From deb1b8e595594cfe860cc208ab8da01254d0d3ae Mon Sep 17 00:00:00 2001 From: "MelvinBot (via MelvinBot)" Date: Tue, 13 Oct 2026 10:25:02 +0000 Subject: [PATCH 1/4] Docs: Add Describe option for building workspace rules with Concierge Co-authored-by: MelvinBot --- docs/articles/new-expensify/workspaces/Workspace-Rules.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/articles/new-expensify/workspaces/Workspace-Rules.md b/docs/articles/new-expensify/workspaces/Workspace-Rules.md index 85b7eb31e810..3c9f9c883d94 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Rules.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Rules.md @@ -146,6 +146,8 @@ The **Agents** tab holds agent rules, which are written in plain language and ru - **Apply expense defaults** – Update fields without the submitter doing anything. - **Describe agent rule** – Create flexible rules that run when you need. +For any new rule except an agent rule, you can have Concierge build it for you: select **Describe** next to **Save rule**, describe the rule in plain English, and select **Next**. Concierge fills in the form so you can review it and select **Save rule**. + --- ## How to set rules for a single category From 48b9dde9a1067eed616de385690fde50072b1ba0 Mon Sep 17 00:00:00 2001 From: Yuwen Memon Date: Wed, 14 Oct 2026 00:36:14 -0700 Subject: [PATCH 2/4] docs(rules): document the Describe your rule page on New rule --- .../Automate-Workflows-with-Agent-Rules.md | 10 ++++++--- .../workspaces/Workspace-Rules.md | 21 +++++++++++++++---- 2 files changed, 24 insertions(+), 7 deletions(-) diff --git a/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md b/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md index 6facdaf33f4e..348c4ec087bb 100644 --- a/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md +++ b/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md @@ -33,11 +33,15 @@ To create an agent rule: 1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Workspaces > [workspace name]**. 2. Select **Rules**. 3. Select **Add rule**. -4. Select **Describe agent rule**. -5. Choose a pre-written rule from the **Suggested** list and select **Next**, or select **Edit** to write your own rule. -6. Review or edit the natural-language description of the behavior you want. +4. Select **Describe your rule**. +5. Describe the behavior you want in plain English and select **Build rule**. +6. Review or edit the agent rule that Concierge drafts. 7. Select **Create rule**. +If Concierge can build your description as a standard rule, such as a card restriction or a field requirement, it opens that rule's form instead. + +If the workspace has no agent rules yet, you can also select **Agents > Add AI rule**. Then choose a pre-written rule from the **Suggested** list and select **Next**, or select **Edit** to write your own rule. + For a list of the available suggested rules, see [Use Suggested Agent Rules](/articles/new-expensify/ai-agents/Use-Suggested-Agent-Rules). --- diff --git a/docs/articles/new-expensify/workspaces/Workspace-Rules.md b/docs/articles/new-expensify/workspaces/Workspace-Rules.md index 3c9f9c883d94..4c8c4dbef5a4 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Rules.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Rules.md @@ -1,8 +1,8 @@ --- title: Workspace Rules description: Configure and manage rules for your workspace to enforce expense policies and automate compliance. -keywords: [New Expensify, workspace rules, rules tabs, general rules, card restrictions, expense defaults, field requirements, flag for review, agent rules, expense rules, receipt requirements, category rules, prohibited expenses, disable Smartscan, automate expenses, non-reimbursable, cash expenses, billable expenses, control expenses, compliance, itemized receipt, merchant rules, spend rules, Expensify Card spend rules, block transactions, public receipt visibility] -internalScope: Audience is workspace admins on the Collect and Control plans. Covers enabling Rules and configuring each tab of the Rules page, including basic rules, Expensify Card restrictions, expense defaults, field requirements, flag for review, and agent rules. Does not cover personal expense rules, Workspace Merchant Rules setup details, report-level rules in Workflows, or troubleshooting specific rule outcomes. +keywords: [New Expensify, workspace rules, rules tabs, general rules, card restrictions, expense defaults, field requirements, flag for review, agent rules, expense rules, receipt requirements, category rules, prohibited expenses, disable Smartscan, automate expenses, non-reimbursable, cash expenses, billable expenses, control expenses, compliance, itemized receipt, merchant rules, spend rules, Expensify Card spend rules, block transactions, public receipt visibility, describe your rule, build a rule with Concierge, AI rules builder] +internalScope: Audience is workspace admins on the Collect and Control plans. Covers enabling Rules and configuring each tab of the Rules page, including basic