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WIP: Redis Agent Playbooks developer docs - #4249

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MOD-19391-playbook-developer-docs

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@tylerhutcherson tylerhutcherson commented Oct 12, 2026 •

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MOD-19391 — Redis Agent Playbooks developer documentation.

Adds the developer docs under /develop/ai/context-engine/agent-playbook/. Developers can publish and retrieve approved answers, package reusable procedures, review proposals and evidence, and supply playbook knowledge to an agent before and during a turn.

Scope

  • Eleven pages: overview, concepts, quickstart, FAQ management, skill management, proposal review, retrieval, MCP, agent integration, limits/errors, and the public data-plane API reference.
  • Task-specific /manage-faqs/ and /manage-skills/ routes, consistent navigation, and updated cross-links. The landing page follows the Redis Agent Memory structure with “What is…” and “Why use…” sections, then links directly to Concepts, Quickstart, and Agent integration.
  • Four workflow diagrams explain version publication, progressive disclosure through MCP, proposal review and publication, and application-controlled discovery before an agent turn. Each uses responsive Markdown image rendering, descriptive alt text, and the existing Iris dark-theme treatment.
  • MCP reference and Python/TypeScript/curl clients focus on connection, tool listing, and discovery. The separate agent guide uses application-controlled SDK discovery before the first model call, followed by agent-selected skill and template loading through MCP. OpenAI Agents SDK and LangGraph each have Python and TypeScript examples.
  • All displayed programs use the existing tabbed code example (TCE) system: canonical sources in local_examples/iris/playbooks/, standard EXAMPLE/STEP markers and local-examples processing, and clients-example tabs with complete-program copying. No separate downloadable-example or site-rendering pipeline. The scoped test adapter reads those same sources through the standard processor.
  • The Python example sources use consistent formatting for multiline calls, mappings, and conditionals. FAQ and skill examples retain distinct outcomes: finding refund status and drafting a customer reply from that status.
  • The shared API-reference template adds opt-in introduction rendering and the existing schema index while preserving other references. The public contract and intentional alpha SDK pins are retained.

Rebased onto current main and its Iris navigation. Operator setup and its cross-links belong to the separate stacked PR; Cloud provisioning, extraction setup, service changes, and launch package upgrades are outside this PR.

Latest updates

  • 252d8df9e — Adds the landing-page navigation cards and improves the readability of the Python examples without changing behavior.
  • a73af6b9a — Adds and places the four Agent Playbooks workflow diagrams with accessible alt text and consistent sizing.
  • 76f929323 — Establishes Redis Agent Playbooks as the product name and lowercase playbook or playbooks for instances, with matching landing-page benefits and example wording.

Validation

  • python -m pytest build/agent_playbook_docs --rootdir . -q: 126 passed in an isolated environment using the pinned dependencies. Checks cover the locked public SDK/OpenAPI contract, displayed sequences and full copies, request parity, cleanup, framework ordering/context delivery, FAQ-only answers, stale recovery with changed identifiers/versions, and unresolved-tool-error handling.
  • Strict TypeScript compilation, SDK source-lock validation, Python formatting checks, and git diff --check pass.
  • Full Hugo 0.143 build passes: 19,893 pages, 664 non-page files, 2,116 static files, and 1,245 aliases.
  • All four SVGs pass XML validation and contain no scripts or external resource references. Each rendered image returned HTTP 200 during local review.
  • Chrome review confirms the four diagrams render in the intended sections at desktop and narrow widths, with the established Iris dark-theme transformation and responsive image bounds.
  • Existing CI and live checks cover the simplified MCP clients, framework examples, standard MCP resources, real embeddings, and the 20-case real-model matrix across frameworks and languages.

The repository does not define the generic task lint or task test commands, so validation uses its dedicated Playbooks suite and documented Hugo build instead.

Review readiness and remaining work

The core developer documentation is ready for human review now. These remaining items require product or launch alignment and belong in follow-up work:

  • Update launch SDK/package versions and align the API reference and examples with approved API/features changes. Current alpha pins remain intentional for this review.
  • Confirm extraction availability and update developer guidance and operator handoffs.
  • Reconcile clearing guidance: the pinned alpha SDK/reference exposes data-plane ClearPlaybook, while the newer service clears through the control plane and returns 404 on the old route.
  • Complete focused live validation of duplicate-conflict recovery beyond the normal walkthroughs.

Stack and publication

  • This foundation PR: MOD-19391-playbook-developer-docs → main.
  • Child: #4256 — WIP: Playbook self-managed operator docs, targeting this developer branch. Review the child relative to this branch to see only operator scope.
  • Merge this PR first, then retarget/rebase the operator PR onto main and confirm its remaining diff.

Both PRs stay draft/WIP. No publication gate is added. Merging into main publishes the docs; draft state does not hide merged pages. Keep both unmerged until launch publication is approved. Repository and staging previews are public.

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🧠 Redis Memory

Found 9 related items from repository history:

Memory updated at 76f9293

@tylerhutcherson tylerhutcherson added documentation Improvements or additions to documentation iris Iris context engine docs dev labels Oct 13, 2026
@mich-elle-luna mich-elle-luna self-assigned this Oct 13, 2026
@mich-elle-luna
mich-elle-luna self-requested a review October 13, 2026 18:20
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This needs the same re-base as the other PR in this stack to get the new nav and look/feel.

