---
title: AI SOC Solution
slug: solutions/ai-soc-solution
docTags: 
createdAt: 2026-02-17T06:44:55.233Z
---

The **AI SOC Solution** is an end-to-end security operations package powered by **Hero AI**. Alerts and reported phishing email become **Case Management** records (prefix **CASE-**); playbooks enrich, correlate, route, and support analyst triage in one place.

## Choose Your Path

| If You Want To...                         | Start Here                                                                                                                                                   |
| ----------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Install and configure the solution        | [Installing and Configuring AI SOC Solution](docId:_b7njxu5XnzYrjCnGQg5J)                                                                                    |
| Enable agentic investigation after import | [Getting Started — Enable Agentic Investigation After Import](https://docs.swimlane.com/solutions/getting-started#enable-agentic-investigation-after-import) |
| Run your first investigation              | [Getting Started](docId\:p7QJQUayeKczHPxEpPWcp)                                                                                                              |
| Understand data flow (diagrams)           | [Architecture and Data Flow](docId\:kWCIabPwqOzQcjd2eZtic)                                                                                                   |
| Look up playbook flows and triggers       | [Playbook Flow Reference](docId\:ZLfIPKIHFJKNqGcHW7Sxb)                                                                                                      |
| Connect a new alert source                | [Choose Your Ingestion Path](https://docs.swimlane.com/solutions/installing-and-configuring-ai-soc-solution#choose-your-ingestion-path)                      |
| Do daily analyst work                     | [Operations and Guidance](docId\:DsdGtAQeg95DSeAF2Iat-)                                                                                                      |
| Learn applications and record layout      | [AI SOC Applications](docId\:UOSUZRpSl6hFe9d6Br5az)                                                                                                          |
| Fix an issue                              | [Troubleshooting](docId\:cKnuXQV85k9lu0OCqV218)                                                                                                              |

## Workflow at a Glance

| Step                | What Happens                                                                                                                                                                                                                                                                                                                                                                                                                                          | Learn More                                                                                                                                                                    |
| ------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1. Ingest           | Webhook, cron, or email playbooks receive alerts or phishing reports                                                                                                                                                                                                                                                                                                                                                                                  | [Choose Your Ingestion Path](https://docs.swimlane.com/solutions/installing-and-configuring-ai-soc-solution#choose-your-ingestion-path)                                       |
| 2. Normalize        | **Ingest Alert/Email to CASE Record** creates or updates **CASE-** records                                                                                                                                                                                                                                                                                                                                                                            | [Architecture and Data Flow](docId\:kWCIabPwqOzQcjd2eZtic)                                                                                                                    |
| 3. Enrich           | Threat intelligence and knowledge base articles attach to the record                                                                                                                                                                                                                                                                                                                                                                                  | [Threat Intelligence (TI)](docId\:e1QpWKFxzX978J09DL7Oz)                                                                                                                      |
| 4. Evaluate         | Correlation, rules engine, and Hero AI verdict when gates are complete                                                                                                                                                                                                                                                                                                                                                                                | [Understanding Verdict Generation](docId\:bnyC263YSL2bmAJhBaIOb)                                                                                                              |
| 5. Investigate      | Analysts claim records and investigate in **AI Alert Analysis** using one of three approaches: **AI assisted investigation** (Hero AI plan; analyst runs steps), **agentic investigation** (Analysis agent via **Re-investigate** in **AI Alert Analysis** when **Analysis Mode** is **Autonomous**, or a **Signal Routing Rule**), or **review after routing** (agentic investigation already completed—review plan, verdict, and component results) | [Getting Started](docId\:p7QJQUayeKczHPxEpPWcp), [Investigation Plan Workflow](docId\:BdE8P71Mmp2LByMuZuOOI), [Building Routing Rule Playbooks](docId\:vEiFYG4oYWkQ3DcMMwjXi) |
| 6. Route / automate | **Signal Routing Rules** trigger **Rule-Execute** playbooks; repeat patterns use playbooks built from prior investigations                                                                                                                                                                                                                                                                                                                            | [Building Routing Rule Playbooks](docId\:vEiFYG4oYWkQ3DcMMwjXi), [Creating Automation](docId\:wJpjTO3fjnO0JiO1DYV3S)                                                          |
| 7. Resolve          | Status, classification, and closure per tenant playbooks and analyst action                                                                                                                                                                                                                                                                                                                                                                           | [Case Management (CASE)](docId\:sDpESfT6Lsyz0zfrn_hok)                                                                                                                        |

