1929..7d663aef24 100644 --- a/explore-analyze/ai-features/ai-chat-experiences/switch-to-ai-agent.md +++ b/explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md @@ -9,26 +9,26 @@ products: - id: cloud-serverless --- -# Switch to AI Agent +# Compare AI Agent and AI Assistant AI Agent is a technical preview chat experience designed to replace Elastic Assistant for {{observability}} & Search and Elastic Assistant for Security. -AI Agent is built on Elastic's [Agent Builder](/solutions/search/elastic-agent-builder.md) platform. It enables a more cohesive AI chat experience across all Elastic's products, and lets you design your own purpose-built agents. You can create agents for use in different workflows, and give them precise access to the tools and data they need. +AI Agent uses Elastic's [Agent Builder](/solutions/search/elastic-agent-builder.md) platform. It lets you design your own purpose-built agents and enables a more cohesive AI chat experience across all Elastic's products. You can create specific agents for use in different workflows, and give them precise access to the tools and data they need. ## Enable AI Agent -While AI Agent is in technical preview, depending which solution you're using you may have to opt in to enable it: +While AI Agent is in technical preview, you may have to opt in to enable it. This behavior varies by solution: -- **{{observability}} and {{elastic-sec}}:** The existing AI Assistants remain the default chat experiences for Elastic. +- **{{observability}} and {{elastic-sec}}:** Each solution's classic AI Assistant remains the default chat experience. - **{{es}}:** AI Agent is the default chat experience. To enable AI Agent, use the [global search field](/explore-analyze/find-and-organize/find-apps-and-objects.md) to find [**GenAI Settings**](/explore-analyze/ai-features/manage-access-to-ai-assistant.md). ## Feature differences between AI Agent and AI Assistant -Some of the functionality supported by Elastic's AI Assistants is not supported by AI Agents. The differences vary by solution. +Some functionality supported by Elastic's AI Assistants is not supported by AI Agents. The differences vary by solution. -### Feature differences in {{elastic-sec}} +### AI Agent features in {{elastic-sec}} AI Agent for {{elastic-sec}} provides a similar experience to AI Assistant for Security at a high level, but with a number of differences. @@ -42,6 +42,8 @@ The following AI Assistant for Security features are not supported in AI Agent: - **Audit logging** - **Quick prompts** -In addition, AI Agent chats won't show a preview of data you attach to a message, such as Alerts and Attacks. +Also, AI Agent chats do not show previews of data you attach to a message, such as Alerts and Attacks. -### Feature differences in Elastic {{observability}} \ No newline at end of file +### AI Agent features in Elastic {{observability}} + +### AI Agent features in {{es}} \ No newline at end of file diff --git a/explore-analyze/ai-features/manage-access-to-ai-assistant.md b/explore-analyze/ai-features/manage-access-to-ai-assistant.md index 9d20a7836c..c12619af36 100644 --- a/explore-analyze/ai-features/manage-access-to-ai-assistant.md +++ b/explore-analyze/ai-features/manage-access-to-ai-assistant.md @@ -40,6 +40,7 @@ The **GenAI Settings** page has the following settings: - If **Elastic Managed LLM** or a custom LLM connector is selected, AI-powered features will default to that connector regardless of which connector was used most recently in your environment. - **Disallow all other connectors**: When this setting is disabled, whenever you use an AI-powered feature you can select which connector should power it. Enable it to prevent connectors other than the default connector from being used in your space. Default setting: disabled. - **AI feature visibility**: This button opens the current Space's settings page, where you can specify which features are enabled in your environment, including AI-powered features. +- **Chat experience**: {applies_to}`stack: preview 9.3` Select whether to use AI Assistant or AI Agent. For information about choosing one, refer to [Compare AI Agent and AI Assistant](/explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md). - **AI Assistant visibility**: This setting allows you to choose which AI Assistants are available to use and where. There are several options: - **Only in their solutions** (default): The Security AI Assistant appears in {{elastic-sec}}, and the {{obs-ai-assistant}} appears in {{es}} and {{observability}}. - **{{obs-ai-assistant}} in other apps**: The {{obs-ai-assistant}} appears throughout {{kib}} regardless of solution. The Security AI Assistant does not appear anywhere. @@ -55,6 +56,7 @@ The **GenAI Settings** page has the following settings: The **GenAI Settings** page has the following settings: - **Default AI Connector**: Click **Manage connectors** to open the **Connectors** page, where you can create or delete AI connectors. To update these settings, you need the `Actions and connectors: all` [{{kib}} privilege](/deploy-manage/users-roles/cluster-or-deployment-auth/kibana-privileges.md). +- **Chat experience**: {applies_to}`serverless: preview` Select whether to use AI Assistant or AI Agent. For information about choosing one, refer to [Compare AI Agent and AI Assistant](/explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md). - **AI feature visibility**: Click **Go to Permissions tab** to access the active {{kib}} space's settings page, where you can specify which features each [user role](/deploy-manage/users-roles/cluster-or-deployment-auth/kibana-privileges.md) has access to in your environment. This includes AI-powered features. ::: diff --git a/explore-analyze/toc.yml b/explore-analyze/toc.yml index 7298b93d33..ce3b2831fb 100644 --- a/explore-analyze/toc.yml +++ b/explore-analyze/toc.yml @@ -171,7 +171,6 @@ toc: - file: ai-features.md children: - file: ai-features/ai-assistant.md - - file: ai-features/ai-chat-experiences/switch-to-ai-agent.md - file: ai-features/manage-access-to-ai-assistant.md - file: ai-features/llm-guides/llm-connectors.md children: @@ -184,7 +183,7 @@ toc: - file: ai-features/llm-guides/connect-to-lmstudio-observability.md - 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 - file: discover.md children: - file: discover/discover-get-started.md diff --git a/redirects.yml b/redirects.yml index 87913e0f31..bb36db9e7f 100644 --- a/redirects.yml +++ b/redirects.yml @@ -631,3 +631,6 @@ redirects: # Move CCS feature docs to explore-analyze 'solutions/search/cross-cluster-search.md': 'explore-analyze/cross-cluster-search.md' 'solutions/search/cross-cluster-search/using-resolve-cluster-endpoint-before-cross-cluster-search.md': 'explore-analyze/cross-cluster-search/using-resolve-cluster-endpoint-before-cross-cluster-search.md' + + # Related to https://github.com/elastic/docs-content/pull/4438 + 'explore-analyze/ai-features/ai-agent-or-ai-assistant.md': 'explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md' \ No newline at end of file