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Truto Assistant is an AI-powered chat sidebar built into the Truto dashboard. It lets you explore your workspace, run platform operations, and get answers about integrations and connected accounts using natural language.

Features

  • Natural language queries — ask about your integrations, connected accounts, sync jobs, unified APIs, and more without memorizing API paths or navigation.
  • Platform operations — list accounts, check sync job status, query data, and inspect integration configuration directly from chat.
  • Deep links — responses include links to relevant pages in the dashboard so you can jump straight to what you need.
  • Tool approval — write and destructive operations (create, update, delete) require explicit approval before executing.
  • Workspace-aware — the assistant knows about your team's integrations, connected accounts, and configuration.

Setup

  1. Navigate to Settings → Assistant (the Truto Assistant page).
  2. Toggle Enable Truto Assistant on.
  3. Enter your Anthropic API key — Truto uses BYOK (Bring Your Own Key), so usage is billed directly to your Anthropic account.
  4. Click Test Key to verify the key works.
  5. Choose a default model (Claude Sonnet 4.6 is selected by default).

Only team admins can configure assistant settings.

Usage

  1. Open Truto Assistant from the dashboard sidebar to open the chat panel.
  2. Type a natural language question or command — for example, "List my connected HubSpot accounts" or "What sync jobs are failing?"
  3. The assistant will call platform tools to gather information. Read operations execute immediately; write operations show an approval prompt first.
  4. Use the model selector in the chat header to switch between models mid-conversation.
  5. The context meter in the header shows how much of the model's context window is in use.

Available models

Model Strengths
Claude Sonnet 4.6 (default) Balanced speed and capability — recommended for most tasks
Claude Opus 4.6 Most capable reasoning — best for complex multi-step operations
Claude Haiku 4.5 Fast and economical — good for simple lookups

You can switch models at any time using the selector in the chat header.

Security

  • BYOK — your Anthropic API key is stored encrypted and never shared with other teams or used outside your workspace.
  • Write approval — any tool call that would create, update, or delete a resource requires you to click Approve before it executes.
  • Workspace scope — the assistant can only access data within your team's workspace. It cannot see other teams' resources.
  • No training — conversations are sent to Anthropic's API under their standard data policy (messages are not used to train models).
  • Platform MCP Server — connect external AI tools (Cursor, Claude Desktop) to your workspace via MCP.