Concierge is your AI-powered support agent inside Expensify—available 24/7 to answer questions, troubleshoot problems, and connect you with a human if needed.

Concierge Support Agent

Who can use Concierge Support Agent

Anyone with an Expensify account can contact Concierge for help—whether you’re a new member setting up your Workspace or a Workspace Admin looking to troubleshoot account issues.

Where to find Concierge Support Agent

You can ask Concierge for help from anywhere in Expensify:

• Web: Click the chat icon in the lower-right corner
• Mobile: Tap the hamburger menu in the top-left corner, then tap Concierge
• Workspace chat: Mention Concierge in a chat room (e.g., #admins)
• Report or expense threads: Ask a question in the thread
• Email: Send a message to concierge@expensify.com
• Text (US only): Text 47777

Wherever you reach out, Concierge uses context from your account to tailor a relevant response.

What Concierge Support can help with

Concierge can help with most common support requests:

• ✅ Explain how Expensify features work
• ✅ Walk you through setup or configuration
• ✅ Troubleshoot issues or errors
• ✅ Schedule calls with onboarding or account specialists
• ❌ Reconfigure your Workspace on your behalf (coming soon)

If you’re wondering “how do I…?”, Concierge is the fastest way to get answers.

Can I talk to a human instead?

Yes! Just ask. If your question is complex, unclear, or you prefer human help, Concierge will connect you with a real support team member.

Expensify offers 24/7 human support via chat.

Can I speak with someone on the phone?

If you’re working with an onboarding specialist or account manager, Concierge can help schedule a call. Just ask to set one up.

What happens when Concierge Support Agent doesn’t know something?

If Concierge doesn’t have an immediate answer, it will escalate your request to a human automatically—no hoops, no repeats. You’ll stay in the same chat thread the entire time.

FAQ

How can I get faster responses from Concierge?

Providing more detail upfront leads to quicker answers. Include:

• Report name or amount
• Expense description or merchant
• Exact error message (if any)
• What you were doing when the issue occurred

Can Concierge update my Workspace settings?

Not yet! Concierge can walk you through how to make changes, but it won’t make updates on your behalf—for now.