Frank Everywhere — the chat bubble
Last updated 2026-04-29
What it is
Frank doesn't live on a single page anymore. The bubble in the bottom-right of the app opens a slideover chat from any screen — Wealth, Money, Plan, Settings, even mid-onboarding. The thread persists as you navigate, so you can finish a question without losing context.
The bubble is hidden on three places where it would conflict with the surface: /frank (the full-screen chat), /login, /subscribe, and the /onboarding/* walkthrough.
What's new
- Page context — Frank knows which page you're on. Asking "what's this number?" works without you having to point.
- Pick up where you left off — if you archived a recent conversation, the bubble surfaces a "Resume" card the next time you open it.
- Proactive observations — Frank scans your data once a day and surfaces things he noticed (BAS due in 7 days, mortgage rate creeping up, super contribution cap nearly maxed). The number badge on the bubble icon shows unread observations.
- Voice + documents — see Voice and documents in Frank.
Tips
- Esc closes the slideover (cancels any in-flight response).
- Reset clears the current conversation and starts fresh.
- Full view opens
/frankwith the same conversation continued. - The bubble shares the chat backend with
/frank— quota and history are the same.
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