docs: Add Guided Onboarding Wizard to January 2026 changelog #192
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mattlink and
prithvi2206
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Citation: Based on PR #1838 which adds the Deep Analysis page. Feature details from promptless-dashboard/src/app/deep-analysis/page.tsx including templates (refactor docs, add error codes, write from scratch, audit for consistency), file attachment limits (5 files, 10MB each), and the manual review workflow.
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Citation: New documentation page based on PR #1838. Feature implementation details from promptless-dashboard/src/app/deep-analysis/page.tsx including the TEMPLATES array defining the four templates, MAX_ATTACHMENT_COUNT (5), MAX_ATTACHMENT_SIZE_BYTES (10MB), and the form fields (doc collection, title, description, attachments).
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| * **Screenshot Improvements:** Promptless now makes better decisions about when to capture fresh screenshots and can crop them to focus on specific UI elements—highlighting exactly what users need to see without extra clutter. | ||
| * **Automatic Suggestion Updates from Main:** When changes are pushed to your documentation's main branch, Promptless merges those updates into all open suggestion branches and automatically resolves any conflicts. | ||
| * **Trigger Source Filter:** Filter suggestions on the Change History page by how they were triggered—Slack messages, Web UI requests, or GitHub PRs. For GitHub, expand the dropdown to filter by specific repositories. | ||
| * **Rich PR Descriptions:** Documentation PRs now include a "Promptless Research" section with clickable links to every source reviewed—files, GitHub PRs, Slack conversations, and more—plus an explanation of the changes. For suggestions with multiple triggers, each trigger's context appears in collapsible sections. |
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Citation: Added Rich PR Descriptions and Inline PR Citations based on PR #1804 which adds pr_helpers.py for formatting research summaries and sync_pr_with_suggestion_metadata() and add_citation_comments_to_pr() functions in github.py.
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| <img src="https://promptless-customer-doc-assets.s3.amazonaws.com/docs-images/org_2lvkgU9erOFxYhtEVVC0ymPrPdF/atlassian-integration-confluence-jira-unified-517b0f75.png" alt="Atlassian integration showing both Jira projects and Confluence spaces in a unified interface" /> | ||
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| * **Guided Onboarding Wizard:** A 6-step wizard walks new users through Promptless setup: connecting Slack, connecting your documentation platform, configuring triggers, adding context sources, setting agent preferences, and starting your trial. Progress saves automatically—leave and return to pick up where you left off. Team members from the same organization can continue setup without losing previous progress. |
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Citation: Removed the "Automatic Support Channel" changelog entry because PR #1851 disabled this feature due to a bug. The feature was commented out (not deleted) in server/slack/routes.py, indicating this is a temporary disable that may be re-enabled later.
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| * **Guided Onboarding Wizard:** A 6-step wizard walks new users through Promptless setup: connecting Slack, connecting your documentation platform, configuring triggers, adding context sources, setting agent preferences, and starting your trial. Progress saves automatically—leave and return to pick up where you left off. Team members from the same organization can continue setup without losing previous progress. | ||
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| * **Automatic Support Channel:** When you connect Slack during onboarding, Promptless creates a shared Slack Connect channel between your team and ours. Use it to ask questions, share feedback, and get support. |
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Citation: PR #1852 re-enables Slack Connect support channel creation during onboarding only (when onboarding_completed is false). This feature was previously disabled in PR #1851. See changes in slack/routes.py.
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| * **Rich PR Descriptions:** Documentation PRs now include a "Promptless Research" section with clickable links to every source reviewed—files, GitHub PRs, Slack conversations, and more—plus an explanation of the changes. For suggestions with multiple triggers, each trigger's context appears in collapsible sections. | ||
| * **Inline PR Citations:** Citations now appear as review comments on specific lines in your documentation PRs. See the exact source—GitHub PR, Slack message, or Jira ticket—that informed each change directly in the diff view. | ||
| * **Onboarding Wizard Enhancements:** Several improvements throughout the wizard—your docs repository is now automatically excluded when triggering on all repos, monorepo setups prompt you to select specific repositories, help links guide you to documentation when needed, and the calibration card now shows that you'll receive a Slack notification when PR replays complete. If your Slack connection doesn't complete, a recovery flow shows options to try again, continue without Slack, or contact your admin. | ||
| * **Simplified Intercom Connection:** Connecting Intercom is now a one-click OAuth flow for all users. Previously, some organizations had to manually create an app in the Intercom Developer Hub and enter an access token—now everyone connects through standard OAuth authorization. |
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Citation: Based on PR #1861 which removes the IntercomModal component and INTERCOM_DIRECT_AUTH_ORGS list in IntegrationsList.tsx, switching all Intercom connections to use OAuth instead of manual access token entry.
