System Initiated Conversations

Your avatar can support multiple conversations. In addition to the first conversation (usually called the "Introduction") you may have system initiated conversations (triggered by an event that occurs in the account, an action taken in the budget, or after a waiting time prior to the user logging in or completing a defined task within the accounts or budget) and user initiated conversations (triggered by the user).

To add a new system initiated conversation:

1. Add a new tab in your Draw.io file (make sure the introduction is always the first tab).
2. Name the tab the title of the conversation (i.e. How do I calculate credit card payments?).
3. Create a conversation as you would normally in that tab.
4. At the top of the page, add the shape shown below with an id from the supported list below.
5. Optional: Make the background of the shape purple from the right hand menu if you want the user to be able to also initiate this themselves without a system trigger.

Supported Ids

paycheck_received
not_seen_for_1_week
not_seen_for_2_weeks
middle_of_month
end_of_month
one_week_since_sign_up
one_month_since_sign_up
no_reconciliation_for_one_week
no_reconciliation_for_one_month
positive_credit_card_balance
more_than_ten_uncategorized_transactions

Testing System Conversations

For any supported ids you will be able to test them in the "Manage Coach" menu: