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Reorganize ADP nav around job-to-be-done workflows#38

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Reorganize ADP nav around job-to-be-done workflows#38
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prototype-workflow-nav

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@micheleRP micheleRP commented May 28, 2026

Context

The current ADP nav (modules/ROOT/nav.adoc, 132 lines) is organized by concept/noun: Agents, MCP Servers, AI Gateway, Governance, Observability, Integrations, Reference. The prototype reframes the IA by job-to-be-done verbs, with conversational labels that match how a customer would describe what they're trying to do, not what feature they're configuring.

This PR rewrites nav.adoc only — no file moves, no page-content edits — mapping the prototype's labels onto existing pages via xref:[Label] overrides. The intent is to put the new shape in front of the team for review without committing to file moves yet.

New shape (7 sections, 30 nav entries):

├─ Quickstarts                    (3 items: added back per team feedback, not in prototype)
├─ Connect data & tools           (5 items: agent + MCP/data integration workflows)
├─ Monitor & debug                (5 items: transcripts + troubleshooting + metrics)
├─ Control & govern               (5 items: dashboard + guardrails + budgets + permissions)
├─ Routing & LLM settings         (2 items + 1 nested: AI Gateway + LLM provider)
├─ Concepts                       (6 items: conceptual deep-dives)
└─ Settings reference             (5 items: field/schema reference + glossary)

Preview nav

Prototype vs. charter workflows

Cross-checking the prototype's nav against the 11 charter workflows from the ADP GA Readiness Plan:

Cleanly matched (8 of 11)

# Charter workflow Prototype slot
1 Configure LLM provider "Configure LLM provider" (Routing & LLM settings). Prototype originally split this into "Supported LLM providers" + "Quick start with one LLM"; collapsed back to the charter wording.
2 Create declarative agent "Turn your data source into an agent"
5 Configure guardrails "Set safety rules for all agents"
6 Set token budgets and limits "Set spending limits"
7 Read a transcript "See what your agent did"
8 Governance dashboard "See all your agents in one place"
9 Register remote (self-hosted) MCP "Connect a tool server you host yourself"
10 User-delegated OAuth for MCP "Let agents act as the signed-in user"

Missing or partial in the prototype

# Charter workflow Prototype gap
3 Create MCP server Partial. "Plug in Salesforce…" covers the managed catalog (pick a server), and the truncated "Update tools without breaking…" sounds like server lifecycle, but neither is a clean "build a new MCP server" slot. Substituted "Build a tool server for your own data" in the draft so mcp/create-server.adoc has a home.
4 Connect your own agent (BYOA) Missing. No top-level BYOA slot under Connect. Could be folded into "Turn your data source into an agent" (one page covering declarative + BYOA), but the charter treats them as distinct workflows. Open question.
11 BYOA telemetry (OpenTelemetry) Missing from the screenshot. Added "Send telemetry from agents you host" under Monitor & debug as a 6th item so we don't lose charter coverage.
12 Remote MCP clients (bonus) Missing. No Integrations-style section in the prototype at all.

Prototype also adds workflows not in the charter

These are mostly debugging/observability framings — reasonable IA, but worth flagging:

Major gaps (ordered by impact)

Gaps are nav slots in the prototype that have no existing page that fits cleanly:

# Prototype slot Severity Notes
1 Agent configuration fields (reference) High — visible in nav, blank looks bad Settings-reference field tables. Could auto-generate from proto when stable.
2 Tool server configuration fields (reference) High Same shape as #1; depends on MCP server proto/config schema.
3 Gateway configuration (reference) High Field reference for AI Gateway YAML/spec.
4 Activity data format (reference) High Transcript/OTel attribute schema. Some content exists inline in transcripts.adoc but isn't extracted.
5 Pick which LLM handles each request (Routing) High — first-class workflow with no page LLM-level routing/policy. Not the same as MCP aggregation. Confirm with team-ai whether this is a shipped feature.
6 Investigate a slow run (Monitor) Medium Could be a perf-troubleshooting page or just an expanded section in the existing troubleshoot doc.
7 Agents, MCP servers, and data sources (Concepts) Medium The label promises a unified "what's the whole system" page. agents/concepts.adoc is loop-focused, not unified.
8 Declarative vs. BYOA (Concepts) Medium BYOA register page has the comparison embedded; either xref the section or extract to a standalone concept page.
9 How access control works (Concepts) vs. Control who can do what (workflow) Low Both currently map to permissions-overview.adoc. Splitting into a concept page + a how-to is the eventual fix.