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| * **Onboarding Wizard Stability:** Fixed multiple issues in the onboarding wizard—including OAuth integration setup, progress saving after connecting Slack, trigger dropdowns showing placeholder data, agent preferences not persisting, and various visual glitches during page transitions. | ||
| * **Slack Connect Channel Visibility:** Fixed an issue where Slack Connect support channels were created as private in your workspace—support channels now appear as public, so you can invite other team members from your organization. | ||
| * **High-Volume Trigger Processing:** Fixed intermittent errors when processing triggers for organizations with many concurrent documentation tasks. | ||
| * **Review Time Estimate Accuracy:** Fixed review time estimates being inflated for repositories with mixed line endings (CRLF and LF). Estimates now accurately reflect the actual scope of documentation changes. |
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Citation: Bug fix from PR #1867 that normalizes line endings (CRLF → LF) in server/utils/diff_utils.py before computing diff stats, preventing mixed line endings in customer repos from inflating estimated review times.
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New Trigger Event: Promptless/promptless PR #1867: fix: ignore CRLF vs LF differences when computing diff statsPromptless Research (1 GitHub PR) Agent Response
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| * **Deep Analysis:** Submit large documentation requests—like refactoring entire sections, auditing for consistency, or writing comprehensive docs from scratch. Access Deep Analysis from the sidebar, select your doc collection, describe what you need, and optionally attach supporting files. The Promptless team reviews your request and begins processing, which may create multiple suggestions across your documentation. | ||
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| * **Triggers Page Search:** Search for triggers by PR info, Slack thread topic, task name, or summary text. The default view shows the last 30 days, but search retrieves matching triggers from your full history. |
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Citation: Changelog entry for Triggers Page Search based on PR #1869. The PR adds a search box to the Triggers page with debounced search and removes the 30-day limit when searching, allowing users to find older events.
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New Trigger Event: Promptless/promptless PR #1869: search for triggersPromptless Research (1 GitHub PR) Agent Response
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fern/docs/changelogs/2026-01.md
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| * **GitHub PR Event Filtering:** Fixed an issue where Promptless could trigger on PR events like `edited` or `synchronize` instead of only triggering when PRs are opened, marked ready for review, or reopened. | ||
| * **Large Image Processing:** Fixed failures when processing triggers with large images. Promptless now automatically compresses images that exceed size limits, so you can include high-resolution screenshots and images in Slack messages, GitHub issues, or other triggers without issues. | ||
| * **Documentation PR Update Reliability:** Fixed intermittent failures when updating documentation PRs with new changes. Promptless now handles transient GitHub API timing issues more gracefully, ensuring suggestions are consistently applied to your docs PRs. | ||
| * **Onboarding Wizard Stability:** Fixed multiple issues in the onboarding wizard—including OAuth integration setup, progress saving after connecting Slack, trigger dropdowns showing placeholder data, agent preferences not persisting, PR replays not starting for GitHub triggers, and various visual glitches during page transitions. |
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Citation: Added "PR replays not starting for GitHub triggers" to the Onboarding Wizard Stability entry based on PR #1870 which fixes the replay_recent_prs flag being passed incorrectly in pipeline.ts.
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New Trigger Event: Promptless/promptless PR #1870: fix: set replay_recent_prs in onboarding flowPromptless Research (1 GitHub PR) Agent Response
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| * **GitHub PR Event Filtering:** Fixed an issue where Promptless could trigger on PR events like `edited` or `synchronize` instead of only triggering when PRs are opened, marked ready for review, or reopened. | ||
| * **Large Image Processing:** Fixed failures when processing triggers with large images. Promptless now automatically compresses images that exceed size limits, so you can include high-resolution screenshots and images in Slack messages, GitHub issues, or other triggers without issues. | ||
| * **Documentation PR Update Reliability:** Fixed intermittent failures when updating documentation PRs with new changes. Promptless now handles transient GitHub API timing issues more gracefully, ensuring suggestions are consistently applied to your docs PRs. | ||
| * **Onboarding Wizard Stability:** Fixed multiple issues in the onboarding wizard—including OAuth integration setup, progress saving after connecting Slack, trigger dropdowns showing placeholder data, agent preferences not persisting, PR replays not starting for GitHub triggers, Slack notification channel settings being lost when resuming onboarding, and various visual glitches during page transitions. |
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Citation: Bug fix for Slack notification channel not persisting during resumed onboarding. The wizard now refreshes state from org config on resumed onboarding, ensuring slack.notificationChannel is preserved. Changes in promptless-dashboard/src/app/onboarding/slack/page.tsx.
