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docs: make secrets documentation factory-first - #937

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What this feature does

Managed secrets give factory agents credentials for external services without putting values in prompts or definition files. Teams create credentials in the Warp Factories web app and grant agents access separately. This PR documents existing functionality, not a new product release.

Summary

Make secrets documentation factory-first while preserving supported legacy workflows. Customers searching for secrets currently land on the Oz-oriented page and mistake it for the factory workflow.

Requested in the Slack discussion.

Changes

  • Add /factories/secrets/ with current web-app creation, agent assignment, definition inheritance, rotation, deletion, limits, and ECR guidance.
  • Shorten /platform/secrets/, label it as legacy, and put a prominent factory callout before its instructions. Preserve supported CLI examples, standalone scoping guidance, and compatibility anchors.
  • Add Secrets to Factory configuration and update factory-specific links, including the newly split agent-configuration page from main.
  • Retain the legacy URL and historical redirects rather than automatically redirecting supported workflows.

Content design plan

Audience and JTBD: An engineer configuring a factory agent to authenticate to an external API, who found the secrets docs through search and needs the current setup workflow. Secondary audience: an existing user maintaining secrets through legacy Oz entry points.

Problem: Search and factory cross-links send both audiences to a mixed page that foregrounds the old surface and blurs which credentials a factory agent receives. This is grounded in the customer confusion reported in the Slack thread.

Goals:

  • Create and rotate a managed secret through the current factory surface.
  • Grant the credential to the intended agents.
  • Distinguish factory instructions from still-supported legacy workflows.

Purpose and value: Establish one factory-facing home for the complete task while retaining a clearly labeled compatibility reference. Reorganize existing documented capabilities rather than add an unrelated feature page.

Content type: Feature documentation (combined), with a short explanation of ownership and access followed by setup and management procedures.

Skill and template: draft_docs and draft_feature_doc, using .agents/templates/feature-doc.md.

High-impact scenarios: Covers team credentials, individual-agent and factory-definition grants, rotation, removal, and ECR image-pull setup. Preserves personal-secret and legacy CLI guidance. Excludes a general legacy-docs migration, new credential integrations, and duplicated harness/inference authentication guides.

Availability: Human-requested reorganization of existing public functionality. Current secrets screens were checked against the deployed public app bundle on 2026-10-20, separately from the source snapshots below.

Validation

After merging current origin/main:

  • npm run typecheck passed.
  • npm run test:heading-vars passed.
  • npm run build passed.
  • npm run test:heading-tocs passed.
  • npm run test:homepage-json-ld passed.
  • Internal link and heading-anchor checks passed.
  • Both page compression checks passed: factory page 1,291 prose words; legacy page 671.
  • Changed-file style lint completed with glossary warnings and two pre-existing Factory capitalization warnings in unchanged lines.
  • Generated HTML assertions confirmed the legacy callout precedes instructions and key ECR/CLI anchors remain present.
  • git diff --check passed.

Trunk is not installed locally. No real secrets were created, retrieved, printed, rotated, or deleted; authenticated end-to-end credential operations and ECR pulls were not exercised.

Source verification

Source snapshots are Git tree IDs, not claims that these exact revisions are deployed:

  • warp-server tree 744b4c1fb94c0d380aaf3b2c961cefe45f8c7d36: client/packages/factory/src/pages/Secrets/{CreateSecretPage,FactorySecretPicker,SecretDetailPage}.tsx, pages/FactoryAgents/{AgentConfigForm,FactoryAgentEditor}.tsx, logic/factoryfile/{resolution/resolution.go,projector/agent.go}, and logic/managed_secrets/inject.go.
  • warp-internal tree de1165cb82105e79c270ed3db7a7a9c3dc513f77: crates/warp_cli/src/secret.rs and crates/managed_secrets/src/secret_value.rs.
  • Deployed public app asset factory-Bq3MHiYLCLDPtSiT.js: confirmed the full-page secrets creation/detail routes and current creation controls. This was a bundle inspection, not an authenticated browser walkthrough.

