From 72c801ad249baa98188805f5f307c55c73df660b Mon Sep 17 00:00:00 2001 From: Liam Thompson <32779855+leemthompo@users.noreply.github.com> Date: Fri, 6 Mar 2026 15:19:59 +0100 Subject: [PATCH 1/3] [agent builder] Document Elastic AI Agent is now mutable --- .../agent-builder/agent-builder-agents.md | 6 +-- .../agent-builder/builtin-agents-reference.md | 53 ++++++++++++++++++- .../ai-features/agent-builder/chat.md | 2 +- .../agent-builder/custom-agents.md | 4 +- .../ai-features/agent-builder/get-started.md | 2 +- .../ai-features/agent-builder/permissions.md | 2 +- 6 files changed, 59 insertions(+), 10 deletions(-) diff --git a/explore-analyze/ai-features/agent-builder/agent-builder-agents.md b/explore-analyze/ai-features/agent-builder/agent-builder-agents.md index b6c4d443cc..e1979214b8 100644 --- a/explore-analyze/ai-features/agent-builder/agent-builder-agents.md +++ b/explore-analyze/ai-features/agent-builder/agent-builder-agents.md @@ -26,15 +26,15 @@ When you ask a question to an agent, it analyzes your request to define a specif The process of tool selection, execution, and analysis consumes tokens. To understand how usage is calculated, refer to [Token usage in Elastic Agent Builder](monitor-usage.md). ::: -{{agent-builder}} includes a default agent (named `Elastic AI Agent`) with access to all built-in tools. You can [create custom agents](custom-agents.md) with custom instructions and selected tools to address specific use cases or workflows. +{{agent-builder}} includes a default agent named `Elastic AI Agent`. You can [create custom agents](custom-agents.md) with custom instructions and selected tools to address specific use cases or workflows. You can also use pre-configured [built-in agents](builtin-agents-reference.md) that are specialized for common use cases. ## Built-in agents -{{agent-builder}} includes pre-configured built-in agents optimized for common use cases: +{{agent-builder}} includes pre-configured built-in agents optimized for common use cases. -- **[Elastic AI Agent](builtin-agents-reference.md#elastic-ai-agent)**: The default general-purpose agent with access to all platform core tools +- **[Elastic AI Agent](builtin-agents-reference.md#elastic-ai-agent)**: The default general-purpose agent {applies_to}`stack: preview =9.2, ga 9.3` - **[Observability Agent](builtin-agents-reference.md#observability-agent)**: Specialized for logs, metrics, and traces - **[Threat Hunting Agent](builtin-agents-reference.md#threat-hunting-agent)**: Specialized for security alert analysis diff --git a/explore-analyze/ai-features/agent-builder/builtin-agents-reference.md b/explore-analyze/ai-features/agent-builder/builtin-agents-reference.md index 64d0c8ddd8..41b47436bd 100644 --- a/explore-analyze/ai-features/agent-builder/builtin-agents-reference.md +++ b/explore-analyze/ai-features/agent-builder/builtin-agents-reference.md @@ -14,33 +14,82 @@ products: # {{agent-builder}} built-in agents reference -This page lists the built-in agents available in {{agent-builder}}. Built-in agents are pre-configured by Elastic with specific instructions and tools to handle common use cases. +Built-in agents are pre-configured by Elastic with specific instructions and tools to handle common use cases. + +::::{applies-switch} + +::::{applies-item} { stack: ga 9.4+, serverless: ga } + +Built-in agents cannot be modified or deleted. To customize one, you can clone it and [create a custom agent](custom-agents.md#create-a-new-agent). + +The **Elastic AI Agent** is not a built-in agent in this version. It is a standard persisted default agent that is space-aware and editable. Refer to [Elastic AI Agent](#elastic-ai-agent) for details. + +:::: + +::::{applies-item} { stack: preview =9.2, ga 9.3 } :::{tip} You cannot modify or delete built-in agents. To customize one, you can clone it and [create a custom agent](custom-agents.md#create-a-new-agent). ::: +:::: + +:::: + ## Availability The availability of specific agents depends on your solution view or serverless project type. +::::{applies-switch} + +:::{applies-item} { stack: ga 9.4+, serverless: ga } + +Built-in agents are space-agnostic: they are available across all [{{kib}} spaces](/deploy-manage/manage-spaces.md). The default [Elastic AI Agent](#elastic-ai-agent) is an