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[Alerting V2][Serverless & 9.5][M2] Add get started pages for the experimental alerting system#6522

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[Alerting V2][Serverless & 9.5][M2] Add get started pages for the experimental alerting system#6522
nastasha-solomon wants to merge 26 commits into
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alerting/experimental-setup

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

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Summary

Adds the "Get started" section for the experimental alerting system, contributing to docs-content-internal#919. Following the tech preview principle of accuracy over comprehensiveness, pages focus on stable behavior (e.g., how to enable the system, what privileges are needed, and how to create a first rule) rather than comprehensive feature documentation that is subject to change before GA. Some UI is doc'd in the tutorial, but that's needed for users to follow along.

Navigation structure

Get started       ← landing page to be added under top level page for Alerting v2 (#6521)
├── Set up
└── Configure access
└── Create your first rule

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.

✏️ Editorial reviewer

Focus on writing quality, clarity, and how the content serves a reader enabling and using this feature for the first time.

Previews — 📁 New v2 content

Get started

Page name Description File Ready for editorial review ✏️ Ready for technical review 🔧
Get started Landing page with per-page summaries linking to setup, access, and the tutorial explore-analyze/alerting/kibana-alerting-experimental/get-started.md
Set up the experimental alerting system Requirements (data, space, connectors, license); applies-switch for turning the system on (Serverless only for now) and off; confirmation steps; next steps explore-analyze/alerting/kibana-alerting-experimental/get-started/setup.md
Configure access Kibana feature privileges organized by activity; Quick Reference table; bundled ES read access via Alerts privilege for .rule-events/.alert-actions; custom role still required for .kibana-event-log-*; Next steps explore-analyze/alerting/kibana-alerting-experimental/get-started/configure-access.md
Create your first rule Tutorial: Prepare your environment (index + sample data) → Create the rule (5-step stepper) → Confirm the rule is evaluating → Observe the episode lifecycle; requirements table; ES|QL query explanations for new users explore-analyze/alerting/kibana-alerting-experimental/get-started/create-your-first-rule.md

Out of scope for this PR

Cross-references to content in those PRs are present throughout these pages but commented out with TODO notes.

Note on toc.yml conflicts: Merge 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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Elastic Docs Style Checker (Vale)

Summary: 1 warning, 1 suggestion found

⚠️ Warnings (1): Fix when the suggestion improves clarity or correctness.
File Line Rule Message
explore-analyze/alerting/kibana-alerting-experimental/get-started/create-your-first-rule.md 262 Elastic.DontUse Don't use 'just'.
💡 Suggestions (1): Optional style improvements. Apply when helpful.
File Line Rule Message
explore-analyze/alerting/kibana-alerting-experimental/get-started/configure-access.md 26 Elastic.Ellipses In general, don't use an ellipsis.

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.

Adds three setup pages under kibana-alerting-experimental/:
- quick-start-alerting.md: step-by-step first rule guide
- setup-alerting.md: full setup covering data streams, spaces, and API keys
- alerting-privileges.md: privilege requirements

Cross-references to pages in later PRs are commented out with TODO notes.

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 setup pages [Alerting V2][Serverless & 9.5][M2] Add experimental alerting features setup pages May 18, 2026
Comment thread explore-analyze/alerting/kibana-alerting-experimental/setup-alerting.md Outdated

@vishaangelova vishaangelova left a comment

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Very nice!

Comment thread explore-analyze/alerting/kibana-alerting-experimental/get-started.md Outdated
Comment thread explore-analyze/alerting/kibana-alerting-experimental/get-started/setup.md Outdated
nastasha-solomon and others added 3 commits July 6, 2026 16:24
…ted.md

Co-authored-by: Visha Angelova <91186315+vishaangelova@users.noreply.github.com>
…ted/create-your-first-rule.md

Co-authored-by: Visha Angelova <91186315+vishaangelova@users.noreply.github.com>
nastasha-solomon added a commit that referenced this pull request Jul 7, 2026
…ution history docs to rules pages (#7247)

## Summary

Adds two missing documentation gaps to the experimental alerting rules
section, addressing issues
[#7227](#7227) and
[#7240](#7240). Both pages
are in the in-progress PR
[#6523](#6523).

