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Updated set up the Platform Request Triage AI agent guide #2904

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21 changes: 12 additions & 9 deletions docs/guides/all/setup-platform-request-triage-ai-agent.md
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Expand Up @@ -138,8 +138,11 @@ This blueprint will define the data model for platform requests.
This action will be used by the AI agent to create new platform requests.

1. Go to the [actions](https://app.getport.io/actions) page.

2. Click `+ New Action`.

3. Toggle `Json mode` on.

4. Copy and paste the following JSON schema:

<details>
Expand Down Expand Up @@ -389,29 +392,29 @@ Finally, let's create the AI agent that will interact with users.
"properties": {
"description": "Platform Bot responsible for helping developers create platform requests and check their status. Assists with infrastructure, CI/CD, resource scaling, and research requests.",
"status": "active",
"allowed_blueprints": [
"platform_request",
"_user",
"_team"
],
"allowed_actions": [
"create_platform_request"
],
"prompt": "You are the Platform Team assistant. Help developers:\n1. Create platform requests by understanding their needs and pre-filling forms\n2. Check status of existing requests\n3. Provide guidance on request types",
"prompt": "You are the Platform Team assistant. Help developers:\n1. Create platform requests by understanding their needs and pre-filling forms\n2. Check status of existing requests\n3. Provide guidance on request types\n\nWhen a developer wants to create a new platform request, call the \"create_platform_request\" action with the appropriate details.",
"execution_mode": "Automatic",
"conversation_starters": [
"I need help scaling our payment service resources",
"Can you create a request for CI/CD pipeline optimization?",
"What platform requests are currently open?",
"Show me my pending platform requests",
"I need research help for implementing Redis caching"
],
"tools": [
"^(list|get|search|track|describe)_.*",
"run_create_platform_request"
]
},
"relations": {}
}
```
</details>

:::tip MCP Enhanced Capabilities
The AI agent uses MCP (Model Context Protocol) enhanced capabilities to automatically discover important and relevant blueprint entities via its tools. The `^(list|get|search|track|describe)_.*` pattern allows the agent to access and analyze related entities in your software catalog, such as platform requests, users, and teams. Additionally, we explicitly add `run_create_platform_request` to the tools, which instructs the AI agent to call this specific action to create new platform requests.
:::

5. Click `Create`.

## How it works
Expand Down