exception: it is created automatically per space and is only available in the space where it was created. + +::: + +:::{applies-item} { stack: preview =9.2, ga 9.3 } + Built-in agents are space-agnostic: they are available across all [{{kib}} spaces](/deploy-manage/manage-spaces.md). +::: + +:::: + :::{note} {{product.observability}} and {{product.security}} users must opt-in to use {{agent-builder}}. To learn more, refer to [](/explore-analyze/ai-features/ai-chat-experiences/ai-agent-or-ai-assistant.md#switch-between-chat-experiences). ::: ## Elastic AI Agent ```{applies_to} -stack: preview =9.2, ga 9.3 +stack: preview =9.2, ga 9.3+ serverless: ga ``` +::::{applies-switch} + +:::{applies-item} { stack: ga 9.4+, serverless: ga } + +The **Elastic AI Agent** is the default general-purpose agent for {{es}}. Unlike the other built-in agents, it is a standard persisted agent that is automatically created in each [{{kib}} space](/deploy-manage/manage-spaces.md) when first accessed. + +Because the default agent is space-aware, you can customize it independently for each space. You can change its instructions, adjust which tools it has access to, or clone it as a starting point for a new agent. + +**Default assigned tools:** +* All [**Platform core tools**](./tools/builtin-tools-reference.md#platform-core-tools) + +::: + +:::{applies-item} { stack: preview =9.2, ga 9.3 } + The **Elastic AI Agent** is the default general-purpose agent for {{es}}. It is designed to help with a wide range of tasks, from writing {{esql}} queries to exploring your data indices. **Assigned tools:** * All [**Platform core tools**](./tools/builtin-tools-reference.md#platform-core-tools) +::: + +:::: + ## Observability Agent ```{applies_to} stack: preview 9.3 diff --git a/explore-analyze/ai-features/agent-builder/chat.md b/explore-analyze/ai-features/agent-builder/chat.md index ef19d6ecfa..d595f611a1 100644 --- a/explore-analyze/ai-features/agent-builder/chat.md +++ b/explore-analyze/ai-features/agent-builder/chat.md @@ -50,7 +50,7 @@ This takes you to the chat GUI: ### Start a chat and select an agent -Use the text input area to chat with an agent in real time. By default, you chat with the built-in Elastic AI Agent. +Use the text input area to chat with an agent in real time. Check the agent selector to see which agent is active. To switch agents, refer to [Select a different agent](#select-a-different-agent). :::{image} images/agent-builder-chat-input.png :screenshot: diff --git a/explore-analyze/ai-features/agent-builder/custom-agents.md b/explore-analyze/ai-features/agent-builder/custom-agents.md index 14aca83d46..8fb96db8c1 100644 --- a/explore-analyze/ai-features/agent-builder/custom-agents.md +++ b/explore-analyze/ai-features/agent-builder/custom-agents.md @@ -17,7 +17,7 @@ products: Custom agents enable you to create specialized AI assistants tailored to your specific use cases and workflows. Unlike [built-in agents](builtin-agents-reference.md), which are pre-configured by Elastic, custom agents give you full control over instructions, tools, and behavior. :::{note} -Built-in agents are immutable and cannot be edited. To customize agent behavior, you need to create a custom agent by cloning an agent or creating a new one from scratch. +Built-in agents are immutable and cannot be edited. To customize agent behavior, you need to create a custom agent by cloning an agent or creating a new one from scratch. The **Elastic AI Agent** is an exception {applies_to}`stack: ga 9.4+`: as the default agent for each space, it can be edited directly. ::: Custom agents are space-aware: they are only available in the [{{kib}} space](/deploy-manage/manage-spaces.md) where they were created. In contrast, built-in agents are available across all spaces. @@ -107,7 +107,7 @@ From the **Agents** page, you can perform various actions on custom agents: ::: :::{note} -These management options apply only to custom agents. Built-in agents like the **Elastic AI Agent** can only be chatted with or cloned, not edited or deleted. +These management options apply only to custom agents and the Elastic AI Agent {applies_to}`stack: ga 9.4+, serverless: ga`. Built-in agents can only be chatted with or cloned, not edited or deleted. ::: ## Best practices for custom agents