Your own AI workers that run jobs on a schedule — pre-bid checks, best-coverage scans, renewal sweeps — and send you a plain-language briefing, so routine monitoring happens on its own.
Who this is for: Everyone — every plan includes the out-of-the-box agent fleet. Building your own custom agent is a Professional-tier feature. Where: the Agents tab (/automations).
Key thing to know: they ship OFF (with one exception)
Every out-of-the-box agent is provisioned PAUSED for every account — nothing fires automatically until you activate one. This is deliberate: a new user isn't flooded with background jobs. Your Agents tab also leads with just the recommended few for your role (≈3 for buyers, ≈5 for agents), not the whole catalog — the rest are one click away in the "Add agent" gallery.
The one exception: if you're a new home buyer, your Best-Coverage Optimizer agent starts already active and runs weekly from day one — no setup needed. It's the agent that most directly rewards your first action here (searching and saving a property), so you see a real result without having to know to turn anything on. Home sellers and every other role still see this (and every) agent paused as above.
Activate a recommended agent
- Open Agents.
- Pick a recommended agent and click Activate (this is a
PAUSED → ACTIVEchange). - It now runs on its schedule (hourly/daily/weekly/monthly), starting at the next real
boundary.
Add another from the gallery
Click Add agent, browse the gallery (filtered to your persona for demo operators, full catalog otherwise), and one-click install. Gallery installs start active.
Create a custom agent
Click New agent, give it an objective (what it should do) and a schedule. Custom-agent creation is a Professional-tier feature. Every agent — out-of-the-box and custom — is bound to CoverGuard's standard governance contract (role, scope, output shape, escalation), visible as a collapsible panel on the agent's detail view.
Run one now
Click Run now on any agent to execute it immediately and watch the result live.
Briefings, notifications & email
When a scheduled run finishes, you get:
- An in-app notification (bell) + web push with a plain-language snippet and a
deep-link that opens that agent's run history.
- On success, optionally a full-briefing email — but only if both (a) your
global "Agent briefing emails" master switch is on (Account → Settings → Notifications) and (b) you've opted that agent in. Email is the noisier channel, so it's off by default; the bell + push always fire.
Briefings are written for a non-technical reader — no jargon, no raw score dumps.
(Manual "Run now" results show live and don't notify/email.)
Manage an agent
Open an agent to rename, re-schedule, pause, view run history, or toggle its briefing email. Delete removes it (a deleted non-recommended agent stays gone; a deleted recommended one is re-seeded so critical workflows are never stranded).
Requirements for scheduled runs to actually fire
Scheduled runs execute on CoverGuard's background workers and need a working AI key — the platform's managed key, or your own if you've connected one under Account → AI & Models. If a scheduled run didn't fire, it's usually a temporary worker/queue hiccup: try Run now, and contact support if it persists.
Troubleshooting
- "My agent didn't run" → most often it's still paused (activate it), or the queue
drainer isn't configured. See AI & agents.
- Run failed → check the run's recorded cause; a common one is the AI key being unset,
or the job queue tier not provisioned on the connected database.
- No briefing email → check both the master toggle and the per-agent opt-in;
FAILED runs are never emailed.
- Can't create a custom agent → it's Professional-tier. See
Do this next
Open Agents, pick the recommended agent that matches your day, and Activate it — the fleet only works for you once one is live.
- CoverGuard Advisor & BYOK — the assistant that powers your agents
- Alerts: carrier-exit & renewals — the proactive monitors agents complement
- AI & agents troubleshooting — when a run doesn't fire