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DOC-2329: Update Serverless docs for new trial onboarding experience#631

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micheleRP merged 4 commits into
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DOC-2329-serverless-onboarding
Jul 10, 2026
Merged

DOC-2329: Update Serverless docs for new trial onboarding experience#631
micheleRP merged 4 commits into
mainfrom
DOC-2329-serverless-onboarding

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@micheleRP

@micheleRP micheleRP commented Jul 7, 2026

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Summary

Documents the new guided onboarding for Serverless free-trial users (ENG-1092 / ENG-1228). Resolves DOC-2329.

Reviewers: the feature is delivered by cloudv2#27630 (merged 2026-07-08) and is gated behind the enable-serverless-trial-questionnaire feature flag. The full experience (welcome banner, Get started drawer, questionnaire) renders only when the flag is on and the user is in the browser session where the org was created. Please confirm the flag is enabled and the experience is available to users before this merges.

Changes

  • Free trial tab (get-started-serverless.adoc partial): mentions the first-sign-in questions, and replaces the old "follow the steps in the Console" flow with the new Get started button/drawer shown on the cluster Overview page the first time you sign in. Lists all three drawer on-ramps in UI order: Connect pipeline, rpk, and bring your own Kafka client.
  • Interact with your cluster (serverless.adoc): the rpk guidance now points to the first-sign-in Get started drawer (Connect from your terminal option), while keeping the rpk commands generally applicable. The persistent How to connect - Kafka API tab reference is unchanged — that section still renders on the Overview page for all users; the drawer's Kafka client card is an additional first-sign-in surface, not a replacement. Both product-linked anchors (#get-started-with-serverless, #interact-with-your-cluster) are preserved; the drawer deep-links to them.
  • Shared TIP (cloud-quickstart.adoc partial): Get StartedGet started to match UI terminology (also renders on the Cloud overview page).
  • What's New: July 2026 entry for the improved trial onboarding.

Verified against shipped code (cloudv2#27630)

  • "Get started" casing matches the drawer title and welcome-banner CTA.
  • Trial-credit summary matches ($100 USD / 30 days).
  • Drawer ships three on-ramps: Start with a data pipeline template, Connect from your terminal (rpk), Bring your own Kafka client.
  • Deep-link anchors resolve (serverless.adoc sections Get started with Serverless and Interact with your cluster).

Out of scope

  • The redesigned cluster overview page (not yet built; separate follow-up when it ships).
  • Questionnaire question details (transient one-time UI; PRD-internal).
  • Trial expiry/suspension flow (unchanged).

Preview pages

🤖 Generated with Claude Code

Documents the guided onboarding for Serverless free-trial users: the
optional sign-up questionnaire, the welcome experience on the cluster
Overview page, and the Get started drawer with Connect pipeline and rpk
on-ramps. Aligns Get started terminology with the UI and adds a July
2026 What's New entry.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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@coderabbitai

coderabbitai Bot commented Jul 7, 2026

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Review Change Stack

📝 Walkthrough

Walkthrough

Documentation updates describe a revised Serverless onboarding flow: on first sign-in, the Overview page now shows a Get started button offering guided options (Redpanda Connect, Kafka client, or rpk) instead of prior console-based instructions. The serverless.adoc page and get-started-serverless partial were updated accordingly, a July 2026 changelog entry was added to whats-new-cloud.adoc, and a minor casing fix was made in cloud-quickstart.adoc.

Estimated code review effort: 1 (Trivial) | ~5 minutes

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
Title check ✅ Passed The title clearly states the Serverless docs update for the new trial onboarding experience.
Description check ✅ Passed The description is directly related to the docs changes and accurately summarizes the onboarding updates.
✨ Finishing Touches
📝 Generate docstrings
  • Create stacked PR
  • Commit on current branch
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch DOC-2329-serverless-onboarding

Comment @coderabbitai help to get the list of available commands.

Align the Serverless onboarding docs with the shipped UI (cloudv2#27630):
- Scope the "Get started" button/drawer to the first sign-in session, since
  the welcome banner and drawer only render then (gated behind
  enable-serverless-trial-questionnaire + the signup session).
- Add the third drawer on-ramp ("bring your own Kafka client") that ships
  alongside the pipeline and rpk options.
- Soften "optional questionnaire" wording in What's New.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@micheleRP micheleRP marked this pull request as ready for review July 9, 2026 19:57
@micheleRP micheleRP requested a review from a team as a code owner July 9, 2026 19:57
micheleRP and others added 2 commits July 9, 2026 13:58
…nboarding

# Conflicts:
#	modules/get-started/pages/whats-new-cloud.adoc
- Match the Get started drawer order (pipeline, rpk, then bring your own
  Kafka client); add an rpk lead-in so the numbered steps attach cleanly.
- Use "Redpanda Cloud UI" and "Get started button" (drop "drawer" jargon)
  for terminology consistency.
- De-duplicate the "first time you sign in" sentence in the partial.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@micheleRP micheleRP requested review from eblairmckee and towfiqa July 9, 2026 20:19

@kbatuigas kbatuigas left a comment

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lgtm!

@micheleRP micheleRP merged commit 4a44aec into main Jul 10, 2026
6 checks passed
@micheleRP micheleRP deleted the DOC-2329-serverless-onboarding branch July 10, 2026 18:08
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3 participants