Merge pull request #11409 from mendix/kv-genai-units

GenAI Portal updates

Author: Karuna-Mendix

content/en/docs/control-center/entitlements/cloud-tokens.md

@@ -51,7 +51,7 @@ These tables show how many Mendix Cloud Tokens each CRP requires:
 | XXXXL21 | 1280 |
 | XXXXL-5XLDB | 2240 |
 
-|Premium Resource Packs | Mendix Cloud Tokens |
+| Premium Resource Packs | Mendix Cloud Tokens |
 | --- | --- |
 | S21 | 30 |
 | M21 | 60 |
@@ -62,7 +62,7 @@ These tables show how many Mendix Cloud Tokens each CRP requires:
 | XXXXL21 | 1920 |
 | XXXXL-5XLDB | 3360 |
 
-|Premium Plus Resource Packs | Mendix Cloud Tokens |
+| Premium Plus Resource Packs | Mendix Cloud Tokens |
 | --- | --: |
 | XL21 | 400 |
 | XXL21 | 800 |
@@ -98,22 +98,10 @@ These tables show how many Mendix Cloud Tokens each CRP requires:
 
 ## GenAI Resource Packs {#grps}
 
-GenAI Resource Packs provide turn-key access to Generative AI technology, delivered through Mendix Cloud. For the technical details of each GenAI Resource Pack (GRP), refer to [GenAI Resource Packs](/agents/mx-cloud-genai/resource-packs/).
-
-| GenAI Model Resource Pack – Anthropic Claude Sonnet | Mendix Cloud Tokens |
-| --- | --: |
-| S | 30 |
-| M | 60 |
-| L | 120 |
-
-| GenAI Model Resource Pack – Cohere Embed | Mendix Cloud Tokens |
-| --- | --: |
-| S | 6 |
-| M | 12 |
-| L | 24 |
+GenAI Resource Packs provide turn-key access to Generative AI technology, delivered through Mendix Cloud. For text generation and embeddings resources, one Mendix Cloud Token equals 100 GenAI Units. You choose any Cloud Token amount when provisioning a resource. There are no fixed plan sizes. For technical details, GenAI Unit exchange rates, and model pricing, see [Mendix Cloud GenAI Resource Packs](/agents/mx-cloud-genai/resource-packs/).
 
 | GenAI Knowledge Base Resource Packs | Mendix Cloud Tokens |
-| --- | --: |
+| --- | -- |
 | Standard | 48 |
 
 ## Key Takeaways

content/en/docs/control-center/genai-resources-self-service.md

@@ -1,94 +1,92 @@
 ---
 title: "GenAI Resources"
-url: /control-center/genai-resources-self-service
+url: /control-center/genai-resources-self-service/
 description: "Describes how to provision and deprovision GenAI Resources using self-service."
 weight: 20
 ---
 
 ## Introduction
 
-The **GenAI Resources** section provides a detailed overview of all Mendix GenAI resources available within your company, allowing Mendix Admins to seamlessly provision and deprovision GenAI resources as needed. With this feature, Mendix Admins can efficiently manage all GenAI resources directly within the [Control Center](https://controlcenter.mendix.com/index.html) through a self-service capability, ensuring streamlined operations and improved governance. For more information, refer to [Accessing GenAI Resources](/agents/mx-cloud-genai/resource-packs/#accessing-genai-resources).
+The **GenAI Resources** section provides a detailed overview of all Mendix GenAI resources available within your company, allowing Company Admins to seamlessly provision and deprovision GenAI resources as needed. With this feature, Company Admins can efficiently manage all GenAI resources directly within the [Control Center](https://controlcenter.mendix.com/index.html) through a self-service capability, ensuring streamlined operations and improved governance. For more information, see [Accessing GenAI Resources](/agents/mx-cloud-genai/resource-packs/#accessing-genai-resources).
 