(The Settings reference gaps render as nav entries with no associated page in this PR — flagged for visibility, not yet wired up.)

Pages currently dropped from nav

These pages still exist on disk and are reachable by direct URL, but have no slot in the new shape. Most are subordinate flows that could become subsections of an existing workflow page in a follow-up:

  • agents/overview.adoc, agents/a2a-concepts.adoc, agents/system-prompts.adoc, agents/architecture-patterns.adoc, agents/integration-overview.adoc, agents/pipeline-integration-patterns.adoc, agents/monitor.adoc
  • agents/tutorials/* (customer-support-agent, transaction-dispute-resolution)
  • mcp/oauth-providers.adoc, mcp/github-oauth-tutorial.adoc, mcp/test-tools.adoc
  • ai-gateway/aggregation.adoc, ai-gateway/connect-agent.adoc, ai-gateway/admin/setup-guide.adoc, ai-gateway/builders/discover-gateways.adoc
  • governance/kill-switch.adoc (currently empty), governance/guardrails/cost-tracking.adoc (stub)
  • observability/ingest-custom-traces.adoc, observability/logs.adoc
  • integrations/{claude-code,cursor,continue,cline,copilot,remote-mcp-clients}.adoc
  • reference/pipeline-examples.adoc (empty stub)
  • Managed MCP connector catalog subpages (12 pages currently under MCP > Managed Catalog)

Open questions for the team

These are decision points baked into the current draft as assumptions; flag any you want changed:

  1. "Update tools without breaking agents" — the screenshot's third item under Connect is truncated. My read is tool/MCP versioning, but the closest current page is mcp/test-tools.adoc and that's about testing. Substituted "Build a tool server for your own data" so mcp/create-server.adoc has a home.
  2. BYOA — charter workflow docs(mcp-servers): rewrite MCP Servers pages for ADP GA #4 (Connect your own agent / BYOA) doesn't have a clean slot in the prototype's Connect section. byoa-register.adoc is currently placed under Concepts ("Declarative vs. BYOA"); charter Update ADP docs for May 4 batch (rpk ai, Bedrock GA, governance V0) #11 (BYOA telemetry) gets a new slot under Monitor. Should BYOA register get its own how-to slot under Connect?
  3. IDE integrations (Claude Code, Cursor, Continue, Cline, Copilot, remote-mcp-clients) — no section in the prototype. Options: add an "IDE integrations" section, fold each under "Let agents act as the signed-in user" or "Connect a tool server you host yourself", or drop from preview.
  4. Managed connector catalog — 12 connector subpages currently live under MCP > Managed Catalog. In the new shape they'd nest under "Plug in Salesforce..." — single line in the prototype. Keep as a nested sub-tree? Move to a separate sub-nav inside that page? Drop from nav and link inline?
  5. "How access control works" (Concepts) vs. "Control who can do what" (workflow) — both currently map to permissions-overview.adoc. Acceptable as a duplicate xref for the preview, or split into two pages?

🤖 Generated with Claude Code

Prototype draft that reframes the left-nav by user verbs (Connect data &
tools, Monitor & debug, Control & govern, Routing & LLM settings) instead
of feature nouns (Agents, MCP Servers, AI Gateway, Governance,
Observability). Nav-only on top of main; no page-content edits and no
file moves, so existing xrefs and URLs are preserved.

Adds a top-level Quickstarts section (not in the prototype but critical
to users) and folds the prototype's "Supported LLM providers" + "Quick
start with one LLM" into one "Configure LLM provider" entry matching the
charter wording.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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@micheleRP micheleRP marked this pull request as ready for review May 28, 2026 04:10
@micheleRP micheleRP requested a review from a team as a code owner May 28, 2026 04:10
@micheleRP micheleRP requested a review from splittingfield May 28, 2026 04:10
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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