Machine View

Using the Assistant

Source: https://conto.finance/docs/conto-pay/assistant-workflow

# Using the Assistant

> Use the dashboard assistant to prepare, review, and follow Conto Pay tasks.

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

Documentation group: Products

# Using the Assistant with Conto Pay

The dashboard assistant can help you find Conto Pay information, prepare supported tasks, and
understand what to do next. It uses the active organization and follows the same permissions,
payment controls, approvals, and confirmations as the rest of the dashboard.

Info:

  Asking the assistant to prepare a payment does not send funds. Review the recipient, amount,
  network, purpose, and approval result before confirming any financial action.

## When To Use The Assistant

The assistant is useful when you want to:

- check the workspace balance and payment availability
- find a saved payee or a Conto Pay profile
- prepare a payment or payment request
- create a shareable Pay or Request link
- review recent activity and receipts
- find an approval that needs attention
- understand why a payment cannot continue
- identify the safest next action without leaving the current task

For large comparisons or detailed configuration, open **Manage Conto Pay** or the linked dashboard
page. The assistant is best for a focused question or one clearly scoped action at a time.

## Example Prompts

| Goal                  | Example prompt                                                                      |
| --------------------- | ----------------------------------------------------------------------------------- |
| Check payment mode    | `Is this workspace using test payments or live payments?`                           |
| Check the balance     | `Show the current Conto Pay balance and whether it is ready to send.`               |
| Find a payee          | `Find the Conto Pay profile for @vendor-org and show me the payment destination.`   |
| Review saved payees   | `Show my saved Conto Pay payees and any profile changes that need review.`          |
| Prepare a payment     | `Prepare a $25 test payment to Vendor AP for invoice 1042.`                         |
| Request payment       | `Prepare a request for $250 from @buyer-org for the June invoice.`                  |
| Create a payment link | `Create a Pay link for $75 with the note "Order 2026-0718".`                        |
| Create a request link | `Create a Request link for invoice INV-1042 that expires tomorrow.`                 |
| Check a payment       | `Show the current status and next action for my most recent Conto Pay payment.`     |
| Find an approval      | `Which Conto Pay approvals need attention?`                                         |
| Reconcile activity    | `Summarize Conto Pay activity for the last seven days and show completed receipts.` |
| Troubleshoot safely   | `Explain why this payment cannot continue and what I should check before retrying.` |

Include an exact handle, recognizable payee name, invoice reference, or payment reference when you
have one. This reduces ambiguity and makes the result easier to verify.

## Prepare And Send A Payment

Use this sequence for a payment started through the assistant:

    Ask which organization, payment mode, wallet, network, and available balance are in use.

    Use a saved payee, exact Conto Pay handle, or supported wallet address. If a profile has changed
    since it was saved, review the current profile before continuing.

    Provide the amount, currency, purpose, and invoice reference when applicable. Preparing the
    payment does not move funds.

    Ask for the policy result and next action. Confirm that the recipient and amount match what you
    intended.

    If the payment needs review, open the approval, inspect its details, and approve or deny it
    according to your organization's process.

    Ask to send only after the payment is ready. Review the final confirmation before authorizing
    the transfer.

    Open the existing payment status or receipt and confirm the final recipient, amount, and
    outcome. Keep the reference for reconciliation.

If the result is uncertain after sending, ask for the current status of the existing payment before
trying again. Starting a second payment can create a duplicate.

## Profiles And Saved Payees

A Conto Pay profile helps people and agents verify who they are paying. The assistant can help you
find a profile by handle, review its public details, and prepare a payment to the associated
destination.

Before paying:

- confirm the display name and exact handle
- verify the wallet destination and network
- check whether a saved profile has changed
- use a recognizable alias only after confirming which profile it represents

The assistant can also help you review saved payees and recent counterparties. Profile links are
safe to share, but dashboard credentials, API keys, private keys, and authentication details are
not.

## Pay And Request Links

Use a Pay link when you want another party to open a payment with selected details already filled
in. Use a Request link when you are asking another party to pay an amount or invoice.

The assistant can help you:

- create a link with an amount, note, or invoice reference
- set an expiry for a time-sensitive request
- review whether a recent link is still available
- cancel a link whose details are no longer correct

Opening a link does not approve or send a payment. The payer still reviews the destination and
completes the required payment controls.

## Requests, Approvals, And Receipts

Payment requests and approvals are separate steps:

- a request records what one party is asking another party to pay
- preparing a request loads its details for the payer to review
- an approval records a permitted decision before money can move
- a receipt records the result after a payment is sent

Ask the assistant for the next action on a specific request or payment. If an approval is required,
use its dashboard link to review the amount, recipient, purpose, and decision history before acting.

For reconciliation, ask for recent completed payments, their receipts, and the associated request
or invoice references. Use **Manage Conto Pay → Insights** when you need a broader activity summary
or export.

## Handling Problems

When a payment cannot continue, ask the assistant to explain the customer-visible blocker and the
next action. Common next steps include:

- choose an exact recipient when a name is ambiguous
- review a changed payee profile
- add test funds to the hosted wallet
- reduce or correct the payment amount
- complete a required approval
- wait for a payment that is still processing
- inspect the existing status before retrying a failed action

Do not paste private keys, seed phrases, passwords, API keys, or authentication cookies into the
assistant.

## Test And Live Payments

Ask the assistant to confirm whether the workspace shows **Test payments** or **Live payments**
before preparing a transfer. Use test funds for setup and workflow testing.

When your test flows are complete, use the production-readiness guidance in
[Conto Pay](https://conto.finance/conto-pay/overview#moving-from-test-to-live-payments). Continue using test payments
until the workspace explicitly shows that live payments are available.

## Related Docs

### Conto Pay Overview
Link: https://conto.finance/conto-pay/overview

    Learn how profiles, links, payments, requests, approvals, and receipts fit together

### Conto Pay Quickstart
Link: https://conto.finance/conto-pay/quickstart

    Complete a first hosted test payment

### Approval Workflows
Link: https://conto.finance/guides/approval-workflows

    Understand how payment reviews and decisions work

### Assistant Overview
Link: https://conto.finance/assistant/overview

    Learn the dashboard assistant's permissions and confirmation model