[No QA] Update help docs for Reactive Concierge expense analysis by MelvinBot · Pull Request #92468 · Expensify/App

MelvinBot · 2026-06-03T03:33:59Z

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
- Updated the intro, description, and keywords to cover asking Concierge questions on demand (not just proactive insights).
- Added a new ## How to ask Concierge about your expenses section with example questions and a note that complex questions are redirected to the Search page.
- Noted that Concierge suggests follow-up questions on both proactive summaries and reactive answers (Release 3).
- Updated the "Where" section and FAQ to document that questions can be asked in the #admins room (scoped to that workspace) and in your Concierge chat (cross-workspace, Release 4).
- Updated the Insights comparison to note Concierge now answers natural-language questions while Insights provides visual dashboards.
- Added two FAQ entries: what kinds of questions you can ask, and where you can ask them.
What-Concierge-Can-Do.md
- Added a new ## What questions you can ask Concierge about your expense data section 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

I linked the correct issue in the ### Fixed Issues section above
I verified any copy / text that was added is grammatically correct and adheres to capitalization guidelines

Screenshots/Videos

N/A — documentation-only change.

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>

melvin-bot · 2026-06-06T01:27:18Z

melvin-bot · 2026-06-06T01:27:20Z

@kadiealexander Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

github-actions · 2026-06-06T01:29:20Z

HelpDot Documentation Review

Overall Assessment

This 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

Readability: 9/10 - Clear, scannable prose. Steps and examples are well-formatted. The examples list in the new "How to ask Concierge about your expenses" section is effective. Minor note: the intro paragraph now covers two workflows (proactive analysis + on-demand questions), which slightly increases cognitive load for the opening.
AI Readiness: 9/10 - Good task-based headings with feature names ("How to ask Concierge about your expenses", "What questions you can ask Concierge about your expense data"). YAML metadata is properly updated with new keywords and an expanded internalScope. Heading hierarchy uses only # and ## as required.
Style Compliance: 9/10 - UI terms like Insights are consistently bolded. Cross-links use descriptive anchor text and relative paths. Navigation references to #admins room are clear. No prohibited language detected.

Key Findings

The new section heading "How to ask Concierge about your expenses" is properly task-based and includes the feature name, aligning well with AI retrieval rules.
Cross-links are well-placed: they appear after explanatory sentences rather than inside procedural steps, per the cross-linking standards.
The YAML metadata updates (keywords, internalScope, description) accurately reflect the expanded scope and will aid search retrieval.
The FAQ additions ("What kinds of questions can I ask Concierge about my expenses?" and "Where can I ask Concierge about my expenses?") follow the question-word heading pattern correctly.
One consideration: the article now covers both proactive spend analysis and on-demand question-asking, which are arguably two distinct workflows. Per Section 1 of the authoring guidelines ("Solve one primary workflow only" and "If multiple workflows are detected, split into multiple articles"), this could warrant a separate article. However, the two capabilities are tightly related and the current structure handles them cohesively, so this is a judgment call rather than a strict violation.

Recommendations

Consider whether the on-demand question-asking workflow is distinct enough to warrant its own dedicated article, per the single-workflow-per-article rule. The current combined approach is reasonable but could be revisited if the feature grows.
The phrase "in a supported chat" in the new section ("send your question to Concierge in a supported chat") is somewhat vague -- it is clarified later in the "Where" section, but consider making it more specific inline or linking directly to the explanation to avoid ambiguity.

Files Reviewed

docs/articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend.md - Expanded with new "How to ask Concierge about your expenses" section, updated metadata, revised comparison section, and two new FAQ entries. Well-structured.
docs/articles/new-expensify/concierge-ai/What-Concierge-Can-Do.md - New section added ("What questions you can ask Concierge about your expense data") with examples and cross-link. Clean addition that fits the existing article structure.

Note: Detailed line-by-line feedback has been provided as inline comments where applicable.

OSBotify · 2026-06-12T07:16:48Z

A preview of your ExpensifyHelp changes have been deployed to https://e9305677.helpdot.pages.dev ⚡️

Updated articles:

melvin-bot · 2026-06-13T03:14:57Z

melvin-bot · 2026-06-13T03:14:59Z

@strepanier03 Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

OSBotify · 2026-06-15T18:12:28Z

🚀 Deployed to staging by https://github.com/VictoriaExpensify in version: 9.4.8-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	failure ❌
🍎 iOS 🍎	success ✅

Bundle Size Analysis (Sentry):

iOS

OSBotify · 2026-06-15T19:03:34Z

🚀 Deployed to staging by https://github.com/VictoriaExpensify in version: 9.4.8-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

Bundle Size Analysis (Sentry):

Android
iOS

OSBotify · 2026-06-16T19:44:38Z

🚀 Deployed to production by https://github.com/puneetlath in version: 9.4.8-3 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

MelvinBot assigned stephanieelliott Jun 3, 2026

MelvinBot requested a review from a team June 3, 2026 03:34

github-actions Bot changed the title ~~Update help docs for Releases 1-4: Reactive Concierge expense analysis~~ [No QA] Update help docs for Releases 1-4: Reactive Concierge expense analysis Jun 3, 2026

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stephanieelliott marked this pull request as ready for review June 6, 2026 01:27

stephanieelliott self-requested a review as a code owner June 6, 2026 01:27

melvin-bot Bot requested review from kadiealexander and removed request for a team June 6, 2026 01:27

stephanieelliott changed the title ~~[No QA] Update help docs for Releases 1-4: Reactive Concierge expense analysis~~ [No QA] [Hold for feature] Update help docs for Releases 1-4: Reactive Concierge expense analysis Jun 6, 2026

stephanieelliott removed the request for review from kadiealexander June 6, 2026 01:27