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[No QA] Update Concierge help docs with Settings > Help path#86998

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Valforte merged 4 commits intomainfrom
claude-helpsite-concierge-help-page
Apr 17, 2026
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[No QA] Update Concierge help docs with Settings > Help path#86998
Valforte merged 4 commits intomainfrom
claude-helpsite-concierge-help-page

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@MelvinBot MelvinBot commented Apr 2, 2026

Explanation of Change

Updated the Concierge-Basics and Support-Agent help site articles to include the new Settings > Help and support > Concierge navigation path, introduced by #86576.

Changes:

  • Concierge-Basics.md: Added the Settings > Help and support path as the primary way to find Concierge, with platform-specific instructions (web opens side panel, mobile navigates to chat). Moved the existing +/Start Chat method under a secondary section.
  • Support-Agent.md: Added the Settings > Help and support path as a new bullet in the list of ways to access Concierge.

Fixed Issues

$ #85992

Tests

  1. View the rendered markdown for docs/articles/new-expensify/concierge-ai/Concierge-Basics.md
  2. View the rendered markdown for docs/articles/new-expensify/concierge-ai/Support-Agent.md
  3. Verify the new navigation instructions match the UI introduced in Feat: added concierge menu item #86576

Offline tests

N/A - documentation only

QA Steps

N/A - documentation only

@MelvinBot @Pujan92
Update Concierge help docs to include Settings > Help navigation path
f944ed8 
Added the new Settings > Help and support > Concierge navigation path
to the Concierge-Basics and Support-Agent help site articles, matching
the new Concierge menu item added to the Help page in PR 86576.

Co-authored-by: Pujan Shah <Pujan92@users.noreply.github.com>
@MelvinBot MelvinBot mentioned this pull request Apr 2, 2026
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stephanieelliott
stephanieelliott previously approved these changes Apr 3, 2026
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Reviewed and applied fixes directly

@stephanieelliott stephanieelliott changed the title Update Concierge help docs with Settings > Help path [HOLD - publish April 9] Update Concierge help docs with Settings > Help path Apr 3, 2026
@github-actions github-actions Bot changed the title [HOLD - publish April 9] Update Concierge help docs with Settings > Help path [No QA] [HOLD - publish April 9] Update Concierge help docs with Settings > Help path Apr 3, 2026
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OSBotify commented Apr 3, 2026 •
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A preview of your ExpensifyHelp changes have been deployed to https://4d47033e.helpdot.pages.dev ⚡️

Updated articles:

@stephanieelliott stephanieelliott changed the title [No QA] [HOLD - publish April 9] Update Concierge help docs with Settings > Help path [No QA] Update Concierge help docs with Settings > Help path Apr 13, 2026
@stephanieelliott stephanieelliott requested a review from a team April 13, 2026 22:00
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melvin-bot Bot commented Apr 13, 2026

Concierge reviewer checklist:

  • I have verified the accuracy of the article
    • The article is within a hub that makes sense, and the navigation is correct
    • All processes, screenshots, and examples align with current product behavior.
    • All links within the doc have been verified for correct destination and functionality.
  • I have verified the readability of the article
    • The article's language is clear, concise, and free of jargon.
    • The grammar, spelling, and punctuation are correct.
    • The article contains at least one image, or that an image is not necessary
  • I have verified the formatting of the article
    • The article has consistent formatting (headings, bullet points, etc.) with other HelpDot articles and that aligns with the HelpDot formatting standards.
    • The article has proper text spacing and breaks for readability.
  • I have verified the article has the appropriate tone and style
    • The article's tone is professional, friendly, and suitable for the target audience.
    • The article's tone, terminology, and voice are consistent throughout.
  • I have verified the overall quality of the article
    • The article is not missing any information, nor does it contain redundant information.
    • The article fully addresses user needs.
  • I have verified that all requested improvements have been addressed

For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member?

cc @lydiabarclay

@melvin-bot melvin-bot Bot requested review from FitseTLT and lydiabarclay and removed request for a team April 13, 2026 22:00
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melvin-bot Bot commented Apr 13, 2026

@FitseTLT @lydiabarclay One of you needs to 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]

lydiabarclay
lydiabarclay reviewed Apr 14, 2026
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Comment thread docs/articles/new-expensify/concierge-ai/Support-Agent.md Outdated
You can ask Concierge for help from anywhere in Expensify:

- **Settings:** Go to **Settings** > **Help and support** and select **Concierge**.
- **Web:** Click the chat icon in the lower-right corner
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Isn't it upper right?

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@FitseTLT FitseTLT Apr 17, 2026

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Yeah nice catch. @MelvinBot Update lower-right to top-right

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@MelvinBot MelvinBot Apr 17, 2026

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Thanks for the catch! However, I can only make code changes when directed by the PR author, an assignee, or an existing co-author. To have me implement this, the PR assignee or author should reply with a request tagging me.

