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[No QA] Docs updates for E/A#95631 agent creation opens the agent DM immediately - #97831

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[No QA] Docs updates for E/A#95631 agent creation opens the agent DM immediately#97831
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Explanation of Change

Help site update prompted by Expensify/App#95631 ("Open the agent DM via an optimistic reportID").

That PR changed what happens right after you create an agent: instead of returning you to the Agents list, the app now takes you directly into a DM with the new agent, where the agent's welcome message appears once it arrives.

This updates Create-and-Use-Custom-Agents.md to reflect the new post-creation behavior:

  • How to create an Agent — the outcome line now states you're taken directly to a DM with the new agent (it still notes the agent also appears in the Agents list with Edit, Chat, and Copilot buttons).
  • What happens after you create an agent — added a bullet noting you land directly in the agent's DM.

UI labels (New agent, Build custom agent, Write custom instructions, Create agent, Agents) were verified against the live web UI.

Fixed Issues

$

Screenshots

Agents (Beta) page

Agents (Beta) page empty state with New agent button

Build custom agent screen

Build custom agent screen with Agent name, Write custom instructions, and Create agent button

Immediately after clicking Create agent — the new agent's DM opens

Immediately after clicking Create agent: taken into a DM with the new agent showing its intro message

Agent also appears in the Agents list afterward

Agents list showing the newly created agent after closing the chat


@mjasikowski, please review the files changed and confirm they reflect the current behavior. Then post a new comment saying @MelvinBot mark this PR as ready for review.

Co-authored-by: Michał Jasikowski <mjasikowski@users.noreply.github.com>
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MelvinBot requested a review from a team August 4, 2026 22:09
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Aug 4, 2026
@github-actions github-actions Bot changed the title Docs updates for E/A#95631 agent creation opens the agent DM immediately [No QA] Docs updates for E/A#95631 agent creation opens the agent DM immediately Aug 4, 2026
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OSBotify commented Aug 4, 2026

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A preview of your ExpensifyHelp changes have been deployed to https://b43bf9f0.helpdot.pages.dev ⚡️

Updated articles:

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