[No QA] AZ training: improve card feed guidance for AgentZero#71830
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| **Tip:** Contact your bank directly to check if your cards are eligible for a commercial feed. | ||
| Commercial feeds are the most reliable way to import company card expenses. These feeds are not affected by login credential changes or banking UI updates, making them ideal for growing teams and finance admins. | ||
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| - **Control plan** members can add an unlimited number of company card feeds. | ||
| - Workspace creation is required before connecting cards. | ||
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HelpDot Documentation ReviewOverall AssessmentThis PR significantly improves the card feed documentation by clarifying the critical differences between commercial and direct feeds, restructuring content for better AI readability, and enhancing user guidance. The changes address a key user pain point around understanding which feed type to choose. Scores Summary
Key FindingsStrengths:
Areas for Improvement:
RecommendationsPriority Actions:
Enhancement Suggestions:
Files Reviewed
Note: The structural improvements and clear differentiation between feed types will significantly improve user experience and reduce support inquiries about feed selection. |
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| Expensify will notify you when the feed is live. | ||
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| Expensify will notify you when the feed is connected. | ||
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| 4. Wait for the **Production Letter** containing your feed’s file name. | ||
| 5. In Expensify, go to **Workspaces > [Workspace Name] > Company Cards > Add Cards > American Express > American Express Corporate Cards** | ||
| 6. Enter your delivery file name to submit. | ||
| 5. 3. In Expensify, go to **Workspaces > [Workspace Name] > Company Cards > Add Cards**. |
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| 5. In Expensify, go to **Workspaces > [Workspace Name] > Company Cards > Add Cards > American Express > American Express Corporate Cards** | ||
| 6. Enter your delivery file name to submit. | ||
| 5. 3. In Expensify, go to **Workspaces > [Workspace Name] > Company Cards > Add Cards**. | ||
| 4. Choose **Commercial Feed**, then select **American Express Corporate Cards**. |
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| 6. Enter your delivery file name to submit. | ||
| 5. 3. In Expensify, go to **Workspaces > [Workspace Name] > Company Cards > Add Cards**. | ||
| 4. Choose **Commercial Feed**, then select **American Express Corporate Cards**. | ||
| 7. You’ll be notified once the feed is live. |
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| 4. Choose **Commercial Feed**, then select **American Express Corporate Cards**. | ||
| 7. You’ll be notified once the feed is live. | ||
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| @@ -96,33 +96,37 @@ Once a commercial feed is connected: | |||
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A preview of your ExpensifyHelp changes have been deployed to https://dd399501.helpdot.pages.dev ⚡️ Updated articles: |
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@stephanieelliott looks like this was merged without a test passing. Please add a note explaining why this was done and remove the |
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🚀 Deployed to staging by https://github.com/stephanieelliott in version: 9.2.29-0 🚀
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🚀 Deployed to production by https://github.com/mountiny in version: 9.2.29-5 🚀
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Explanation of Change
Updated the Direct Feeds and Commercial Card Feeds help docs to clearly explain the differences between commercial and direct card imports. Clarifying the purpose and eligibility of each feed type, adding notes in the Commercial Card Feeds article to redirect users to the Direct Feeds article when applicable (and vice versa), updated for AI-friendly structure and terminology
https://expensify.slack.com/archives/C090U774ZH7/p1758770016926869