Chat Overview

Frank is your always available advisor with advanced insights into your financial life. Start chatting with Frank by navigating to the chat window, located on the left side of the page on desktop, or by using the red Chat button located in the top right on mobile. You can continue your conversation as you make your way around the app.

Frank’s chat functionality has been trained on thousands of hours of expertise, paired with strict tools and rubrics, and is protected by guardrails to ensure a high level of accuracy.

Frank only draws on your financial context as needed, but users should assume that any data in their Frank app is accessible to Frank.

Managing Chat

New Chat

By default, reloading the site will launch a new conversation with Frank.

If you would like to start a new conversation without reloading the site, you can click the pencil icon in the top right of the chat area next to the History and Close icons.

History

Each conversation is stored separately and can be reopened if you want to continue chatting or review the interaction.

In the top right of the chat area, select the History (it looks like a rewinding clock) icon to open a list of previous conversations.

Click to reopen any conversation and pick up where you left off!

Customizing Frank

The settings you selected during onboarding for Frank’s tone, your financial savvy, and your interests can be changed anytime by clicking on the Settings icon in the top left of the chat area.

Make any desired changes and click Save.

Hiding the Chat Panel

If you need more space on your desktop view, you can close the chat panel by clicking the “x” in the top right of the chat area. This will hide the chat view, but it will not end the conversation.

To reopen the chat panel, hover over the main, left-side navigation, and click the red Chat button at the top of the menu.

Resize the Chat Panel

To resize the chat panel, hover over the gray, vertical dividing line between the Chat panel and the main page content. Your cursor will change to 2 arrows. Click and drag to your desired width.

Maximize the Chat Panel

If you’d like the Chat panel to fill the full width of the page, click anywhere on the gray dividing line, and drag all the way to the right of the page.

The panel will freeze about halfway across the page — just keep dragging the gray line all the way to the right to maximize.