---

## Content changes

### `rules/create-rules-action-policies-agent-builder.md`

Addresses [#7227](#7227):

Added a **Requirements** section before "Propose and save a rule"
covering the three conditions that must be met for the "Create with AI
Agent" entry points to appear in the {{alerting-v2-system}} UI:

- **The required subscription**: Agent Builder requires the appropriate
Stack subscription or Serverless project feature tier. Without it, the
entry points are hidden.
- **The `agentBuilder:experimentalFeatures` advanced setting turned
on**: The alerting v2-specific UI gate, enabled in Advanced Settings.
Added following the Kibana PR
[#274165](elastic/kibana#274165) which
introduced this as a hard gate on all four "Create with AI Agent" entry
points (rules list split-button, empty state, and both create-rule
flyouts).
- **The required privileges**: A table covering the four privilege
requirements — `Agent Builder: Read` to access the agent, `Rules: All`
to save a rule, `Action Policies: All` to save an action policy, and
`Workflows: Read` or `Workflows: All` to select or create a workflow
destination. A cross-reference link to `configure-access.md` is included
but commented out pending PR
[#6522](#6522).

Requirements section is modeled on the `create-your-first-rule.md`
pattern from PR
[#6522](#6522).

---

### `rules/view-manage-rules.md`

Addresses [#7240](#7240):

Added a **Monitor rule execution health** section documenting the
Execution History page and its Rules tab, introduced in Kibana PR
[#275066](elastic/kibana#275066).

- Describes the Execution History page as a cross-rule view for
monitoring rule health at scale.
- Documents the two-tab layout: **Rules** (default) and **Policies**.
- Documents the **Rules** tab columns: Timestamp, Rule (links to rule
summary flyout), Duration, Response, and Message.
- Documents the server-side **Outcome** filter (All / Success / Failure)
and the 10,000-record result cap.

Updated the page description and opening paragraph to reflect the new
coverage.


## Generative AI disclosure

1. Did you use a generative AI (GenAI) tool to assist in creating this
contribution?

- [x] Yes — Cursor + Claude
- [ ] No

@cnasikas cnasikas left a comment

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LGMT! Great to see docs for alerting v2! A note that we disable alerting v2 in serverless due to an incident with billing. We are expecting to enable it soon. Also, in the "Confirm the rule is evaluating" section, shouldn't we promote the UI instead of searching the docs in the .rule-events? Lastly, I am sure there is a good reason, but why is the alerting v2 section called "Get started" and not "Alerting v2" or similar?

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@nastasha-solomon

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Also, in the "Confirm the rule is evaluating" section, shouldn't we promote the UI instead of searching the docs in the .rule-events?

Yes, great point. The rule execution history tab is the faster and more user-friendly path. I'll remove the suggestion to go to Discover and replace it with instructions to check the execution history page.

Lastly, I am sure there is a good reason, but why is the alerting v2 section called "Get started" and not "Alerting v2" or similar?

Yeah, this is a little funky. The "Get started" section is a level too high right now because of how the alerting v2 docs are broken up. Once I merge the PR that has the section landing page for the alerting v2 docs, "Get started" will be moved to it's proper placement in the TOC like this:

  • Alerting
    • Compare alerting systems
    • Experimental alerting system
      • How it works
      • Glossary
      • Get started
        - Set up
        - Configure access
        - Create your first rule

@cnasikas

cnasikas commented Jul 8, 2026

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Yes, great point. The rule execution history tab is the faster and more user-friendly path. I'll remove the suggestion to go to Discover and replace it with instructions to check the execution history page.

I was thinking of the alerts table, the alerts detail page, etc. There are a lot of views there where they can see the lifecycle of the episode, etc.

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