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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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15 changes: 14 additions & 1 deletion docs/articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend.md
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title: How Concierge Analyzes Spend
description: Learn how Concierge proactively analyzes company spend to share highlights, and how to ask Concierge questions about your expense data on demand.
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]
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, spend chart, bar chart, Concierge chart]
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.
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## How to explore a Concierge spend chart

When you ask Concierge to show spending as a chart—for example, “Give me a bar chart of my monthly expenses this year”—Concierge can reply with an interactive bar chart directly in the chat, alongside its written answer.

@github-actions github-actions Bot Aug 4, 2026

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Cross-platform clarity violation: This says interacting with the chart works "On web" but never explicitly states the limitation for mobile. Per HELPSITE_NAMING_CONVENTIONS.md ("If a Feature Is Not Available on Mobile" / Cross-Platform Clarity Rule), state the limitation clearly rather than implying it — e.g., add "This feature is not available on mobile." Do not soften or imply the limitation.

On web, you can interact with the chart to dig into the numbers behind it:

- Hover over a bar to see a tooltip with the details for that bar.
- Select a bar to open its matching expenses on the **Search** page.

This lets you move from a high-level view of your spend straight to the individual expenses without building a search yourself.

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## Where Concierge shares spend analysis insights

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.
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