AI Notebooks: document the new 'Generate with AI' entry point on the Dashboards page

[alex-fedotyev]

The Managed ClickStack AI Notebooks feature is gaining a new entry point: Generate with AI on the Dashboards list page. Users with AI Notebooks enabled get a menu item (and an empty-state CTA) that opens a modal: describe the dashboard you want, hit submit, and the app spins up a notebook investigation that queries your real data and builds a dashboard from what it finds.

The existing AI Notebooks page (docs/use-cases/observability/clickstack/notebooks.md) covers the manual entry point (user creates a notebook, types a prompt at the bottom of the page). The new Dashboards-list entry point is undocumented.

Suggested updates

1. New section in notebooks.md covering the Generate with AI flow from /dashboards:

   • Where to find it (menu item next to New Dashboard, plus an empty-state CTA when the dashboards list is empty).
   • What happens when you submit (a tagged notebook is created, you're routed to it, the agent investigates and builds the dashboard via the same tile-by-tile flow described elsewhere in the doc).
   • The gating (team needs AI Notebooks enabled).
   • The no-generic-fallback guarantee (if the data does not contain what you asked for, the agent tells you instead of building generic tiles).

2. Screenshot pair:

   • Generate with AI menu item on the Dashboards page.
   • The modal with the prompt textarea.

3. Cross-link from the existing Dashboards doc back to the AI Notebooks page so users browsing the dashboards area discover the AI flow.

Out of scope

• Anything that exposes the system frame the agent receives. The user-facing tile shows only what the user typed; the system instructions stay invisible.
• Source-picker UI. The current modal uses every source on the first connection (matches the existing AI onboarding starter prompt).

Status

The feature is in private preview, gated behind the AI Notebooks consent toggle. The doc update can ship alongside the feature rollout.