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Add AI section to Case Management docs#37356

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roxanne-moslehi merged 6 commits into
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roxanne/agentic-cases
Jun 10, 2026
Merged

Add AI section to Case Management docs#37356
roxanne-moslehi merged 6 commits into
masterfrom
roxanne/agentic-cases

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@roxanne-moslehi

@roxanne-moslehi roxanne-moslehi commented Jun 8, 2026

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What does this PR do? What is the motivation?

Adds a new AI section under Case Management in the left nav, grouping two pages:

  • MCP Server: Moved from its previous location at /incident_response/case_management/mcp_server to /incident_response/case_management/ai/mcp_server. The old URL is preserved via an alias.
  • Custom Agents (new): Documents Case Management's integration with Bits Agent Builder, including overview, example use cases, agent archetypes, and instructions for manual and automated agent assignment.

Also adds two screenshots to the Custom Agents page illustrating the Agent Assignee field and the automation rule configuration.

Merge instructions

Merge readiness:

  • Ready for merge

Additional notes

…nts pages

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@roxanne-moslehi roxanne-moslehi requested a review from a team as a code owner June 8, 2026 21:19
@github-actions github-actions Bot added Architecture Everything related to the Doc backend Images Images are added/removed with this PR labels Jun 8, 2026
@drichards-87 drichards-87 added the editorial review Waiting on a more in-depth review label Jun 8, 2026
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Created DOCS-14676 for the editorial review.

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@roxanne-moslehi roxanne-moslehi added the WORK IN PROGRESS No review needed, it's a wip ;) label Jun 8, 2026
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@roxanne-moslehi roxanne-moslehi removed the WORK IN PROGRESS No review needed, it's a wip ;) label Jun 9, 2026
@roxanne-moslehi roxanne-moslehi requested a review from gondyb June 9, 2026 15:16
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@estherk15 estherk15 self-assigned this Jun 9, 2026

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Thanks @roxanne-moslehi! I have two suggestions, if you agree I can apply the changes:

  • I think we should fold in MCP server into the main index page, but leave Custom Agent docs as a separate page.
  • Remove use cases from Custom agent overview since it overlaps with the other section use cases.

Comment thread config/_default/menus/main.en.yaml Outdated
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Comment thread content/en/incident_response/case_management/ai/_index.md Outdated
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Comment thread content/en/incident_response/case_management/ai/custom_agents.md
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Comment thread content/en/incident_response/case_management/ai/custom_agents.md Outdated
Comment thread content/en/incident_response/case_management/ai/mcp_server.md Outdated
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@estherk15 that sounds good to me! thanks

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@estherk15 estherk15 force-pushed the roxanne/agentic-cases branch from cc433cd to 5b52ccd Compare June 10, 2026 19:16
@roxanne-moslehi roxanne-moslehi merged commit 4e18633 into master Jun 10, 2026
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@roxanne-moslehi roxanne-moslehi deleted the roxanne/agentic-cases branch June 10, 2026 20:33
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3 participants