> ## Documentation Index
> Fetch the complete documentation index at: https://help.pragmachartered.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Check and confirm the agent's work

> See what the agent prepared for you, what it did on its own and why, then confirm or dismiss each waiting action.

![Agent page listing decisions with View and Workflow filters](https://help.pragmachartered.com/images/automation/agent.png)

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](https://help.pragmachartered.com/firm/automation.md).

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

| Status | Meaning |
| - | - |
| **Checking** | The agent is still running its checks. |
| **Waiting for you** | The action is prepared (Assist mode, or Autopilot while paused) and waits for **Confirm** or **Dismiss**. |
| **Running** | The action is being carried out. |
| **Done by agent** | The agent ran the action on Autopilot. |
| **Confirmed** | A person confirmed it and it ran. |
| **Dismissed** | A person dismissed it; nothing ran. |
| **Needs a person** | A check failed or the agent could not decide; work the item by hand. |
| **Failed** | The action was attempted and refused, or stopped part-way; nothing changed. |
| **Withdrawn** | The record changed after the agent looked at it, so the suggestion no longer applies. |

## What actions mean

| Action | What happens when it runs |
| - | - |
| **Approve invoice** | The draft is approved and queued for the client's books (Tally or [Zoho Books](https://help.pragmachartered.com/invoices/zoho-books.md)), as if you approved it in the review queue. See [Review and approve](https://help.pragmachartered.com/invoices/review-and-approve.md). |
| **Post bank line** / **Match bank line to bill** | The bank line is posted to a ledger, or matched to an approved bill. |
| **File message to client** | A WhatsApp message held from a known number is filed to that client. |
| **Reply with document status** | The client is answered about where their documents are. |
| **Chase document request** | The client is reminded about an open document request. |
| **Send filing reminder** | The client is told which filings fall due soon. Nothing is filed. |
| **Needs staff** | The agent took no action; a person needs to handle it. |

## Outcomes after you act

| Notice | Meaning |
| - | - |
| **Done. The action ran as you, and it is on the audit trail.** | Confirmed and completed. |
| **Dismissed. Nothing ran; the record stays for your team to work by hand.** | Dismissed. |
| **This changed after the agent looked at it, so the suggestion was withdrawn.** | Someone changed the record meanwhile. Open it and work it by hand. |
| **This is no longer waiting for you.** | Someone else already acted on it. |
| **The message was not sent: the number is not connected, the recipient opted out, or a limit was reached.** | The confirmed message could not go out. Check the firm's WhatsApp link under **Settings → WhatsApp intake**. |

**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**.

> [card] Still stuck?
>
> [Open a case](https://app.pragmachartered.com/support) from **Help & support** in Pragma, or [book a walkthrough](https://help.pragmachartered.com/support/book-a-walkthrough.md) and the team will show you around on a call. Can't sign in? [Contact support](https://app.pragmachartered.com/contact-support).


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