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New Trigger Event: Promptless/promptless PR #1872: Refresh Slack notification channel during onboardingPromptless Research (1 GitHub PR) Agent Response
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| * **PR Replay Status Accuracy:** Fixed PR replays to show the correct PR status on the Triggers page. Previously, replayed PRs always showed "open" status regardless of whether the PR was actually merged, closed, or in draft state. | ||
| * **GitHub Trigger Icons:** Fixed the Change History page to show the GitHub icon for all GitHub-based triggers—including GitHub Enterprise PRs, merged PRs, and GitHub Issues. Previously, the icon only appeared for regular open PRs. | ||
| * **GitHub PR Event Filtering:** Fixed an issue where Promptless could trigger on PR events like `edited` or `synchronize` instead of only triggering when PRs are opened, marked ready for review, or reopened. | ||
| * **GitHub Integration Reliability:** Promptless now handles server clock drift that could cause intermittent authentication errors and automatically retries operations when GitHub's API returns transient server errors. |
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Citation: Added bug fix entry based on PR #1863. Key changes: generate_github_jwt() in server/utils/sources/github.py now backdates JWT iat claim by 60 seconds to handle clock drift, and get_installation_access_token() has retry with exponential backoff for 5xx errors plus better error handling.
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New Trigger Event: Promptless/promptless PR #1863: fix: GitHub API error handling improvementsPromptless Research (1 GitHub PR) Agent Response
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| * **GitHub Trigger Icons:** Fixed the Change History page to show the GitHub icon for all GitHub-based triggers—including GitHub Enterprise PRs, merged PRs, and GitHub Issues. Previously, the icon only appeared for regular open PRs. | ||
| * **GitHub PR Event Filtering:** Fixed an issue where Promptless could trigger on PR events like `edited` or `synchronize` instead of only triggering when PRs are opened, marked ready for review, or reopened. | ||
| * **GitHub Integration Reliability:** Promptless now handles server clock drift that could cause intermittent authentication errors and automatically retries operations when GitHub's API returns transient server errors. | ||
| * **Duplicate Trigger Context in PRs:** Fixed trigger context appearing twice in documentation PRs—once in the PR description and again as separate comments. Trigger context now appears only in the PR description. |
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Citation: Based on PR #1877 which adds mark_pr_description_trigger_events_as_posted() function in server/utils/sources/github.py to mark trigger events included in PR descriptions as posted, preventing them from being re-posted as comments.
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fern/docs/changelogs/2026-01.md
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| * **Faster Suggestion Page Loading:** The Change History page now loads faster. Suggestion metadata—titles, descriptions, and trigger details—appears immediately while the diff loads in parallel. | ||
| * **Smarter Screenshot Capture:** Promptless now makes better decisions about when to capture fresh screenshots for documentation. When processing UI changes, Promptless proactively identifies which screenshots need updating and captures fresh, high-quality images from your live product. | ||
| * **Screenshot Cropping:** Promptless can now crop screenshots to focus on specific UI elements—highlighting exactly what users need to see without extra clutter. | ||
| * **Suggestion Lifecycle Improvements:** Viewing a suggestion now counts as activity—so suggestions you're actively reviewing stay active even if no edits are made for over 30 days. You can also view the full diff of any suggestion—even after it's been closed or merged—since Promptless now archives diffs before cleanup. |
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Citation: PR #1856 changes the implementation from archiving diffs (PR #1823) to using SHAs with the GitHub compare API. Removed the implementation detail "since Promptless now archives diffs before cleanup" since it's no longer accurate - the user benefit remains the same but the approach is different.
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Adds a changelog entry for the new Guided Onboarding Wizard feature to the January 2026 changelog. The entry documents the 6-step wizard that walks new users through Promptless setup (Slack connection, documentation platform, triggers, context sources, agent preferences, and trial activation), including automatic progress saving and team continuity features.
Trigger Events
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