Merge branch 'main' into feat/skills

Author: piiq

content/workspace/analysts/ai-features/copilot-context.md

@@ -24,32 +24,54 @@ The agent prioritizes context in the following order:
 
 | Priority | Context Type | Description |
 |---|---|---|
-| 1 | Explicit | Widgets added to context specifically. |
-| 2 | MCP tool | Active MCP tools connected to the Copilot |
-| 3 | Attached files | Files uploaded directly to the Copilot |
-| 4 | Dashboard | All widgets currently on your dashboard (in all tabs). |
-| 5 | Conversation | The history of your current conversation. |
-| 6 | Global | All widgets available within the OpenBB Workspace. If Global Data enabled. |
-| 7 | Web search | Retrieve infromation from the web. If Web Search enabled. |
+| 1 | Explicit | Widgets, skills, or MCP tools mentioned explicitly. |
+| 2 | Skill | Skills added under AI Library. |
+| 3 | MCP tool | Active MCP tools connected to the Copilot. |
+| 4 | Attached files | Files uploaded directly to the Copilot. |
+| 5 | Dashboard | All widgets currently on your dashboard (in all tabs). |
+| 6 | Conversation | The history of your current conversation. |
+| 7 | Global | All widgets available within the OpenBB Workspace, if Global Data is enabled. |
+| 8 | Web search | Retrieve information from the web, if Web Search is enabled. |
 
 ## Context Types
 
 ### Explicit Context
 
-Explicit context represents the highest priority information source, allowing you to precisely direct the Copilot's attention to specific datasets or widgets. This mechanism is particularly powerful for ensuring accuracy when working with multiple similar datasets or when you need analysis focused on a specific dataset.
+Explicit context represents the highest priority information source, allowing you to precisely direct the Copilot's attention to specific datasets. This mechanism is particularly powerful for ensuring accuracy when working with multiple similar datasets or when you need analysis focused on a specific dataset.
 
-When you click on the "Add to context" button on any widget you're creating a direct reference that the Copilot will prioritize above all other available information. After sending the prompt, that widget will remain in context.
+When you add any of the following explicit context types (widgets, skills, or MCP tools), Copilot prioritizes them above all other available information. After sending the prompt, the context remains active.
+
+#### 1. Skills
+
+When tagging a skill with the syntax `/skill:skill-name`, you are adding it explicitly to context.
 
 <div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
   <img
     className="pro-border-gradient"
     alt="Explicit context"
-    src="https://openbb-cms.directus.app/assets/24947294-2053-4efc-a68b-7ec90bf9875c.png"
+    src="https://openbb-cms.directus.app/assets/e6ba8c6c-9b80-461a-afb1-edfc16675134.png"
     width="100%"
   />
 </div>
 
-When you use the "@" symbol followed by a widget name and the prompt is sent, the widget will disappear from context. This is meant to be a quick tag reference.
+
+#### 2. MCP Tools
+
+Similar to skills, MCP tools can be added to context using the `/` command. This displays a list of all available tools, allowing you to select exactly which one to trigger.
+
+<div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
+  <img
+    className="pro-border-gradient"
+    alt="Explicit context"
+    src="https://openbb-cms.directus.app/assets/7424cad9-9bd0-4c76-944e-1231126e1a62.png"
+    width="60%"
+  />
+</div>
+
+
+#### 3. Widgets
+
+Click the "Add to context" button on any widget to create a direct reference that Copilot prioritizes. Alternatively, use the "@" symbol followed by a widget name for a quick tag reference. Once the prompt is sent, the widget is removed from context.
 
 <div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
   <img
@@ -60,21 +82,36 @@ When you use the "@" symbol followed by a widget name and the prompt is sent, th
   />
 </div>
 
+
+### Skills
+Skills added under AI Library are prioritized next. Skills are reusable instruction sets that extend what the OpenBB Copilot can do. This is particularly useful when you want to create custom workflows. Even if you don't explicitly tag a skill, the Copilot will try to match one of the available skills to your request when relevant.
+
+<div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
+  <img
+    className="pro-border-gradient"
+    alt="Skills overview"
+    src="https://openbb-cms.directus.app/assets/b746c198-d732-4c01-8a31-18db1da89d17.png"
+    width="100%"
+  />
+</div>
+
+To see all available skills, navigate to the "Skills" tab under AI Library. An example skill called `openbb-html-report` is included by default. To add your own custom skill, see the [Skills](/workspace/analysts/ai-features/skills) page.
+
 ### MCP Tools
 
-The second highest priority is active MCP tools connected to OpenBB Workspace. For more details, see the MCP tools documentation [here](/workspace/analysts/ai-features/mcp-tools).
+Active MCP tools connected to OpenBB Workspace are the next priority level. For more details, see the MCP tools documentation [here](/workspace/analysts/ai-features/mcp-tools).
 
