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AI Assistant

Conto AI is a conversational assistant built into the dashboard that lets you manage your entire agent payment infrastructure using natural language. Instead of navigating forms and tables, you can type what you want and the assistant handles the rest.

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Opening the Assistant

There are three ways to open the assistant panel:
  • Floating button — Click the purple sparkle button in the bottom-right corner of any dashboard page
  • Sidebar link — Click “Assistant” in the left navigation sidebar
  • Keyboard shortcut — Press Cmd+J (Mac) or Ctrl+J (Windows/Linux) from any page
The assistant opens as a slide-out panel on the right side. You can continue using the dashboard while the panel is open.

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What You Can Do

The assistant has 42 tools across 7 categories, giving you full control over your Conto setup through conversation.

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Query Data

Ask questions about your organization’s state: 
"How many agents do I have?"
"Show me all transactions over $500 this week"
"Are there any critical alerts?"
"What's the trust score for our OpenAI counterparty?"
"Give me a spending overview for all agents"

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Manage Agents

Create, configure, and control agents: 
"Create an agent called Payment Bot of type OpenAI Assistant"
"Pause the Marketing Agent"
"Assign the spending-limit policy to the DevOps agent"
"Generate an SDK key for the Research Agent"
"Link the Operations wallet to Payment Bot with a $500 daily limit"

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Configure Wallets

Create wallets and manage spend limits: 
"Create a new EVM wallet called Treasury"
"Set the daily spend limit to $1000 for Payment Bot's wallet"
"Freeze the compromised wallet"
"What's the balance on all my wallets?"

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Create Policies

Describe rules in plain English and the assistant translates them into the correct policy type and rules: 
"Create a policy that blocks spending over $500 per day"
"Make a rule that only allows transactions Monday through Friday 9am-5pm EST"
"Block all transactions to addresses not on the whitelist"
"Require manual approval for any transaction over $1000"
"Create a policy that denies gambling category transactions"
The assistant infers the correct policyType, ruleType, operator, and action from your description. If your description is ambiguous, it will ask for clarification.

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Manage Counterparties

Track vendors and manage trust: 
"Add a new counterparty called Stripe with type VENDOR"
"Block the suspicious counterparty"
"Verify the AWS counterparty"
"Recalculate trust scores for all counterparties"

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Handle Approvals

Review and act on pending approval requests: 
"Show me all pending approval requests"
"Approve request clxyz123 — looks legitimate"
"Deny that request, the amount is too high"
"Create an approval workflow that requires 2 approvals for transactions over $5000"

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Bulk Operations

Act on multiple entities at once: 
"Pause all agents that have exceeded their daily limit"
"Assign the new security policy to all active agents"
"Set a $200 per-transaction limit for all agents"

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Detect Anomalies

Proactive risk analysis: 
"Are there any unusual spending patterns?"
"Which counterparties have low trust scores?"
"Show me all failed transactions this week"

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Confirmation for Dangerous Actions

The assistant won’t silently execute high-impact actions. Depending on the risk level, you’ll see an inline confirmation card before the action proceeds.

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Destructive Actions (Red)

These require explicit confirmation with details about the impact:
  • Deleting an agent or policy
  • All bulk operations (pause all agents, assign policy to all, etc.)

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High-Impact Actions (Amber)

These show a confirmation with a single “Confirm” button:
  • Suspending an agent
  • Freezing a wallet
  • Blocking a counterparty
  • Approving or denying payment requests
  • Generating SDK keys
  • Unlinking wallets or removing policies

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Preview Actions (Green)

Creation tools show a preview card of what will be created — informational, not blocking:
  • Creating agents, wallets, policies, counterparties
  • Linking wallets to agents
  • Assigning policies
  • Updating spend limits (shows before/after)

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How It Works

The assistant uses Claude (Anthropic) with a set of tools that directly interface with Conto’s database. When you send a message:
  1. Your message is sent to the streaming endpoint
  2. Claude analyzes your intent and selects the appropriate tool(s)
  3. Tools execute against your organization’s data (respecting permissions)
  4. Results stream back in real-time with progress indicators
  5. Claude summarizes the results in natural language
All tool executions are scoped to your organization and recorded in the audit log with source: "AI Assistant".

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Limitations

  • Authentication required — The assistant only works for logged-in dashboard users. It cannot be accessed via API or SDK.
  • Organization-scoped — All operations are restricted to your current organization. You cannot query or modify data in other organizations.
  • No blockchain execution — The assistant can create wallets and manage configurations, but it does not execute onchain transactions directly. Payment execution still happens through the SDK flow.
  • Rate limited — 30 messages per minute per user. If you hit the limit, wait a moment and retry.
  • Message length — Individual messages are limited to 4,096 characters.
  • Session persistence — Conversation history is stored in your browser’s localStorage and persists across page navigations and tab closures. Clearing browser data clears the history.
  • No file uploads — The assistant works with text only. You cannot upload CSVs or documents.
  • Policy inference — While the assistant is good at translating natural language to policies, complex multi-rule policies may need adjustment. Always review created policies in the Policies page.

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Tips

  • Be specific — “Create an agent called Research Bot of type Anthropic Claude” works better than “make an agent.”
  • Reference by name — “Pause the Marketing Agent” is clearer than “pause agent clxyz123.” The assistant searches by name.
  • Ask for help — “What can you do?” or “How do I set up a spending limit?” and the assistant will guide you.
  • Review after bulk ops — After bulk operations, check the affected entities in the dashboard to verify the changes.
  • Use Cmd+J — The keyboard shortcut is the fastest way to toggle the assistant from any page.