Instructions and Comfort

How to create, pause, and revoke instructions

This page covers the instruction lifecycle and the comfort controls that define your automation boundaries.

Article type: Task + Reference Last reviewed: March 12, 2026

Where to find this

Dashboard card: Instructions -> Tap to create instructions opens the setup wizard.
Dashboard card settings icon opens Your Instructions (`mandate-settings.html`).
Inside Your Instructions, the action bar includes Add, Update, Pause, and Revoke.

Create an instruction with selected behavior and playground context.
Set Comfort per position and optionally enable Omega Shield Cap.
Activate from wizard step 5. Activate.
Pause, update, add to, or revoke from Your Instructions.
Review detailed fields: Behaviours, Account, Shield Cap (Omega), Comfort per position, Omega enabled, Status, Active since.

Step 1 - Behaviours: choose your desired behaviour.
Step 2 - Playgrounds: choose where the behaviour runs.
Step 3 - Comfort: set Comfort per position; optionally enable Omega Shield Cap and Strict mode.
Step 4 - Confirm: review disclosure text and tick the consent checkbox.
Step 5 - Activate: review summary cards and activate.

Use when you want to temporarily stop automation while keeping your setup.

Use when you want to fully stop the instruction lifecycle.

Status	Meaning	Suggested action
Active	Instruction is live within approved scope.	Monitor through Flow and usage panel.
Paused	Instruction is temporarily not running.	Resume when ready or edit settings first.
Revoked	Instruction lifecycle has been ended.	Create a new instruction if you want to run again.
Expired	Instruction version reached an end state.	Create or activate a valid instruction version.
Superseded	A newer instruction version replaced this one.	Review the latest active instruction.
Draft	Instruction setup is incomplete or not yet active.	Complete setup and activate.
No instructions	No active instruction exists for the account.	Use Tap to create instructions or Create your instructions.

Can I change comfort after activation?

Yes. Use Update in Your Instructions and review the updated lifecycle in Flow.

Why does my instruction not move to Active?

Check environment readiness, account selection, comfort settings, and consent completion. Then review Flow and activity status for pause reasons.

Is comfort financial advice?

No. Comfort is your own user-defined boundary setting. Chilla enforces what you configure.