[Due for payment 2025-08-26] [$250] Update setup specialist message when creating first workspace

[carlosmiceli]

We need to update the welcome header and message when creating a first workspace (and starting the free trial) to be consistent across all methods of creating workspaces. During onboarding creation (for example, Track or Manage 1-10 intents) we get the proper result:

But if creating a workspace for the first time from the Workspaces section we get the outdated message:

Please fix it so it's always showing the proper free trial header and text below, before displaying the task list,

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• Upwork Job URL: https://www.upwork.com/jobs/~021951029540948116444
• Upwork Job ID: 1951029540948116444
• Last Price Increase: 2025-07-31
• Automatic offers:
• truph01 | Reviewer | 108302137
• samranahm | Contributor | 108302139

cc @jamesdeanexpensify

Issue Owner

Current Issue Owner: @

Issue Owner

Current Issue Owner: @RachCHopkins

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021951029540948116444

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @truph01 (External)

[samranahm]

🚨 Edited by proposal-police: This proposal was edited at 2025-07-31 21:30:17 UTC.

Proposal

Please re-state the problem that we are trying to solve in this issue.

Update setup specialist message when creating first workspace

What is the root cause of that problem?

We get the welcome message from openApp

when create the workspace during onboarding and get the expected message but when create a workspace from workspaces section we display this outdated copy

App/src/languages/en.ts

Lines 2440 to 2441 in 7ba0f03

	onboardingMangeTeamMessage: ({onboardingCompanySize}: {onboardingCompanySize?: OnboardingCompanySize}) =>
	`Here is a task list I’d recommend for a company of your size${onboardingCompanySize ? ` with ${onboardingCompanySize} submitters` : ':'}`,

What changes do you think we should make in order to solve the problem?

Let's update this copy with correct message as mentioned in OP for all scenarios

App/src/languages/en.ts

Lines 2440 to 2441 in 7ba0f03

	onboardingMangeTeamMessage: ({onboardingCompanySize}: {onboardingCompanySize?: OnboardingCompanySize}) =>
	`Here is a task list I’d recommend for a company of your size${onboardingCompanySize ? ` with ${onboardingCompanySize} submitters` : ':'}`,

What specific scenarios should we cover in automated tests to prevent reintroducing this issue in the future?

NA

What alternative solutions did you explore? (Optional)

Reminder: Please use plain English, be brief and avoid jargon. Feel free to use images, charts or pseudo-code if necessary. Do not post large multi-line diffs or write walls of text. Do not create PRs unless you have been hired for this job.

[github-actions]

⚠️ @samranahm Thanks for your proposal. Please update it to follow the proposal template, as proposals are only reviewed if they follow that format (note the mandatory sections).

[gijoe0295]

🚨 Edited by proposal-police: This proposal was edited at 2025-07-31 21:42:56 UTC.

Proposal

Please re-state the problem that we are trying to solve in this issue.

Update setup specialist message when creating first workspace

What is the root cause of that problem?

But if creating a workspace for the first time from the Workspaces section we get the outdated message

The setup specialist message in this case is returned by the back-end CreateWorkspace endpoint. We need to fix it there.

During onboarding creation (for example, Track or Manage 1-10 intents) we get the proper result

In onboarding case, we also rely on back-end CompleteGuidedSetup endpoint for this proper result but for the optimistic case (if user is offline), the message is not correct:

App/src/languages/en.ts

Lines 2434 to 2435 in 8464723

	onboardingMangeTeamMessage: ({onboardingCompanySize}: {onboardingCompanySize?: OnboardingCompanySize}) =>
	`Here is a task list I’d recommend for a company of your size${onboardingCompanySize ? ` with ${onboardingCompanySize} submitters` : ':'}`,

What changes do you think we should make in order to solve the problem?

Update the above copy using mardkwon. For the Your free trial has started ... we should use # tag, just like:

App/src/languages/en.ts

Lines 2436 to 2437 in 8464723

	onboardingTrackWorkspaceMessage:
	'# Let’s get you set up\n👋 I’m here to help! To get you started, I’ve tailored your workspace settings for sole proprietors and similar businesses. You can adjust your workspace by clicking the link below!\n\nHere’s how to track your spend in a few clicks:',

We can remove the onboardingCompanySize now as it's not needed.

What specific scenarios should we cover in automated tests to prevent reintroducing this issue in the future?

None

What alternative solutions did you explore? (Optional)

None

[carlosmiceli]

Waiting for @truph01 to review proposals.