Capability guide overview

These guides describe what each product surface does for the end user and how to work with its specific capabilities. The Documentation tab covers the core integration path (quickstart, SDKs, authentication) and the Changelog tab lists what changed in each release.

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Authentication guide

Session lifecycle, refresh policy, and runtime auth boundaries.

Coach guide

Conversation flow, connected-source answers, current highlights, action context, and follow-up handling.

Money guide

Multi-account visibility, scannable action workflows, status preservation, and UI state strategy.

Growth guide

Opportunity discovery and project execution lifecycle.

White-labeling guide

Partner branding, typography, and tenant-level visual customisation.

Onboarding guide

First-use identity capture, setup processing, and journey activation.

What’s new in v1.8.5

v1.8.5 adds product Help in Coach and broadens the financial, Project and Growth questions users can ask.

Users can select Help in Coach and keep product questions in their normal conversation history.
Financial questions can cover explicit periods across available transaction history, including rolling windows and longer cash-planning scenarios with stated assumptions.
Coach can use exact saved Project progress and task details, and compare saved Growth opportunities using recorded impact, cost, timing and uncertainty.

See the v1.8.5 release notes for details.

What’s new in v1.8.4

v1.8.4 improves Coach spending guidance and the continuity of saved Project work.

Coach uses available cash and spending evidence, follows documented product workflows, and keeps relevant business context and partner rules in its answers.
Project task edits persist across visits, and newly generated Project titles use clearer sentence-case presentation.
Daily Briefings fit the available highlights, new financial report charts identify their currency, and Settings accepts custom sector text.

See the v1.8.4 release notes for details.

What’s new in v1.8.3

v1.8.3 strengthens the refreshed v1.8 experience with steadier Coach conversations, clearer Money figures, and cleaner Growth-to-Project follow-through.

Coach follow-up messages, suggested continuations, generated chat titles, and persistent AI accuracy reminders make conversations easier to continue and revisit.
Money Actions use clearer evidence, cleaner counterparty names, aligned next steps, supplementary public support opportunities, and more consistent figures across 30-day and 12-month views.
Growth opportunities move into Project follow-through more cleanly, with readable titles and a fuller view of active monthly Projects.
Account deletion, sign-out, browser refresh, onboarding failure recovery, and deployed version checks are clearer for users and integration troubleshooting.

What’s new in v1.8.2

v1.8.2 builds on the refreshed embedded experience with clearer Money Actions, steadier Coach context, mobile navigation improvements, richer Chat attachments, and in-app Growth market intelligence.

Money Actions use clearer detail panels, supporting evidence, varied titles, mobile-first access, and aligned financial figures across Money and Coach.
Coach keeps current highlights and selected action context steadier, while Chat accepts supported PDFs and Word documents with clearer validation.
Growth adds in-app weekly market intelligence and keeps opportunity, Project, and Coach follow-up context more connected.
Onboarding, branded sign-in, session recovery, and connected-account completion are clearer and more resilient.

Capability summary

Capability	What to focus on	Best starting page
Authentication	Token lifecycle, retry policy, and fail-closed behaviour	`/sdk/api-auth`
Coach	Conversation sessions, current highlight entry points, connected-source answers, Coach Action context, degraded states, and contextual follow-ups	`/sdk/api-coach`
Money	Multi-account data, snapshot consistency, scannable action presentation, follow-through states, snooze, and status updates	`/sdk/api-money`
Growth	Focused opportunity evaluation, scannable opportunity cards, journey follow-through, and conversion into execution projects	`/sdk/api-growth`
Onboarding	Required identity capture, policy acknowledgement, processing states, and Coach-led first-visit activation	`/sdk/onboarding`
White-labeling	Partner branding, theme, typography, and email presentation	`/sdk/white-labeling`

Integration patterns to watch

Auth recovery

Use a single refresh-on-auth-failure strategy and fail closed if refresh does not recover session state.

Streaming UX

Handle progressive assistant output and completion signals as separate UI states.

Snapshot consistency

Use backend-selected latest data for initial Money loads, and preserve explicit dated context only when intentionally supplied.

Connected accounts

Treat same-currency multi-account data as one user financial picture, with internal transfers excluded from income and expense reasoning.

Action context

Keep generated cards, detail panels, status changes, and Coach Action context tied to the Narrative-managed source of truth.

Connected-source availability

Treat Xero and other accounting-source data as available only after the user has connected the source and the relevant sync has completed.

Journey progress

Keep progress based on confirmed Money, Growth, and Coach actions rather than duplicated frontend rules.

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