[No QA] Docs updates for E/A#96065 interactive Concierge spend charts - #97738
[No QA] Docs updates for E/A#96065 interactive Concierge spend charts#97738MelvinBot wants to merge 1 commit into
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…earch) Co-authored-by: Issa Nimaga <inimaga@users.noreply.github.com>
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A preview of your ExpensifyHelp changes have been deployed to https://34bf72a3.helpdot.pages.dev ⚡️ Updated articles: |
| ## How to explore a Concierge spend chart | ||
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| 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. | ||
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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.
HelpDot Documentation ReviewOverall AssessmentThis PR adds a single new section, How to explore a Concierge spend chart, to the existing How-Concierge-Analyzes-Spend.md article, plus three new keywords (spend chart, bar chart, Concierge chart). The addition documents the interactive bar chart Concierge can return in chat and how users can hover or select a bar to drill into expenses on the Search page. The change is well-scoped, stays within the article's single workflow, and is a clean, additive contribution. Scores Summary
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Note: Detailed line-by-line feedback has been provided as inline comments. |
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
## How to explore a Concierge spend chartsection toHow-Concierge-Analyzes-Spend.mddescribing:spend chart,bar chart, andConcierge chartto the article keywords for retrieval.Authoring compliance
## How to…heading, exact UI labels (Search),#/##headings only — perHELP_AUTHORING_GUIDELINES.md,HELPSITE_NAMING_CONVENTIONS.md, andTEMPLATE.md.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.