 ## Prerequisites
 
-Self-service provisioning of GenAI resources using Mendix Cloud Tokens is available only if the users meet the following conditions:
+Self-service provisioning of GenAI resources using Mendix Cloud Tokens is available only if you meet the following conditions:
 
-1. Sufficient token entitlements – The user should have an adequate number of available Mendix Cloud Tokens to allocate for GenAI resource provisioning.
-2. Valid subscription plan – The user's Mendix subscription must be based on the FY21 price list or newer. Older subscription plans are not eligible for provisioning.
-3. Single account ownership – The user should have a single account. Owning multiple accounts is not supported for self-service GenAI provisioning.
-4. Enterprise platform subscription – The user should have a single active enterprise platform subscription. If no active subscription is found, the system will display a warning message with this text: "We couldn't retrieve your correct platform account, which is required to access available tokens and create resources. Please contact Mendix Support for assistance."
+1. Sufficient token entitlements – You must have an adequate number of available Mendix Cloud Tokens to allocate for GenAI resource provisioning.
+2. Valid subscription plan – Your Mendix subscription must be based on the FY21 price list or newer. Older subscription plans are not eligible for provisioning.
+3. Single account ownership – You must have a single account. Owning multiple accounts is not supported for self-service GenAI provisioning.
+4. Enterprise platform subscription – You must have a single active enterprise platform subscription. If no active subscription is found, the system displays the following warning: "We couldn't retrieve your correct platform account, which is required to access available tokens and create resources. Please contact Mendix Support for assistance."
 
 ## Overview of Deployed Resources
 
 The overview page provides a centralized view of all deployed GenAI resources, including text generation resources, embeddings generation resources, and knowledge base resources. From this page, you can easily review the status, basic information, and usage details of each deployed resource. The following list shows detailed information about your GenAI resource.
 
-* **Status** – The current status of the resource.
 * **Name** – The name of the resource.
-* **Model** – The model that is used, for example, Anthropic Claude Sonnet 4.0.
-* **Plan** – The subscription plan used for resources, for example, small, medium, or large.
-* **Created For** – For whom it is created.
+* **Models** – The model versions available on the resource, grouped by family, for example, Claude Haiku, Sonnet, or Opus. For a full list of available models, see [Supported Models](/agents/mx-cloud-genai/resource-packs/#supported-models).
+* **Capacity** – The monthly GenAI Unit allocation for the resource.
+* **Status** – The current status of the resource, for example, **Active**.
 
-{{< figure src="/attachments/control-center/genai-resources/overview-genai-resources.png" >}}
+{{< figure src="/attachments/control-center/genai-resources/overview-genai-resources.png" alt="Overview page showing deployed GenAI resources with columns for Name, Models, Capacity, and Status" >}}
 
 ## Provisioning GenAI Resources
 
-You can provision any GenAI resources directly within the Control Center using the self-service capability. 
-To do so, select the appropriate resource type and click **Provision Resource**. 
+You can provision any GenAI resources directly within the Control Center using the self-service capability. To do so, select the appropriate resource type and click **Provision Resource**.
 
 {{% alert color="info" %}}
 Ensure that you are on the correct resource tab before provisioning. For example, to create a new text generation resource, first select the **Text Generation Resources** tab.
 {{% /alert %}}
 
 When provisioning a new resource, enter the following information:
 
-* **Display Name** – The name of the resource.
+* **Name** – The name of the resource.
 * **Environment** – The environment for which the resource is created, such as Test, Acceptance, or Production.
-* **Mendix Cloud Region** – The cloud region where the resource will be hosted.
-* **Cross-region inference** – Specifies whether the selected model supports cross-region inference. For more information, refer to the [Settings](/agents/mx-cloud-genai/Navigate-MxGenAI/#settings) section of *Navigate through the Mendix Cloud GenAI Portal*.
-* **Available Text Generation Models** – A list of the supported models you can choose from, for example, Anthropic Claude Sonnet V4.
-* **Size** – The subscription plan with the tokens used for resources. 
-* **User** – The name of the user for whom the provisioning was initially created.
-* **Email** – The user's email address.
+* **Mendix Cloud Region** – The cloud region where the resource is hosted.
+* **Cross Region Inference** – Select whether to enable cross region inference for this resource. Without cross region inference, the latest model versions may not be available. For more information, see the [Settings](/agents/mx-cloud-genai/Navigate-MxGenAI/#settings) section of *Navigate through the Mendix Cloud GenAI Portal*.
+* **Available Models** – The model versions to enable on the resource. For text generation resources, select one or more versions from the available Claude model families (Haiku, Sonnet, or Opus). For embeddings resources, select a single model from the available options. For a full list of available models, see [Supported Models](/agents/mx-cloud-genai/resource-packs/#supported-models).
+* **Default Model** – The model version used when no model is explicitly specified in an API call. Select one of the model versions chosen in **Available Models**. This ensures backward compatibility with existing apps that use older connector versions.
+* **Cloud Tokens** – The number of Mendix Cloud Tokens to allocate per month (minimum one). Each Cloud Token provides 100 [GenAI Units](/agents/mx-cloud-genai/Navigate-MxGenAI/#what-are-tokens-and-genai-units). **Resource Specification** shows the resulting monthly GenAI Unit allocation.
+* **User** – The name and email address of the user for whom the provisioning was initially created.
+
+{{< figure src="/attachments/control-center/genai-resources/provisioning.jpg" alt="" >}}
 
