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Pragma configures Invoices, Bank lines, Client messages, Document chase and Filing reminders separately. An Owner can edit firm defaults at Settings → Autopilot; other staff do not see that page. A client’s own override lives on its Overview → Automation tab, which an Owner or a Manager sees; an Owner, or a Manager assigned to that client, can edit it, and anyone else who sees the tab gets Only an owner, or a manager assigned to this client, can change its automation. A saved policy changes how future agent decisions are handled; it does not prove that an invoice was approved, a message sent or a filing completed.

What Settings → Autopilot shows

The page reads top to bottom:
  1. Autopilot is paused: every Autopilot workflow works as Assist until you resume. — shown only while the emergency stop is on.
  2. A note that these are the firm’s defaults, and that a client’s own setting on its Automation tab wins over them.
  3. One card per workflow, in the order Invoices, Bank lines, Client messages, Document chase, Filing reminders. Each card names the workflow, says what it does, and has a mode choice of Autopilot (Acts on its own within the limits you set.), Assist (Prepares the action; a person confirms with one click.) or Manual (Does nothing; your team works the queue as today.). The Invoices card also lists Always checked, whatever the limits say.
  4. Emergency stop, reading Running: Autopilot acts within its limits. or Paused: Autopilot works as Assist.
  5. AI review.
1

Choose the firm's workflow defaults

If you are an Owner, open Settings → Autopilot and inspect each named workflow card. Choose Autopilot to act without confirmation only within its checks and limits, Assist to prepare an action for a person’s confirmation, or Manual to leave that workflow to the team. Set the workflow-specific fields below and select Save on each card you change. If no Save button appears, nothing has changed or the controls are read-only. Read any validation error on the card before trying again.
2

Decide whether to pause independent actions

Under Emergency stop, select Pause Autopilot and confirm Pause to make every Autopilot workflow work as Assist for every client. Prepared actions still need a person to confirm them. When ready to restore independent actions, select Resume Autopilot and confirm Resume; the saved Autopilot limits and checks apply again. This is a firm-wide switch, not a client override.
3

Consider AI review separately

Under AI review, the Owner may tick the consent checkbox describing what uncertain invoice and message data the deployment’s own model reads, then select Turn on AI review. Use Turn off AI review to disable it. If the deployment has no model configured, uncertain items still wait for a person. A platform override cannot give this consent; hard checks are not bypassed by a model’s opinion.
4

Set a client's override where needed

Open the client’s Overview → Automation tab. For each workflow, select Firm default (mode) to follow later firm changes, or choose Autopilot, Assist or Manual for this client and select Save. For Invoices and Bank lines, a client-specific Autopilot limit in rupees is available when a client mode is selected; blank inherits the firm’s limit. Choosing Firm default removes that workflow’s client override, including its own limit. The screen says Working as [mode] now; a firm-wide pause can make configured Autopilot work as Assist.
5

Inspect actual decisions

Open Agent to inspect actions waiting for confirmation, completed work and decisions needing attention, and to Confirm or Dismiss what waits for you; see Check and confirm the agent’s work. Check the underlying invoice, request or client record before treating an action as complete. A configured reminder or automation mode is not confirmation of an external filing or message delivery.
Amount and history inputs accept whole numbers only; a malformed number produces a field error, while out-of-range values are refused when saved. Invoice Autopilot also checks for a clean, non-duplicate file, review exceptions, balancing, party history and amount, invoice date, open GST return period, GSTIN state consistency and ledger TDS mapping. Review the controls and resulting decisions rather than assuming a numeric limit alone guarantees automation. Statutory filing dates are not set by these modes: verify any deadline against the source record.

Read a client’s Automation tab

Each workflow row shows its name and description, then Working as Autopilot now, Working as Assist now or Working as Manual now. That line is the mode actually in force for this client today: the client’s own choice if it has one, otherwise the firm default, and Assist in place of Autopilot while the firm-wide emergency stop is on. The mode choice lists Firm default (Autopilot), Firm default (Assist) or Firm default (Manual) — naming the firm’s current setting — followed by the three modes.
  • If the firm-wide emergency stop is on, the tab shows Autopilot is paused for the whole firm: every Autopilot workflow works as Assist until an owner resumes. Actions for this client wait for confirmation on the Agent page until an Owner resumes.
  • The limit box for Invoices and Bank lines shows the firm’s limit as a hint (Limit: firm’s followed by the amount) and becomes editable only once you choose a client mode. Leave it blank to use the firm’s limit.
  • Document chase has three boxes for the client’s own reminder cadence, each hinting the firm’s figure; they too need a client mode first. Blank boxes follow the firm.
  • Save appears only after you change something.

Still stuck?

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