From 1aed42050043d19edf36f68bbf19b2e850e96028 Mon Sep 17 00:00:00 2001 From: "Adam Grzybowski (via MelvinBot)" Date: Tue, 25 Aug 2026 21:46:37 +0000 Subject: [PATCH] Docs: document the Concierge prompt box in the Home For you section Co-authored-by: Adam Grzybowski --- .../Expensify-Home-Overview.md | 25 +++++++++++++++++-- 1 file changed, 23 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md b/docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md index 154973b09fd4..d5b7f81fca1b 100644 --- a/docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md +++ b/docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md @@ -1,8 +1,8 @@ --- title: Expensify Home Overview description: Learn what you’ll see on Home and how it helps you understand what needs attention, get oriented, and stay informed when you sign in. -keywords: [New Expensify, Expensify Home, Home, Home tab, For you, Recently added, recently added expenses, view all expenses, Discover, Announcements, time-sensitive, urgent alerts, Expensify Card fraud, broken bank connection, Your spend, awaiting approval, repaid, recent transactions, Expensify Card, Spend over time, spending chart, insights, insight switcher, Top spenders, Top categories, Top merchants, Chart unavailable, Getting started, onboarding checklist, track and budget my expenses, organize my personal spending, personal spending, customize spend categories, link personal card] -internalScope: Audience is all Expensify members. Covers what Home is and what appears on it, including the For you, Recently added, Spend over time and other insights, Discover, Announcements, Time-sensitive, Getting started, and Your spend sections. Does not cover how to complete actions like submitting, approving, paying, exporting, or fixing expenses. +keywords: [New Expensify, Expensify Home, Home, Home tab, For you, Concierge prompt box, ask Concierge, greeting, good morning, good afternoon, good evening, Recently added, recently added expenses, view all expenses, Discover, Announcements, time-sensitive, urgent alerts, Expensify Card fraud, broken bank connection, Your spend, awaiting approval, repaid, recent transactions, Expensify Card, Spend over time, spending chart, insights, insight switcher, Top spenders, Top categories, Top merchants, Chart unavailable, Getting started, onboarding checklist, track and budget my expenses, organize my personal spending, personal spending, customize spend categories, link personal card] +internalScope: Audience is all Expensify members. Covers what Home is and what appears on it, including the Concierge prompt box, For you, Recently added, Spend over time and other insights, Discover, Announcements, Time-sensitive, Getting started, and Your spend sections. Does not cover how to complete actions like submitting, approving, paying, exporting, or fixing expenses. --- @@ -31,6 +31,7 @@ Home is made up of a small set of sections that summarize what’s happening in Home includes: - **Time-sensitive alerts** (when applicable) +- The **Concierge prompt box** - **For you** - **Recently added** - **Spend over time** and other insights (when applicable) @@ -60,6 +61,22 @@ If there are no urgent issues, this section will not appear. --- +## How the Concierge prompt box works on Home + +The **Concierge prompt box** appears at the top of the **For you** section and lets you message Concierge directly from Home. + +The box shows today's date and a time-of-day greeting with your first name, such as **Good morning**, **Good afternoon**, or **Good evening**. + +To message Concierge from the box: + +1. Type your message in the prompt box. The placeholder reads **Ask Concierge to analyze your expenses or get support** on web, or **Ask Concierge anything** on a narrow screen. +2. To attach a file, select the **+** button and choose an attachment. +3. Select **Send** (on web you can also press **Enter**). + +The **Send** button stays inactive until you enter a message. After you send, your Concierge chat opens with your message and the prompt box clears. + +--- + ## How the For you section works on Home The **For you** section highlights items that may need your attention like: @@ -155,6 +172,10 @@ If you have no recent card spending and no expenses awaiting approval or repaid Home helps you get oriented when you sign in. It shows whether anything needs attention, highlights what’s new, and points you to the right place—like Inbox or Spend—if you need to take action. +## How do I message Concierge from Home? + +Use the **Concierge prompt box** at the top of the **For you** section. Type your message, optionally attach a file with the **+** button, then select **Send** (or press **Enter** on web). Your Concierge chat opens with your message. + ## Is Home the same as Inbox? No, they serve different purposes. Home provides an overview of what needs attention and what’s new. Inbox is where conversations and action-related items are managed.