-Depending on your use case, MCP tools offer a powerful way to connect to third-party data providers or specialized financial tools using a standardized protocol. This would eliminate the need for custom development inside OpenBB Workspace.
+Depending on your use case, MCP tools offer a powerful way to connect to third-party data providers or specialized financial tools using a standardized protocol. This eliminates the need for custom development inside OpenBB Workspace.
 
-To use MCP tools, make sure to configure it (see how to do it [here](/workspace/analysts/ai-features/mcp-tools#configure-your-mcp-servers), and then select all the desired MCP tools.
+To use MCP tools, first configure your servers (see [MCP Tools configuration](/workspace/analysts/ai-features/mcp-tools#configure-your-mcp-servers)), then select the desired tools.
 
 
 <div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
   <img
     className="pro-border-gradient"
-    alt="Attached files"
+    alt="MCP tools"
     src="https://openbb-cms.directus.app/assets/31809471-52b2-4dcb-a5f0-9276def2ae29.png"
-    width="60%"
+    width="100%"
   />
 </div>
 
@@ -83,9 +120,9 @@ When enabled, Copilot gains access to all active MCP tools. You can also explici
 <div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
   <img
     className="pro-border-gradient"
-    alt="Attached files"
+    alt="MCP tools"
     src="https://openbb-cms.directus.app/assets/0a77e58a-6c9f-4cc8-8983-ec8668ecc1c6.png"
-    width="60%"
+    width="100%"
   />
 </div>
 
@@ -109,13 +146,13 @@ Please note that for PDF files, text must be selectable as Optical Character Rec
 
 ### Dashboard Context
 
-The dashboard context provides the Copilot with comprehensive awareness of your currently active dashboard. All widgets on your active dashboard become automatically available as data sources, allowing the Copilot to understand the broader context of your work session. It also has access to the widgets metadata and the current parameters selected.
+The dashboard context provides the Copilot with comprehensive awareness of your currently active dashboard. All widgets on your active dashboard become automatically available as data sources, allowing the Copilot to understand the broader context of your work session. It also has access to each widget's metadata and the currently selected parameters.
 
 <div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
   <img
     className="pro-border-gradient"
     alt="Dashboard context"
-    src="https://openbb-cms.directus.app/assets/2fc343e5-6eb2-4ef6-ba10-f687868bdff4.png"
+    src="https://openbb-cms.directus.app/assets/e0c36999-e186-4ed9-87c7-9f47a50c2d34.png"
     width="100%"
   />
 </div>
@@ -126,7 +163,7 @@ Conversational context enables natural, iterative analysis by maintaining awaren
 
 The Copilot tracks your explicit questions and its responses. This memory allows for follow-up queries, refinement of analysis parameters, and building upon previous insights without needing to re-establish context.
 
-The system understands references to "the previous chart", "that analysis", or "the data we discussed" and can seamlessly continue complex analytical workflows across multiple conversation turns.
+The Copilot understands references to "the previous chart", "that analysis", or "the data we discussed" and can seamlessly continue complex analytical workflows across multiple conversation turns.
 
 <div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
   <img
@@ -137,9 +174,9 @@ The system understands references to "the previous chart", "that analysis", or "
   />
 </div>
 
-### Global Retrieval (ON/OFF flag)
+### Global Data (ON/OFF flag)
 
-The global retrieval system provides the Copilot with access to the entire OpenBB Workspace widget library, extending far beyond your current dashboard widgets.
+The Global Data provides the Copilot with access to the entire OpenBB Workspace widget library, extending far beyond your current dashboard widgets.
 
 When your current dashboard doesn't contain the specific data or analysis tool needed to answer a query, the Copilot can automatically identify and utilize the appropriate widgets from the entire widget library, effectively expanding your analytical capabilities on-demand without manual widget selection.
 
@@ -149,25 +186,34 @@ This is only possible due to the metadata associated with each widget and is why
   <img
     className="pro-border-gradient"
     alt="Global retrieval"
-    src="https://openbb-cms.directus.app/assets/f5661493-50ec-45c0-931a-8abd70d3bc9a.png"
+    src="https://openbb-cms.directus.app/assets/97a9f197-2c91-4135-820b-7135eae6fad0.png"
     width="60%"
   />
 </div>
 
 ### Web Search (ON/OFF flag)
 
+<div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
+  <img
+    className="pro-border-gradient"
+    alt="Web search"
+    src="https://openbb-cms.directus.app/assets/339579b3-5ff6-456c-b4a5-2721096fbd5e.png"
+    width="60%"
+  />
+</div>
+
 The web search capability enables the Copilot to access real-time information from across the internet when:
 
 - The available workspace data is insufficient to fully answer your query.
-- The user asks to look for the information on the web.
+- You ask to look for information on the web.
 
