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docs(user-guide): document assistant panel and per-workflow integration scope - #363

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alezander86 merged 2 commits into
codemie-ai:mainfrom
EvgeniyKvasyuk:docs/assistant-panel-in-executions
Sep 3, 2026
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docs(user-guide): document assistant panel and per-workflow integration scope#363
alezander86 merged 2 commits into
codemie-ai:mainfrom
EvgeniyKvasyuk:docs/assistant-panel-in-executions

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@EvgeniyKvasyuk

@EvgeniyKvasyuk EvgeniyKvasyuk commented Aug 20, 2026

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Summary

Documents the assistant panel opened from a workflow, the per-workflow scope for personal integration settings, and the integration slot model that scope depends on.

Changes

  • Added user-guide/workflows/assistant-panel-in-executions.md: opening the panel, which nodes open it, what it shows, selecting a personal integration, and where that selection applies (workflow scope vs assistant scope, checkbox defaults, resolution order, other users, cloning)
  • Reworked Automatic Credentials Lookup on the Integrations page into the three author decisions per integration slot, including "lookup off with nothing pinned" meaning No integration, and added where a personal selection is remembered (assistant page vs workflow panel)
  • Documented in Create Workflow that unpinned integration slots do not block saving and are reported as a non-blocking warning
  • Aligned the MCP Integration Credentials page with the shared slot model
  • Added 4 FAQ entries and one screenshot of the Your Integration Settings section

Testing

  • Tested locally with npm start
  • All pages render correctly
  • Images display properly
  • Internal links work
  • Sidebar navigation works

Quality Checks

  • npm run check passes (typecheck + lint + commitlint)
  • No MDX compilation errors
  • No raw angle brackets (<text> must be `<text>`)
  • Sidebar references document IDs (not filenames)
  • Images stored locally next to content (not in static/img/)
  • Commit messages follow Conventional Commits
  • No secrets or credentials in documentation

Additional Notes

Verified via npm run build (which fails on broken internal links and invalid sidebar IDs) rather than a npm start session, so the unchecked boxes above are visual checks that were not performed in a browser.

@codemie-ai

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[AUTO_CLOSE_WARNING] ⏰ This pull request is older than 7 days and will be automatically closed in 1 more days (when it reaches 14 days old)! To maintain this PR, either convert it to Draft or complete your changes and merge.

EvgeniyKvasyuk and others added 2 commits September 3, 2026 11:11
…on scope

Add the assistant panel opened from a workflow: what it shows, which nodes
open it, and how a personal integration is selected from it.

Document the per-workflow scope for personal integration settings, the
"Apply to the whole assistant, not just this workflow" checkbox and its
defaults, the runtime resolution order, and how cloning and other users
are affected.

Rework Automatic Credentials Lookup into the three author decisions per
integration slot, including "lookup off with nothing pinned" meaning
No integration, and note that unpinned slots do not block workflow saving.

Generated with AI

Co-Authored-By: codemie-ai <codemie.ai@gmail.com>
…tings

State on the Integrations page that a personal selection saved from the
assistant panel of a workflow applies to that workflow only unless the
scope checkbox is selected, and that it wins over the assistant-scoped
selection when the workflow runs.

Generated with AI

Co-Authored-By: codemie-ai <codemie.ai@gmail.com>
@alezander86
alezander86 force-pushed the docs/assistant-panel-in-executions branch from e3c35f6 to eea6f5a Compare September 3, 2026 08:11
@alezander86
alezander86 merged commit 0eb8f17 into codemie-ai:main Sep 3, 2026
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3 participants