[No QA] Update documentation for AI Agents

[stephanieelliott]

See: https://expensify.slack.com/archives/C090U774ZH7/p1782498713793179

[chatgpt-codex-connector]

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[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR rebrands "Custom Agents" to "Agents" across the AI Agents article (title, H1, all section headings, body copy, FAQ, frontmatter, and the filename Create-and-Use-Custom-Agents.md to Create-and-Use-Agents.md). It also adds clarifying content about agent account isolation (agents operate from their own account and cannot act on your behalf), two "Coming soon" callouts about delegated Copilot access, and two new FAQ entries. The changes are well-written and consistent, and they preserve the article's existing strong structure.

Scores Summary

• Readability: 9/10 - Clear, concise prose. New paragraphs explaining account isolation and the "Coming soon" callouts are easy to scan and benefit-focused. Sentences flow well and steps remain intact.
• AI Readiness: 8/10 - Frontmatter (title, description, keywords, internalScope) is retained and updated to match the new terminology. Headings stay task-based, hierarchy is one H1 and H2s only, and feature names are spelled out. Minor risk: dropping "Custom" narrows keyword/search coverage, and the rename introduces a broken inbound cross-link (see Key Findings) that hurts retrieval/navigation.
• Style Compliance: 9/10 - UI labels (Account, Agents, Beta, Edit, Chat) stay bold and exact; navigation phrasing ("In the navigation tabs (on the left on web, on the bottom on mobile)") matches conventions; FAQ entries use question-form headings per the FAQ exemption. New "Can an Agent make mistakes?" and "Can I add an Agent as a Copilot on my own account?" entries are compliant.

Key Findings

• Broken inbound cross-link: This PR renames the file but docs/articles/new-expensify/concierge-ai/What-Concierge-Can-Do.md (line 161) still links to /articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents and still says "Custom Agents." That link will 404 after this merges and should be updated in this PR.
• Terminology consistency is excellent - every "Custom Agent(s)" occurrence was updated, including title, description, internalScope, and all FAQ headings. No stragglers in the changed file.
• Strong additions: the account-isolation paragraph and the two "Coming soon" callouts set accurate expectations and are clearly written.
• Headings remain fully task-based/question-based and the single H1 structure is preserved.

Recommendations

• Priority: Update the inbound link and surrounding text in What-Concierge-Can-Do.md to point to /articles/new-expensify/ai-agents/Create-and-Use-Agents and use "Agents" terminology, so no broken link ships.
• Consider keeping "custom agents" in the keywords array to preserve search coverage for users who still use the older term.
• Verify the redirects file has an entry mapping the old slug to the new one so external/bookmarked links to the renamed page do not break.

Files Reviewed

• docs/articles/new-expensify/ai-agents/Create-and-Use-Agents.md (renamed from Create-and-Use-Custom-Agents.md) - High quality; compliant rebrand with strong new content. Address the inbound-link/redirect items above.

Note: Detailed line-by-line feedback has been provided as inline comments.

[melvin-bot]

@marcochavezf Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

NOTE: It looks like docs/redirects.csv was modified in this PR. Please see this SO for special instructions on how to review changes to that file.

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://8c5fb190.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/ai-agents/Create-Agent-Rules
• articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents
• articles/new-expensify/ai-agents/How-to-Write-Agent-Rules

[OSBotify]

🚀 Cherry-picked to staging by https://github.com/mountiny in version: 9.4.21-8 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

[OSBotify]

🚀 Deployed to production by https://github.com/mountiny in version: 9.4.21-9 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

Bundle Size Analysis (Sentry):

• Android

[OSBotify]

🚀 Cherry-picked to staging by https://github.com/mountiny in version: 9.4.22-1 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	cancelled 🔪
🍎 iOS 🍎	cancelled 🔪

[OSBotify]

🚀 Cherry-picked to staging by https://github.com/mountiny in version: 9.4.24-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	failure ❌

[OSBotify]

🚀 Deployed to production by https://github.com/cristipaval in version: 9.4.24-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	failure ❌

Bundle Size Analysis (Sentry):

• Android

[OSBotify]

🚀 Cherry-picked to staging by https://github.com/mountiny in version: 9.4.24-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	failure ❌