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docs: Add Guided Onboarding Wizard to January 2026 changelog #192
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docs: Add Guided Onboarding Wizard to January 2026 changelog #192
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New Trigger Event: Promptless/promptless PR #1870: fix: set replay_recent_prs in onboarding flowPromptless Research (1 GitHub PR) Agent Response
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| * **GitHub PR Event Filtering:** Fixed an issue where Promptless could trigger on PR events like `edited` or `synchronize` instead of only triggering when PRs are opened, marked ready for review, or reopened. | ||
| * **Large Image Processing:** Fixed failures when processing triggers with large images. Promptless now automatically compresses images that exceed size limits, so you can include high-resolution screenshots and images in Slack messages, GitHub issues, or other triggers without issues. | ||
| * **Documentation PR Update Reliability:** Fixed intermittent failures when updating documentation PRs with new changes. Promptless now handles transient GitHub API timing issues more gracefully, ensuring suggestions are consistently applied to your docs PRs. | ||
| * **Onboarding Wizard Stability:** Fixed multiple issues in the onboarding wizard—including OAuth integration setup, progress saving after connecting Slack, trigger dropdowns showing placeholder data, agent preferences not persisting, PR replays not starting for GitHub triggers, Slack notification channel settings being lost when resuming onboarding, and various visual glitches during page transitions. |
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Citation: Bug fix for Slack notification channel not persisting during resumed onboarding. The wizard now refreshes state from org config on resumed onboarding, ensuring slack.notificationChannel is preserved. Changes in promptless-dashboard/src/app/onboarding/slack/page.tsx.
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New Trigger Event: Promptless/promptless PR #1872: Refresh Slack notification channel during onboardingPromptless Research (1 GitHub PR) Agent Response
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| * **PR Replay Status Accuracy:** Fixed PR replays to show the correct PR status on the Triggers page. Previously, replayed PRs always showed "open" status regardless of whether the PR was actually merged, closed, or in draft state. | ||
| * **GitHub Trigger Icons:** Fixed the Change History page to show the GitHub icon for all GitHub-based triggers—including GitHub Enterprise PRs, merged PRs, and GitHub Issues. Previously, the icon only appeared for regular open PRs. | ||
| * **GitHub PR Event Filtering:** Fixed an issue where Promptless could trigger on PR events like `edited` or `synchronize` instead of only triggering when PRs are opened, marked ready for review, or reopened. | ||
| * **GitHub Integration Reliability:** Promptless now handles server clock drift that could cause intermittent authentication errors and automatically retries operations when GitHub's API returns transient server errors. |
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Citation: Added bug fix entry based on PR #1863. Key changes: generate_github_jwt() in server/utils/sources/github.py now backdates JWT iat claim by 60 seconds to handle clock drift, and get_installation_access_token() has retry with exponential backoff for 5xx errors plus better error handling.
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New Trigger Event: Promptless/promptless PR #1863: fix: GitHub API error handling improvementsPromptless Research (1 GitHub PR) Agent Response
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| * **GitHub Trigger Icons:** Fixed the Change History page to show the GitHub icon for all GitHub-based triggers—including GitHub Enterprise PRs, merged PRs, and GitHub Issues. Previously, the icon only appeared for regular open PRs. | ||
| * **GitHub PR Event Filtering:** Fixed an issue where Promptless could trigger on PR events like `edited` or `synchronize` instead of only triggering when PRs are opened, marked ready for review, or reopened. | ||
| * **GitHub Integration Reliability:** Promptless now handles server clock drift that could cause intermittent authentication errors and automatically retries operations when GitHub's API returns transient server errors. | ||
| * **Duplicate Trigger Context in PRs:** Fixed trigger context appearing twice in documentation PRs—once in the PR description and again as separate comments. Trigger context now appears only in the PR description. |
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Citation: Based on PR #1877 which adds mark_pr_description_trigger_events_as_posted() function in server/utils/sources/github.py to mark trigger events included in PR descriptions as posted, preventing them from being re-posted as comments.
