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[DOCS-14082] Restructure Agentic Onboarding setup page#36655

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[DOCS-14082] Restructure Agentic Onboarding setup page#36655
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@domalessi domalessi commented May 13, 2026

What does this PR do? What is the motivation?

Fixes DOCS-14082

Restructures the Agentic Onboarding setup page into three top-level paths (Setup CLI, MCP Server, Skills) so the CLI surfaces as the primary entry point. Updates content per the draft reviewed with the product team:

  • Setup CLI moves to the top of the page; supported product identifiers updated (error-tracking, rum, product-analytics, kubernetes, docker, serverless).
  • MCP Server section expands the supported-frameworks table (Helm, Pulumi, raw Kubernetes manifests, SAM) and simplifies the install tabs (Claude Code / Cursor / Other MCP clients).
  • Skills section added as a placeholder pending the public Skills release. Content will be expanded in a follow-up.
  • Per-tab gov/gov2 warnings replaced with the global site-support banner (agentic_onboarding: [gov,gov2] is already in config/_default/params.yaml).
  • _index.md description updated to reflect the three-path structure.

content/en/product_analytics/agentic_onboarding.md and content/en/real_user_monitoring/application_monitoring/agentic_onboarding.md use include-markdown and pick up the restructured content automatically.

Open questions

  • gov2 support for the CLI: The previous per-tab warnings only blocked the CLI tab on gov, not gov2, which implied the CLI was usable on gov2. The new global site-support banner (agentic_onboarding: [gov,gov2]) blocks the entire page on both. Confirm with the product team whether the CLI actually supports gov2 before flipping to ready-for-merge — if it does, the global banner is over-blocking and we need a per-path approach.

Merge instructions

Merge readiness:

  • Ready for merge

Additional notes

Draft pending follow-up review with the product team to finalize the Skills section before flipping to ready-for-merge.

Reorganize the page into three top-level paths (Setup CLI, MCP Server,
Skills) and update content per Vidur's draft. Skills section is a
placeholder pending the public Skills release.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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domalessi and others added 2 commits May 13, 2026 14:37
Standardize "MCP Server" capitalization, restructure the Cursor install
tab as two distinct methods, replace afterthought em dashes with periods
or restructured clauses, and rephrase "and so on" trail-offs.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Expand IaC on first mention, harmonize the Overview table cells as
single sentences with a parallel "You..." opener, and replace generic
MCP and Skills H3 headings with retrieval-friendly variants.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Three open questions flagged below for Vidur's pass — none blocking the structural rewrite, but worth deciding on before the Skills section lands.

Agentic Onboarding lets LLM coding agents instrument your applications and infrastructure for [Error Tracking][1], [Real User Monitoring (RUM)][2], [Product Analytics][3], [Infrastructure Monitoring][4], and [Serverless Monitoring][5].

Your coding assistant, such as [Cursor][1] or [Claude Code][2], detects your project's frameworks, adds configuration, and provisions required tokens and apps directly from your IDE.
There are three ways to get started. Pick the one that matches how you work:
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Should this section call out prereqs for each path? For example: Node.js for the Setup CLI, an existing Datadog account + role permissions for the MCP Server, a Claude subscription (and which Claude surface) for Skills. Or fine to leave implicit / assume the audience will know what's required for each?

| [Skills](#skills) | You're using Claude and want a focused skill for a single onboarding step (such as installing the Agent or enabling a cloud integration) rather than a full MCP toolset. |

## Setup
The three paths are complementary and work against the same Datadog account. You can install the Datadog MCP Server in your IDE, run the CLI in a terminal, and invoke skills from Claude.
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Each section below has a different internal structure: Setup CLI opens with a "what it can do" bullet list, MCP Server opens with a Supported frameworks table, Skills opens with an Available skills table. Probably intentional since the paths genuinely differ, but flagging in case we want to harmonize the openers.

Skills work standalone, so you don't need the MCP Server installed to use them. After the skill completes, see [Next steps](#next-steps).

### Deploy your app to production
## Next steps
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Your original draft had a placeholder for Troubleshooting in Next steps that I dropped. Can add back when we create a Troubleshooting page.

domalessi and others added 9 commits May 13, 2026 15:02
Items are verb-phrase fragments, so they take no end punctuation per
the editorial standard.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Lead with the interactive no-flag command and present --product as a
shortcut. This matches the progression in the Example flows section
below (first-time user before existing-account) and lets readers run
a command before learning the product identifiers.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Both paths produce local file changes that must be committed and
deployed, but the Skills path doesn't always. Move the commit + env
var instructions out of Next steps and into each applicable section,
leaving Next steps as a single universal verification step.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Each cell now carries a single decision-driving sentence; examples and
mechanics live in the section the row links to.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Fold the example-flows content into the Install and run section as
definition-style bullets. Each bullet leads with the user situation
("First-time user" / "Existing account") and shows the matching
command. Drops the separate Example flows H3.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Drop the "matches your situation" framing, rephrase the two bullet
labels for parallel state-plus-intent structure, and convert the
post-bullet paragraphs into a three-step procedure.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Fold the two command alternatives into step 1 as bold-prefixed
continuation paragraphs. The whole Install and run section is now
one four-step numbered procedure.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Bring back the secret-manager propagation guidance from the original
draft. It's a distinct concern from the per-section deploy step
(which only covers commit + production env vars) and fills out the
Next steps section.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Lead with the recommended deeplink method and tuck the manual
configuration into a collapse-content block. Matches the JetBrains
tab pattern in bits_ai/mcp_server/setup.md.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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