[No QA] [Hold for feature] Update help docs for Releases 1-4: Reactive Concierge expense analysis#92468
[No QA] [Hold for feature] Update help docs for Releases 1-4: Reactive Concierge expense analysis#92468MelvinBot wants to merge 1 commit into
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Document that users can ask Concierge questions about expense data in #admins rooms and Concierge chats (including cross-workspace questions), and that Concierge suggests follow-up questions on spend analysis messages. Co-authored-by: Stephanie Elliott <stephanieelliott@users.noreply.github.com>
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A preview of your ExpensifyHelp changes have been deployed to https://0c712a2b.helpdot.pages.dev ⚡️ Updated articles: |
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HelpDot Documentation ReviewOverall AssessmentThis PR expands the Concierge spend analysis article to cover a new capability: asking Concierge direct questions about expense data. It also adds a corresponding section to the "What Concierge Can Do" overview article. The changes are well-written, clearly structured, and largely compliant with HelpDot governance standards. Scores Summary
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Note: Detailed line-by-line feedback has been provided as inline comments where applicable. |
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| You can ask Concierge questions about your expense data and it will look up the answer for you, so you don't have to build a search or stitch results together yourself. | ||
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| To ask, send your question to Concierge in a supported chat. Concierge reads the context of where you're chatting to scope the answer, so you don't need to repeat details like the workspace name. |
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Naming and style: "a supported chat" is vague and does not reference the exact UI location. Per HELPSITE_NAMING_CONVENTIONS.md, always reference the exact UI label — avoid phrases like "the area" or "the section." Consider specifying the exact locations (e.g., "in the #admins room for a workspace or in your Concierge chat"), which is already described later in the article under "Where Concierge shares spend analysis insights." Repeating the specific locations here would be clearer and more consistent.
| description: Learn how Concierge may proactively analyze company spend to share highlights and help you stay informed. | ||
| keywords: [New Expensify, Concierge, spend analysis, Concierge management report, insights, AI, expense trends, proactive insights, spend monitoring, spend analysis, flux analysis] | ||
| internalScope: Audience is Workspace Admins and Members. Covers how Concierge performs spend analysis and what insights to expect. Does not cover how to use Insights or generate custom reports. | ||
| description: Learn how Concierge proactively analyzes company spend to share highlights, and how to ask Concierge questions about your expense data on demand. |
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AI readiness / structure: The article title and description now cover two distinct workflows: proactive spend analysis and asking Concierge questions on demand. Per HELP_AUTHORING_GUIDELINES.md Section 1: "Solve one primary workflow only. If multiple workflows are detected, split into multiple articles." Consider whether the on-demand Q&A workflow should live in its own article (e.g., "How to Ask Concierge About Your Expenses") rather than being merged into this proactive-analysis article.
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| After Concierge answers, it may suggest a few follow-up questions to help you dig deeper. | ||
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| Concierge currently answers direct lookup questions about your expense data. If a question is too complex to answer this way, Concierge will let you know and point you to the Search page so you can explore it yourself. [Learn how to use search operators to filter and analyze spend](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). |
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Naming and style: "the Search page" references a UI destination but is not bolded. Per HELPSITE_NAMING_CONVENTIONS.md, UI element names (pages, tabs, sections) should be bolded — e.g., "point you to the Search page." Apply the same fix on the similar reference in the new FAQ answer near the end of the file.
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| Insights are shared periodically and may vary in timing, format, and level of detail. | ||
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| You can ask Concierge your own expense questions in the #admins room for a workspace, or in your Concierge chat. In the #admins room, answers are scoped to that workspace. In your Concierge chat, questions can span all of the workspaces you have access to (for example, "Which workspace spent the most last month?" or "Show all my Travel expenses across all workspaces"). |
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Readability / structure: This paragraph is dense and covers multiple concepts (where to ask, scoping behavior per location, and multi-workspace examples). Consider breaking it into a short list for scannability, e.g.:
- In the #admins room: answers are scoped to that workspace.
- In your Concierge chat: questions can span all workspaces you have access to.
Also, this information largely duplicates what is already stated in the new "How to ask Concierge about your expenses" section (line 38). Consider consolidating to avoid redundancy, which can reduce retrieval precision per HELP_AUTHORING_GUIDELINES.md Section 6.
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| ## What kinds of questions can I ask Concierge about my expenses? | ||
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| You can ask direct lookup questions about your expense data, such as who spent what, spend by category, merchant, employee, or tag, comparisons across time periods, and the status of expenses or reports. If a question is too complex to answer directly, Concierge will point you to the Search page. |
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Naming and style: Same as earlier — "the Search page" should bold the UI element name: "Concierge will point you to the Search page."
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| ## What questions you can ask Concierge about your expense data | ||
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AI readiness / structure: This section largely duplicates the content in the new "How to ask Concierge about your expenses" section of How-Concierge-Analyzes-Spend.md (same examples, same explanation of where to ask). Per HELP_AUTHORING_GUIDELINES.md Section 7 (Cross-Linking Standards): "If a workflow is important enough to link repeatedly, it likely requires its own dedicated article." Since the detailed version already lives in How-Concierge-Analyzes-Spend.md, consider trimming this to a brief summary (1-2 sentences) plus a cross-link, rather than repeating the full example list. This avoids content drift between the two files and improves retrieval precision.
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Explanation of Change
This updates the ExpensifyHelp docs to cover the new reactive Concierge expense analysis capability shipping across Releases 1–4 of the Upgrade VirtualCFO to support reactive analysis project. Previously the docs only described Concierge's proactive spend summaries; users can now also ask Concierge questions about their expense data and get data-driven answers in chat.
Changes:
How-Concierge-Analyzes-Spend.md## How to ask Concierge about your expensessection with example questions and a note that complex questions are redirected to the Search page.What-Concierge-Can-Do.md## What questions you can ask Concierge about your expense datasection with examples, linking to the spend analysis article.These changes bundle the help-site updates for Releases 1–4 into one PR per the request on the tracking issue.
Fixed Issues
$ https://github.com/Expensify/Expensify/issues/634606
Tests
// TODO: The human co-author must fill out the tests you ran before marking this PR as "ready for review"
// Please describe what tests you performed that validates your changed worked.
This is a documentation-only change. Review the rendered articles to confirm the content is accurate and matches the current product behavior.
Offline tests
N/A — documentation-only change.
QA Steps
// TODO: The human co-author must fill out the QA tests you ran before marking this PR as "ready for review".
// Please describe what QA needs to do to validate your changes and what areas do they need to test for regressions.
PR Author Checklist
### Fixed Issuessection aboveScreenshots/Videos
N/A — documentation-only change.