diff --git a/explore-analyze/ai-features/agent-builder/get-started.md b/explore-analyze/ai-features/agent-builder/get-started.md index bf49942190..593d467117 100644 --- a/explore-analyze/ai-features/agent-builder/get-started.md +++ b/explore-analyze/ai-features/agent-builder/get-started.md @@ -89,7 +89,7 @@ If you're not ready to add your own data, you can: ::::{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. {{agent-builder}} includes a default agent named `Elastic AI Agent` with access to all built-in tools, so you can begin chatting immediately. +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. Learn more in [Agent Chat](chat.md). diff --git a/explore-analyze/ai-features/agent-builder/permissions.md b/explore-analyze/ai-features/agent-builder/permissions.md index 1b40616dcb..72d7e65030 100644 --- a/explore-analyze/ai-features/agent-builder/permissions.md +++ b/explore-analyze/ai-features/agent-builder/permissions.md @@ -147,7 +147,7 @@ Learn more about [API keys](/deploy-manage/api-keys/elasticsearch-api-keys.md). ### Working with spaces -{{agent-builder}} respects {{kib}} spaces when enabled. Conversations, custom agents, and custom tools are scoped to the current space. Built-in agents are space-agnostic and are available in all spaces. +{{agent-builder}} respects {{kib}} spaces when enabled. Conversations, custom agents, and custom tools are scoped to the current space. Built-in agents are space-agnostic and are available in all spaces. The default Elastic AI Agent is an exception {applies_to}`stack: ga 9.4+`: it is a standard persisted agent that is space-aware and automatically created per space. When configuring roles or API keys, specify the space in the application privileges resources (for example, `"resources": ["space:production"]`). Users and API keys cannot access resources in other spaces. From 6ad4a5ed936dc80de123443a51c434a3c9108448 Mon Sep 17 00:00:00 2001 From: Liam Thompson <32779855+leemthompo@users.noreply.github.com> Date: Fri, 6 Mar 2026 15:21:26 +0100 Subject: [PATCH 2/3] del unecessary tag --- .../ai-features/agent-builder/agent-builder-agents.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/ai-features/agent-builder/agent-builder-agents.md b/explore-analyze/ai-features/agent-builder/agent-builder-agents.md index e1979214b8..217bec42f3 100644 --- a/explore-analyze/ai-features/agent-builder/agent-builder-agents.md +++ b/explore-analyze/ai-features/agent-builder/agent-builder-agents.md @@ -34,7 +34,7 @@ You can also use pre-configured [built-in agents](builtin-agents-reference.md) t {{agent-builder}} includes pre-configured built-in agents optimized for common use cases. -- **[Elastic AI Agent](builtin-agents-reference.md#elastic-ai-agent)**: The default general-purpose agent {applies_to}`stack: preview =9.2, ga 9.3` +- **[Elastic AI Agent](builtin-agents-reference.md#elastic-ai-agent)**: The default general-purpose agent - **[Observability Agent](builtin-agents-reference.md#observability-agent)**: Specialized for logs, metrics, and traces - **[Threat Hunting Agent](builtin-agents-reference.md#threat-hunting-agent)**: Specialized for security alert analysis From 8657255a444c2dd21848b4367ae9af3fc289d664 Mon Sep 17 00:00:00 2001 From: Liam Thompson <32779855+leemthompo@users.noreply.github.com> Date: Mon, 9 Mar 2026 11:01:06 +0100 Subject: [PATCH 3/3] fix tag --- explore-analyze/ai-features/agent-builder/custom-agents.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/ai-features/agent-builder/custom-agents.md b/explore-analyze/ai-features/agent-builder/custom-agents.md index 8fb96db8c1..0b6c071d75 100644 --- a/explore-analyze/ai-features/agent-builder/custom-agents.md +++ b/explore-analyze/ai-features/agent-builder/custom-agents.md @@ -107,7 +107,7 @@ From the **Agents** page, you can perform various actions on custom agents: ::: :::{note} -These management options apply only to custom agents and the Elastic AI Agent {applies_to}`stack: ga 9.4+, serverless: ga`. Built-in agents can only be chatted with or cloned, not edited or deleted. +These management options apply only to custom agents and the Elastic AI Agent {applies_to}`stack: ga 9.4+`. Other built-in agents can only be chatted with or cloned, not edited or deleted. ::: ## Best practices for custom agents