rules, Expensify Card restrictions, expense defaults, field requirements, flag for review, and agent rules, plus having Concierge build a rule from a plain-English description. Does not cover personal expense rules, Workspace Merchant Rules setup details, report-level rules in Workflows, or troubleshooting specific rule outcomes. --- # Workspace Rules @@ -140,13 +140,26 @@ The **Agents** tab holds agent rules, which are written in plain language and ru **Add rule** stays in the top-right corner of the **Rules** page on every tab. It opens the **New rule** page, where you choose what the rule should do: +- **Describe your rule** – Tell Concierge what you need and it will build the rule. - **Restrict card spend** – Block or limit spend at the point of sale. - **Flag for review** – Notify approvers when expenses exceed category limits. - **Set field requirements** – Require specific expense fields or waive requiring them. - **Apply expense defaults** – Update fields without the submitter doing anything. -- **Describe agent rule** – Create flexible rules that run when you need. -For any new rule except an agent rule, you can have Concierge build it for you: select **Describe** next to **Save rule**, describe the rule in plain English, and select **Next**. Concierge fills in the form so you can review it and select **Save rule**. +--- + +## How to have Concierge build a rule + +1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Workspaces > [workspace name]**. +2. Select **Rules**. +3. Select **Add rule**. +4. Select **Describe your rule**. +5. Describe the rule in plain English and select **Build rule**. +6. Review the rule that Concierge fills in and select **Save rule**. + +If Concierge can't build your description as one of the other rule types, it drafts an agent rule instead. Review the draft and select **Create rule**. Nothing is saved until you do. + +You can also select **Describe** next to **Save rule** in any rule you're creating, except an agent rule. Describe the rule and select **Next**, and Concierge fills in that form. --- From df391e551b1cdd9080bbd440b956798323a87555 Mon Sep 17 00:00:00 2001 From: Yuwen Memon Date: Wed, 14 Oct 2026 00:59:54 -0700 Subject: [PATCH 3/4] docs(rules): document the Agents tab Add agent rule row --- .../ai-agents/Automate-Workflows-with-Agent-Rules.md | 2 +- docs/articles/new-expensify/workspaces/Workspace-Rules.md | 2 +- 2 files changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md b/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md index 348c4ec087bb..b890a480bcae 100644 --- a/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md +++ b/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md @@ -40,7 +40,7 @@ To create an agent rule: If Concierge can build your description as a standard rule, such as a card restriction or a field requirement, it opens that rule's form instead. -If the workspace has no agent rules yet, you can also select **Agents > Add AI rule**. Then choose a pre-written rule from the **Suggested** list and select **Next**, or select **Edit** to write your own rule. +You can also start from the **Agents** tab. Select **Add AI rule**, or **Add agent rule** if the workspace already has agent rules. Then choose a pre-written rule from the **Suggested** list and select **Next**, or select **Edit** to write your own rule. For a list of the available suggested rules, see [Use Suggested Agent Rules](/articles/new-expensify/ai-agents/Use-Suggested-Agent-Rules). diff --git a/docs/articles/new-expensify/workspaces/Workspace-Rules.md b/docs/articles/new-expensify/workspaces/Workspace-Rules.md index 4c8c4dbef5a4..0730127dce44 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Rules.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Rules.md @@ -130,7 +130,7 @@ The **Agents** tab holds agent rules, which are written in plain language and ru 1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Workspaces > [workspace name]**. 2. Select **Rules**. 3. Select **Agents**. -4. Select **Add AI rule**. +4. Select **Add AI rule**, or **Add agent rule** if the workspace already has agent rules. [Learn how to create agent rules](/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules). From 34d4a3da896d23c2aee5d06219f1ad08b0351650 Mon Sep 17 00:00:00 2001 From: Yuwen Memon Date: Tue, 20 Oct 2026 16:54:57 -0700 Subject: [PATCH 4/4] docs(rules): document the describe box on New rule --- .../Automate-Workflows-with-Agent-Rules.md | 4 ++-- .../workspaces/Create-expense-categories.md | 4 ++-- .../workspaces/Workspace-Rules.md | 19 ++++++++++--------- 3 files changed, 14 insertions(+), 13 deletions(-) diff --git a/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md b/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md index b890a480bcae..62e63deb3fb7 100644 --- a/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md +++ b/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md @@ -33,8 +33,8 @@ To create an agent rule: 1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Workspaces > [workspace name]**. 