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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 /frank with the same conversation continued.
  • The bubble shares the chat backend with /frank — quota and history are the same.

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