Concur Expense Bot

Conversational UX

Summary
The Concur Expense bot (beta) is a simplified version of the Concur app, that allows users to submit expenses and create expense reports.

I worked on the

  • Voice & tone
  • Conversational UX and script
  • Onboarding for new users
  • Integration with Concur Bot and Microsoft teams


Users
Users can upload their receipts to the bot to create expenses, submit expense reports and see what their upcoming trips are.

Managers
Managers can approve (or reject) expense reports, view upcoming trips, and manage their own expenses.
The bot is now in beta on Slack, and is in the process of being built for Microsoft Teams.