 This feature automatically activates as a fallback mechanism, ensuring comprehensive responses even when dealing with breaking news, recent market developments, or information not available in your current workspace widgets.
 
 <div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
   <img
     className="pro-border-gradient"
     alt="Web search"
-    src="https://openbb-cms.directus.app/assets/3dffe668-2114-4c4c-b822-395da193f2a0.png"
+    src="https://openbb-cms.directus.app/assets/17c4c6da-13f7-49db-8f20-82204abc7c21.png"
     width="100%"
   />
 </div>

content/workspace/analysts/ai-features/generative-ui.md

@@ -1,24 +1,24 @@
 ---
-title: Generative UI (Beta)
+title: Generative UI
 sidebar_position: 13
 description: Understanding the Generative UI capabilities in OpenBB Copilot
 keywords:
   - generative ui
   - widgets
   - dynamic creation
   - widget parameters
-  - beta features
+  - dashboard manipulation
 ---
 
 import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
 
-<HeadTitle title="Generative UI (Beta) | OpenBB Workspace Docs" />
+<HeadTitle title="Generative UI | OpenBB Workspace Docs" />
 
-When this feature is turned ON, copilot can manipulate widgets on the dashboard.
+When Generative UI is enabled, the copilot can manipulate widgets directly on your dashboard.
 
 ## Update widget parameters
 
-The system understands the parameter schemas of each widget and based on a user prompt it can automatically update the parameters used in widgets on the dashboard.
+The copilot understands the parameter schemas of each widget and, based on your prompt, can automatically update the parameters across widgets on the dashboard.
 
 <div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
     <img
@@ -31,20 +31,20 @@ The system understands the parameter schemas of each widget and based on a user
 
 ## Add widgets from Global Data
 
-If global data is turned on, and the user asks information that the copilot believes exists in one of the widgets in the widget library - then that widget gets automatically added to the dashboard.
+If Global Data is enabled and you ask for information that the copilot finds in the widget library, the matching widget is automatically added to your dashboard.
 
 <div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
   <img
     className="pro-border-gradient"
     alt="Widget parameters"
-    src="https://openbb-cms.directus.app/assets/b5798412-cba3-4deb-898c-dde7ccd636c1.png"
+    src="https://openbb-cms.directus.app/assets/5e641714-20a7-4830-a82f-158a85259ec1.png"
     width="100%"
   />
 </div>
 
 ## Add markdown note widget
 
-The copilot can also add any type of text into a markdown widget automatically on-the-fly.
+The copilot can also add text content as a markdown note widget directly on your dashboard.
 
 <div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
   <img
@@ -55,4 +55,44 @@ The copilot can also add any type of text into a markdown widget automatically o
   />
 </div>
 
-Support to add static artifacts (tables or charts) on-the-fly is still not supported.
+## Add and edit navigation bar
+
+The copilot can add navigation bars to your dashboard, allowing you to organize widgets into separate tabs for a cleaner and more structured layout.
+
+<div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
+  <img
+    className="pro-border-gradient"
+    alt="Add navigation bar"
+    src="https://openbb-cms.directus.app/assets/8939c838-c5b7-45e4-b543-c01e72a996cc.png"
+    width="100%"
+  />
+</div>
+
+
+Beyond adding new tabs, you can also use this feature to edit existing tab names within the navigation bar.
+
+<div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
+  <img
+    className="pro-border-gradient"
+    alt="Add navigation bar"
+    src="https://openbb-cms.directus.app/assets/b1acef02-c5e9-4275-8ee1-3de702165ebf.png"
+    width="100%"
+  />
+</div>
+
+As shown in the examples above, all of these actions can be performed across multiple widgets, navigation bars, or parameters at once. For example, you can ask the copilot to add multiple navigation tabs, each containing a different set of widgets, saving you from making one change at a time.
+
+
+## Create widgets on the fly
+
+The copilot can take its own outputs, such as tables, charts, or markdown notes, and turn them directly into widgets on your dashboard. Instead of copying results manually, the Generative UI feature adds the copilot's response as a fully interactive widget that lives alongside the rest of your data.
+
+<div style={{ display: "flex", justifyContent: "center", alignItems: "center" }}>
+  <img
+    className="pro-border-gradient"
+    alt="Create widget on the fly"
+    src="https://openbb-cms.directus.app/assets/a8a40db3-2f11-48d1-a050-6be35bddb9c0.png"
+    width="100%"
+  />
+</div>
+