AegisAI Perspectives · 101

How do you choose an integrated cloud email security (ICES) platform?

This page sets out the criteria for choosing an ICES platform, the licences each one needs in Microsoft 365, and a trial plan you can run on your own mail.

TL;DR
Answer
Run any ICES platform in monitor mode on your own mail for at least two weeks, then score what it does after delivery and what it needs from your tenant.
Who it's for
Microsoft 365 and Google Workspace admins and security leads adding an API layer next to the suite's own filtering.
Watch out for
Microsoft's ICES vendor ecosystem for Defender needs Plan 2 or E5 and a vendor on its supported list, and policies must be aligned with the added tool.
What AegisAI does
AegisAI reads mail through the Microsoft 365 or Google Workspace API after delivery, with no change to mail routing (MX records). It runs in monitoring mode first.
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How do you choose an integrated cloud email security (ICES) platform?

Choose an integrated cloud email security (ICES) platform by running it in monitor mode for at least two weeks5, then scoring what it does after delivery and what it needs from your tenant. AegisAI, for example, reads mail through the Microsoft 365 or Google Workspace API after delivery and runs in monitoring mode first18. The criteria below apply to any platform you test.

What you can do by the end

  • Run a trial in order: monitor mode, weekly false positive review, then removal rights as a separate step.
  • List the licences and admin permissions an API connection needs before you sign anything.
  • Count missed threats and false positives on your own mail instead of trusting accuracy claims.

Score every platform on your shortlist against these three outcomes.

What does an integrated cloud email security platform add?

An ICES platform adds a second reader that connects to your cloud mail suite by API and acts on mail after the suite has accepted it. In Microsoft 365, malware and high-confidence phishing are always quarantined, and quarantine cannot be turned off completely15. Zero-hour auto purge (ZAP) acts on messages already in a mailbox, but its search covers only the last 48 hours of delivered email10. ZAP for malware, spam and phishing has no special licensing requirement.

Ask two things of any ICES platform. What does it catch that the built-in layer delivered, and what does it do about mail that is older than 48 hours? The guide to API-based email security without an MX record change explains the connection itself. Write down your current filter's gaps before you talk to any vendor.

Short on time? Watch the explainer, or book a demo.

Which licences sit under an ICES platform?

Your Defender for Office 365 plan decides which built-in layers you already hold. Defender for Office 365 Plan 2 adds post-breach investigation, hunting, response and automation8. If your subscription lacks Plan 2, Microsoft offers a 90 day trial of it at no cost.

Automated Investigation and Response (AIR) needs Plan 2 licences14. When AIR finds a threat, it queues remediation actions for SecOps staff to approve. List your current plan and the permissions each platform asks for before any sales call.

Does an ICES platform have to plug into Defender for Office 365?

No, but joining Microsoft's ICES vendor ecosystem for Defender comes with conditions. Microsoft's ICES vendor ecosystem requires Defender for Office 365 Plan 2 or Microsoft 365 E5 licences1. Integration works only with the vendors Microsoft lists, and other ICES vendors are not supported. Microsoft calls it critical to align policy settings between Defender and the integrated vendor, to keep message handling consistent.

Ask each vendor whether it is on Microsoft's supported list and where its verdicts will show up.

How to run an ICES trial on your own mail

Run the trial in this order, so each step produces evidence before the next one adds risk.

  1. Record whether your subscription includes Defender for Office 365 Plan 2, the plan that adds post-breach investigation.

  2. Decide whether you need verdicts inside Defender. That needs Plan 2 or E5 and a vendor on Microsoft's list.

  3. Connect the platform by API with read access only. Leave mail routing and MX records as they are.

  4. Run in monitor mode for at least two weeks before enforcing any block.

  5. Review false positive rates every week during the first month6.

  6. Export trial evidence early. Anti-spam quarantine keeps messages 15 days by default, or 30 days under the Standard and Strict preset policies16. Expired messages are permanently deleted and cannot be recovered.

  7. Align policies between Defender and the added platform before you turn on enforcement.

  8. Grant removal rights as a separate step, then test removal on a message delivered more than 48 hours earlier, outside ZAP's search window.

Put these eight steps into the trial agreement, so the vendor runs your test instead of its own demo.

How AegisAI handles this

AegisAI reads mail through the Microsoft 365 or Google Workspace API after delivery, with no change to mail routing (MX records). It runs in monitoring mode first. Removal needs write access your admin grants and can revoke. Every verdict on inbound email security comes with its reason in plain language, so your team can check it and share it.

