Intake responsibility, Intake Triage, AI context#378
Intake responsibility, Intake Triage, AI context#378sriramveeraghanta merged 1 commit intomasterfrom
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WalkthroughThis PR updates documentation for Plane's AI chat features and Intake workflow. Changes include clarifications on AI in-context mode with supporting visuals, expanded Intake feature guidance with new overview page, clarified Triage state behavior, and navigation sidebar updates. Changes
Estimated code review effort🎯 2 (Simple) | ⏱️ ~10 minutes
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Pre-merge checks and finishing touches✅ Passed checks (3 passed)
✨ Finishing touches
🧪 Generate unit tests (beta)
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Actionable comments posted: 2
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📒 Files selected for processing (6)
docs/ai/pi-chat.mdx(2 hunks)docs/core-concepts/intake.mdx(3 hunks)docs/intake/intake-email.mdx(1 hunks)docs/intake/intake-forms.mdx(1 hunks)docs/intake/overview.mdx(1 hunks)sidebars.ts(1 hunks)
🔇 Additional comments (8)
sidebars.ts (1)
221-221: LGTM!The new "intake/overview" entry is correctly added as the first item in the "Intake and customers" section, providing a logical entry point for users exploring Intake features.
docs/intake/intake-forms.mdx (1)
35-37: LGTM!The informational block clearly explains the Triage state workflow and acceptance process. This improves user understanding of how form submissions flow through the Intake system.
docs/core-concepts/intake.mdx (3)
3-3: LGTM!Updating the sidebar label to "Intake In-app" effectively differentiates this channel from Forms and Email, aligning with the new overview page structure.
46-47: LGTM!The clarification about the Triage state being specific to Intake and separate from project state groups is consistent with the documentation updates across all Intake pages.
57-58: LGTM!The updated wording clearly explains the Accept workflow and state selection process, improving user understanding of how items transition from Intake to the project.
docs/intake/overview.mdx (1)
1-87: Well-structured overview documentation.The new Intake overview page provides comprehensive coverage of the feature, including channels, configuration, and the intake responsibility concept. The content flows logically and includes helpful tips and role-based guidance.
docs/ai/pi-chat.mdx (2)
66-72: LGTM!The updated access instructions clearly distinguish between the two ways to open Plane AI, explaining the contextual differences and benefits of each approach. This improves user understanding of when to use each access point.
147-159: LGTM!The new "AI assistant in-context mode" section effectively explains how Plane AI automatically adapts to the user's current location in the application. The examples for project context and work item context make the feature behavior clear and intuitive.
| :::info | ||
| All work items submitted through forms appear in Intake under the **Triage** state. When you accept an item into your project, you'll choose which project state it should move to. | ||
| ::: |
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Fix the copy-paste error.
The info block incorrectly states "All work items submitted through forms" but this is the Intake Email documentation. It should reference email submissions instead.
Apply this diff to correct the text:
:::info
-All work items submitted through forms appear in Intake under the **Triage** state. When you accept an item into your project, you'll choose which project state it should move to.
+All work items submitted through email appear in Intake under the **Triage** state. When you accept an item into your project, you'll choose which project state it should move to.
:::📝 Committable suggestion
‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.
| :::info | |
| All work items submitted through forms appear in Intake under the **Triage** state. When you accept an item into your project, you'll choose which project state it should move to. | |
| ::: | |
| :::info | |
| All work items submitted through email appear in Intake under the **Triage** state. When you accept an item into your project, you'll choose which project state it should move to. | |
| ::: |
🤖 Prompt for AI Agents
In docs/intake/intake-email.mdx around lines 48 to 50, the info block contains a
copy-paste error saying "All work items submitted through forms..." but this
page documents Intake Email; update the sentence to reference email submissions
instead (e.g., "All work items submitted via email appear in Intake under the
**Triage** state...") so the block correctly reflects email-based intake.
| Once enabled, you'll see an **Intake** section under your project in the sidebar where all incoming work items appear. | ||
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| ## Intake responsbility |
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Fix the typo in the heading.
The word "responsbility" is misspelled and should be "responsibility".
Apply this diff to correct the spelling:
- ## Intake responsbility
+ ## Intake responsibility📝 Committable suggestion
‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.
| ## Intake responsbility | |
| ## Intake responsibility |
🤖 Prompt for AI Agents
In docs/intake/overview.mdx around line 53, the heading has a typo "Intake
responsbility"; update the heading to read "Intake responsibility" by correcting
the misspelled word to "responsibility".
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