I've also added Andy and Paolo for their review of the build changes proposed here and anything else they see. In case we can pull off some interactive demo of this component and also to get more eyes on this in the final sprint.

@andy-stark-redis andy-stark-redis left a comment

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@tylerhutcherson The language mainly looks OK but I've made a few comments here and there. However, the PR seems to invent a whole new system for supplying the code examples when we already have a really good one available :-)

I've added a new commit to enable three new language variants in the docs for Iris Python, TS, and cURL examples (they are listed as if they were "clients" because that is what we mainly deal with in the docs). We have a Claude skill for adding tabbed code examples (TCEs), so if you ask for the examples to be reworked in this form, it should know what you mean. The example source files should be placed in local_examples/iris.

The TCE boxes on the published page allow you to copy the full text of the example rather than download, so any surrounding body text that refers to downloading example files will need to be removed. Some of the build scripts you've added will also be unnecessary when the examples are redone as TCEs.

If you encounter any problems with this then just let me know and I'll be happy to help out.

bannerChildren: true
---

Redis Agent Playbooks lets agents share curated answers and procedures without bundling them into each application. Publish a version, retrieve it for a task, and prepare revisions while agents use the current publication.

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We need to decide if we regard "Playbooks" (plural) as the product/feature name or whether we can sometimes consider an individual "Playbook" as being part of a collection. If it's a feature with a plural name, it might be clearer to say things like "Redis Agent Playbooks is a feature that lets agents share...". If they are regarded as individual items, we can say "Redis Agent Playbooks let agents...".

It's a little pedantic, I know, but "Playbooks lets agents share..." takes a moment to parse or possibly seems like a typo.

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Agreed - still trying to decide on this from a product standpoint.

@@ -0,0 +1,513 @@
---

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Calling them FAQs is a nice, intuitive way to describe them, but I wonder if the URL here is prone to hallucinations? (We get lots of these, btw.) Maybe use manage-faqs or playbook-faqs for the filename?

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fixing!


{{< /multitabs >}}

To roll back, publish the first version retained in `version` (Python and TypeScript) or `VERSION` (HTTP).

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The issue with variants of names is handled inconsistently - sometimes differences are ignored (eg, list_faqs) and sometimes called out (eg, here and next_cursor, etc). It's probably best to just use the Python variant of the names in the main text and let the reader/LLM make the leap. If we find readers are tripped up by this, we can add a note at the top explaining how to convert among the naming conventions.

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fixing!

@tylerhutcherson

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@tylerhutcherson The language mainly looks OK but I've made a few comments here and there. However, the PR seems to invent a whole new system for supplying the code examples when we already have a really good one available :-)

I've added a new commit to enable three new language variants in the docs for Iris Python, TS, and cURL examples (they are listed as if they were "clients" because that is what we mainly deal with in the docs). We have a Claude skill for adding tabbed code examples (TCEs), so if you ask for the examples to be reworked in this form, it should know what you mean. The example source files should be placed in local_examples/iris.

The TCE boxes on the published page allow you to copy the full text of the example rather than download, so any surrounding body text that refers to downloading example files will need to be removed. Some of the build scripts you've added will also be unnecessary when the examples are redone as TCEs.

If you encounter any problems with this then just let me know and I'll be happy to help out.

Updating to use the existing TCE structure and format!

tylerhutcherson and others added 9 commits October 14, 2026 14:38
…amples

Adds three TCE pseudo-client keys, "Python (Iris)", "TypeScript (Iris)",
and "cURL (Iris)", so Iris examples can use the standard clients-example
system instead of multitabs. Each key is the visible tab title and is
shared across all Iris products, so names avoid any one SDK package.

- config.toml: keys in clientsExamples and clientsConfig, modeled on
  RedisVL. Own clientId (iris-python/-typescript/-curl), empty
  quickstartSlug and mappingClientId, so tabs don't carry redis-py or
  node-redis identity in the code-examples JSON metadata.
- build/local_examples.py: .ts/.mts -> typescript, .sh -> bash; a path
  containing 'iris' selects the Iris client (put sources under
  local_examples/iris/). .mts keeps top-level await working under tsx.
  Non-Iris .ts/.sh files resolve to no configured client.
- build/components/example.py: comment prefixes for typescript (//)
  and bash (#); without them Example() rejects the language.

Verified with a throwaway three-language set: the build tagged each file
with the right client and Hugo rendered the tabs with correct step
slices, lexers, full-file templates, and clientId/clientName. The test
set was removed; no pages are converted in this commit.

Gotcha: get_example_id_from_file reads only line 1, so .sh sources must
start with "# EXAMPLE:" and cannot carry a shebang.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Discover turn context through the SDK before running OpenAI Agents SDK or LangGraph. Keep standard MCP clients and tool guidance on the existing MCP page, and suppress drafts while tool failures remain unresolved.
@tylerhutcherson
tylerhutcherson force-pushed the MOD-19391-playbook-developer-docs branch from c0ef4a2 to d7293c3 Compare October 14, 2026 18:45
@tylerhutcherson tylerhutcherson changed the title WIP: Playbook developer docs WIP: Redis Agent Playbooks developer docs Oct 15, 2026
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4 participants