diff --git a/docs/articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend.md b/docs/articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend.md index 9d722dee90fe..ef16035a9659 100644 --- a/docs/articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend.md +++ b/docs/articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend.md @@ -1,17 +1,17 @@ --- title: How Concierge Analyzes Spend -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. +keywords: [New Expensify, Concierge, spend analysis, ask Concierge about expenses, expense questions, Concierge management report, insights, AI, expense trends, proactive insights, spend monitoring, flux analysis] +internalScope: Audience is Workspace Admins and Members. Covers how Concierge performs proactive spend analysis and how to ask Concierge questions about expense data. Does not cover how to use Insights or generate custom reports. --- # How Concierge Analyzes Spend -Concierge may proactively review workspace activity to identify notable spend patterns, highlight meaningful changes, and surface useful insights. +Concierge may proactively review workspace activity to identify notable spend patterns, highlight meaningful changes, and surface useful insights. You can also ask Concierge questions about your expense data directly and get data-driven answers in the chat. -These analyses are powered by the same data and reporting engine used in **Insights**, but are surfaced automatically by Concierge instead of requiring you to run reports manually. +These analyses are powered by the same data and reporting engine used in **Insights**, but Concierge surfaces them in chat instead of requiring you to run reports manually. -To explore and analyze spend on demand, [learn how to use Insights](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify). +To explore and analyze spend with visual dashboards, [learn how to use Insights](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify). --- @@ -27,14 +27,38 @@ You might see spend analysis messages that: These spend analysis insights are generated automatically using your workspace data. The format, frequency, and content of these messages may change over time as we continue improving how Concierge analyzes and presents information. +When Concierge shares a spend analysis message, it may also suggest a few follow-up questions you can tap to explore the data further. + +--- + +## How to ask Concierge about your expenses + +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. + +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. + +Examples: + +- "Who submitted the most Travel expenses last month?" +- "Show all expenses over $500 this quarter." +- "Which categories increased the most from last month?" +- "Which expenses are still unapproved?" +- "How does March spending compare to February?" + +After Concierge answers, it may suggest a few follow-up questions to help you dig deeper. + +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). + --- ## Where Concierge shares spend analysis insights -When Concierge analyzes spend, it sends a message to the #admins room for that workspace. The message is visible to all members of that room. +When Concierge analyzes spend proactively, it sends a message to the #admins room for that workspace. The message is visible to all members of that room. Insights are shared periodically and may vary in timing, format, and level of detail. +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"). + [Learn how to find the #admins room for a workspace](/articles/new-expensify/chat/Expensify-Chat-Rooms-for-Admins). --- @@ -43,8 +67,8 @@ Insights are shared periodically and may vary in timing, format, and level of de Concierge and **Insights** use the same underlying data but serve different purposes: -- Concierge proactively delivers relevant insights based on notable patterns. -- **Insights** allows you to analyze data and explore patterns on demand +- Concierge proactively delivers relevant insights based on notable patterns, and answers your expense questions in natural language directly in chat. +- **Insights** lets you analyze data and explore patterns on demand using visual dashboards. If you need deeper customization, learn how to [use search operators to filter and analyze spend](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). @@ -67,3 +91,11 @@ No. Concierge insights are automatically generated and cannot be customized. For ## Why am I receiving Concierge messages about spending? Concierge looks for meaningful changes or trends in your workspace—like shifts in spending, large transactions, or recurring patterns—and surfaces insights that may be helpful. + +## What kinds of questions can I ask Concierge about my expenses? + +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. + +## Where can I ask Concierge about my expenses? + +You can ask in the #admins room for a workspace, where answers are scoped to that workspace, or in your Concierge chat, where questions can span all of the workspaces you have access to. Concierge respects your access level, so you'll only see data you're allowed to view. diff --git a/docs/articles/new-expensify/concierge-ai/What-Concierge-Can-Do.md b/docs/articles/new-expensify/concierge-ai/What-Concierge-Can-Do.md index 5e149aa158e4..2e084b1ace81 100644 --- a/docs/articles/new-expensify/concierge-ai/What-Concierge-Can-Do.md +++ b/docs/articles/new-expensify/concierge-ai/What-Concierge-Can-Do.md @@ -53,6 +53,23 @@ Concierge will answer or connect you with a human if needed. --- +## What questions you can ask Concierge about your expense data + +You can ask Concierge questions about your own expense data and it will look up the answer for you, instead of building a search yourself. + +Examples: +- “Show all Travel expenses last month” +- “Who submitted the most expenses this quarter?” +- “How does March spending compare to February?” +- “Which expenses are still unapproved?” +- “Which workspace spent the most last month?” + +You can ask in the #admins room for a workspace or in your Concierge chat. In your Concierge chat, questions can span all of the workspaces you have access to. + +[Learn how Concierge analyzes spend](/articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend). + +--- + ## What issues Concierge can troubleshoot in Expensify Describe the problem, and Concierge will help you figure it out.