Add dashboards and visualizations docs for Agent Builder 9.4 by leemthompo · Pull Request #5915 · elastic/docs-content

leemthompo · 2026-04-15T14:26:40Z

Summary

Add new dashboards-and-visualizations.md page documenting how agents create, edit, and save dashboards and Lens visualizations through chat
Uncomment dashboard tools (dashboard.create_dashboard, dashboard.update_dashboard) and platform.core.create_visualization in built-in tools reference
Add cross-reference from core dashboard docs (create-dashboard.md)
Add brief mention + link in chat.md pointing to the new page
Add new page to toc.yml as a child of chat.md

Closes elastic/docs-content-internal#1008

Note: Screenshot placeholders are wired up in the new page. Image files still need to be added to explore-analyze/ai-features/agent-builder/images/:

agent-builder-dashboard-canvas-preview.png
agent-builder-dashboard-save-dialog.png
agent-builder-dashboard-outdated-notification.png

TODO

Verify new page renders correctly in docs-builder
Verify toc.yml entry places the page under Chat > Dashboards and visualizations
Verify cross-links resolve (skills reference anchors, tools reference anchors, create-dashboard.md link)
Add screenshot image files and verify they render
Coordinate merge with Refresh Agent Builder docs for 9.4 UI and navigation #5850 (Charlotte's UI screenshot updates touch some of the same files)

🤖 Generated with Claude Code

Preview (click on me)

Screenshot 2026-04-16 at 14-44-41 Dashboards and visualizations in Elastic Agent Builder chat Elastic Docs

Add new page documenting how agents create, edit, and save dashboards and Lens visualizations through chat. Uncomment dashboard tools and create_visualization tool in the built-in tools reference. Add cross-reference from core dashboard docs. Closes elastic/docs-content-internal#1008 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

teresaalvarezsoler

Thanks @leemthompo. I left a few comments. I think we should also mention somewhere that dashboards are considered attachements, i.e., dashboards are inputs as well as outputs, the agent can reason about the panels you are looking at

teresaalvarezsoler · 2026-04-16T07:29:04Z

+
+Agents create [{{esql}}](/explore-analyze/query-your-data-with-esql.md)-powered [Lens](/explore-analyze/visualize/lens.md) visualizations. If a dashboard contains DSL-based Lens panels, the agent asks to replace them with {{esql}} equivalents when making changes.
+
+Agents can also create markdown panels and collapsible sections.


More panel types like controls coming soon.

how soon is soon? does it make sense to tease here, or wait till they land?

We could maintain a summarized list like this to avoid some users experiencing "bad" surprises? (maybe some are wrong there like already supported or not even planned, that's just for the idea)

Panel type Agent support

Visualizations (ES|QL-based) Supported

Markdown text Supported

Collapsible sections Supported

Maps Planned

Controls (all types) Planned

Images Planned

Links Planned

Discover sessions Planned

Alerts Planned

Observability (SLO, synthetics) Planned

Machine Learning (AIOps) Planned

We are planning to add controls and links support before 9.5. Other like maps will take much more time.

I haven't added anything yet but lemme know what you think, page is close to finish line now

florent-leborgne

This LGTM besides Teresa's comments. I created #5927 as companion PR to summarize all of the new "programmatic" ways to work with dashboards in the dashboards docs

…e warning - Rename to agent-builder-dashboards-and-visualizations.md - Remove Lens references per PM feedback (use "visualizations" instead) - Replace DSL terminology with "data view-based" and link to data view docs - Add important admonition: saving overwrites existing saved dashboard - Note that dashboards are inputs and outputs (agent reasons about panels) - Update create_visualization tool description from Kibana source - Update all inbound links and toc.yml Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

leemthompo · 2026-04-16T12:41:51Z

thanks @teresaalvarezsoler @florent-leborgne! I've addressed your comments, wired up screenshots and improved the IA a little bit in 4860d00

should be close to mergable now methinks

I updated the screenshot, needs to be clicked on to see proper aspect ratio :D

teresaalvarezsoler

Thanks @leemthompo for the changes. looks good to me!

