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[No QA] Docs updates for E/A#96065 interactive Concierge spend charts - #97738

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[No QA] Docs updates for E/A#96065 interactive Concierge spend charts#97738
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Explanation of Change

#96065 adds clickable/hoverable metadata support to the embedded Victory bar charts that Concierge renders in chat. When you ask Concierge for spending as a chart, you can now hover a bar to see a tooltip and click a bar to open the matching expenses on the Search page (web).

The existing help article How Concierge Analyzes Spend covers asking Concierge about your expense data but did not mention that Concierge can return an interactive chart. This PR adds a short, task-based section documenting that behavior.

What changed

  • Added a new ## How to explore a Concierge spend chart section to How-Concierge-Analyzes-Spend.md describing:
    • Concierge can reply with an interactive bar chart in chat.
    • On web, hover a bar to see a tooltip.
    • On web, select a bar to open its matching expenses on the Search page.
  • Added spend chart, bar chart, and Concierge chart to the article keywords for retrieval.

Authoring compliance

  • Reused the existing article (single workflow, in-scope) rather than creating a new one.
  • Task-based ## How to… heading, exact UI labels (Search), #/## headings only — per HELP_AUTHORING_GUIDELINES.md, HELPSITE_NAMING_CONVENTIONS.md, and TEMPLATE.md.
  • Scoped the interactive behavior to web, matching what the source PR implemented and tested (web hover tooltips); no unverified mobile parity claims.

Source


@inimaga, please review the files changed and confirm they reflect the current behavior. Then post a new comment saying @MelvinBot mark this PR as ready for review.

…earch)

Co-authored-by: Issa Nimaga <inimaga@users.noreply.github.com>
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Aug 3, 2026
@github-actions github-actions Bot changed the title Docs updates for E/A#96065 interactive Concierge spend charts [No QA] Docs updates for E/A#96065 interactive Concierge spend charts Aug 4, 2026
@OSBotify

OSBotify commented Aug 4, 2026

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A preview of your ExpensifyHelp changes have been deployed to https://34bf72a3.helpdot.pages.dev ⚡️

Updated articles:

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