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[Alerting V2][Serverless & 9.5][M2] Add experimental alerting features overview pages#6521

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[Alerting V2][Serverless & 9.5][M2] Add experimental alerting features overview pages#6521
nastasha-solomon wants to merge 40 commits into
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alerting/experimental-overview

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@nastasha-solomon nastasha-solomon commented May 15, 2026

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Summary

Contributes to https://github.com/elastic/docs-content-internal/issues/919. This PR adds the overview pages that introduce the experimental alerting system alongside Elastic's existing alerting options, and a dedicated "How it works" page for readers who want a detailed breakdown of the system's execution flow.

Navigation structure

Alerting 
├── Compare alerting systems 
└── Experimental alerting system overview 
    ├── How it works
    └── Glossary               

Review requests

This PR needs a technical and editorial review. Instructions for each are below.

🔧 Technical reviewer

Please focus your review on accuracy of facts, names, and structure only. Verify that field names, values, and descriptions in reference material are accurate and match the current implementation. When reviewing conceptual material, check that definitions are technically accurate and reflect the current engineering design. Pay particular attention to:

  • The Alert and Signal mode descriptions in kibana-alerting-experimental.md, especially the plain-language explanation in the "How the pieces fit together" section.
  • The step-by-step execution tables in how-it-works.md, including the note that action policy evaluation (steps 4–6 and 8–9) runs on a separate dispatcher polling cycle, not synchronously with the rule's execution.
  • The action policy description in kibana-alerting-experimental.md and glossary.md, which reflects the merged (non-global/non-per-rule) policy model.
  • The glossary definitions throughout glossary.md.
  • The comparison table rows in choose-an-alerting-system.md, especially Rule definition (rule builders + ES|QL), Notifications (action-level throttling), and Build highly custom notification logic (workflows row).

✏️ Editorial reviewer

This PR adds five pages: an overview of the system with plain-language mode explanations, a step-by-step "How it works" reference page, a dedicated glossary, a comparison and selection guide across all Elastic alerting systems, and a revised alerting.md that frames all options for readers arriving at the section root.

Please focus on writing quality, clarity, and how the content serves a reader who is seeing this system for the first time. Pay particular attention to the overview page and the "How it works" page, which are the two pages a new user is most likely to read together.

🚫 What to skip for now

Do not flag or review any section marked [CONTENT NEEDED] or with a TODO comment — intentionally incomplete pending UI finalization or incoming PRs.

Previews — 📁 New v2 content

Overview and navigation

Page name Description File ✏️ Ready for editorial review 🔧 Ready for technical review
Experimental alerting system overview System overview; detecting vs acting separation; plain-language mode descriptions; link to "How it works" explore-analyze/alerting/kibana-alerting-experimental.md
How the experimental alerting system works Step-by-step execution tables for Alert mode (9 steps) and Signal mode (3 steps); dispatcher polling note; worked examples for each mode explore-analyze/alerting/kibana-alerting-experimental/how-it-works.md
Experimental alerting system glossary One-sentence definitions for all system terms explore-analyze/alerting/kibana-alerting-experimental/glossary.md
Compare alerting systems Comparison and selection guide for all Elastic alerting systems; use case table with availability column; feature comparison table explore-analyze/alerting/compare-alerting-systems.md
Alerting Revised section root; frames all alerting options with recommended starting point explore-analyze/alerting.md

Note on toc.yml conflicts: Each PR in this series adds entries to the same section of toc.yml. Merge these PRs in order and resolve toc.yml conflicts at each step.

Generative AI disclosure

  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution?
  • Yes — Cursor + Claude
  • No

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github-actions Bot commented May 15, 2026

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Elastic Docs Style Checker (Vale)

Summary: 2 warnings, 6 suggestions found

⚠️ Warnings (2): Fix when the suggestion improves clarity or correctness.
File Line Rule Message
explore-analyze/alerting/alerts.md 21 Elastic.QuotesPunctuation Place punctuation inside closing quotation marks.
explore-analyze/alerting/kibana-alerting-experimental/how-it-works.md 18 Elastic.DontUse Don't use 'just'.
💡 Suggestions (6): Optional style improvements. Apply when helpful.
File Line Rule Message
explore-analyze/alerting/kibana-alerting-experimental/glossary.md 26 Elastic.WordChoice Consider using 'can, might' instead of 'may', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-experimental/glossary.md 26 Elastic.WordChoice Consider using 'can, might' instead of 'may', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-experimental/glossary.md 44 Elastic.Semicolons Use semicolons judiciously.
explore-analyze/alerting/kibana-alerting-experimental/glossary.md 50 Elastic.Semicolons Use semicolons judiciously.
explore-analyze/alerting/kibana-alerting-experimental/glossary.md 53 Elastic.Semicolons Use semicolons judiciously.
explore-analyze/alerting/kibana-alerting-experimental/glossary.md 59 Elastic.Semicolons Use semicolons judiciously.

The Vale linter checks documentation changes against the Elastic Docs style guide. To use Vale locally or report issues, refer to Elastic style guide for Vale.

