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[HOLD for payment 2024-10-16] [$250] Update beginningOfChatHistory for certain cases with fresh copy #47427
Description
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 Owner
Current Issue Owner: @VictoriaExpensifyMetadata
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[-]Update beginningOfChatHistory for certain cases with fresh copy[/-][+][HOLD] Update beginningOfChatHistory for certain cases with fresh copy[/+]danielrvidal commentedon Aug 16, 2024
@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?
jamesdeanexpensify commentedon Aug 16, 2024
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.
[-][HOLD] Update beginningOfChatHistory for certain cases with fresh copy[/-][+]Update beginningOfChatHistory for certain cases with fresh copy[/+]jamesdeanexpensify commentedon Aug 19, 2024
@danielrvidal I think this is ready for an engineer whenever!
danielrvidal commentedon Aug 21, 2024
@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.
jamesdeanexpensify commentedon Aug 21, 2024
Posted here as a next step!
jamesdeanexpensify commentedon Sep 3, 2024
Renewed the convo here.
95 remaining items
ikevin127 commentedon Oct 28, 2024
Not overdue, most of the payments were completed - awaiting completion of last payment to contributor once they accept the offer.
melvin-bot commentedon Nov 1, 2024
@jamesdeanexpensify, @stitesExpensify, @roryabraham, @VictoriaExpensify, @nkdengineer Whoops! This issue is 2 days overdue. Let's get this updated quick!
jamesdeanexpensify commentedon Nov 4, 2024
What's next here? Thanks!
melvin-bot commentedon Nov 11, 2024
@jamesdeanexpensify, @stitesExpensify, @roryabraham, @VictoriaExpensify, @nkdengineer 6 days overdue. This is scarier than being forced to listen to Vogon poetry!
VictoriaExpensify commentedon Nov 12, 2024
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.
VictoriaExpensify commentedon Nov 13, 2024
Still nothing from Maria. I'll close this out tomorrow if I haven't heard anything
VictoriaExpensify commentedon Nov 14, 2024
Maria still hasn't accepted the offer. Not much more we can do here so I'm closing this out.