**Analyst entry point:** **Case Management** → **AI Alert Analysis** panel (**AI Analysis** widget). Hands-on steps: [Getting Started](docId\:p7QJQUayeKczHPxEpPWcp).

## What Is in the Package

| Area                     | Included                                                                                                                                                       | Guide                                                                                                                                 |
| ------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| Triage and investigation | **Case Management**, Hero AI plans and verdicts; **AI assisted investigation** (manual plan) or **agentic investigation** (Analysis agent)                     | [AI SOC Applications](docId\:UOSUZRpSl6hFe9d6Br5az), [Getting Started](docId\:p7QJQUayeKczHPxEpPWcp)                                  |
| Enrichment and routing   | **Threat Intelligence**, **Signal Routing Rules**, **Knowledge Base Articles**                                                                                 | [Configure Threat Intelligence Enrichment](docId:_wafAIm1sG-7z1UZmvr-P), [Knowledge Base Articles (KB)](docId\:NTgNxpVESzjGY_LlqoJmF) |
| Ingestion builder        | **AI Ingestion** application and workspace (alert sources)                                                                                                     | [AI SOC Ingestion](docId:0p9Qwz3o-0J5DNkPJUGmq)                                                                                       |
| Reporting                | **SOC Reporting**, **ROI Calculator** workspaces                                                                                                               | [Dashboards](docId\:AAYntc5RuMVE6M_Xru_0_)                                                                                            |
| Automation               | Prebuilt playbooks, assets, dashboards; **agentic investigation** via **AI SOC - Trigger Analysis Agent via Routing Rule** (routing rules created post-import) | [Playbook Types and Usage](docId\:Np4vvQLU6pnRWzSbEL_EO), [Building Routing Rule Playbooks](docId\:vEiFYG4oYWkQ3DcMMwjXi)             |
| Tenant connectivity      | **AI SOC Tenant Configuration**, **Turbine Tenant Credentials**                                                                                                | [Configure Custom Assets](docId\:qDCKIJLolS_7DWZJgRBqK)                                                                               |

## Key Capabilities

| Capability                | Summary                                                                                                                                                                                                                                         |
| ------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Ingestion**             | Multi-source alerts (webhook, API, cron); phishing email processing; Turbine Schema normalization                                                                                                                                               |
| **Threat intelligence**   | Multi-provider enrichment; primary provider per observable type; manual and automatic enrichment                                                                                                                                                |
| **Hero AI**               | Investigation plans (generate, regenerate, progress detail), **AI assisted** and **agentic** investigation paths, verdicts (Malicious, Suspicious, Benign, Unknown), plans-to-playbooks, MITRE mapping, remediation guidance (manual execution) |
| **Routing and playbooks** | Condition-based rules; **agentic investigation** via **AI SOC - Trigger Analysis Agent via Routing Rule**; repeatable **automated playbooks** for cost-efficient handling of recurring alert types; Marketplace components                      |
| **Case management**       | Unified **CASE-** lifecycle, evidence, escalation, metrics                                                                                                                                                                                      |
| **Knowledge base**        | Scoped articles (**Global**, **Signal Source**, **Signal Rule**, **Signal Name**) linked by **Matching Value**                                                                                                                                  |
| **Correlation**           | Related signals and historical context on the case record                                                                                                                                                                                       |

