AI Assistant

# AI Assistant

> Use natural language to navigate supported Conto dashboard tasks.

- Human URL: https://conto.finance/docs/assistant/overview
- Raw Markdown: https://conto.finance/docs/assistant/overview.md
- Terminal view: https://conto.finance/ai/docs/assistant/overview

Documentation group: Products

# AI Assistant

The Conto AI Assistant helps signed-in users understand account information and complete supported
dashboard tasks with natural language. It uses your current organization and respects the same
permissions as the dashboard.

## What It Can Help With

The assistant can help you:

- find agents, wallets, policies, transactions, alerts, and approvals
- summarize balances, recent activity, and policy results
- guide you through supported setup and configuration tasks
- prepare changes for review before they are submitted
- explain errors and suggest a safe next step

Available actions depend on your role, organization, and the part of the product you are using.

## How To Use It

1. Sign in to Conto and select the intended organization.
2. Open the assistant from the dashboard.
3. Ask for one clear outcome and include the relevant agent, wallet, payment, or policy name.
4. Review any proposed change or financial action.
5. Confirm only when the details are correct.

Example prompts:

- "Show my agents and their status."
- "Summarize this week's payment activity."
- "Which approvals need attention?"
- "Explain why this payment was denied."
- "Help me create a daily spend limit for the Support agent."

## Permissions And Confirmation

The assistant does not bypass Conto permissions or spending controls. Read access and change access
are evaluated separately, and actions that affect funds or configuration may require an explicit
confirmation.

Before confirming an action, check:

- the organization and environment
- the affected agent, wallet, policy, or payment
- the recipient and amount for any financial action
- whether the action can be safely retried

## Handling Sensitive Information

Do not paste private keys, seed phrases, passwords, API keys, or authentication cookies into the
assistant. Refer to resources by their Conto name or ID when possible.

## If A Request Cannot Be Completed

The assistant may ask for a missing detail, explain that your role lacks access, or direct you to a
dashboard page. If a financial action has an uncertain result, inspect its current status before
trying it again.

### Assistant Actions
Link: https://conto.finance/assistant/tools

    See the supported task categories and safety expectations

### Roles and Permissions
Link: https://conto.finance/guides/roles-permissions

    Understand access levels for dashboard users