Skip to main content

​
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.
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

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:
1

Confirm the workspace

Ask which organization, payment mode, wallet, network, and available balance are in use.
2

Identify the recipient

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.
3

Prepare the payment

Provide the amount, currency, purpose, and invoice reference when applicable. Preparing the payment does not move funds.
4

Review the controls

Ask for the policy result and next action. Confirm that the recipient and amount match what you intended.
5

Complete any approval

If the payment needs review, open the approval, inspect its details, and approve or deny it according to your organization’s process.
6

Send with confirmation

Ask to send only after the payment is ready. Review the final confirmation before authorizing the transfer.
7

Verify the result

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. 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. Continue using test payments until the workspace explicitly shows that live payments are available.

Conto Pay Overview

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

Conto Pay Quickstart

Complete a first hosted test payment

Approval Workflows

Understand how payment reviews and decisions work

Assistant Overview

Learn the dashboard assistant’s permissions and confirmation model