From 3babbbbd43ef0de0b5a939efc94f4e07b761afd6 Mon Sep 17 00:00:00 2001 From: Nik Richers Date: Wed, 29 Apr 2026 18:51:28 -0700 Subject: [PATCH 1/6] docs: Add unlisted chatbot capabilities page (Phase 1-3) Adds an unlisted documentation page describing what the in-app assistant can and cannot do across product phases. Includes clear boundaries, limitations, and distinction from MCP integration. Resolves sc-15632 --- site/guide/chatbot-capabilities.qmd | 95 +++++++++++++++++++++++++++++ 1 file changed, 95 insertions(+) create mode 100644 site/guide/chatbot-capabilities.qmd diff --git a/site/guide/chatbot-capabilities.qmd b/site/guide/chatbot-capabilities.qmd new file mode 100644 index 000000000..c8b572748 --- /dev/null +++ b/site/guide/chatbot-capabilities.qmd @@ -0,0 +1,95 @@ +--- +# Copyright © 2023-2026 ValidMind Inc. All rights reserved. +# Refer to the LICENSE file in the root of this repository for details. +# SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial +title: "Chatbot capabilities" +date: last-modified +listing: false +--- + +The {{< var vm.product >}} in-app assistant helps you navigate the platform and find answers to product questions. This page describes what the assistant can and cannot do, organized by product phase. + +::: {.callout-important title="Capabilities may vary"} +Features described for Phase 2 and Phase 3 are subject to availability and may vary by organization. Consult your administrator or support contact for details on what's enabled for your environment. +::: + +## Phase 1 — Documentation-focused chat + +The current release provides a static, documentation-focused chat experience. + +### What the assistant can do + +- Answer questions grounded in **published {{< var vm.product >}} documentation** +- Provide general how-to guidance for using the platform +- Respond to follow-up questions within a conversation +- Help you understand platform features and workflows + +### What the assistant cannot do + +- Access your organization's private data (models, documents, artifacts) +- Execute actions in the platform on your behalf +- Guarantee accurate answers for topics outside indexed documentation +- Replace compliance judgment or regulatory expertise +- Know which page you're currently viewing or your permission level + +## Phase 2 — Context-aware assistance (when available) + +When enabled, Phase 2 introduces dynamic, context-aware capabilities. + +### Additional capabilities + +- Understand **where you are** in the platform and tailor responses accordingly +- Provide **permission-aware** guidance based on your role +- Offer enhanced documentation assistance using your current context +- Deliver guided tours and in-product training + +### Still not available + +- Access to data you cannot see in the UI +- Making unapproved changes to your organization's data +- Performing actions without explicit user confirmation + +## Phase 3 — Agentic workflows (future) + +Phase 3 will introduce agentic capabilities with human oversight. + +### Planned capabilities + +- Perform **multi-step workflows** with human confirmation at each stage +- Execute platform actions after explicit user approval +- Complete training modules with certification tracking + +### Still not available + +- Silent writes or changes without user confirmation +- Bypassing organizational policies or permission controls +- Autonomous decision-making for compliance matters + +## Important limitations + +Regardless of product phase, keep these limitations in mind: + +- **Hallucination risk** — AI-generated responses may occasionally contain inaccuracies. Verify critical information before acting on it. +- **Documentation lag** — The assistant's knowledge is based on published documentation, which may not reflect the latest release features. Check [release notes](/releases/all-releases.qmd) for recent changes. +- **Not a compliance substitute** — The assistant provides guidance but cannot replace professional compliance judgment or regulatory expertise. + +## In-app assistant vs. MCP + +{{< var vm.product >}} offers two AI-powered interfaces: + +| Feature | In-app assistant | MCP integration | +|---------|------------------|-----------------| +| Access method | Floating chat window in platform | AI assistants (Cursor, Claude Code) | +| Primary use | Product help and guidance | Model inventory management | +| Data access | Documentation only (Phase 1) | Your models, artifacts, templates | +| Actions | Read-only guidance | Create, read, update operations | + +The in-app assistant (described on this page) is focused on helping you use the platform. For programmatic access to your model inventory, see [Connect AI assistants via MCP](/guide/mcp/connect-ai-assistants-via-mcp.qmd). + +## Get help + +If the assistant cannot answer your question or you need additional support: + +- Browse the [documentation](/guide/guides.qmd) for detailed guides +- Check the [FAQ](/faq/faq.qmd) for common questions +- Contact [{{< var support.email >}}](mailto:{{< var support.email >}}) for direct assistance From