> For the complete documentation index, see [llms.txt](https://support.safeheron.com/help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.safeheron.com/help-center/product-and-solution/dive-into-safeheron/safeheron-insight.md).
# Safeheron Insight
### 1. Product Overview
Safeheron Insight is an AI data assistant built into the Web Console. Instead of exporting data manually and processing it in a spreadsheet, you simply ask in plain language — the AI queries your transactions, balances, fees, policies, and whitelists, answers with a written conclusion plus a data table, and supports one-click Excel export.
Safeheron Insight is strictly read-only. It never initiates transfers, approvals, or any write operation.
**Key benefits:**
* **Natural language queries**: replace menu clicks and filter configuration with everyday language — just ask "how much did we send out yesterday?"
* **Zero install, ready to use**: once enabled, open it right from the Web Console navigation bar — no plugin or client to install
* **Take the data with you**: export any result table to Excel with one click; export runs asynchronously in the background and never interrupts your next question
* **Strictly permission-bound**: you only ever see data you already have permission to view in Safeheron
**What you can do:**
* Transaction aggregation (outflow totals, transaction counts, inflow vs. outflow, daily trends)
* Transaction detail queries (filter and sort by time, wallet, coin, direction, status, amount)
* Fee statistics (total, average, highest — split by chain / coin / wallet)
* Current balances and point-in-time historical balances
* Approval policy and whitelist queries
***
### 2. Prerequisites
Before you start, make sure the following are in place:
| Item | Description |
| --------------- | ---------------------------------------------------------------------- |
| Safeheron team | An active, configured Safeheron account |
| Insight feature | Off by default; enable it under **Web Console > Apps > Safeheron Lab** |
| Who can enable | Team **Creator** only |
| Browser | A modern browser (latest Chrome / Edge / Safari) |
{% hint style="info" %}
Once Insight is enabled, every member of the team can use it. Each member's query results are strictly scoped to their own permissions.
{% endhint %}
***
### 3. Enable and Use
{% stepper %}
{% step %}
### Enable the feature (Creator only)
1. Sign in to the Web Console as the team Creator
2. Go to **Web Console > Apps > Safeheron Lab**
3. Find the **Insight** card (below the MCP Server card) and toggle it on
{% hint style="info" %}
Before it's enabled, the Insight entry button doesn't appear in the navigation bar and the feature is unavailable. Non-Creator members cannot enable this feature.
{% endhint %}
{% endstep %}
{% step %}
### Open the assistant
Once enabled, a persistent Insight icon appears on the right side of the Web Console navigation bar. Click it to open the chat window.
Insight offers two window modes with identical functionality:
| Mode | Layout | How to open |
| ----------------------------- | --------------------------------------------------------------------------- | -------------------------------------------------- |
| **Floating window** (default) | Compact; session history and the conversation view are toggled separately | Click the navigation bar icon |
| **Full-screen mode** | New Chat + session history list on the left, conversation area on the right | Click the expand button inside the floating window |
{% endstep %}
{% step %}
### Ask your first question
Click **New Chat** to open the welcome page. It offers 12 preset questions across three categories — Transactions, Assets & Balances, and Fees. Click any of them to fire off a query, or skip the welcome page and type your own question:
```
Show the TRX and ETH fee breakdown for last month.
```
{% endstep %}
{% endstepper %}
***
### 4. Core Features in Action
#### 4.1 Transaction Aggregation
**Scenario**: get a number or a trend to quickly grasp the overall transaction picture.
**Example prompt:**
```
How many transactions did we process last month? How do inflow and outflow break down?
```
**Expected result**: Insight returns last month's total transaction count and total amount (USD), broken down by direction into inflow and outflow.
***
**Advanced prompt:**
```
Show the daily transaction count and amount trend for last month
```
**Expected result**: Insight returns a table grouped by day with counts and amounts. When the result exceeds 10 rows, it shows the first 10 with the total count and a summary above the table.
***
#### 4.2 Transaction Detail Queries
**Scenario**: review transactions one by one, investigate anomalies, or reconcile records.
**Example prompt 1: largest outgoing transfers**
```
Show me last week's 10 largest outgoing transfers
```
**Expected result**: returns each transaction's created time, coin, amount, amount (USD), direction, source name, destination name, destination type, status, and creator. Status is shown in readable words ("Completed", "In Approval", "Failed") — no status codes to look up.
***
**Example prompt 2: filter by conditions**
```
List all successful USDT outgoing transfers in the last 7 days
```
***
**Example prompt 3: add or remove table columns**
```
Also add the on-chain hash and approver columns
```
**Expected result**: Insight adjusts the table columns on top of the original query and re-displays it. Columns available on request include: on-chain hash, fee, source address, destination address, memo, completion time, and transaction ID.
{% hint style="info" %}
Transaction detail queries go back up to 3 months; transaction aggregation goes back up to 6 month. Beyond that, Insight tells you explicitly and suggests adjusting the query.
{% endhint %}
***
#### 4.3 Fee Queries
**Scenario**: track and analyze your team's fee spending.
**Example prompt 1: split by chain**
```
Show the fees paid on each blockchain over the last 30 days
```
**Expected result**: Insight returns the total fee (USD) and average fee per transaction (USD), grouped by chain.
***
#### 4.4 Assets & Balance Queries
**Scenario**: understand your team's current asset position, or look back at holdings at a past point in time.
**Example prompt 1: current total assets**
```
What are my team's total assets in USD? Rank each asset by USD value
```
**Expected result**: Insight returns the team's total asset value in USD, plus each asset's wallet name, coin, amount, amount (USD), and share of total team assets.