Unverified claims

None outstanding for the newly documented UI labels, CLI flags, and secret-list inheritance behavior: these were checked against source and, for the current secrets surface, the public bundle. Functional credential operations remain an explicit testing limitation above.

Documentation risk

Risk: engineering-review-required
Rationale: Adds a factory workflow page and revises credential-access, configuration, UI, and security guidance.
Source files consulted: warp-server/logic/managed_secrets/inject.go, warp-server/logic/factoryfile/resolution/resolution.go, warp-internal/crates/warp_cli/src/secret.rs; exact snapshots recorded under Source verification
Requested engineering reviewers: none; source-owner resolution returned no matches
Engineering review status: pending
Docs override: none

Agent context

Agent conversation

Co-Authored-By: Warp agent@warp.dev

rachaelrenk and others added 2 commits October 20, 2026 12:40
Add factory secrets workflows and link legacy users to the current factory docs while preserving supported Oz CLI instructions.

Co-Authored-By: Warp <agent@warp.dev>
Preserve upstream agent-doc restructuring and update its configuration page to link to factory secrets.

Co-Authored-By: Warp <agent@warp.dev>
@rachaelrenk rachaelrenk added the warpy-factory Opened by the Warp factory agents label Oct 20, 2026
@cla-bot cla-bot Bot added the cla-signed label Oct 20, 2026
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Project Deployment Actions Updated
docs Ready Ready Preview Oct 20, 2026 9:15pm UTC

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warp-for-oss Bot commented Oct 20, 2026 •

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@rachaelrenk

I'm starting a first review of this pull request.

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I completed the review and no human review was requested for this pull request.

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Overview

This PR adds a factory-first secrets page, preserves the legacy cloud-agent secrets page as a compatibility reference, and updates factory cross-links and sidebar placement.

Concerns

  • No blocking correctness, security, link/structure, comment-quality, test-quality, or spec-alignment concerns found in the attached diff.
  • Pre-verdict audit: no code or documentation comments and no tests were added or changed; spec_context.md reports no approved spec context.

Verdict

Found: 0 critical, 0 important, 0 suggestions

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@rachaelrenk rachaelrenk self-assigned this Oct 20, 2026
Address review feedback on setup, credential access, ECR configuration, and lifecycle procedures. Normalize closing link lists across affected pages.

Co-Authored-By: Warp <agent@warp.dev>
Address review feedback on prerequisites, field labels, access grants, and navigation wording. Remove the redundant factory pointer from the legacy page description.

Co-Authored-By: Warp <agent@warp.dev>

@hongyi-chen hongyi-chen left a comment

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approving to unblock, left some other suggestions!

@@ -0,0 +1,208 @@
---
title: Managing secrets for factory agents

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Maybe "Managing factory secrets"?

Comment thread src/sidebar.ts
],
},
{ slug: 'factories/factory-skills', label: 'Factory skills' },
{ slug: 'factories/secrets', label: 'Secrets' },

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I think “Secrets” works as the title, but wonder if it makes more sense to move this under Infrastructure, alongside the other security-related docs? Since secrets are team-level resources rather than specific to an individual factory, the current placement feels a bit out of place.

Factory Configuration

  • Factory agents
  • Factory skills
  • Factory automations
  • Definitions as code
  • Infrastructure
    • About infrastructure and security
    • Deployment patterns
    • Warp-hosted execution
    • Runners
    • Managed self-hosting
    • Secrets


For a Warp-managed factory, edit the agent in the web app. Externally managed factories have read-only configuration here. Use [definition files](#using-definition-files) instead.

1. In the {VARS.FACTORY_WEB_APP}, click your factory in the sidebar to expand it, then click **Agents**.

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might be worth linking to platform.warp.dev perhaps?


The first check confirms injection. The second verifies authentication for that operation.

## AWS ECR credentials

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i wonder if we should turn this ECR stuff into another page that lives under the secrets page


<span id="warp-assumed-the-role-but-could-not-get-an-ecr-token" />

### ECR token retrieval fails

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similar comment to above comment re: ECR

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