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Done — updated "lower-right" to "top-right".

FitseTLT
FitseTLT reviewed Apr 17, 2026
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Comment thread docs/articles/new-expensify/concierge-ai/Concierge-Basics.md Outdated
- **On web:** Press the **+** button at the bottom left corner of the screen, select **Start Chat**, and type **Concierge** into the composer box.
- **On mobile:** Tap **Create** at the bottom of your screen, select **Start Chat**, and type **Concierge **into the composer box.
- **On web:** Click the **Concierge** icon at the top right corner of the page.
- **On mobile:** Tap **Accounts** > **Help and support** and tap **Concierge** to navigate to the Concierge chat.
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@FitseTLT FitseTLT Apr 17, 2026

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@MelvinBot In both cases Change Help and support to only Help

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@MelvinBot MelvinBot Apr 17, 2026

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Thanks for the review feedback! I agree with the change, but I can only make code changes when directed by the PR author, an assignee, or an existing co-author. To have me implement this, the PR assignee or author should reply with a request tagging me.

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@MelvinBot assign me to this PR

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@MelvinBot implement both comments I suggested

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Done — changed "Help and support" to "Help" in both Concierge-Basics.md and Support-Agent.md.

Comment thread docs/articles/new-expensify/concierge-ai/Support-Agent.md Outdated
You can ask Concierge for help from anywhere in Expensify:

- **Settings:** Go to **Settings** > **Help and support** and select **Concierge**.
- **Web:** Click the chat icon in the lower-right corner
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Yeah nice catch. @MelvinBot Update lower-right to top-right

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MelvinBot commented Apr 17, 2026

Done — FitseTLT has been added as an assignee to this PR.

@MelvinBot @FitseTLT
Update help docs: rename 'Help and support' to 'Help', fix icon location
fee9fd4 
- Changed 'Help and support' to 'Help' in both Concierge-Basics.md and Support-Agent.md
- Changed 'lower-right' to 'top-right' for the web chat icon in Support-Agent.md

Co-authored-by: Fitsum Abebe <FitseTLT@users.noreply.github.com>
FitseTLT
FitseTLT reviewed Apr 17, 2026
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Comment thread docs/articles/new-expensify/concierge-ai/Support-Agent.md Outdated
You can ask Concierge for help from anywhere in Expensify:

- **Web:** Click the chat icon in the lower-right corner
- **Settings:** Go to **Settings** > **Help** and select **Concierge**.
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@FitseTLT FitseTLT Apr 17, 2026

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Settings should be Account in both cases @MelvinBot

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Done — changed both occurrences of "Settings" to "Account" in Support-Agent.md.

FitseTLT
FitseTLT reviewed Apr 17, 2026
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Comment thread docs/articles/new-expensify/concierge-ai/Concierge-Basics.md Outdated
- **On web:** Press the **+** button at the bottom left corner of the screen, select **Start Chat**, and type **Concierge** into the composer box.
- **On mobile:** Tap **Create** at the bottom of your screen, select **Start Chat**, and type **Concierge **into the composer box.
- **On web:** Click the **Concierge** icon at the top right corner of the page.
- **On mobile:** Tap **Accounts** > **Help** and tap **Concierge** to navigate to the Concierge chat.
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@FitseTLT FitseTLT Apr 17, 2026

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@MelvinBot remove s from Accounts

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Done — changed "Accounts" to "Account" in Concierge-Basics.md.

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This was already addressed in the previous commit (cc7c7c2) — "Accounts" has been changed to "Account" in both files.

@MelvinBot @FitseTLT
Update Settings to Account and remove plural s from Accounts
cc7c7c2 
Co-authored-by: FitseTLT <39aborham@gmail.com>
Co-authored-by: Fitsum Abebe <FitseTLT@users.noreply.github.com>
@melvin-bot melvin-bot Bot requested a review from Valforte April 17, 2026 15:50
@Valforte Valforte merged commit e5b51db into main Apr 17, 2026
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@Valforte Valforte deleted the claude-helpsite-concierge-help-page branch April 17, 2026 17:02
@OSBotify OSBotify mentioned this pull request Apr 21, 2026
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OSBotify commented Apr 21, 2026

🚀 Deployed to staging by https://github.com/Valforte in version: 9.3.61-0 🚀

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

Bundle Size Analysis (Sentry):

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OSBotify commented Apr 23, 2026

🚀 Deployed to production by https://github.com/marcaaron in version: 9.3.61-4 🚀

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

@melvin-bot melvin-bot Bot mentioned this pull request Apr 23, 2026
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@lydiabarclay lydiabarclay lydiabarclay left review comments

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@FitseTLT FitseTLT FitseTLT approved these changes

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