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feat(www): agent, plugin and voice step-by-step guides with videos, part 3 of 4 - #2430

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Nov 10, 2026
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@MODSetter MODSetter commented Nov 10, 2026 •

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What

Part 3 of the tutorials in plans/community-local/tutorials.md: eight guides for the agent, plugins and voice at /docs/v2/guides. Each is a short silent video above numbered steps, with a screenshot of SurfSense for every step.

  • Have the agent write a report or a deck: an Agentic chat writes a Word report from the sources, then makes its next version on request.
  • Edit your own Word file with tracked changes: a revised copy of a security policy, with Accept all, Reject all, With changes and Clean.
  • Analyse a spreadsheet and chart it: CISA's known exploited vulnerabilities list analysed, then charted in a Word document.
  • Merge, split, stamp and fill PDFs: two PDFs merged and numbered.
  • Let the agent search and read the web: a page read after its site is allowed in the chat.
  • Connect a plugin and use it in a chat: DeepWiki's public MCP server added by its URL, its tools' permissions, then Allow once in a chat.
  • Turn a recording into a source: a speech model downloaded, a LibriVox reading transcribed, and a citation with the time it was said.
  • Dictate a question: voice input through Chromium's fake microphone, fed a spoken question.

The hub and the sidebar gain Agent and plugins and Voice groups. The Agent, Plugins and Voice pages link to the guides.

Stacked on #2429; the base is feat/tutorial-guides-studio.

Why

Part 3 of 4 of the guides the maintainer asked for.

These walkthroughs run on Claude Haiku 5.5, the plan's fallback. With Qwen3.8 27B, the agent called the data-analysis tool to draw a chart with no data to analyse. It failed with "Name at least one source in document_ids", and its reply stopped mid-correction.

Found while capturing:

  • The chat doesn't show an analysis's chart. The agent's answer names the PNG it made (outputs/analysis/…/top10_vendors.png) but the chart isn't shown. The guide puts the chart in a Word document instead.
  • PDF tool steps don't link their result. A "Created" or "Revised" step links its file; "Merged PDFs" and "Numbered a PDF's pages" don't, so the PDF has to be found in Studio.
  • Replies show internal IDs. The agent writes "artifact 19" and "artifact 21" in its replies.
  • The search server returns nothing. searxng.surfsense.com still returns no results (every engine "Suspended: proxy error"). The web guide reads a page the user names.

Fixes # (none: asked in chat)

How to test

  • cd www && pnpm test:unit: 195 of 196 pass. The one failure is the video upload check.
  • cd www && pnpm build: passes, and prerenders 22 guides.
  • Open /docs/v2/guides and the Agent and plugins and Voice groups.

High-level PR Summary

This PR adds part 3 of 4 of the step-by-step tutorial guides for SurfSense's documentation at /docs/v2/guides. It introduces eight new video-based walkthroughs covering Agent and plugins (agentic chat document creation, Word file editing with tracked changes, spreadsheet analysis, PDF manipulation, web research, and MCP plugin integration) and Voice features (audio transcription and voice input). Each guide includes a silent video demonstration above numbered steps with screenshots. The guides are organized into new groups in the documentation hub and sidebar, with links added from existing Agent, Plugins, and Voice pages. The implementation includes both the MDX guide content and the underlying JavaScript test automation for capturing the walkthrough videos.

