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md 5.08 KB

title: Incident alerts

description: How to triage, filter, tag, and collaborate on alerts in SOCFortress CoPilot.

Incident alerts

Menu: Incident Management → Alerts

This is your primary triage queue.

Incident Alerts


What you’re looking at

The Alerts view is split into two parts:

  • Alerts list (left): your queue (newest/most relevant alerts)
  • Alert details (right or modal): the selected alert, with tabs like Overview and Timeline

Deep link tip: you can open/highlight an alert directly with:

/incident-management/alerts?alert_id=<id>


Step 1 — Triage an alert (quick workflow)

1) Open Incident Management → Alerts 2) Click an alert in the list to open details 3) In Overview, confirm: - Customer (tenant) - Title / Description - Assets impacted (an alert can include multiple assets) - Any existing Tags, Comments, and IOCs 4) Decide your next action: - add a Comment (notes + handoff) - add an IOC (evidence you want tracked) - apply Tags (triage labels + RBAC visibility) - move to a Case (if you need investigation tracking)


Step 2 — Filter the queue (find what matters fast)

Use the filter controls to narrow your queue.

Filter by Customer Code + Tag

UI callout: Add filter → Customer Code + Tag

1) Click Add filter 2) Add Customer Code - Pick a tenant from the dropdown (shows as #<code> - <name>) 3) Add Tag - The Tag filter is multi-select - You can type a tag and press Enter to add it 4) Click Submit to apply

Available filters include:

  • Status (Open / Closed / In progress)
  • Assigned To (dropdown)
  • Customer Code (dropdown)
  • Source (dropdown)
  • Tag (multi-select; type + Enter)
  • Title (text)
  • Asset Name (text)
  • IoC (text)

Notes: - Filters are intended to speed up triage — they don’t bypass security. - Customer scoping and tag-based visibility are enforced server-side.


Step 3 — Apply tags (triage + access control)

Tags are used for two things:

1) Triage / workflow labels (examples: needs-validation, high-confidence, containment, false-positive) 2) Role-based access control (RBAC): some environments restrict alert visibility by tag.

Operator-facing tips: - If an alert “disappears” from your view, it may be because: - you no longer have access to that customer, or - you don’t have access to one of the alert’s tags.


Step 4 — Understand assets on alerts (why one alert can have many)

Alert details (Overview)

Alert details (Assets)

An alert can be linked to multiple assets (hosts/users/entities).

CoPilot also has dedup/merge behavior:

  • If a new incoming alert matches an existing OPEN alert for the same customer and has the same title, CoPilot will not create a second alert.
  • Instead, it adds the new asset to the existing alert.
  • A new alert is created when:
    • the previous alert was moved to a CLOSED phase for that customer, or
    • the same title appears for a different customer.

Why this matters in triage: - The alert title may look “unchanged,” but the asset list grows, which is often your first signal that scope expanded.


Step 5 — Comments and IOCs (collaboration + evidence)

Alert details (Comments)

Alert details (IoCs)

In the alert details pane, use the tabs: - Comments (for notes + handoff) - IoCs (for evidence you want tracked)

UI callout: Add a comment

1) Open the alert details 2) Click the Comments tab 3) Type into “Write a new comment…” 4) Click Send comment

Tip: use comments for decision logging (“why we think this is benign/malicious”), scope notes, and handoff.

UI callout: Add an IOC

Create IoC form

1) Open the alert details 2) Click the IoCs tab 3) Click Create IoC 4) Fill out: - Description - Type (IP / DOMAIN / HASH / URL) - Value 5) Click Submit

Notes: - The Value field is disabled until you select a Type. - IOCs can be deleted later from the IoCs list.


Timeline (audit trail)

Use the Timeline tab to review alert activity over time (updates, notes, linked context).


Common gotchas

“Why didn’t a new alert get created?”

It was likely merged into an existing OPEN alert (same customer + same title) and the new entity showed up under Assets.

“I can’t delete this alert in bulk”

Bulk delete intentionally skips alerts that are linked to cases.

“Why can’t I see an alert my teammate can see?”

Tag-based RBAC and customer access are enforced server-side. Differences in tag access or customer access can change visibility.