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The Agent page is the record of every decision Pragma’s agent makes under the firm’s automation settings: actions it prepared for a person to confirm, actions it ran on Autopilot, and items it stopped on. How each workflow behaves — Autopilot, Assist or Manual — is set in Set up firm automation. An Owner sees decisions for every client. A Manager or Preparer sees decisions for the clients assigned to them. A Connector admin or Client portal seat cannot use this page; a staff role without it sees Your role does not include the agent’s work. Whether you can act on a decision depends on the action itself: Confirm and Dismiss appear only if you could do that action by hand for that client. Approving an invoice or posting or matching a bank line needs a role that can approve (an Owner, or a Manager assigned to the client); filing a held WhatsApp message to a client needs an Owner or an assigned Manager; replies, document chases and filing reminders can be confirmed by anyone who can message that client.
1

Open the Agent page

Select Agent under Work in the sidebar, or on the Dashboard select the Escalated to a person tile (opens Needs you) or the Approved by the agent tile (opens Done by agent). The header badge counts how many decisions need you and how many the agent completed today.
2

Choose what to look at

Use View: Needs you (the default) lists actions waiting for confirmation and items the agent stopped on; Done by agent lists actions it ran on Autopilot and ones your team confirmed; All lists every decision. Use Workflow to narrow to Invoices, Bank lines, Client messages, Document chase or Filing reminders. Select Load more at the bottom for older rows.
3

Open a decision

Select a row. The panel shows the action as its title, the client and workflow, and Status, When, Mode (the mode it ran under), Decided by (Rules or AI review), Resolved by once a person acted, Why it stopped if it could not proceed, and Why. Under Checks, every check the agent ran is listed with failed ones first, each marked Required or Advisory.
4

Check the underlying record

Select Open to go to the invoice, bank line, request or client the decision is about. Check it there before confirming: the agent’s suggestion is not a substitute for reviewing the record.
5

Confirm or dismiss

For a decision Waiting for you, select Confirm to run the action as you. For a decision that is waiting, Needs a person or Failed, select Dismiss to close it without running anything; the record stays for your team to work by hand. The panel then shows the outcome described below.

Statuses

What actions mean

Outcomes after you act

Why it stopped explains a stopped or failed decision, for example “The agent’s hourly limit was reached, so this waits for a person.”, “AI review is off, or this deployment runs no AI model, so this waits for a person.” or “The action was refused when the agent ran it; nothing changed. Open the item to see why.” In each case, open the record and work it yourself. If the list is empty, the page says so — for example Nothing waits for you. An Owner also sees Set up Autopilot, which opens Settings → Autopilot.

Still stuck?

Open a case from Help & support in Pragma, or book a walkthrough and the team will show you around on a call. Can’t sign in? Contact support.