### Contributes to elastic/docs-content-internal#1041 closes elastic/docs-content-internal#1008 > [!NOTE] > Dashboards component was approved in #5915 ## 👀 [URL preview](#5868 (comment)) ## Summary - Adds three new pages for the Agent Builder skills feature: `skills.md` (overview), `skill-creation-guidelines.md` (guidelines), and `builtin-skills-reference.md` (reference) - Adds Skills APIs section to `kibana-api.md` with examples for all five CRUD operations - Cross-links skills into `prompt-engineering.md`, `tools.md`, and `builtin-tools-reference.md` - Wires all new pages into `toc.yml` ## New pages **`skills.md`** — Overview: what skills are, how agents use them, built-in vs custom, create via UI and API, add to agent, Skills API list. **`skill-creation-guidelines.md`** — Structured guidance for writing effective skill descriptions and instructions. Covers deciding where to put instructions (skill vs system prompt), writing clear and semantically distinct descriptions, structuring instructions with trigger conditions and edge cases, scoping each skill to one task, using `referenced_content`, assigning only relevant tools, and testing the skill. Includes annotated code examples throughout. **`builtin-skills-reference.md`** — Full reference listing all located built-in skills with inline `applies_to` tags, section-level serverless scoping, `$$$anchor-ids$$$` for deep linking, and an inline tools section. ## Open items - 6 `search.*` skills (ES project): source files not yet located in Kibana — descriptions are from UI only, tools unconfirmed - `dashboard-management`: confirm whether the Experimental flag applies in all projects or only Security - `observability.rca`: confirm GA vs preview — marked `experimental: true` in Kibana source - `observability.investigation`: commented out pending [elastic/kibana#262293](elastic/kibana#262293) --------- Co-authored-by: Kenneth Kreindler <42113355+KDKHD@users.noreply.github.com> Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com> Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com> Co-authored-by: Benjamin Ironside Goldstein <91905639+benironside@users.noreply.github.com>

leemthompo requested review from a team as code owners April 15, 2026 14:26

leemthompo requested a review from teresaalvarezsoler April 15, 2026 14:28

teresaalvarezsoler reviewed Apr 16, 2026

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florent-leborgne mentioned this pull request Apr 16, 2026

[Docs][Dashboards] Add 'Create programmatically' overview page #5927

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florent-leborgne approved these changes Apr 16, 2026

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leemthompo and others added 2 commits April 16, 2026 13:29

Add screenshots, stepper flow, and structural improvements

4860d00

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

leemthompo self-assigned this Apr 16, 2026

teresaalvarezsoler approved these changes Apr 16, 2026

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leemthompo merged commit 976f545 into leemthompo/AB-skills Apr 16, 2026
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leemthompo deleted the leemthompo/dashboards-agent-builder branch April 16, 2026 16:22

leemthompo mentioned this pull request Apr 16, 2026

Add Agent Builder skills + dashboards/viz documentation #5868

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Add dashboards and visualizations docs for Agent Builder 9.4#5915

Add dashboards and visualizations docs for Agent Builder 9.4#5915
leemthompo merged 3 commits into
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		Agents create [{{esql}}](/explore-analyze/query-your-data-with-esql.md)-powered [Lens](/explore-analyze/visualize/lens.md) visualizations. If a dashboard contains DSL-based Lens panels, the agent asks to replace them with {{esql}} equivalents when making changes.

		Agents can also create markdown panels and collapsible sections.

Panel type	Agent support
Visualizations (ES\|QL-based)	Supported
Markdown text	Supported
Collapsible sections	Supported
Maps	Planned
Controls (all types)	Planned
Images	Planned
Links	Planned
Discover sessions	Planned
Alerts	Planned
Observability (SLO, synthetics)	Planned
Machine Learning (AIOps)	Planned

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Summary

TODO

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