Compare the criteria side by side

The table scores criteria, not vendors. The middle column is what Microsoft 365 already does, so you can see where an added platform earns its place and where it does not.

CriterionQuestion for the trialBuilt-in Microsoft 365 controlsAegisAI
ConnectionDoes it read mail by API or sit in the mail path?Part of the mail flowReads mail through the API after delivery
Mail routingDoes it need an MX record change?No changeNo change to mail routing (MX records)
Mail already deliveredCan it act on messages in mailboxes?ZAP searches the last 48 hours of delivered mailRemoval needs write access your admin grants and can revoke; ask how far back it searches
Watch before actingCan it run without enforcing?Not covered in the Microsoft pages used hereRuns in monitoring mode first
Notice and reasonIs anyone told why a message was moved?Users are not told when ZAP moves a message11Every verdict comes with its reason in plain language
Cost of the first layerWhat protection comes with the tenant?ZAP for malware, spam and phishing needs no special licenceNo edge: this layer is already in your tenant
Policy alignmentWho keeps policies consistent?Your admin aligns them for any added vendorNo edge: ask how policies stay consistent with Defender

60-second self-check

Is your ICES trial plan ready?

Six questions. Nothing is sent anywhere; the result shows on this page.

  1. Will the platform read mail by API after delivery, with no MX record change?
  2. Can it run in monitor mode for at least two weeks before it enforces anything?
  3. Is removal a separate write permission your admin grants and can revoke?
  4. Does every verdict come with a reason your team can read and check?
  5. Do you know whether your licence covers Microsoft's ICES vendor ecosystem for Defender (Plan 2 or E5)?
  6. Have you aligned policies between Defender and the added platform?

Score each row yes or no for every platform you test, keep the no-edge rows, and use the demo request page to arrange a monitoring mode test on your own tenant.

Check the numbers from a two week trial

Write the trial result as counts on your own mail, including messages delivered more than 48 hours before the flag.

Illustrative example, figures are fictional. A 600 mailbox Microsoft 365 tenant on E3 runs an ICES platform in monitor mode for 14 days. The platform flags 41 messages that the built-in layer delivered. The security team reviews all 41: 33 are phishing or payment fraud, 8 are legitimate newsletters. In week 2 the team finds 6 of the 33 were opened, and 2 were delivered more than 48 hours before the flag. The team writes three numbers into the trial report: 33 missed threats, 8 false positives, and 2 messages outside ZAP's search window.

Write your own trial up in this format, with the denominator and the dates, before you compare platforms.

How to measure it in 30 days

Track three numbers from day one, each with the place it lives.

  • Missed threats caught by the added platform. Messages it flags that the built-in layer delivered. They live in the platform's verdict log, checked against Defender quarantine.
  • False positives per week. Legitimate messages it flags, reviewed weekly in the first month. They live in your review sheet.
  • Messages removed after 48 hours. Removals outside ZAP's search window. They live in the platform's removal log and your incident tickets.

Export all three before the 15 day anti-spam retention ends for the trial period, and decide on day 30.

Questions people ask

How do you choose an integrated cloud email security platform?

Run it in monitor mode on your own mail for at least two weeks, review false positives weekly, then grant removal rights. Score it on the threats it catches that your built-in layer delivered and on what it does after the 48 hour ZAP window.

What is integrated cloud email security?

It is the category name for email security that works next to the mail suite's own filtering. Microsoft runs an ICES vendor ecosystem for Defender for Office 365, limited to vendors on its supported list.

How long should an ICES trial run?

At least two weeks in monitor mode before you enforce any block, with false positive reviews every week during the first month. Export quarantine evidence before the default 15 day anti-spam retention removes it for good.

Does an ICES platform need an MX record change?

No, not when it connects by API. AegisAI, for example, reads mail through the API after delivery with no change to mail routing (MX records).

Do I need Microsoft 365 E5 to use an ICES platform?

Only to join Microsoft's ICES vendor ecosystem for Defender, which requires Defender for Office 365 Plan 2 or Microsoft 365 E5. Ask each vendor whether it is on Microsoft's supported list.

Sources

  1. Microsoft Learn, Defender for Office 365 ICES vendor ecosystem integration guide
  2. Microsoft Learn, Defender for Office 365 overview
  3. Microsoft Learn, Zero-hour auto purge in Exchange Online
  4. Microsoft Learn, Automated investigation and response in Defender for Office 365
  5. Microsoft Learn, Quarantined email messages
  6. Expert Insights, cloud email security deployment checklist
  7. AegisAI, Inbound email security

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