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[HOLD for payment 2024-10-16] [$250] Update beginningOfChatHistory for certain cases with fresh copy #47427

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[HOLD for payment 2024-10-16] [$250] Update beginningOfChatHistory for certain cases with fresh copy#47427
Assignees
jamesdeanexpensifystitesExpensifyroryabrahamVictoriaExpensifynkdengineer
Labels
Awaiting PaymentAuto-added when associated PR is deployed to productionDailyKSv2ExternalAdded to denote the issue can be worked on by a contributorNewFeatureSomething to build that is a new item.

Description

@jamesdeanexpensify
jamesdeanexpensify
opened on Aug 14, 2024

Problem

New users often write in confused about how to use New Expensify. Key points of confusion still seem to be “How do I submit expenses?” or “How do I use this?” or are just unclear why they are looking at a chat platform. They then become frustrated or just leave us all together.

Solution

Update the beginningOfChatHistory copy in all rooms to be clearer and more concise, as well as remove any noise around features that don’t lead to conversion.

P/S is also here in Slack.

Copy updates

Type Current example Proposed copy
Concierge This is the beginning of your chat with Concierge. This chat is with Concierge. Ask questions and get 24/7 realtime support.
DM (aka beginningOfChatHistory) This is the beginning of your chat with Daniel Vidal. You can also use the + button to split an expense, submit an expense, pay expenses, or assign a task! This chat is with [recipient]. Use the + button to split, submit, or pay an expense.
Group chat (can’t find this in the code) This is the beginning of your chat with Anu, Daniel and James. This chat is with [recipients that don't include you]. Use the + button to split an expense.
Workspace chat (aka beginningOfChatHistoryPolicyExpenseChat) Collaboration between James Dean (Marketing/PR) and NewDot Test - Expensify US starts here! 🎉 This is the place to chat, submit expenses and settle up. You can also use the + button to split an expense, submit an expense, track an expense, or assign a task! This is where [submitter] will submit expenses to [workspaceName]. Just use the + button.
#announce room (aka beginningOfChatHistoryAnnounceRoom) Collaboration between all Expensify's Workspace 6 members starts here! 🎉 Use #announce to chat about anything Expensify's Workspace 6 related. This chat is with everyone in [workspaceName]. Use it for the most important announcements.
#admins room (aka beginningOfChatHistoryAdminRoom) Collaboration among james@expensify.com Small Business Expo admins starts here! 🎉 Use #admins to chat about topics such as workspace configurations and more. This chat is with [workspaceName] admins. Use it to chat about workspace setup and more.
Domain room (aka beginningOfChatHistoryDomainRoom) Collaboration with everyone at #expensify.com starts here! 🎉 Use #expensify.com to chat with colleagues, share tips, and ask questions. This chat is with all Expensify members on the [domain] domain. Use it to chat with colleagues, share tips, and ask questions.
User-created room (aka beginningOfChatHistoryUserRoom) Collaboration starts here! 🎉 Use this space to chat about anything #bravo-clubhouse related. This chat room is for anything #[roomName] related. It was created by [displayName].
Invoice room (aka beginningOfChatHistoryInvoiceRoom) Collaboration starts here! 🎉 Use this room to view, discuss, and pay invoices. This chat is for invoices between [invoice sender/bill payer workspaceName] and [invoice/paid bill receiver workspaceName OR displayName]. Use the + button to send an invoice.

Important

We need to make sure that the beginningOfChatHistory never gets replaced by a custom roomDescription if someone sets one. The roomDescription will instead be included/updated elsewhere (in the subheader).

Upwork Automation - Do Not Edit
  • Upwork Job URL: https://www.upwork.com/jobs/~021831355584440701165
  • Upwork Job ID: 1831355584440701165
  • Last Price Increase: 2024-09-04
  • Automatic offers:
    • ikevin127 | Reviewer | 103838820
    • nkdengineer | Contributor | 104176525
Issue OwnerCurrent Issue Owner: @VictoriaExpensify

Activity

  1. jamesdeanexpensify
    added
    PlanningChanges still in the thought process
    on Aug 14, 2024
  2. jamesdeanexpensify
    self-assigned this
    on Aug 14, 2024
  3. jamesdeanexpensify
    changed the title [-]Update beginningOfChatHistory for certain cases with fresh copy[/-] [+][HOLD] Update beginningOfChatHistory for certain cases with fresh copy[/+] on Aug 14, 2024

  4. danielrvidal commented on Aug 16, 2024

    @danielrvidal
    danielrvidal
    on Aug 16, 2024
    Contributor

    @jamesdeanexpensify, what do you think is still needed for this? Just to get an engineer to pick it up or do we need to keep fleshing out the proposal?

