[igorlukanin]

Summary

#12306 already added "Managing schedules from chat" to Scheduled refreshes and "Managing alerts from chat" to Data alerts. This PR now adds only what those sections leave out:

• Scheduled refreshes: the intro links to "Managing schedules from chat". That section now says the agent needs the Explorer role as well as Edit or Manage permission on the workbook, and that it can't run a schedule now.
• Analytics Chat: a "Schedule dashboards" line in the key features links to the section.

Test plan

• The Explorer role check: the agent's routes call the same workbook access check as the sidebar, and that check requires the Explorer role for Edit.
• mint broken-links: no broken links on the changed pages. The one broken link it reports is in api-reference/introduction.mdx and is already on master.

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[claude]

Claude finished @igorlukanin's task in 1m 7s —— View job

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Review: looks good overall, with 0 high, 1 medium, 2 low.

Details

Findings

Severity	Location	Issue
Medium	docs-mintlify/docs/explore-analyze/scheduled-refreshes.mdx:366	The page says the agent follows "the same permissions as the sidebar" but lists only workbook permissions. The sidebar also requires at least the Explorer role (scheduled-refreshes.mdx:9). Either name the role here, or drop "same as the sidebar" if the agent's tools don't check it. (inline)
Low	docs-mintlify/docs/explore-analyze/scheduled-refreshes.mdx:26	This is the second paragraph in a row that opens with "You can also". Fold it into the paragraph that ends at line 24. (inline)
Low	docs-mintlify/docs/explore-analyze/analytics-chat.mdx	The Analytics Chat page never mentions schedules or alerts, so users reading about the chat won't find this capability. Add one line linking to /docs/explore-analyze/scheduled-refreshes#managing-schedules-from-chat. This one isn't posted inline because the file isn't in the diff.

Checked

• All new link targets exist: /docs/explore-analyze/analytics-chat, /embedding (embedding/index.mdx), #managing-schedules-from-chat, and #control-values. The [ref-user-groups] reference was already defined on the page.
• What the agent can do (list, create, change, pause, resume, delete, edit alerts) and what still needs the UI line up with the sidebar features described elsewhere on the page. The agent's tool code isn't in this repo, so I couldn't check the tools' behaviour or their permission checks myself.
• The "Creating a data alert" addition in data-alerts.mdx:72 is short and links to the new section, as it should.

Review threads

The listing returned 0 of my own threads: no prior threads, none resolved, none re-affirmed.

Progress

• Read diff
• Check links, anchors and claims against surrounding pages
• Review threads
• Post review

[igorlukanin]

Also added a Schedule dashboards line to the key features on the Analytics Chat page, linking to the new section.

[claude]

Claude finished @igorlukanin's task in 1m 8s —— View job

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LGTM. 0 high, 0 medium, 1 low (style nit, not posted inline). Both prior threads are fixed and resolved.

Review details

• Gather diff and context
• Review changed pages
• Reconcile prior review threads
• Post review

Findings

Low: docs-mintlify/docs/explore-analyze/data-alerts.mdx:72. Two paragraphs in a row start with "You can also" (lines 66 and 72). Starting the new one with something like "In [Analytics Chat][ref-analytics-chat], you can ask the agent to add an alert…" would read better. Optional.

Checked, no issues

• Links: all link targets resolve. /embedding (docs-mintlify/embedding/index.mdx) exists, [ref-user-groups] is already defined in scheduled-refreshes.mdx:449, and the #control-values, #viewing-all-scheduled-refreshes and #managing-schedules-from-chat anchors all exist.
• Consistency with the rest of the page:
  • The permissions sentence (scheduled-refreshes.mdx:364-366) matches the requirement at the top of the page (:9): Explorer role plus Edit or Manage.
  • The "use the sidebar" list matches what the agent can't do, including Run now (:229).
• Consistency between pages: the data-alerts paragraph and the analytics-chat.mdx key-feature bullet both agree with the new section's list of what the agent can do.
• <Info> callout: this is a general note, not plan gating, so <Info> is right here; <Note> is only for plan availability.

Review threads

The listing returned 2 of my own threads. I resolved both as fixed and re-affirmed none:

• scheduled-refreshes.mdx:364: the sentence now names the Explorer role.
• The standalone intro sentence has been folded into the paragraph above it (:24-25).