***
**Example prompt 2: filter by balance threshold**
```
Which wallets have a balance below 1,000 USDT?
```
***
**Example prompt 3: point-in-time holdings**
```
What was my wallet's USDT holding last Friday?
```
**Expected result**: Insight returns a snapshot of each wallet's USDT balance at the specified point in time.
***
#### 4.5 Policy & Whitelist Queries
**Scenario**: understand your team's current approval rules and whitelist configuration.
**Example prompt 1: view approval policies**
```
List the currently active approval policies
```
**Expected result**: Insight returns each policy's name, initiator scope, source wallet scope, destination scope, applicable assets, and per-transaction limit.
***
**Example prompt 2: view whitelists**
```
Which whitelist addresses were added recently?
```
**Expected result**: returns each whitelist entry's name, address, and network.
***
#### 4.6 Tables and Excel Export
Structured query results are shown as tables, following these display rules:
* **10 rows or fewer**: the table shows everything
* **More than 10 rows**: the table shows only the first 10, with the total count and a summary above it (e.g. "50 transactions, total $2,300,000; first 10 below")
* **Very large match sets (result cap reached)**: Insight proactively tells you the data wasn't fully returned, and suggests narrowing the time range, adding filters, or exporting to Excel for the complete set
Every table has an **Export to Excel** button beneath it. Export is asynchronous: the button switches to "Exporting…", and on completion your browser downloads the file automatically with an "Export successful" toast. You can keep chatting the whole time.
{% hint style="info" %}
When the match set is within the result cap, the export is identical to the data at the moment you asked. When the set exceeds the cap and has to be paginated live to the end, the export reflects the **current, latest data** — if underlying transaction states changed after you asked, the exported figures may differ slightly from the question-time summary.
{% endhint %}
***
### 5. Best Practices
#### 5.1 Prompting Tips
**Describe what you need in specific, concrete natural language:**
| Generic prompt | Better prompt |
| -------------------- | ---------------------------------------------------------------- |
| Show me transactions | Show all failed USDT outgoing transfers in the last 7 days |
| What are the fees | Total and average fee per transaction last month, split by chain |
| Balance status | Which wallets have a balance below 1,000 USDT |
#### 5.2 Multi-Turn Follow-Ups
You don't have to restate your conditions each time. Ask on top of the previous result, and Insight automatically carries the earlier query conditions forward:
```
Show me this week's 10 largest outgoing transfers
(Follow-up) Only the ETH ones
(Follow-up) Re-sort by time
(Follow-up) What's the total of these 42?
```
The first two follow-ups layer a filter and a sort onto the original query. The last one sums the full set — Insight switches to an aggregation query for an accurate result, rather than adding up the 10 rows on screen.
#### 5.3 Adjusting Table Columns
Every query type comes with a set of default columns, and you can add or remove them anytime in natural language:
```
Add the on-chain hash and completion time to the transaction table
```
```
Keep only wallet name and balance (USD) in the balance table
```
#### 5.4 Export First for Large Data Sets
When a query matches hundreds or thousands of rows, the conversation only shows the first few. For row-by-row reconciliation or offline analysis, click **Export to Excel** for the complete data — faster than paging through the conversation.
***
### 6. Security Notes
1. **Read-only queries**: Insight only queries data. It never initiates transfers, approvals, or configuration changes.
2. **Permission isolation**: Insight strictly follows the existing permission system — you can only query data you have permission to access. When you query data outside your scope, Insight tells you the permission is missing and suggests contacting your team admin.
3. **Verify Insight output**: a fixed disclaimer sits at the bottom of the chat box "AI can make mistakes. Please double-check responses." Cross-check against the source data in the Web Console before any funds decision.
4. **Available to all members**: once enabled, all members of the team can use it — make sure your team understands the relevant security practices. Each member's data range stays bound by their own permissions.
***
### 7. FAQ
Q1: How do I enable Insight?
It's off by default. The team creator enables it under **Web Console > Apps > Safeheron Lab**. Once on, every team member sees the entry point in the navigation bar.
Q2: Can non-Creator members use it?
Yes — they just can't enable or disable it. After the creator turns it on, any member can use it, each scoped to their own permissions.
Q3: Can Insight transfer funds or approve transactions for me?
No. Insight is a strictly read-only data assistant. It supports queries and analysis only, and performs no write operations.
Q4: What languages does it support?
Insight replies in the language you ask in — ask in Chinese, get Chinese; ask in English, get English.
Q5: Are there time-range limits on queries?
Yes. Transaction detail goes back up to 3 months; transaction aggregation and fee statistics go back up to 6 month. Beyond that, Insight tells you explicitly and suggests adjusting the query.
Q6: Does the export match what I see in the conversation?
When the match set is within the result cap, the export is a snapshot from the moment you asked — identical to the conversation. When the set is large and has to be paginated live, the export reflects the latest data and may differ slightly from the question-time summary if underlying states changed.
Q7: Why did Insight decline some of my requests?
Insight only does data queries and reasonable analysis on the results (filtering, sorting, changing dimensions, summarizing, comparing). It declines processing with no business meaning, format conversions (e.g. "turn this into JSON"), and non-query tasks — and points you back to data querying. When you need custom processing, export to Excel first and work on it yourself.
Q8: Is there a rate limit on exports?
Yes. Up to 3 exports per user per minute; beyond that you'll see "Too many export requests; please try again later." Exports run in the background, so you can keep chatting while one is in progress.