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Update Plane AI page#450

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update-plane-ai
Open

Update Plane AI page#450
danciaclara wants to merge 5 commits into
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update-plane-ai

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@danciaclara
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@danciaclara danciaclara commented May 25, 2026

Description

Type of Change

  • Bug fix (non-breaking change which fixes an issue)
  • Feature (non-breaking change which adds functionality)
  • Improvement (change that would cause existing functionality to not work as expected)
  • Code refactoring
  • Performance improvements
  • Documentation update

Screenshots and Media (if applicable)

Test Scenarios

References

Summary by CodeRabbit

  • Documentation
    • New comprehensive Plane AI docs covering workspace enablement, chat UI, Ask/Build/Autopilot modes, voice & file inputs, model switching, action workflows, streaming responses, context/semantic search behavior, and platform constraints/permissions.
  • Chores
    • Updated AI docs navigation and added a redirect from the old AI chat URL to the new Plane AI page.

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vercel Bot commented May 25, 2026

The latest updates on your projects. Learn more about Vercel for GitHub.

Project Deployment Actions Updated (UTC)
docs Error Error Jun 5, 2026 8:08am

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coderabbitai Bot commented May 25, 2026

Review Change Stack

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info
⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro

Run ID: d172bd90-90e9-44ba-a76a-834ec1e5bf78

📥 Commits

Reviewing files that changed from the base of the PR and between 22773a4 and 49ccffb.

📒 Files selected for processing (1)
  • docs/ai/plane-ai.md
✅ Files skipped from review due to trivial changes (1)
  • docs/ai/plane-ai.md

📝 Walkthrough

Walkthrough

Adds a new, expanded Plane AI documentation page, replaces content in the old pi-chat doc, updates the VitePress sidebar link to /ai/plane-ai, and adds a Vercel redirect from /ai/pi-chat to /ai/plane-ai.

Changes

Plane AI docs + routing

Layer / File(s) Summary
VitePress sidebar update
docs/.vitepress/config.ts
Update AI sidebar link to point to /ai/plane-ai.
pi-chat doc replacement
docs/ai/pi-chat.md
Replace introductory content with self-hosted caution and a revised Plane AI overview; add sections on LLM providers/model selection, chat execution flow, and the three chat modes; adjust separators.
New Plane AI documentation
docs/ai/plane-ai.md
Add comprehensive Plane AI doc covering enablement, where to open the assistant, Ask/Build/Autopilot modes, Ask-mode retrieval/UX, charting, Build/Autopilot workflows, page and work item integrations, model switching, connectors, model/provider details, semantic search, and access constraints.
Vercel redirect
vercel.json
Add redirect rule mapping /ai/pi-chat/ai/plane-ai.

Estimated Code Review Effort

🎯 2 (Simple) | ⏱️ ~10 minutes

Suggested reviewers

  • sriramveeraghanta

Poem

A rabbit hopped through docs anew,
Swapped paths and wrote a guide so true.
Plane AI learns—Ask, Build, and Go,
Workspace-aware, with context in tow.
🐇✨

🚥 Pre-merge checks | ✅ 4 | ❌ 1

❌ Failed checks (1 inconclusive)

Check name Status Explanation Resolution
Title check ❓ Inconclusive The title 'Update Plane AI page' is vague and generic, using non-descriptive language that doesn't convey the specific nature of the changes made to the documentation. Use a more specific title that describes the main change, such as 'Restructure Plane AI documentation with expanded interaction surfaces and LLM provider guidance' or 'Migrate and expand Plane AI documentation with AI Chat modes and provider details'.
✅ Passed checks (4 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

✏️ Tip: You can configure your own custom pre-merge checks in the settings.

✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch update-plane-ai

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Pull request overview

Expands the Plane AI documentation page to describe the product’s AI surfaces, supported LLM providers/model selection, and how AI Chat works/modes.

Changes:

  • Replaces the brief intro with a more detailed description of Plane AI capabilities and interaction surfaces.
  • Adds sections for LLM providers/model selection and a deeper explanation of AI Chat internals and chat modes.
  • Updates the self-hosted caution callout copy/title.

💡 Add Copilot custom instructions for smarter, more guided reviews. Learn how to get started.

Comment thread docs/ai/pi-chat.md Outdated

> [!CAUTION] Plane self-hosted instances
> [!CAUTION] Self-hosted Commercial Edition
> If you're running a self-hosted instance of Plane, you'll need to first configure Plane AI services to get it working. Follow this [setup guide](https://developers.plane.so/self-hosting/govern/plane-ai) first to use Plane AI.
Comment thread docs/ai/pi-chat.md Outdated
Comment on lines +15 to +20
Plane AI spans four interaction surfaces:

- **AI Chat** - a persistent, conversational assistant that lives in a sidebar and knows your workspace context.
- **Writing Assistant** - AI actions embedded in the work item and page editor: rephrase, simplify, elaborate, summarize, adjust tone.
- **AI blocks** - generative content blocks you insert into pages, each powered by a separate AI generation that can be revised independently.

Comment thread docs/ai/pi-chat.md Outdated
Comment on lines +40 to +41
reasoning block with a live to-do list of the AI's working steps (see Reasoning blocks
below).
Comment thread docs/ai/pi-chat.md Outdated
Comment on lines +92 to +101









-------------------
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Actionable comments posted: 1

Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (1)
docs/ai/pi-chat.md (1)

1-646: ⚠️ Potential issue | 🔴 Critical | ⚡ Quick win

CI formatting check failed - run pnpm fix:format before committing.

The oxfmt formatting check is failing in CI. As per coding guidelines, formatting is enforced and the CI check must pass before merge.