-After filling in the required fields, you can review all the entered details in the **Resource Specification**. To learn more, refer to [Mendix Cloud GenAI Resource Packs](/agents/mx-cloud-genai/resource-packs/).
+After filling in the required fields, review all the entered details in **Resource Specification**. If the entered Cloud Token amount exceeds your available balance, **Cloud Tokens Consumption** turns red and the **Provision Resource** button is disabled. To learn more about GenAI Unit allocation, see [GenAI Units and Model Pricing](/agents/mx-cloud-genai/resource-packs/#genai-units-and-model-pricing).
 
-Click **Provision Resource** to finalize the process. You are taken back to the **GenAI Resources** page, where the newly created resource is displayed in the list. Selecting the newly provisioned resource opens its details directly in the Mendix Cloud GenAI Portal in a new tab.
+Click **Provision** to proceed. Before provisioning is finalized, a **Resource Summary** confirmation dialog shows a read-only overview of all entered details. Review the summary and click **Provision** to complete provisioning. You are taken back to the **GenAI Resources** page, where the newly created resource is displayed in the list. Selecting the newly provisioned resource opens its details directly in the Mendix Cloud GenAI Portal in a new tab.
 
 ## Deprovisioning GenAI Resources
 
-If you want to deprovision the resource, click the three-dot icon ({{% icon name="three-dots-menu-horizontal" %}}) next to the selected resource and select **Deprovision Resource**. 
-A confirmation pop-up appears, displaying a message and the details of the selected resource, as shown in the example below.
+To deprovision a resource, click the three-dot icon ({{% icon name="three-dots-menu-horizontal-filled" %}}) next to the selected resource and select **Deprovision Resource**. A confirmation dialog box appears, displaying a message and the details of the selected resource, as shown in the example below.
 
-{{< figure src="/attachments/control-center/genai-resources/deprovisioning.png" >}}
+{{< figure src="/attachments/control-center/genai-resources/deprovisioning.png" alt="Confirmation dialog for deprovisioning a GenAI resource showing resource details and Deprovision button" >}}
 
-Click **Deprovision** to proceed. After confirmation, the resource status updates on the **GenAI Resource** page to reflect that deprovisioning is scheduled. 
+Click **Deprovision** to proceed. After confirmation, the resource status updates on the **GenAI Resources** page to reflect that deprovisioning is scheduled.
 
 {{% alert color="info" %}}
-Your subscription plan operates on a monthly bundle cycle. When you deprovision a resource, the actual deprovisioning will occur at the end of the current subscription month. Until that date, you can still use the resource, and the scheduled deprovisioning date will appear in the resource's **Status**. 
+When you deprovision a resource, the actual deprovisioning occurs at the end of the current bundle month. Until that date, you can still use the resource, and the scheduled deprovisioning date appears in the resource's **Status**. Knowledge base and embeddings resources can be deprovisioned in the same bundle month. The system handles the dependency automatically.
 {{% /alert %}}
 
-## Adjusting GenAI Resource Plan Size
+## Adjusting Resource GenAI Unit Capacity {#adjusting-resource-genai-unit-capacity}
 
-You can change the plan size of an already provisioned GenAI resource (text or embedding models) to better match your actual token demand. You can adjust the GenAI resource plan size through the self-service capability of the Control Center.
+You can change the Cloud Token allocation of an already provisioned GenAI resource (text generation or embeddings) to better match your actual usage. You can adjust the allocation through the self-service capability of the Control Center.
 