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fern/docs/changelogs/2026-01.md
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| * **Faster Suggestion Page Loading:** The Change History page now loads faster. Suggestion metadata—titles, descriptions, and trigger details—appears immediately while the diff loads in parallel. | ||
| * **Smarter Screenshot Capture:** Promptless now makes better decisions about when to capture fresh screenshots for documentation. When processing UI changes, Promptless proactively identifies which screenshots need updating and captures fresh, high-quality images from your live product. | ||
| * **Screenshot Cropping:** Promptless can now crop screenshots to focus on specific UI elements—highlighting exactly what users need to see without extra clutter. | ||
| * **Suggestion Lifecycle Improvements:** Viewing a suggestion now counts as activity—so suggestions you're actively reviewing stay active even if no edits are made for over 30 days. You can also view the full diff of any suggestion—even after it's been closed or merged—since Promptless now archives diffs before cleanup. |
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Citation: PR #1856 changes the implementation from archiving diffs (PR #1823) to using SHAs with the GitHub compare API. Removed the implementation detail "since Promptless now archives diffs before cleanup" since it's no longer accurate - the user benefit remains the same but the approach is different.
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| * **Triggers Page Search:** Search for triggers by PR info, Slack thread topic, task name, or summary text. The default view shows the last 30 days, but search retrieves matching triggers from your full history. | ||
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| **Improvements:** |
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Citation: Based on PR #1882 which introduces the github_oss integration type with a read-only GitHub app and fork-based PR workflow for open source repositories.
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| * **Inline PR Citations:** Citations now appear as review comments on specific lines in your documentation PRs. See the exact source—GitHub PR, Slack message, or Jira ticket—that informed each change directly in the diff view. | ||
| * **Onboarding Wizard Enhancements:** Several improvements throughout the wizard—your docs repository is now automatically excluded when triggering on all repos, monorepo setups prompt you to select specific repositories, help links guide you to documentation when needed, and the calibration card now shows that you'll receive a Slack notification when PR replays complete. If your Slack connection doesn't complete, a recovery flow shows options to try again, continue without Slack, or contact your admin. | ||
| * **Simplified Intercom Connection:** Connecting Intercom is now a one-click OAuth flow for all users. Previously, some organizations had to manually create an app in the Intercom Developer Hub and enter an access token—now everyone connects through standard OAuth authorization. | ||
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Citation: Based on PR #1898 which changes EditProjectModal.tsx and NewProjectModal.tsx to use a <Select> dropdown for Slack notification channel instead of a free text <input>. The PR description explains the workflow when a channel doesn't appear in the dropdown.
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fern/docs/changelogs/2026-01.md
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| * **Triggers Page Search:** Search for triggers by PR info, Slack thread topic, task name, or summary text. The default view shows the last 30 days, but search retrieves matching triggers from your full history. | ||
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| * **Read-Only GitHub App for Open Source Repos:** Connect Promptless to open source repositories where you can't install GitHub apps. The read-only app only requests read permissions—documentation PRs are created from a fork using a Promptless service account. Select "Use read-only app (for open source repos)" when connecting GitHub. |
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Citation: Fixed UI description based on the merged PR implementation. The dashboard code in promptless-dashboard/src/components/IntegrationsList.tsx shows a separate "GitHub (Read-Only)" integration section with its own GithubOssModal, not a checkbox within the standard GitHub flow.
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Open this suggestion in Promptless to view citations and reasoning process
Adds a changelog entry for the new Guided Onboarding Wizard feature to the January 2026 changelog. The entry documents the 6-step wizard that walks new users through Promptless setup (Slack connection, documentation platform, triggers, context sources, agent preferences, and trial activation), including automatic progress saving and team continuity features.
Trigger Events
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If you want Promptless to make further changes on this PR, feel free to leave a comment tagging Promptless (It won't show up in the user drop down but Promptless will get it!)