Doc editor agent

An AI pair-writer in the change request editor — chat about the open doc, mention Salesforce components for context, and review its edits as inline tracked changes.

The doc agent lives in the right-side Agent panel. Open any doc — in the docs viewer or a change request — click Agent in the top bar (or press ⌘ .), and the panel becomes an assistant for exactly that document. It knows which doc you have open, researches your code and metadata before answering, and proposes edits you review word by word — never silent rewrites.

With no doc open, the same panel answers general questions about your documentation.

Ways to start

The empty panel offers one-click starters — Summarize this doc, Explain this doc, Proofread, Improve the writing — or just type what you want. Three chat modes control how far it may go:

Mode	Behavior
Default	Can search, edit, and more
Ask	Answers only — won’t make edits
Plan	Plans first, then executes after your approval

Give it context

The agent already sees the open doc. You can sharpen its focus:

• @-mention a Salesforce component in your message — mentions become context pills, and the agent fetches that component’s metadata before answering.
• Add the editor selection from the + menu — highlight text in the doc and hand it to the conversation, so “rewrite this section” needs no re-selecting.
• Attach images or diagrams from the + menu.

When the doc’s tagged components have changed in Salesforce since the doc was last committed, Stale chips appear above the composer — click one to pull the drifted component in, or hit Freshen to pre-load them all with an update instruction.

How edits arrive

When the agent proposes a change, it doesn’t replace your text. Edits appear as inline tracked-change suggestions directly in the document — word-level insertions and deletions, the way a careful colleague would mark up a draft.

A review bar counts the pending edits and steps you through them:

• Accept or reject each suggestion individually — clicking one shows a card describing the addition, deletion, or rewrite.
• Accept all or reject all in one action.
• The chat shows “Revision ready” with a Show changes shortcut that scrolls the document to the first pending change.

Nothing is final until you accept — and answers that researched your systems settle into “Grounded in N sources” citations you can inspect.

Ask for one focused change at a time — “tighten the intro” or “update the field table to match the current schema” — and you’ll get small, easy-to-review suggestion sets.

In views where editing isn’t possible — Source mode, a diff, a merged change request — the agent says so and stays in ask-only mode. Switch to Visual mode on an editable doc to get suggestions again.

Slash commands

Type / in the agent composer:

Command	What it does
/freshen	Update the doc where its tagged Salesforce metadata has changed
/diagram	Create or regenerate a diagram from tagged metadata — add a type (e.g. data-model, sequence)
Template commands	Restructure the doc to match one of your templates
Your skills	Every AI skill appears as its own command

AI skills

Beyond the chat panel, the editor has lighter-weight AI entry points: select text and run a skill from the floating toolbar, or press space on an empty line to open the inline AI bar and type a freeform instruction.

Built-in skills:

Skill	Behavior
📝 Improve Writing	Edits the selection as tracked changes
✅ Proofread	Fixes grammar, spelling, and punctuation
💬 Explain	Answers in the panel without touching the doc
✨ Reformat	Restructures the selection (lists, tables, headings)

Diagram skills — data model (ERD), sequence, integration architecture, flow logic, and more — draft entire diagrams from the doc’s tagged metadata.

Custom skills

Admins can add organization-specific skills under Settings → AI skills — for example “Convert to admin runbook tone” or “Add a compliance disclaimer”. Each has an emoji, a prompt, and a behavior: edit (arrives as tracked changes) or chat (answers without touching the doc).

Whether an edit comes from the agent panel, a skill, or the inline AI bar, it lands as a reviewable change — the grounded-or-it-doesn’t-ship rule applies everywhere.