> ## 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.

# Set up firm automation

> Understand Autopilot, Assist and Manual modes and where to inspect agent decisions.

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**.

![Autopilot settings with workflow mode controls](https://help.pragmachartered.com/images/firm/agent-settings.png)

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

| Setting | What it controls and what you can enter |
| - | - |
| **Invoices: operating mode** | Autopilot can approve read invoices and queue them to the client's books (Tally or [Zoho Books](https://help.pragmachartered.com/invoices/zoho-books.md)) only when its checks pass; for a Zoho Books client that includes having no Zoho blockers. Assist waits for confirmation and Manual does nothing. Choose one mode for this workflow, independently of the other cards. |
| **Bank lines: operating mode** | Determines whether matching or posting eligible bank lines acts independently, waits for confirmation or is left to the team. |
| **Client messages: operating mode** | Determines how responses and media from known numbers are handled. |
| **Document chase: operating mode** | Determines handling of reminders for open document requests. |
| **Filing reminders: operating mode** | Determines handling of client reminders for upcoming filings; this setting does not file returns. |
| **Autopilot limit (₹)** | Available only for **Invoices** and **Bank lines** on the firm card. Enter a whole number of rupees from 1 to 1,00,00,000; a larger amount waits for a person. The same workflows offer a client-specific limit when a client override mode is selected. A blank client limit inherits the firm's figure. |
| **Trust a party after (approved bills)** | On **Invoices**, enter a whole number from 1 to 50. A new supplier or customer waits for a person until that many bills have been approved. |
| **Trust a ledger after (approved lines)** | On **Bank lines**, enter a whole number from 1 to 50; a line is posted automatically only after enough approved lines used that ledger. |
| **Sales invoices too** | Invoice-only checkbox. Off means the invoice workflow covers purchase bills only; enable only if you intend it also to handle sales invoices. Other invoice checks still apply. |
| **AI review consent** | Tick the disclosure checkbox before **Turn on AI review** becomes available; the switch concerns uncertain invoices and client messages and does not override hard checks. |
| **Start (days before due)** | On **Document chase**, a whole number from 0 to 30; 0 starts chasing on the request's due date. |
| **Days between reminders** | On **Document chase**, a whole number from 1 to 30. The original request counts as the first message. |
| **Most reminders per request** | On **Document chase**, a whole number from 1 to 10. The chase stops after this many, whatever has arrived. |

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

![A client's Automation tab showing each workflow's mode choice and its current working mode](https://help.pragmachartered.com/images/firm/client-automation.png)

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

> [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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