[No QA] Update help docs for Release 7: reactive expense analysis in workspace chats, expense reports, and expense threads

[MelvinBot]

Details

Help site updates for Release 7 of Resource Updates for Upgrade VirtualCFO to support reactive analysis.

Release 7 extends reactive expense analysis to workspace chats, expense reports, and expense threads (previously available in #admins rooms and Concierge DMs). This PR updates How-Concierge-Analyzes-Spend.md to reflect the expanded set of contexts where users can ask Concierge about their expenses:

• Expanded the "Where Concierge shares spend analysis insights" section to list all supported contexts and how answers are scoped in each (workspace chat → workspace + chat owner, expense report → report's workspace + submitter, expense thread → the specific expense).
• Updated the "Where can I ask Concierge about my expenses?" FAQ to include the new contexts.

No new articles are required — this completes the rollout of where reactive analysis is available.

Related Issues

https://github.com/Expensify/Expensify/issues/634606

Tests / QA

Docs-only change. Verify the rendered article reads correctly and links resolve.

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://84a81ace.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend

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[github-actions]

HelpDot Documentation Review

Overall Assessment

This is a small, well-targeted docs-only update (5 additions, 2 deletions) to How-Concierge-Analyzes-Spend.md. It expands two existing sections to document the new contexts where reactive expense analysis is available (workspace chats, expense reports, expense threads), building cleanly on the existing admins room and Concierge chat coverage. The changes are accurate, well-scoped, and consistent with the surrounding article. No new headings, links, or workflows are introduced, so the diff carries low governance risk.

Scores Summary

• Readability: 9/10 - The new lead-in sentence plus scoped bullet list is clear and highly scannable. The concrete example in the expense thread bullet aids comprehension. Minor nit: the FAQ answer uses a spaceless em-dash and packs several scoping rules into one long sentence.
• AI Readiness: 9/10 - Full feature names are used consistently (Concierge, admins room, Concierge chat, workspace chat, expense report, expense thread). The realistic example question improves semantic retrieval. No headings were changed, so heading hierarchy and metadata remain compliant.
• Style Compliance: 9/10 - UI terminology matches existing article usage and conventions. No button/tab references were added that require bold formatting, and no prohibited vague navigation phrasing was introduced. The FAQ answer stays in compliant Q/A prose form.

Key Findings

• Scoping logic is stated clearly and consistently for each context (workspace + chat owner, report's workspace + submitter, the specific expense), which is the core value of this update.
• The added example question in the expense thread bullet is a strong retrieval and comprehension aid.
• Minor: the FAQ answer is a single long sentence with a spaceless em-dash; splitting it or adding spaces around the dash would improve readability.
• No structural, heading, metadata, or cross-linking rules are violated by the diff.

Recommendations

• Optional: lightly break up the FAQ answer sentence (or add spaced dashes) for easier scanning.
• No blocking issues. Verify the rendered article and that existing links still resolve, per the PR's QA note.

Files Reviewed

• docs/articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend.md - Approved with a minor optional readability suggestion.

Note: Detailed line-by-line feedback has been provided as inline comments.

[melvin-bot]

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
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  • The grammar, spelling, and punctuation are correct.
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  • The article fully addresses user needs.
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For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member?

cc @Kel-Expensify

[melvin-bot]

@Kel-Expensify Please 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]