c38217b9906d9fee2cac5276135b4087f83a024d Mon Sep 17 00:00:00 2001 From: Nik Richers Date: Wed, 29 Apr 2026 19:36:11 -0700 Subject: [PATCH 2/6] fix: Update chatbot capabilities to reflect Phase 2 as current - Remove phase-based structure since Phase 2 is now the current state - Document context-aware capabilities as current (understands location, permission-aware) - Keep action execution as a future capability (Phase 3) - Simplify structure to Current / Future / Limitations - Update comparison table to reflect context awareness --- site/guide/chatbot-capabilities.qmd | 47 +++++++++-------------------- 1 file changed, 14 insertions(+), 33 deletions(-) diff --git a/site/guide/chatbot-capabilities.qmd b/site/guide/chatbot-capabilities.qmd index c8b572748..fb6a091fe 100644 --- a/site/guide/chatbot-capabilities.qmd +++ b/site/guide/chatbot-capabilities.qmd @@ -7,51 +7,32 @@ date: last-modified listing: false --- -The {{< var vm.product >}} in-app assistant helps you navigate the platform and find answers to product questions. This page describes what the assistant can and cannot do, organized by product phase. +The {{< var vm.product >}} in-app assistant helps you navigate the platform and find answers to product questions. This page describes what the assistant can and cannot do. -::: {.callout-important title="Capabilities may vary"} -Features described for Phase 2 and Phase 3 are subject to availability and may vary by organization. Consult your administrator or support contact for details on what's enabled for your environment. -::: +## Current capabilities -## Phase 1 — Documentation-focused chat - -The current release provides a static, documentation-focused chat experience. +The in-app assistant provides context-aware assistance, understanding where you are in the platform and tailoring responses accordingly. ### What the assistant can do - Answer questions grounded in **published {{< var vm.product >}} documentation** -- Provide general how-to guidance for using the platform -- Respond to follow-up questions within a conversation +- Understand **where you are** in the platform and tailor responses to your current context +- Provide **permission-aware** guidance based on your role - Help you understand platform features and workflows +- Respond to follow-up questions within a conversation +- Offer guidance for the specific page or feature you're viewing ### What the assistant cannot do -- Access your organization's private data (models, documents, artifacts) - Execute actions in the platform on your behalf +- Make changes to your organization's data +- Access data you don't have permission to view - Guarantee accurate answers for topics outside indexed documentation - Replace compliance judgment or regulatory expertise -- Know which page you're currently viewing or your permission level - -## Phase 2 — Context-aware assistance (when available) - -When enabled, Phase 2 introduces dynamic, context-aware capabilities. - -### Additional capabilities - -- Understand **where you are** in the platform and tailor responses accordingly -- Provide **permission-aware** guidance based on your role -- Offer enhanced documentation assistance using your current context -- Deliver guided tours and in-product training - -### Still not available - -- Access to data you cannot see in the UI -- Making unapproved changes to your organization's data -- Performing actions without explicit user confirmation -## Phase 3 — Agentic workflows (future) +## Future capabilities -Phase 3 will introduce agentic capabilities with human oversight. +Future releases will introduce agentic capabilities with human oversight. ### Planned capabilities @@ -59,7 +40,7 @@ Phase 3 will introduce agentic capabilities with human oversight. - Execute platform actions after explicit user approval - Complete training modules with certification tracking -### Still not available +### Will not be available - Silent writes or changes without user confirmation - Bypassing organizational policies or permission controls @@ -67,7 +48,7 @@ Phase 3 will introduce agentic capabilities with human oversight. ## Important limitations -Regardless of product phase, keep these limitations in mind: +Keep these limitations in mind when using the assistant: - **Hallucination risk** — AI-generated responses may occasionally contain inaccuracies. Verify critical information before acting on it. - **Documentation lag** — The assistant's knowledge is based on published documentation, which may not reflect the latest release features. Check [release notes](/releases/all-releases.qmd) for recent changes. @@ -81,7 +62,7 @@ Regardless of product phase, keep these limitations in mind: |---------|------------------|-----------------| | Access method | Floating chat window in platform | AI assistants (Cursor, Claude Code) | | Primary use | Product help and guidance | Model inventory management | -| Data access | Documentation only (Phase 1) | Your models, artifacts, templates | +| Data access | Documentation + your current context | Your models, artifacts, templates | | Actions | Read-only guidance | Create, read, update operations | The in-app assistant (described on this page) is focused on helping you use the platform. For programmatic access to your model inventory, see [Connect AI assistants via MCP](/guide/mcp/connect-ai-assistants-via-mcp.qmd). From 8bcabef404428e20c92ad0f7fa8296f1a607824f Mon Sep 17 00:00:00 2001 From: Nik Richers Date: Wed, 29 Apr 2026 22:05:46 -0700 Subject: [PATCH 3/6] Remove Future capabilities section --- site/guide/chatbot-capabilities.qmd | 16 ---------------- 1 file changed, 16 deletions(-) diff --git a/site/guide/chatbot-capabilities.qmd b/site/guide/chatbot-capabilities.qmd index fb6a091fe..b28dd2dec 100644 --- a/site/guide/chatbot-capabilities.qmd +++ b/site/guide/chatbot-capabilities.qmd @@ -30,22 +30,6 @@ The in-app assistant provides context-aware assistance, understanding where you - Guarantee accurate answers for topics outside indexed documentation - Replace compliance judgment or regulatory expertise -## Future capabilities - -Future releases will introduce agentic capabilities with human oversight. - -### Planned capabilities - -- Perform **multi-step workflows** with human confirmation at each stage -- Execute platform actions after explicit user approval -- Complete training modules with certification tracking - -### Will not be available - -- Silent writes or changes without user confirmation -- Bypassing organizational policies or permission controls -- Autonomous decision-making for compliance matters - ## Important limitations Keep these limitations in mind when using the assistant: From 27391776684cc6e9336711eedd181acdff9b7fec Mon Sep 17 00:00:00 2001 From: Nik Richers Date: Wed, 29 Apr 2026 22:06:44 -0700 Subject: [PATCH 4/6] Use 'refer to' instead of 'see' --- site/guide/chatbot-capabilities.qmd | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/site/guide/chatbot-capabilities.qmd b/site/guide/chatbot-capabilities.qmd index b28dd2dec..ddf3f449b 100644 --- a/site/guide/chatbot-capabilities.qmd +++ b/site/guide/chatbot-capabilities.qmd @@ -49,7 +49,7 @@ Keep these limitations in mind when using the assistant: | Data access | Documentation + your current context | Your models, artifacts, templates | | Actions | Read-only guidance | Create, read, update operations | -The in-app assistant (described on this page) is focused on helping you use the platform. For programmatic access to your model inventory, see [Connect AI assistants via MCP](/guide/mcp/connect-ai-assistants-via-mcp.qmd). +The in-app assistant (described on this page) is focused on helping you use the platform. For programmatic access to your model inventory, refer to [Connect AI assistants via MCP](/guide/mcp/connect-ai-assistants-via-mcp.qmd). ## Get help From fbc0a2532f76f203318023a2a2a3cacfcaa7d959 Mon Sep 17 00:00:00 2001 From: Nik Richers Date: Thu, 30 Apr 2026 09:18:36 -0700 Subject: [PATCH 5/6] docs: Add live query scope limitation to chatbot capabilities MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Clarifies that live queries currently support model inventory and artifacts only — workflows, analytics, and other areas are not yet available. --- site/guide/chatbot-capabilities.qmd | 1 + 1 file changed, 1 insertion(+) diff --git a/site/guide/chatbot-capabilities.qmd b/site/guide/chatbot-capabilities.qmd index ddf3f449b..eaf458b94 100644 --- a/site/guide/chatbot-capabilities.qmd +++ b/site/guide/chatbot-capabilities.qmd @@ -37,6 +37,7 @@ Keep these limitations in mind when using the assistant: - **Hallucination risk** — AI-generated responses may occasionally contain inaccuracies. Verify critical information before acting on it. - **Documentation lag** — The assistant's knowledge is based on published documentation, which may not reflect the latest release features. Check [release notes](/releases/all-releases.qmd) for recent changes. - **Not a compliance substitute** — The assistant provides guidance but cannot replace professional compliance judgment or regulatory expertise. +- **Limited live query scope** — When querying your organization's data, the assistant can currently access model inventory and artifacts only. Questions about workflows, analytics, or other platform areas are not yet supported. ## In-app assistant vs. MCP From 826ad3c603894305b71230903347e313bb02c738 Mon Sep 17 00:00:00 2001 From: Nik Richers Date: Thu, 30 Apr 2026 09:25:13 -0700 Subject: [PATCH 6/6] fix: Use search: false instead of listing: false --- site/guide/chatbot-capabilities.qmd | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/site/guide/chatbot-capabilities.qmd b/site/guide/chatbot-capabilities.qmd index eaf458b94..10db25ba7 100644 --- a/site/guide/chatbot-capabilities.qmd +++ b/site/guide/chatbot-capabilities.qmd @@ -4,7 +4,7 @@ # SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial title: "Chatbot capabilities" date: last-modified -listing: false +search: false --- The {{< var vm.product >}} in-app assistant helps you navigate the platform and find answers to product questions. This page describes what the assistant can and cannot do.