## Next Steps

| If You Want To...                                                | Go To                                                                     |
| ---------------------------------------------------------------- | ------------------------------------------------------------------------- |
| **Install and configure** (assets, Hero AI, ingestion playbooks) | [Installing and Configuring AI SOC Solution](docId:_b7njxu5XnzYrjCnGQg5J) |
| **Set roles and permissions**                                    | [RBAC Considerations for AI SOC](docId\:Jl6Dsw0QjBkPq_iOJDgLp)            |
| **Build connectors** (AI Ingestion widget, Turbine Schema)       | [AI SOC Ingestion](docId:0p9Qwz3o-0J5DNkPJUGmq)                           |
| **Run your first investigation**                                 | [Getting Started](docId\:p7QJQUayeKczHPxEpPWcp)                           |
| **Understand data flow and playbook handoffs**                   | [Architecture and Data Flow](docId\:kWCIabPwqOzQcjd2eZtic)                |
| **Map playbook flows, triggers, and troubleshooting**            | [Playbook Flow Reference](docId\:ZLfIPKIHFJKNqGcHW7Sxb)                   |
| **Learn the applications**                                       | [AI SOC Applications](docId\:UOSUZRpSl6hFe9d6Br5az)                       |
| **Author KB articles**                                           | [Knowledge Base Articles (KB)](docId\:NTgNxpVESzjGY_LlqoJmF)              |
| **Do daily tasks**                                               | [Operations and Guidance](docId\:DsdGtAQeg95DSeAF2Iat-)                   |
| **Build routing rule playbooks**                                 | [Building Routing Rule Playbooks](docId\:vEiFYG4oYWkQ3DcMMwjXi)           |
| **Monitor operations**                                           | [Dashboards and Reports](docId\:deVHsmAt40H1MlpUcMEnr)                    |
| **Improve how you use AI SOC**                                   | [Operational Best Practices](docId\:wW_GfWujLJT7OpjDuU8vg)                |
| **See example investigations**                                   | [Example Scenarios](docId\:mG9XUakOaXK0hy1tlf5Dm)                         |
| **Connect your tools**                                           | [Integration Examples](docId\:vm1j5-5rzQX4LC0HqoAIV)                      |
| **Fix issues**                                                   | [Troubleshooting](docId\:cKnuXQV85k9lu0OCqV218)                           |

### Recommended Reader Journeys

| Role or Goal          | Suggested Order                                                                                                                                                                                                                                            |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Installer / admin** | [Installing and Configuring AI SOC Solution](docId:_b7njxu5XnzYrjCnGQg5J) → [RBAC Considerations for AI SOC](docId\:Jl6Dsw0QjBkPq_iOJDgLp) → [Getting Started](docId\:p7QJQUayeKczHPxEpPWcp)                                                               |
| **Analyst**           | [Getting Started](docId\:p7QJQUayeKczHPxEpPWcp) → [AI SOC Applications](docId\:UOSUZRpSl6hFe9d6Br5az) → [Operations and Guidance](docId\:DsdGtAQeg95DSeAF2Iat-)                                                                                            |
| **Architect / PS**    | [Architecture and Data Flow](docId\:kWCIabPwqOzQcjd2eZtic) → [Playbook Types and Usage](docId\:Np4vvQLU6pnRWzSbEL_EO) → [Playbook Flow Reference](docId\:ZLfIPKIHFJKNqGcHW7Sxb)                                                                            |
| **New alert source**  | [Choose Your Ingestion Path](https://docs.swimlane.com/solutions/installing-and-configuring-ai-soc-solution#choose-your-ingestion-path) → [Configure Ingestion Playbooks](docId\:B1-f6uEPZ95dFN5nNl0lA) or [AI SOC Ingestion](docId:0p9Qwz3o-0J5DNkPJUGmq) |

Use the links in the tables above for each step in a journey.