- alerting.md: updated section overview for all three alerting systems
- alerting/choose-an-alerting-system.md: new comparison and selection guide
- alerting/kibana-alerting-experimental.md: new experimental alerting features overview with concepts glossary and Dispatcher entry
- explore-analyze/images/rule-alert-mode-diagram.png, rule-detect-mode-diagram.png: new diagrams
- toc.yml: navigation entries for new pages

Applies naming guidelines throughout. Cross-references to pages in later PRs are commented out with TODO notes.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@nastasha-solomon nastasha-solomon force-pushed the alerting/experimental-overview branch from 5e76dfb to ff31898 Compare May 15, 2026 20:45
nastasha-solomon added a commit that referenced this pull request May 15, 2026
…6521

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
nastasha-solomon added a commit that referenced this pull request May 15, 2026
…fter PR #6521

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@nastasha-solomon nastasha-solomon self-assigned this May 15, 2026
@nastasha-solomon nastasha-solomon changed the title Add experimental alerting features overview pages [Alerting V2][Serverless & 9.5][M2] Add experimental alerting features overview pages May 18, 2026

@mdbirnstiehl mdbirnstiehl left a comment

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Did a little editorial review and everything LGTM!

Comment thread explore-analyze/alerting.md Outdated
…moves detailed mode walkthrough to new page (#7208)

<!--
Thank you for contributing to the Elastic Docs! 🎉
Use this template to help us efficiently review your contribution.
-->

## Summary
<!--
Describe what your PR changes or improves.  
If your PR fixes an issue, link it here. If your PR does not fix an
issue, describe the reason you are making the change.
-->

Refines the experimental alerting system overview page and adds a new
"How it works" reference page for readers who want a detailed breakdown
of the system's execution flow.

### Reasoning for changes

The overview page was doing two jobs at once — introducing the system to
new readers and documenting the detailed execution flow for people who
needed to understand the mechanics. Mixing those audiences on one page
made both experiences worse: the intro felt cluttered and the technical
detail was hard to find.

This change splits the two. The overview stays focused on what the
system is and how the pieces relate, using plain language that works for
someone seeing it for the first time. The new "How it works" page gives
engineers and technically curious readers a clean step-by-step breakdown
of what each component does at each stage, organized by rule mode, with
a note on the dispatcher's independent polling cycle that the original
ASCII diagrams obscured rather than clarified.

The practical result is that a new user reading the overview gets a
cleaner introduction, and someone debugging a notification delay or
trying to understand the execution order has a dedicated page they can
go to directly.

### kibana-alerting-experimental.md

- Added a plain-language "How the pieces fit together" section that
explains the rule-to-episode-to-action-policy-to-workflow flow at a high
level before the mode-specific detail.
- Rewrote the Alert and Signal mode descriptions to be accurate about
the polling-based execution model and accessible to readers who are new
to the system.
- Removed ASCII flow diagrams and the detailed Alert/Signal mode
sections, which are now covered by the new how-it-works.md page.
- Added a reference to how-it-works.md at the end of the "How the pieces
fit together" section.

### kibana-alerting-experimental/how-it-works.md (new)

- Documents the step-by-step execution flow for Alert mode (9 steps) and
Signal mode (3 steps) using actor/action tables instead of ASCII
diagrams.
- Includes a note clarifying that action policy evaluation (steps 4–6
and 8–9) runs on a separate background process that polls roughly every
5 seconds, not synchronously with the rule's execution.
- Includes concrete examples for each mode.

### Other

- Deleted rule-alert-mode-diagram.png and rule-detect-mode-diagram.png
(no longer referenced).
- Updated toc.yml to add how-it-works.md as a child of the overview
page.

## Generative AI disclosure
<!--
To help us ensure compliance with the Elastic open source and
documentation guidelines, please answer the following:
-->
1. Did you use a generative AI (GenAI) tool to assist in creating this
contribution?
- [x] Yes - Cursor + Claude
- [ ] No  
<!--
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tool(s) and model(s) used (e.g., Google Gemini, OpenAI ChatGPT-4, etc.).

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@nastasha-solomon

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@tiamliu @jasonrhodes heads up that I made one more small adjustment to the overview page in the latest commit:

The overview page was doing two jobs at once: introducing the system to new readers and documenting the detailed execution flow for people who needed to understand the mechanics. Mixing those audiences on one page is not ideal. The latest commit keeps the overview focused on what the basics (what the new system is and how the pieces interact) and targets users encountering the system for the first time. The new "How it works" page targets more technical folks (engineers, analysts, SREs) and gives them more detailed explanations of what happens at each stage of alerting v2 workflows. This is particularly helpful for a user who wants to better what happens under the hood or need some additional context for troubleshooting.

@tiamliu tiamliu left a comment

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amazing work @nastasha-solomon.

Comment thread explore-analyze/alerting/compare-alerting-systems.md
Comment thread explore-analyze/alerting/compare-alerting-systems.md
Comment thread explore-analyze/alerting.md Outdated
Comment thread explore-analyze/alerting.md Outdated
Comment thread explore-analyze/alerting.md Outdated
Comment thread explore-analyze/alerting.md
Comment thread explore-analyze/alerting/kibana-alerting-experimental.md Outdated
Comment thread explore-analyze/alerting/kibana-alerting-experimental.md Outdated
Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>
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