2. Select **Rules**. 3. Select **Add rule**. -4. Select **Describe your rule**. -5. Describe the behavior you want in plain English and select **Build rule**. +4. Under **Or just describe it below**, describe the behavior you want in plain English. +5. Select **Next**. 6. Review or edit the agent rule that Concierge drafts. 7. Select **Create rule**. diff --git a/docs/articles/new-expensify/workspaces/Create-expense-categories.md b/docs/articles/new-expensify/workspaces/Create-expense-categories.md index 9924c0fd5bc1..930b674a281d 100644 --- a/docs/articles/new-expensify/workspaces/Create-expense-categories.md +++ b/docs/articles/new-expensify/workspaces/Create-expense-categories.md @@ -143,7 +143,7 @@ Everything else is created as a rule. The **Category rules** section at the bott 2. In the **Category rules** section, click **Create new rule**. 3. Choose what the rule should do: - **Flag for review** – Flag expenses in this category when the individual expense amount, or the daily category total on a report, goes above an amount you set. - - **Set field requirements** – Require a description, attendees, a receipt, or an itemized receipt for this category, or waive a receipt or itemized receipt requirement. + - **Require fields** – Require a description, attendees, a receipt, or an itemized receipt for this category, or waive a receipt or itemized receipt requirement. - **Apply expense defaults** – Set a default tax rate for this category ([Taxes](https://help.expensify.com/articles/new-expensify/workspaces/Track-Taxes) must be enabled on the workspace). 4. Configure the rule and click **Save rule**. @@ -174,7 +174,7 @@ To remove the hint, clear the **Hint** field and select **Save**. The hint appears as text below the **Description** field on the expense, both while creating a new expense and while editing an existing one. It shows as soon as the member selects that category, and only members who use that category see it. -The hint is a reminder, not a requirement. To make a description mandatory, create a **Set field requirements** rule for the category and require a description. +The hint is a reminder, not a requirement. To make a description mandatory, create a **Require fields** rule for the category and require a description. --- diff --git a/docs/articles/new-expensify/workspaces/Workspace-Rules.md b/docs/articles/new-expensify/workspaces/Workspace-Rules.md index 0730127dce44..c05b4029e53e 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Rules.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Rules.md @@ -138,13 +138,14 @@ The **Agents** tab holds agent rules, which are written in plain language and ru ## How to add a rule from any tab -**Add rule** stays in the top-right corner of the **Rules** page on every tab. It opens the **New rule** page, where you choose what the rule should do: +**Add rule** stays in the top-right corner of the **Rules** page on every tab. It opens the **New rule** page. Under **Start with a template**, choose what the rule should do: -- **Describe your rule** – Tell Concierge what you need and it will build the rule. - **Restrict card spend** – Block or limit spend at the point of sale. -- **Flag for review** – Notify approvers when expenses exceed category limits. -- **Set field requirements** – Require specific expense fields or waive requiring them. -- **Apply expense defaults** – Update fields without the submitter doing anything. +- **Flag for review** – Notify when your conditions are met. +- **Require fields** – Receipts, categories, etc. +- **Apply expense defaults** – Update fields automatically. + +You can also describe the rule in plain English under **Or just describe it below**, and Concierge builds it for you. --- @@ -153,13 +154,13 @@ The **Agents** tab holds agent rules, which are written in plain language and ru 1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Workspaces > [workspace name]**. 2. Select **Rules**. 3. Select **Add rule**. -4. Select **Describe your rule**. -5. Describe the rule in plain English and select **Build rule**. +4. Under **Or just describe it below**, describe the rule in plain English. For example, "Block all spend above $2,000." +5. Select **Next**. 6. Review the rule that Concierge fills in and select **Save rule**. -If Concierge can't build your description as one of the other rule types, it drafts an agent rule instead. Review the draft and select **Create rule**. Nothing is saved until you do. +If Concierge can't build your description as one of the template rules, it drafts an agent rule instead. Review the draft and select **Create rule**. Nothing is saved until you do. -You can also select **Describe** next to **Save rule** in any rule you're creating, except an agent rule. Describe the rule and select **Next**, and Concierge fills in that form. +You can also select **Describe** next to **Save rule** in any rule you're creating from a template. Describe the rule and select **Next**, and Concierge fills in that form. ---