⏱️ Estimated Review Time: 30-90 minutes

💡 Review Order Suggestion
Order File Path
1 www/content/docs/v2/guides/agent-documents.mdx
2 www/content/docs/v2/guides/tracked-changes.mdx
3 www/content/docs/v2/guides/analyse-a-spreadsheet.mdx
4 www/content/docs/v2/guides/pdf-tools.mdx
5 www/content/docs/v2/guides/web-research.mdx
6 www/content/docs/v2/guides/plugins.mdx
7 www/content/docs/v2/guides/transcribe-a-recording.mdx
8 www/content/docs/v2/guides/voice-input.mdx
9 www/content/docs/v2/guides/index.mdx
10 www/content/docs/v2/guides/meta.json
11 www/content/docs/v2/agent.mdx
12 www/content/docs/v2/plugins/index.mdx
13 www/content/docs/v2/voice.mdx
14 www/scripts/guides/walkthroughs/agent-documents.mjs
15 www/scripts/guides/walkthroughs/tracked-changes.mjs
16 www/scripts/guides/walkthroughs/analyse-a-spreadsheet.mjs
17 www/scripts/guides/walkthroughs/pdf-tools.mjs
18 www/scripts/guides/walkthroughs/web-research.mjs
19 www/scripts/guides/walkthroughs/plugins.mjs
20 www/scripts/guides/walkthroughs/transcribe-a-recording.mjs
21 www/scripts/guides/walkthroughs/voice-input.mjs
22 www/scripts/guides/walkthroughs/agent-chat.mjs
23 www/scripts/guides/walkthroughs/index.mjs
24 www/scripts/guides/walkthroughs/open-settings.mjs
25 www/scripts/guides/capture.mjs
26 www/scripts/guides/app/bridge.mjs
27 www/scripts/guides/demo-documents/files/Spoken question.wav
28 www/scripts/guides/demo-documents/manifest.json
29 www/public/guides/agent-documents/01-working.webp
30 www/public/guides/agent-documents/02-reply.webp
31 www/public/guides/agent-documents/03-document.webp
32 www/public/guides/agent-documents/04-version-2.webp
33 www/public/guides/agent-documents/poster.webp
34 www/public/guides/tracked-changes/01-reply.webp
35 www/public/guides/tracked-changes/02-revised-copy.webp
36 www/public/guides/tracked-changes/03-downloads.webp
37 www/public/guides/tracked-changes/poster.webp
38 www/public/guides/analyse-a-spreadsheet/01-working.webp
39 www/public/guides/analyse-a-spreadsheet/02-answer.webp
40 www/public/guides/analyse-a-spreadsheet/03-chart-document.webp
41 www/public/guides/analyse-a-spreadsheet/poster.webp
42 www/public/guides/pdf-tools/01-steps.webp
43 www/public/guides/pdf-tools/02-merged-pdf.webp
44 www/public/guides/pdf-tools/poster.webp
45 www/public/guides/web-research/01-allow-site.webp
46 www/public/guides/web-research/02-answer.webp
47 www/public/guides/web-research/poster.webp
48 www/public/guides/plugins/01-allow-third-party.webp
49 www/public/guides/plugins/02-add-server.webp
50 www/public/guides/plugins/03-allow-server.webp
51 www/public/guides/plugins/04-tools.webp
52 www/public/guides/plugins/05-approval.webp
53 www/public/guides/plugins/06-answer.webp
54 www/public/guides/plugins/poster.webp
55 www/public/guides/transcribe-a-recording/01-speech-models.webp
56 www/public/guides/transcribe-a-recording/02-transcribing.webp
57 www/public/guides/transcribe-a-recording/03-cited-recording.webp
58 www/public/guides/transcribe-a-recording/poster.webp
59 www/public/guides/voice-input/01-dictating.webp
60 www/public/guides/voice-input/02-inserted.webp
61 www/public/guides/voice-input/poster.webp

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Eight walkthroughs: a Word report and its next version, tracked changes on a
Word source, a CSV analysed and charted in a document, PDFs merged and
numbered, a page read after its site is allowed, DeepWiki's public MCP server
added and approved, a LibriVox recording transcribed, and a question
dictated. They run on Claude Haiku 5.5, the plan's fallback: with Qwen3.8 27B
the agent called the analysis tool with nothing to analyse and stopped
mid-correction.

Chromium's fake microphone plays a spoken question kept in demo-documents,
made with Windows' speech synthesis. A follow-up in a chat now waits for its
own reply rather than the one before it, closing Settings waits for notices,
and the stubbed updater answers a check as up to date. The privacy answers
from setup carry from one walkthrough to the next.
…videos

Have the agent write a report or a deck, edit your own Word file with
tracked changes, analyse a spreadsheet and chart it, merge and number PDFs,
let the agent read the web, connect a plugin, turn a recording into a source,
and dictate a question. The hub and the sidebar gain Agent and plugins and
Voice groups, and the Agent, Plugins and Voice pages point to the guides.
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… and lint fixes

Three walkthroughs switched a host off through the egress API with the same
dozen lines; setHostAllowed does it for them and for the next ones. The agent
walkthroughs' useAgentModel is now switchToAgentModel: Biome's
useHookAtTopLevel read the use prefix as a React hook. Also drops an unused
import and an unused variable Biome flagged.
@MODSetter
MODSetter marked this pull request as ready for review November 10, 2026 08:19
@MODSetter
MODSetter changed the base branch from feat/tutorial-guides-studio to dev November 10, 2026 08:21
@MODSetter
MODSetter merged commit e9f53ae into dev Nov 10, 2026
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