Run the following command to fix:

pnpm fix:format
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/ai/pi-chat.md` around lines 1 - 646, The CI oxfmt formatting check is
failing for the updated documentation (see the "# Plane AI" and the new "## Turn
off Plane AI for your workspace" section in pi-chat.md); run the repo formatter
and reapply the formatting by executing the project formatter (pnpm fix:format),
review the formatted changes in docs/ai/pi-chat.md, stage the updated file, and
recommit/push so the CI formatting check passes.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/ai/pi-chat.md`:
- Around line 15-20: The document states "Plane AI spans four interaction
surfaces" but only lists three bullets ("AI Chat", "Writing Assistant", "AI
blocks"); either update the heading to "three interaction surfaces" or add the
missing fourth surface (likely the "Slack agent") as a fourth bullet. Locate the
phrase "Plane AI spans four interaction surfaces" and the bullets for "AI Chat",
"Writing Assistant", and "AI blocks" and adjust the copy to be internally
consistent by changing the count or inserting a fourth item named "Slack agent"
(or another confirmed surface).

---

Outside diff comments:
In `@docs/ai/pi-chat.md`:
- Around line 1-646: The CI oxfmt formatting check is failing for the updated
documentation (see the "# Plane AI" and the new "## Turn off Plane AI for your
workspace" section in pi-chat.md); run the repo formatter and reapply the
formatting by executing the project formatter (pnpm fix:format), review the
formatted changes in docs/ai/pi-chat.md, stage the updated file, and
recommit/push so the CI formatting check passes.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro

Run ID: b17bdfdb-e392-4645-83cf-e1e2caa74d61

📥 Commits

Reviewing files that changed from the base of the PR and between fd8477f and 0b0ac83.

📒 Files selected for processing (1)
  • docs/ai/pi-chat.md

Comment thread docs/ai/pi-chat.md Outdated
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Actionable comments posted: 1

🧹 Nitpick comments (1)
docs/ai/plane-ai.md (1)

479-481: ⚡ Quick win

Remove or populate the empty subsection heading.

### Available providers and models is currently an empty section and is immediately followed by another heading, which makes the page structure confusing.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/ai/plane-ai.md` around lines 479 - 481, Remove or populate the empty
subsection heading "### Available providers and models" in the
docs/ai/plane-ai.md file: either delete that heading if no content is needed, or
add the intended content (e.g., list of providers and supported models,
configuration notes and examples) under the "### Available providers and models"
heading so it is not immediately followed by "### Semantic search and the
embedding model" and the document structure remains clear.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/ai/plane-ai.md`:
- Line 283: Update the broken MCP connector links by replacing the dead target
"/plane-ai/mcp-connectors" with the correct route "/ai/mcp-connectors" in the
document so both occurrences (the link at "See [MCP
connectors](/plane-ai/mcp-connectors)..." and the second instance referenced in
the comment) point to "/ai/mcp-connectors"; ensure the link text remains
unchanged and run the VitePress build to confirm the CI failure is resolved.

---

Nitpick comments:
In `@docs/ai/plane-ai.md`:
- Around line 479-481: Remove or populate the empty subsection heading "###
Available providers and models" in the docs/ai/plane-ai.md file: either delete
that heading if no content is needed, or add the intended content (e.g., list of
providers and supported models, configuration notes and examples) under the "###
Available providers and models" heading so it is not immediately followed by
"### Semantic search and the embedding model" and the document structure remains
clear.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro

Run ID: ebb6f671-11c8-4b39-bbec-579900515622

📥 Commits

Reviewing files that changed from the base of the PR and between 0b0ac83 and 22773a4.

📒 Files selected for processing (4)
  • docs/.vitepress/config.ts
  • docs/ai/pi-chat.md
  • docs/ai/plane-ai.md
  • vercel.json
💤 Files with no reviewable changes (1)
  • docs/ai/pi-chat.md
✅ Files skipped from review due to trivial changes (1)
  • docs/.vitepress/config.ts

Comment thread docs/ai/plane-ai.md

This restriction matches the purpose of each mode. Ask mode is read-only by design - adding action-capable connectors to it would break that guarantee. MCP connectors are fundamentally about doing things: posting to Slack, creating a GitHub issue, querying a customer record. Those are actions, not lookups, and they belong in the modes that are designed for action with the appropriate level of oversight.

See [MCP connectors](/plane-ai/mcp-connectors) for the full list of available connectors, how to connect them, and how authentication works.
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⚠️ Potential issue | 🟠 Major | ⚡ Quick win

Fix broken MCP connector links (CI is already failing).

The link target /plane-ai/mcp-connectors is dead in both places, and VitePress build fails because of it. Update both references to the actual route (likely /ai/mcp-connectors).

Proposed patch
-See [MCP connectors](/plane-ai/mcp-connectors) for the full list of available connectors, how to connect them, and how authentication works.
+See [MCP connectors](/ai/mcp-connectors) for the full list of available connectors, how to connect them, and how authentication works.
...
-- MCP connectors require per-user authentication setup before use. See [MCP connectors](/plane-ai/mcp-connectors).
+- MCP connectors require per-user authentication setup before use. See [MCP connectors](/ai/mcp-connectors).

Also applies to: 510-510

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/ai/plane-ai.md` at line 283, Update the broken MCP connector links by
replacing the dead target "/plane-ai/mcp-connectors" with the correct route
"/ai/mcp-connectors" in the document so both occurrences (the link at "See [MCP
connectors](/plane-ai/mcp-connectors)..." and the second instance referenced in
the comment) point to "/ai/mcp-connectors"; ensure the link text remains
unchanged and run the VitePress build to confirm the CI failure is resolved.

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