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[No QA] Revise upcoming features AgentZero reference doc - #94388

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@stephanieelliott stephanieelliott commented Jun 24, 2026 •

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Updated internal scope description and added new upcoming features for AgentZero, including enhancements in expense management, workspace configuration, integrations, payments, and reporting.
@stephanieelliott stephanieelliott self-assigned this Jun 24, 2026
@stephanieelliott stephanieelliott changed the title Revise upcoming features and internal scope for AgentZero Revise upcoming features AgentZero reference doc Jun 24, 2026
@github-actions github-actions Bot changed the title Revise upcoming features AgentZero reference doc [No QA] Revise upcoming features AgentZero reference doc Jun 24, 2026
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Comment thread docs/articles/Unlisted/AgentZero-Upcoming-Features.md
Comment thread docs/articles/Unlisted/AgentZero-Upcoming-Features.md
Comment thread docs/articles/Unlisted/AgentZero-Upcoming-Features.md
Comment thread docs/articles/Unlisted/AgentZero-Upcoming-Features.md
---

## Travel
## Payments & Reimbursements

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Heading violation: ## Payments & Reimbursements is a noun/topic-only heading. Per Section 2, ## headings must be task-based. Rephrase, e.g. ## What payment and reimbursement features are coming soon.

Comment thread docs/articles/Unlisted/AgentZero-Upcoming-Features.md Outdated
Comment thread docs/articles/Unlisted/AgentZero-Upcoming-Features.md
Comment thread docs/articles/Unlisted/AgentZero-Upcoming-Features.md
Comment thread docs/articles/Unlisted/AgentZero-Upcoming-Features.md
Comment thread docs/articles/Unlisted/AgentZero-Upcoming-Features.md
Comment thread docs/articles/Unlisted/AgentZero-Upcoming-Features.md
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HelpDot Documentation Review

Overall Assessment
This PR revises the internal AgentZero Reference: Upcoming Features page, replacing an outdated feature roadmap with a current, more comprehensive list grouped into themed sections. The page is an intentionally unlisted, noindex internal reference for AgentZero (not an end-user help article), so several end-user authoring rules apply with reduced weight. Within that context the changes are a clear content improvement, but a few governance and quality issues remain.

Scores Summary

  • Readability: 8/10 - Bullet descriptions are clear, scannable, and benefit-focused, with consistent em-dash formatting. One introduced typo (Global reimbursements improvementse) lowers the score slightly.
  • AI Readiness: 6/10 - Strong YAML metadata (internalScope, noindex, sitemap, keywords) and full feature names with concrete examples aid retrieval. However, the added/renamed section headings are topic/category labels rather than the task-based headings required by HELP_AUTHORING_GUIDELINES.md Section 2.
  • Style Compliance: 6/10 - The internalScope wording was tightened (end-user-facing to user-facing) and a duplicate stray Workspace Configuration heading was removed (good fixes). But new section headings remain noun-only category labels, and internalScope still does not follow the TEMPLATE.md Audience-Covers-does-not-cover structure.

Key Findings

  • Positive: Removes the previous broken structure where the Workspace and Policy section was immediately followed by a duplicate Workspace Configuration heading with no content between them.
  • Positive: Consolidates the previously duplicated trailing Point-users guidance lines into a single, clearer AgentZero Usage Notes section.
  • Positive: Feature entries use full, recognizable feature names with concrete examples (e.g. nice merchant naming SQ COFFEE to Blue Bottle Coffee), good for AI retrieval.
  • Issue (Headings): New or renamed section headings (Expense and Report Management, Workspace and Policy, Integrations and Accounting, Login and Security, AI and Automation, AgentZero Usage Notes) are topic-only category labels. HELP_AUTHORING_GUIDELINES.md Section 2 requires task-based headings starting with an action verb or question word.
  • Issue (Typo): Global reimbursements improvementse contains a trailing stray e.
  • Issue (Metadata): internalScope still does not follow the TEMPLATE.md / Section 3 structure (Audience is... Covers... does not cover...).
  • Note: As an internal AgentZero-only reference page, the strict one-workflow-per-article end-user rules are a poor fit by design; the category-style layout is understandable here, but heading wording can still be improved.

Recommendations

  • Fix the Global reimbursements improvementse typo.
  • If practical for this internal page, reframe category headings into task or topic-searchable phrasing to better satisfy Section 2 and improve semantic retrieval.
  • Optionally align internalScope to the Audience-Covers-does-not-cover structure from TEMPLATE.md for consistency with governance.
  • Confirm the new feature names (Certinia, Rillet, Puzzle.io, Copilot V2) match the exact product/UI naming where these become user-visible.

Files Reviewed

  • docs/articles/Unlisted/AgentZero-Upcoming-Features.md - Content refresh and restructure of internal reference; solid improvement with minor typo and heading-style issues to address.

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

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A preview of your ExpensifyHelp changes have been deployed to https://4cca715a.helpdot.pages.dev ⚡️

Updated articles:

@VictoriaExpensify
VictoriaExpensify merged commit 4e6d2af into main Jun 24, 2026
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VictoriaExpensify deleted the helpsite-update-AZupcoming branch June 24, 2026 02:32
@OSBotify OSBotify mentioned this pull request Jun 24, 2026
69 tasks done
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🚀 Deployed to staging by https://github.com/VictoriaExpensify in version: 9.4.19-1 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

Bundle Size Analysis (Sentry):

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🚀 Deployed to production by https://github.com/blimpich in version: 9.4.19-5 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

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