[claude]

Claude finished @igorlukanin's task in 59s —— View job

---

Docs look correct. 0 high, 0 medium, 3 low: one ambiguous phrase and two wording/wrapping nits.

Review details

Checklist

• Read diff (git diff origin/master...HEAD, 1 commit: 62e544e)
• Check changed files (anchors, link refs, claims)
• Review threads
• Post review

Findings (inline)

All three are on docs-mintlify/docs/explore-analyze/scheduled-refreshes.mdx.

Sev	Location	Issue
low	scheduled-refreshes.mdx:402	"the agent can't run a schedule now" can be read as "the agent currently can't run schedules". The suggestion names the Run now action instead.
low	scheduled-refreshes.mdx:24	The intro says "The agent" before the page has said which agent. The suggestion links Analytics Chat with the existing [ref-chat].
low	scheduled-refreshes.mdx:408	This line is about 100 characters long, while the rest of the file wraps at about 80.

Verified

• The anchor #managing-schedules-from-chat matches the ## Managing schedules from chat heading at line 392. The data-alerts.mdx link [ref-chat-schedules] and the new Analytics Chat bullet both point to it.
• [ref-roles] is defined at line 438. The role and permission wording at lines 403–405 matches the page's <Info> banner at lines 9–10.
• Line 22 of analytics-chat.mdx follows the format of the other key-feature bullets. Pausing and resuming are covered by "change".
• Docs-only PR, so the code, security, performance, test and missing-docs checks don't apply.

Notes

• The PR description is out of date. The section it describes is already on master. This commit only adds the Analytics Chat bullet, names the Explorer role and the Run now limit, and folds the intro link into the paragraph.

Review threads

The listing returned 0 of my own threads, so there was nothing to resolve or re-affirm.

[claude]

Claude finished @igorlukanin's task in 1m 2s —— View job

---

Looks good: 0 high, 0 medium, 2 low. One low finding is posted inline.

Review details

• Gather diff and changed files
• Review docs changes
• Reconcile prior review threads
• Post review

Findings

• Low: docs-mintlify/docs/explore-analyze/analytics-chat.mdx:22 links "data alerts" to the top of the Data alerts page. It should point to #managing-alerts-from-chat, to match the scheduled-refreshes link in the same bullet (posted inline).
• Low (not posted inline): docs-mintlify/docs/explore-analyze/scheduled-refreshes.mdx:24 says "can also manage" right after "You can also attach" in the sentence before it. You could drop the second "also".

Checked

• [ref-chat] and [ref-roles] are both defined in scheduled-refreshes.mdx (lines 435 and 439). The #managing-schedules-from-chat anchor matches the heading at line 392.
• The new permission sentence (lines 403–405) matches the <Info> callout at the top of the page: at least the Explorer role, plus Edit or Manage permission on the workbook.
• I didn't check the agent's backend permission checks or the Run now limit: that code isn't in this repo.
• The diff is docs only, so the docs, tests and comments requirements don't apply.

Review threads

The listing returned 0 of my own threads, so there were none to resolve or re-affirm.

[claude]

Claude finished @igorlukanin's task in 50s —— View job

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LGTM. No issues found (0 high, 0 medium, 0 low).

Review details

• Gather diff and context
• Review changed pages
• Reconcile prior review threads
• Post review

Checks

• Links: [ref-chat] and [ref-roles] are both defined in docs-mintlify/docs/explore-analyze/scheduled-refreshes.mdx:435 and :439. #managing-schedules-from-chat resolves to scheduled-refreshes.mdx:392, and data-alerts#managing-alerts-from-chat resolves to data-alerts.mdx:372.
• Consistency: the role requirement at scheduled-refreshes.mdx:403-405 ("at least the Explorer role and Edit or Manage permission") uses the same wording as the page's top-level note at scheduled-refreshes.mdx:9. "Only the sidebar can Run now" matches the Run now action in the sidebar table at :235.
• Analytics Chat: the new key-features bullet at analytics-chat.mdx:22 matches the format of the bullets around it and links to both chat sections.
• Docs requirement: this is a docs-only PR, so the check doesn't apply.
• Comments: the PR doesn't add any code comments.

Review threads

The listing returned none of my own unresolved threads, so there was nothing to resolve or re-affirm.