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[No QA] [Hold for feature] Update help docs for Releases 1-4: Reactive Concierge expense analysis #92468

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50 changes: 41 additions & 9 deletions docs/articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend.md
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---
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.
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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.

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).

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Expand All @@ -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.
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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.


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).
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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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## 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").
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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.


[Learn how to find the #admins room for a workspace](/articles/new-expensify/chat/Expensify-Chat-Rooms-for-Admins).

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Expand All @@ -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).

Expand All @@ -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.
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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."


## 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.
17 changes: 17 additions & 0 deletions docs/articles/new-expensify/concierge-ai/What-Concierge-Can-Do.md
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Expand Up @@ -53,6 +53,23 @@ Concierge will answer or connect you with a human if needed.

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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.

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.
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