Skip to main content
For AI agents: a documentation index is available at https://docs.coverbase.com/llms.txt. This page is also available in markdown by appending .md to the URL.
This guide is part of the User Guides collection. It covers Configuration > Coverbase AI Memory and Configuration > Coverbase AI Agents. For starting and steering a run, see Working with Coverbase AI.
Coverbase AI learns from the corrections you make, and you decide how much it may do without you. Both live under Configuration. The mistake people make most often is correcting the same thing run after run. Say it once as a standing instruction, such as “From now on, always attach the SOC 2 report to an intake request”, and every later run reads it.

​
Memory

Open Configuration > Coverbase AI Memory. Each row is one preference, with where it came from and how many runs used it.

​
Where preferences come from

To add one by hand, type it into Tell Coverbase AI something to remember and click Add to memory.

​
Choose where a preference applies

Set Applies To on a preference to limit it to one kind of run, such as Onboarding a vendor, Reviewing assessments or Radar monitoring. Every run applies it everywhere.

​
Edit, turn off or forget

  • Edit changes the wording.
  • Turn off Use this preference to stop runs reading it while keeping it for later.
  • Delete forgets it. No run reads it again, though a later correction can teach it again.
A run’s report lists the preferences that changed what it did under Because you told me, with a link back here.

​
What Coverbase AI may do on its own

Under What Coverbase AI May Do on Its Own on the same page, each kind of change has a policy. It applies when a run is set to Don’t stop to ask: Archiving a record, submitting an intake request and anything else that cannot be undone always ask, and their policy cannot be changed.

​
Standing agents

A standing agent keeps working without being asked: on a schedule, or when something happens in Coverbase. Open Configuration > Coverbase AI Agents.

​
Add an agent

Click New agent, or click Add on a template under Templates. A new agent starts turned off. Starts When can be:
  • A Radar alert comes in
  • A finding goes overdue
  • A contract’s notice date comes due
  • An intake request is submitted
  • An assessment finishes
Click Create agent, check the settings, then turn it on.

​
Manage agents

The list shows each agent’s runs and spend today. From an agent’s actions menu you can Edit, Pause, Resume or Delete it. Deleting an agent stops it starting runs, and the runs it already started stay with the people they ran for. View in Agent Ledger shows everything it did. When a scheduled run did not start, the row says why, such as “it fell in quiet hours” or “it had reached its spend cap for the day”. Pause every agent stops all of them at once. Nothing starts, and live runs stop before their next step, until an admin turns it off.

​
Troubleshooting

Working with Coverbase AI

Start a run, answer what it asks, steer it and read the report.

Files and records

Attach documents and point a run at the right records.

Agent Ledger

Every action an agent took, and who decided.