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Assistant Actions

The Conto AI Assistant offers actions based on the signed-in user’s role, active organization, and current product context. This page describes the customer-facing task categories rather than a fixed action inventory, which can change as the product evolves.

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Read And Explain

The assistant can find and summarize information that you can already access in the dashboard, including:
  • agents and their current status
  • wallets and balances
  • payment requests and transactions
  • policies and approval requirements
  • alerts, approvals, and audit activity
  • organization members and roles
Read requests do not change account state. For time-sensitive information such as balances and payment status, ask the assistant to refresh the result before acting on it.

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Prepare A Change

For supported dashboard workflows, the assistant can collect the required details and prepare a change for your review. Examples include agent settings, wallet settings, spending policies, recipient controls, and approval decisions. The assistant should show the important inputs before submission. Review names, IDs, limits, addresses, dates, and roles carefully.

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Financial Actions

Payment-related actions use the same policy checks, approval requirements, and execution safeguards as the corresponding dashboard or API flow. Before confirming, verify the recipient, amount, asset, network, purpose, and expected result. If the result is uncertain because of a timeout or connection problem, ask for the current payment status before attempting the action again.

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Access Rules

  • Your dashboard role determines which resources you can read or change.
  • The active organization determines which records are in scope.
  • Some changes require owner or administrator access.
  • Payment policies can deny a request or require a separate approval.
  • The assistant cannot reveal credentials or bypass authentication.

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Good Prompt Patterns

Use a specific resource and outcome:
Avoid combining unrelated changes in one request. Smaller requests are easier to verify and safer to retry.

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When To Use Another Surface

  • Use the dashboard directly when you want to compare many records or edit a detailed form.
  • Use the TypeScript SDK for application integrations.
  • Use the MCP server to connect an MCP-compatible agent with an agent SDK key.
  • Use Conto Pay for the hosted payment workspace.

Assistant Overview

Learn the basic interaction and confirmation model

Approval Workflows

Understand payment review and approval states