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48 changes: 32 additions & 16 deletions explore-analyze/ai-features/agent-builder/get-started.md
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Expand Up @@ -29,13 +29,18 @@

:::{applies-item} { "serverless": "ga", "elasticsearch" }

{{agent-builder}} is enabled by default in serverless {{es}} projects.
{{agent-builder}} is enabled by default in serverless {{es}} projects. You can access it from multiple entry points in the UI:

Find **Agents** in the navigation menu to begin using the feature, or search for **Agents** in the [global search field](/explore-analyze/find-and-organize/find-apps-and-objects.md).
- Select the **Agent Builder** card on the {{es}} home page.
- Click **Agents** in the navigation menu.
- Click the **AI Agent** button in the top-right header to start a conversation from any page.
- Open the **Agent builder** API tutorial from the {{kib}} **Getting started** page, under **Explore the API**.

You can also search for **Agents** in the [global search field](/explore-analyze/find-and-organize/find-apps-and-objects.md).

:::

:::{applies-item} { "serverless": "preview", "observability" }

Check warning on line 43 in explore-analyze/ai-features/agent-builder/get-started.md

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Elastic.QuotesPunctuation: Place punctuation inside closing quotation marks.

In {{product.observability}} projects, you must [switch from AI Assistant to Agent Builder](/explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md#switch-between-chat-experiences) to enable the feature.

Expand All @@ -55,11 +60,15 @@

On non-serverless deployments, {{agent-builder}} availability depends on the navigation mode of your {{kib}} space:

- **{{es}} solution view**: {{agent-builder}} is enabled by default and appears in the side navigation. It replaces Search Assistant.
- **{{product.observability}} and {{product.security}} solution views**: You must [switch from AI Assistant to Agent Builder](/explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md#switch-between-chat-experiences) to enable the feature.
- **{{es}} solution view**: {{agent-builder}} is enabled by default, replacing Search Assistant. You can access it from multiple entry points:
- Select the **Agent Builder** card on the {{es}} home page.
- Click **Agents** in the navigation menu.
- Click the **AI Agent** button in the top-right header to start a conversation from any page.
- Open the **Agent builder** API tutorial from the {{kib}} **Getting started** page, under **Explore the API**.
- **{{product.observability}} and {{product.security}} solution views**: You must [switch from AI Assistant to Agent Builder](/explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md#switch-between-chat-experiences) to enable the feature. Once enabled, find **Agents** in the navigation menu.
- **Classic view**: {{agent-builder}} appears in the side navigation under {{es}}. You can choose Agent Builder as your assistant through the initial selector or the [chat experience switch](/explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md#switch-between-chat-experiences).

Find **Agents** in the navigation menu to begin using the feature, or search for **Agents** in the [global search field](/explore-analyze/find-and-organize/find-apps-and-objects.md).
You can also search for **Agents** in the [global search field](/explore-analyze/find-and-organize/find-apps-and-objects.md).

:::

Expand All @@ -73,23 +82,30 @@

::::{step} Ingest data into Elasticsearch

Before you begin with agents, you need some data in {{es}}. Otherwise, you will be chatting to the underlying LLM without any retrieval-augmented context.
If you already have data in {{es}}, skip ahead to [start a conversation](#start-a-conversation).

To learn about adding data for search use cases, go to [](/solutions/search/ingest-for-search.md).
For a broader overview of ingestion options, go to [](/manage-data/ingest.md).
If you need to add data first, choose the path that fits:

:::{tip}
If you're not ready to add your own data, you can:
- Use the Elastic [sample data](/manage-data/ingest/sample-data.md).
- Generate synthetic financial data using [this Python tool](https://github.com/jeffvestal/synthetic-financial-data?tab=readme-ov-file#synthetic-financial-data-generator-). (This requires your [{{es}} URL and an API key](/solutions/elasticsearch-solution-project/search-connection-details.md)).
- Follow the [{{agent-builder}} API tutorial](agent-builder-api-tutorial.md), which includes sample book data and walks you through creating custom tools and agents programmatically.
:::
**Use sample data**

If you're not ready to add your own data, you can:

- Load [sample data](/manage-data/ingest/sample-data.md) in {{kib}}.
- Generate synthetic financial data using [this Python tool](https://github.com/jeffvestal/synthetic-financial-data?tab=readme-ov-file#synthetic-financial-data-generator-). (This requires your [{{es}} URL and an API key](/solutions/elasticsearch-solution-project/search-connection-details.md)).
- Follow the [{{agent-builder}} API tutorial](agent-builder-api-tutorial.md), which includes sample book data.

**Bring your own data**

If you already have data, you can:

- [Upload a file](/manage-data/ingest/upload-data-files.md) in the {{kib}} UI for quick testing.
- Learn about your [ingestion options](/manage-data/ingest.md) if you'd like to ingest larger datasets.

::::

::::{step} Start a conversation

The **Agent Chat** UI provides a conversational interface where you can interact with agents and explore your data using natural language. A default agent is available to chat with immediately.
The **Agent Chat** UI provides a conversational interface where you can interact with agents and explore your data using natural language. The default `Elastic AI Agent` is ready to use immediately.

Learn more in [Agent Chat](chat.md).

Expand All @@ -103,7 +119,7 @@

::::{step} Begin building agents and tools

Once you've tested [built-in agents](builtin-agents-reference.md) with [built-in Elastic tools](tools.md), you can begin [building your own agents](custom-agents.md#create-a-new-agent) with custom instructions and [creating your own tools](tools/custom-tools.md#create-custom-tools-in-the-ui) to assign them.
Once you've tested [built-in agents](builtin-agents-reference.md) with [built-in Elastic tools](tools.md), you can begin [building your own agents](custom-agents.md#create-a-new-agent) with custom instructions and [creating your own tools](tools/custom-tools.md#create-custom-tools-in-the-ui) to assign them. You can also clone the default `Elastic AI Agent` as a starting point for a custom agent.

Check notice on line 122 in explore-analyze/ai-features/agent-builder/get-started.md

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Elastic.Clone: Use `clone` only when referring to cloning a GitHub repository or creating a copy that is linked to the original. Often confused with 'copy' and 'duplicate'.

To build agents and tools programmatically, try the [{{agent-builder}} API tutorial](agent-builder-api-tutorial.md) or explore the [Kibana APIs](programmatic-access.md).

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2 changes: 1 addition & 1 deletion explore-analyze/ai-features/elastic-agent-builder.md
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# {{agent-builder}}

{{agent-builder}} combines large language models with Elastic-native features for prompt engineering, context engineering, and automation. Key use cases enabled by Agent Builder include:
{{agent-builder}} is an AI conversational platform that lets you create AI agents that answer questions and take actions over your {{es}} data using natural language. Agents combine LLM reasoning and context engineering with built-in and custom tools that query your indices, so responses are grounded in your data. Key use cases include:

- **Chat with your {{es}} data immediately** using the chat interface, preconfigured agents, and built-in tools available out of the box.
- **Build custom agents and tools** tailored to your specific use cases using the UI or APIs.
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