  5. jamesdeanexpensify commented on Aug 16, 2024

    @jamesdeanexpensify
    jamesdeanexpensify
    on Aug 16, 2024
    ContributorAuthor

    Just left you a comment in the doc, and then it would be great to get an engineer to pick it up and ask any remaining questions. I just thought you wanted to wait to house it under the F1 deadline.

  6. jamesdeanexpensify
    changed the title [-][HOLD] Update beginningOfChatHistory for certain cases with fresh copy[/-] [+]Update beginningOfChatHistory for certain cases with fresh copy[/+] on Aug 19, 2024

  7. jamesdeanexpensify commented on Aug 19, 2024

    @jamesdeanexpensify
    jamesdeanexpensify
    on Aug 19, 2024
    ContributorAuthor

    @danielrvidal I think this is ready for an engineer whenever!

  8. jamesdeanexpensify
    added
    WeeklyKSv2
    and removed
    PlanningChanges still in the thought process
    on Aug 19, 2024
  9. danielrvidal
    added this to [#whatsnext] #converton Aug 21, 2024

  10. danielrvidal commented on Aug 21, 2024

    @danielrvidal
    danielrvidal
    on Aug 21, 2024
    Contributor

    @jamesdeanexpensify now that this is in a whatsnext room/project, I imagine you should be able to recruit an engineer. I'm going to drop an update in the room but I think you should be good to go.

  11. jamesdeanexpensify commented on Aug 21, 2024

    @jamesdeanexpensify
    jamesdeanexpensify
    on Aug 21, 2024
    ContributorAuthor

    Posted here as a next step!

  12. melvin-bot
    added
    Overdue
    on Aug 29, 2024

  13. jamesdeanexpensify commented on Sep 3, 2024

    @jamesdeanexpensify
    jamesdeanexpensify
    on Sep 3, 2024
    ContributorAuthor

    Renewed the convo here.

  14. melvin-bot
    removed
    Overdue
    on Sep 3, 2024

  15. 95 remaining items

  16. ikevin127 commented on Oct 28, 2024

    @ikevin127
    ikevin127
    on Oct 28, 2024
    Contributor

    Not overdue, most of the payments were completed - awaiting completion of last payment to contributor once they accept the offer.

  17. melvin-bot
    removed
    Overdue
    on Oct 28, 2024
  18. ikevin127
    removed their assignment
    on Oct 28, 2024
  19. melvin-bot
    added
    Overdue
    on Oct 31, 2024

  20. melvin-bot commented on Nov 1, 2024

    @melvin-bot
    melvin-botbot
    on Nov 1, 2024 – with Melvin Bot

    @jamesdeanexpensify, @stitesExpensify, @roryabraham, @VictoriaExpensify, @nkdengineer Whoops! This issue is 2 days overdue. Let's get this updated quick!

  21. jamesdeanexpensify commented on Nov 4, 2024

    @jamesdeanexpensify
    jamesdeanexpensify
    on Nov 4, 2024
    ContributorAuthor

    What's next here? Thanks!

  22. melvin-bot
    removed
    Overdue
    on Nov 4, 2024
  23. melvin-bot
    added
    Overdue
    on Nov 11, 2024

  24. melvin-bot commented on Nov 11, 2024

    @melvin-bot
    melvin-botbot
    on Nov 11, 2024 – with Melvin Bot

    @jamesdeanexpensify, @stitesExpensify, @roryabraham, @VictoriaExpensify, @nkdengineer 6 days overdue. This is scarier than being forced to listen to Vogon poetry!

  25. VictoriaExpensify commented on Nov 12, 2024

    @VictoriaExpensify
    VictoriaExpensify
    on Nov 12, 2024
    Contributor

    Hmm still waiting for @mariapeever to accept my offer. I've bumped her in the Open Source channel and sent her a message in upwork. We'll give her a few more days before we close this out I guess.

  26. melvin-bot
    removed
    Overdue
    on Nov 12, 2024

  27. VictoriaExpensify commented on Nov 13, 2024

    @VictoriaExpensify
    VictoriaExpensify
    on Nov 13, 2024
    Contributor

    Still nothing from Maria. I'll close this out tomorrow if I haven't heard anything

  28. VictoriaExpensify commented on Nov 14, 2024

    @VictoriaExpensify
    VictoriaExpensify
    on Nov 14, 2024
    Contributor

    Maria still hasn't accepted the offer. Not much more we can do here so I'm closing this out.

  29. VictoriaExpensify
    closed this as completedon Nov 14, 2024
  30. github-project-automation
    moved this from In Progress to Done in [#whatsnext] #converton Nov 14, 2024
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