-To adjust a resource plan size, do the following:
+To adjust the GenAI Unit capacity of a resource, do the following:
 
 1. Log in to the Control Center as a Company Admin.
-2. On the **GenAI Resources** page, click the three-dot ({{% icon name="three-dots-menu-horizontal-filled" %}}) icon next to the selected resource and select **Adjust Plan Size**. 
-3. Choose the desired plan and review the **Resource Specification** on the **Adjust Plan Size GenAI Resource** page. Click **Adjust Plan** to submit the change. 
-
-{{< figure src="/attachments/control-center/genai-resources/adjust-plan-size.png" >}}
-
-### Upgrading GenAI Resource Plan Size
+2. On the **GenAI Resources** page, click the three-dot ({{% icon name="three-dots-menu-horizontal-filled" %}}) icon next to the selected resource and select **Edit Resource**.
+3. Enter the new **Cloud Tokens** amount and review the updated **Cloud Tokens Consumption**.
+4. You can also change the **Name** and **Default Model** at this stage.
+5. Click **Edit** to save the changes. 
 
-To upgrade, select a larger plan that matches your expected demand. Upgrades take effect immediately. Your account must have sufficient unutilized cloud tokens to cover the additional tokens required by the new plan. For example, upgrading from a 30-token (Small) plan to a 60-token (Medium) plan requires at least 30 unutilized cloud tokens in your account. If your account lacks the required tokens, you will receive an error message and the upgrade will be prevented.
+{{< figure src="/attachments/control-center/genai-resources/edit-resource.jpg" alt="Edit Resource dialog showing Cloud Tokens field, Name field, Default Model dropdown, and Cloud Tokens Consumption summary" >}}
 
-### Downgrading GenAI Resource Plan Size 
+### Increasing GenAI Unit Capacity
 
-To downgrade, select a smaller plan. Downgrades are not immediate. The current plan remains active until the end of the current subscription month, and the downgrade takes effect at the start of the next subscription month. For example, if a Medium plan started on 12 February and you schedule a downgrade on 20 February to Small, the actual downgrade will occur on 12 March. The cloud tokens returned to your account as a result of the downgrade become available only after the scheduled downgrade takes effect. 
+Increases take effect immediately. The additional GenAI Units are added to the current bundle month and apply to all future months. Your account must have sufficient available Cloud Tokens to cover the increase.
 
-#### Cancelling a Scheduled Downgrade
+### Decreasing GenAI Unit Capacity
 
-You can cancel a scheduled downgrade at any time before it takes effect. When a downgrade is scheduled, the resource status changes to **PLAN DOWNGRADE SCHEDULED**. To cancel it, click the three-dot ({{% icon name="three-dots-menu-horizontal-filled" %}}) icon next to the selected resource and select **Cancel Plan Downgrade**. The action takes effect immediately and cancels the scheduled downgrade.
+The behavior depends on how much of the current month's allocation has already been consumed:
 
-{{< figure src="/attachments/control-center/genai-resources/cancel-plan-downgrade.png" >}}
+* Immediate decrease – If the GenAI Units consumed so far in the current bundle month are less than the new allocation, the decrease takes effect immediately and Cloud Tokens are released immediately.
+* Deferred decrease – If the GenAI Units consumed so far in the current bundle month exceed the new allocation, the current month continues at the existing allocation. The decrease takes effect at the start of the next bundle month, and Cloud Tokens are released at that point.

content/en/docs/genai/how-to/creating-agents/create-agent-with-agent-editor.md

@@ -34,11 +34,11 @@ Create and configure the required Model and Agent documents in Studio Pro, inclu
 
 4. In the **Configurations** tab of **App Settings**, add a new configuration that sets the constant's value to your text generation [resource key](/agents/mx-cloud-genai/Navigate-MxGenAI/#keys) from the Mendix Cloud GenAI Portal.
 
-5. In the **Connection** section, click **Test** to verify that the model can be reached.
+5. Click **List Models** to verify that the model resource can be reached. A table shows the available models in the resource.
 
 6. In the **App Explorer**, right-click your module and select **Add other** > **Agent**. Set a clear name, for example, `IT_Ticket_Helper`.
 
-7. In the **Model** field, select the Model document you created in the previous steps.
+7. In the **Resource** field of the **Model** section, select the Model document you created in the previous steps. In the **Version** field, select the model version you want to use, for example, `Anthropic Claude Sonnet V4.6`.
 
 8. For the **Context entity**, select the `TicketHelper` entity created in [Set Up Your App for Agent Creation](/agents/how-to/creating-agents/shared-setup/#domain-model-setup). This entity contains an attribute `UserInput` that matches the variable placeholder.