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What is Cobo AI?

Cobo AI is the umbrella name for AI-assisted capabilities across Cobo Portal, Portal Mobile, and other Cobo products. It helps you understand product features, retrieve information, and complete supported tasks in natural language. Cobo AI can:
  • Explain product concepts, workflows, APIs, and errors using Cobo documentation.
  • Use your current product context and permitted organization data to answer questions about wallets, transactions, configurations, and activity.
  • Prepare supported actions and request your confirmation before anything that changes assets or system state.

Design principles

Security first

Cobo AI does not bypass Cobo’s security architecture, permissions, Transaction Policies, Governance Policies, or approval flows. Actions involving assets or system state follow the same confirmation, MFA, approval, and signing requirements as the corresponding Cobo product workflow.

Human-controlled actions

Cobo AI assists with decisions and actions but does not replace the user. It confirms the target and key parameters before a critical action, and you remain responsible for reviewing and authorizing the result.

Evidence-based responses

Cobo AI uses Cobo documentation for product and API explanations and uses live product data for organization-specific questions. If the required information is unavailable, it states that limitation instead of guessing.

Available AI assistant

Cobo Portal AI Assistant for WaaS

The Cobo Portal AI Assistant provides one conversational entry point for WaaS tasks. A single WaaS Portal Agent handles supported questions and workflows internally, so you do not need to choose or switch among multiple agents. Describe your goal directly. The assistant can answer product and API questions, query organization data, help manage MPC Wallets, prepare transfers and member invitations, diagnose transactions, summarize assets and activity, and assist with support and security checks. The conversation interface includes:
  • Session history: View and continue previous conversations.
  • Slash commands: Open shortcuts for customer support and sales.
  • Attachments: Add screenshots or other relevant context.
For the complete capability overview, supported tasks, examples, and authorization boundaries, see WaaS Portal Agent introduction.

Data usage and security

Data it can use

  • Questions, instructions, and attachments you provide
  • Organization data and configuration available within your permission scope
  • Transaction information, policies, or smart contract parameters related to the current task
  • Public Cobo product documentation

Data it cannot access

  • Private keys, mnemonics, or private key shares
  • API secrets, signing values, or unauthorized credentials
  • Account or organization information outside your role permissions
  • Third-party private data that has not been authorized for the task

Capability boundaries

Cobo AI:
  • Does not execute critical configuration or asset actions without confirmation.
  • Does not approve or reject requests on behalf of an approver.
  • Does not bypass permissions, policies, MFA, signing, or approval requirements.
  • Does not make business, fund, security, legal, tax, or compliance decisions for you.
  • Does not guarantee that all information is complete or real-time in every situation.

Availability

Some Cobo AI capabilities are in Beta and available only to eligible users. Available tasks may vary by product, environment, account permissions, and rollout status. To request access, contact Cobo Support.