[jpetey75]

One commit per issue so the PR can be reviewed commit by commit. Every change edits an existing page; no new pages, no nav changes. Each fix was verified against the Lightdash source on origin/main before writing. The repo validator passes on all changed files; mint broken-links --check-anchors reports only a pre-existing broken SCIM API link on main.

AI agents

• use-ai-agents.mdx: SQL approvals can be skipped for the rest of a thread; deep research and MCP Run SQL don't pause (closes Document which raw SQL surfaces pause for approval #1465). New Response time section for the reply timing tooltip (closes Document the response-time breakdown tooltip on AI agent replies #1469).
• set-up-agents.mdx: no net change after rebase; main documented the custom base URL independently and Document the custom base URL field for org-level BYO AI provider keys #1457 is already closed.
• data-access.mdx: agents never connect to the warehouse themselves (closes Document that AI agents do not query the warehouse directly #1336).

Data apps, homepage, embed, caching

• content-as-code.mdx: View as code action (closes Document the "View as code" action for charts and dashboards #1476); in-app Change URL slug (closes Document the in-app "Change URL slug" action for charts and dashboards #1417); preview-project loop for disposable editing, also in the agent-editing tutorial (closes Connect the disposable-editing / agent-editing workflow to preview projects and promoting content #1421).
• data-apps.mdx: Interactive Viewers can edit apps in editable spaces (closes Clarify Interactive Viewer permissions for existing data apps #1464); Refresh is a header button in the published view (closes Clarify that data app refresh is available on the published view, not just while building #1368).
• explore/homepage.mdx: one Call to action, use Text / banner for more (closes Document how to add more than one visual banner on Homepage #1449).
• semantic-layer/caching.mdx + embed/embed-dashboards.mdx: embeds have no Refresh, cache duration controls freshness (closes Document how data refresh works for embedded dashboards #1414); Results caching settings appear once caching is enabled (closes Results cacheing page doesn't callout that it's behind a feature flag #1207).

CLI and workflow

• cli/reference.mdx: --no-warehouse-credentials text fixed for preview and added to start-preview, pointer from preview-projects (closes Document that lightdash preview --no-warehouse-credentials copies the warehouse connection from the upstream project #1422); slug-update wording covers dashboards and project slugs (closes Correct CLI slug-update docs: dashboard slug renames are supported #1416).
• set-up-vs-code.mdx: the same setup works in Cursor (closes Add guide for cursor #239).

Explore and semantic layer

• visualizations/table.mdx: pointer to Chart Studio for unsupported pivot layouts (closes Document Chart Studio as an alternative for unsupported pivot table layouts #1418).
• set-project-timezone.mdx + personal-settings/timezone.mdx: select UTC explicitly to enable the filter-inputs toggle; self-hosted blank timezone fallback (closes Clarify that picking "UTC" (not leaving it blank) enables the filter-inputs toggle #1353).
• metrics.mdx: filter order for custom SQL in aggregate metrics (closes Document that dimension filters apply before aggregation in custom SQL metrics #1437); non-aggregate metrics can reference dimensions inside an aggregate, with the error message (closes Document "Model has a metric reference which matches no metric" and explain #236); Sets pointer from show underlying values, also in tables.mdx (closes Update Sets documentation so it is more easily found by 'Ask AI' #326).
• merge-queries.mdx: How a merge runs (closes Explain how a merge query actually runs, so SQL Runner errors on the join part make sense #1435).
• virtual-views.mdx: virtual views define no metrics (closes Document that virtual views do not support dimension URLs or rich text #1372).
• get-started/build-your-semantic-layer.mdx: dbt write-back pointer (closes Update guides to use dbt write back #18).

dbt, deliveries

• integrations/dbt/projects.mdx: dbt plugins run on CLI deploy, not server refresh (closes Document whether dbt-core plugins run during CLI deploy vs. server-side refresh #1451); dbt Cloud connections read the last run rather than compiling, also in connect-project.mdx (closes Document how dbt Cloud connections source model metadata compared with git connections #1415); multi-source ref() wording now points at the cross-project refs section (follow-up to closed Fix cross-source ref() claims in multiple dbt sources #1443).
• integrations/dbt/upgrading.mdx: Fusion works with the CLI; server compiles use dbt Core (closes Clarify dbt fusion guide #266).
• create-scheduled-deliveries.mdx: Render width (closes Document the Render width setting for image/PDF scheduled deliveries #1459); choosing dashboard tabs (closes Document selecting specific dashboard tabs for a scheduled delivery #1458); a channel can receive many deliveries (closes Can more than one scheduled delivery be sent in the same channel? #250).

Workspace admin

• usage-analytics-project.mdx: blank names show as Unknown user (closes Document that users with no first or last name set appear as "Unknown user" in usage analytics #1453).
• sso/scim.mdx: PATCH filtered path to remove one role (closes Document SCIM PATCH filtered-path syntax for removing a single role #1446); SCIM enablement for Cloud and self-hosted, menu location corrected (closes Document that SCIM must be enabled for a Lightdash Cloud organization before SCIM Access Tokens appears #1432).
• custom-roles.mdx and sso/setup.mdx: consistent per-organization enablement wording with the browser-refresh step (closes Document that custom roles require enablement in addition to an Enterprise plan #1434, closes Document that admins may need to refresh the browser after SSO settings are enabled #1352).
• environment-variables.mdx: which LD_SETUP_* variables are required and the org-only update path (closes Improve LD_SETUP Environment Variables Documentation #159).

Worth a second look

• caching.mdx availability line now says results caching is Cloud Pro or above, matching the claim already further down the page. Neither is verifiable from code.
• scim.mdx says the PATCH filter also works for project custom roles; the code path is the same string match, but no test covers it.

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[jpetey75]

i think this is already added to docs earlier today - plz confirm

[jpetey75]

Confirmed, #1547 landed the same section on main ("When agents load it"). Reverted this one in 0872b97, so this PR no longer touches agent-context.mdx. The only thing it had that #1547 doesn't is the Slack OAuth requirement, happy to add that as a bullet separately if it's real.

[jpetey75]

this is wrong - you can change to day or quarter or whwatever period you want so this should stay as-is using "period" not change to "month"

[jpetey75]

Good catch, reverted in 6d71c18. Back to "previous period" in both spots, and dropped the "no date-range setting" paragraph since it was based on the same wrong assumption. Left #1450 open.