What the assistant can do
You ask in your own words and the assistant looks it up in Koywe. Here are some ideas.
In production, for now, the assistant only looks things up. You can try the operations on this page in sandbox, if your organization has the approval policy active.
Look things up
| Topic | For example |
|---|---|
| Balances | ”What’s my balance today?” · “How did the organization’s balance change this month?” |
| Orders | ”Which payouts went out yesterday?” · “Find order ord_123e4567-e89b-12d3-a456-426614174000” |
| Payment links | ”Which payment links are still unpaid?” |
| Prices | ”If I send 1,000 USD to Mexico, how many pesos arrive?” · “Compare sending to Colombia, Peru and Chile” |
| Contacts | ”Do I have Acme Supplies as a contact? Which accounts does it have?” |
| Approvals | ”What do I have pending approval?” · “What rules does our policy have?” |
| Your account | ”Can the Norte business operate yet?” · “Which webhooks failed this week?” |
Prepare operations
For payments, conversions, transfers and crypto, the assistant first shows you a quote and, only if you agree, prepares the operation.
| Topic | For example | Needs your confirmation? |
|---|---|---|
| Payments | ”Pay 2,500,000 COP to Acme Supplies” | Yes |
| Conversions and transfers | ”Convert 10,000 USD to CLP” · “Move 5,000 USD from the Norte business to the Sur business” | Yes |
| Collections | ”Create a payment link for 150,000 CLP for Juan Pérez” | No |
| Contacts and accounts | ”Add Juan Pérez as a contact, with his Bancolombia account” | Only new accounts |
| Crypto | ”Buy 5,000 USDC” · “I want to sell 1,000 USDT” | Only purchases |
Anything that needs your confirmation waits until you confirm it in Koywe. What the assistant can’t do is in Permissions and security.
It also knows this documentation
If you ask “how do passkeys work in Koywe?”, it can answer with this documentation instead of guessing.