Microsoft Unveils Playbook for Investigating AI Activity
Microsoft has released a new investigator playbook to help security teams reconstruct and analyze activity within AI systems like Microsoft 365 Copilot and Azure AI services.

As artificial intelligence becomes increasingly integrated into daily business operations, security teams face the challenge of investigating potential threats and anomalies within these complex systems. Microsoft has responded to this growing need by publishing a new investigator playbook designed to guide security professionals through the process of reconstructing activity within AI environments, specifically focusing on Microsoft 365 Copilot and Azure AI services.
The playbook provides a structured methodology for analyzing AI interactions, enabling investigators to move beyond isolated security signals and build a coherent account of events. This structured approach is crucial for understanding the scope, context, and potential impact of AI usage, whether it involves prompt injection attempts, unexpected data access, or other malicious activities. By leveraging existing telemetry data from Microsoft Purview, Defender, and Sentinel, the playbook aims to operationalize AI security investigations.
The investigative process outlined in the playbook follows a scope-context-signal sequence. It begins with identifying the core elements of an AI interaction: who initiated it, when it occurred, and which services were involved. This initial scoping is then expanded by examining the resource context, detailing what systems and data the AI accessed, and how this activity aligns with expected operational parameters. Finally, detection signals, such as alerts for prompt injection, unusual usage patterns, or credential exposure, are evaluated within this established chain of activity.
Central to the playbook's effectiveness is the metadata-first structure of AI telemetry. This structure inherently provides identity, time, and resource context across interactions, which is essential for transforming disparate signals into a comprehensive investigative narrative. By analyzing these elements collectively, security teams can accurately determine what happened, assess the potential impact, and differentiate between normal usage, policy violations, and genuine indicators of compromise.
The playbook offers practical guidance by consolidating necessary configurations, KQL queries, and detection logic for Microsoft 365 Copilot and Azure AI services. This integrated approach minimizes the need for ad hoc pivots across different tools, streamlining the investigation process. Furthermore, it extends its investigative framework to agent-based AI systems, addressing aspects like agent deployment, configuration, and authorized data access.
The ultimate goal of this playbook is to equip response teams with the ability to reconstruct observed AI activity, effectively scope AI usage, understand data access during interactions, and assess whether the observed behavior is authorized or indicative of malicious activity. As AI continues to permeate business workflows, the capacity to conduct thorough investigations into AI-driven operations is rapidly becoming a fundamental incident response capability.
This new resource empowers investigators to apply the same level of rigor to AI systems as they do to traditional endpoints, identities, and cloud infrastructure, ensuring that security practices keep pace with technological advancements. The playbook is available for download at aka.ms/AIIRplaybook.