How Do I Ask Penny to Perform Financial Actions?

Penny isn't just there to answer questions—she can also help you complete actions within the Yeeld app.

Simply tell Penny what you'd like to do in plain English. If she can complete the action, she'll guide you through it. If she can't, she'll explain the quickest way to do it yourself.

Just Ask Naturally

There's no need to learn specific commands.

You can simply ask Penny things like:

• "Create a Saving Vault."
• "Show me my ISA."
• "Set up a budget."
• "Move money into my Vault."
• "How do I freeze my card?"
• "Take me to my investments."

Penny will understand what you're trying to achieve and help you get there.

What Can Free Users Do?

Free users can use Penny to navigate around the Yeeld app and access information more quickly.

For example, Penny may:

• Open the relevant screen.
• Show your financial information.
• Explain features.
• Answer questions.
• Guide you through processes.

Think of Penny as your intelligent guide around the Yeeld app.

What Can Yeeld Companion Users Do?

With Yeeld Companion, Penny can go a step further by helping you complete eligible actions within the app.

Depending on the feature, Penny may be able to:

• Create Saving Vaults.
• Set up financial goals.
• Configure automations.
• Manage eligible Yeeld products.
• Prepare actions for you to review and confirm.

As Penny continues to evolve, the number of actions she can perform will continue to grow.

You'll Always Stay in Control

Whenever an action involves moving money or making changes to your finances, you'll usually be asked to review the details and provide the final confirmation yourself.

This helps ensure that:

• You remain in control of your money.
• You can review the information before anything happens.
• Important financial actions aren't completed accidentally.

Penny can prepare the action, but you'll normally approve it before it's carried out.

If Penny Can't Do It

Penny is continually learning new capabilities, but she can't perform every action within the app just yet.

If you ask Penny to do something she doesn't currently support, she'll:

• Explain what's possible.
• Direct you to the correct part of the app.
• Guide you through the steps needed to complete the task yourself.

You'll never be left wondering what to do next.

In Summary

You can ask Penny to perform financial actions using natural language.

• Free users can use Penny to navigate the app, access information and receive guidance.
• Yeeld Companion users can perform a growing range of eligible actions directly through Penny.
• Most actions involving money require your final review and confirmation before they're completed.
• If Penny can't complete a task, she'll guide you through the quickest way to do it yourself.

Whether you're looking for information or want to take action, Penny is designed to make managing your finances as simple and intuitive as possible.