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The Assistant is a read-only question box. It answers from the invoices, approvals, bank lines, GST reconciliations and drafts, and filing due dates of the clients you can already see, and an answer’s numbered sources link to the records it used. If an answer has no sources, the page warns you to verify it before relying on it. It never approves, files or sends anything. An Owner can ask about every client; a Manager or Preparer about the clients assigned to them. A Connector admin sees Your role does not include the assistant. A Client portal seat asks from its own portal page instead; see Ask about your invoices. Before anyone can ask, an Owner must turn the assistant on under Settings → Firm profile → AI assistant, accepting that questions and the records the assistant reads are sent to Anthropic, the model provider. See Keep your firm profile up to date. Questions and answers are kept 30 days and are visible to you and the firm’s Owner.
1

Open the Assistant

Select Assistant under Work in the sidebar. If the page says The assistant is turned off or The assistant is not available yet, see the table below.
2

Ask a question

Type in the question box, or select one of the suggested questions such as Which invoices are waiting for review, by client? to fill it in. Press Enter or select Ask; use Shift+Enter for a new line. A question can be up to 2,000 characters. While it works the button reads Answering… and the answer appears as it is written; its sources appear when it is complete. You can ask one question at a time.
3

Check the answer against its sources

Under Sources, each numbered source links to the record the answer used. Open them and verify before relying on the answer: answers are drafts to check against the records they cite.
4

Start again when the topic changes

Select New conversation to start a fresh conversation. The current conversation stays on this browser after a reload.
Narrow questions work best: one client, one period. For example, “What filings are overdue or due this week?” or “Summarise the latest GSTR-2B reconciliation for one of my clients.”

When the assistant cannot answer

Review questions and usage (Owner)

An Owner can open Settings → Assistant use, select Review questions and usage on the Assistant page, or select the Assistant tokens tile under What the AI used on the Dashboard. Nothing here can be changed; it is for oversight.
  • Questions lists questions from the last 30 days with Asked, Asked by (marked Staff or Client portal), Question, Status (Answered, Failed or Answering) and Tokens. Use Search questions and answers and the Asked by filter, and Load older for more. Select a row to read the full question and answer with its sources, or the failure reason. Questions asked before members were told the Owner can read them stay private to the asker.
  • Monthly usage shows Questions, Input tokens and Output tokens for the chosen Month, and a row per member and model with Failed counts. Each question counts here when it ends, answered or failed, and usage remains after the questions themselves are deleted.

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.