# Herd Security Docs

## Herd Documentation

- [Overview](https://herd-security.gitbook.io/herd-security-docs/readme.md): Herd is an AI-native security engagement platform built for security teams to proactively engage users across their organization on cybersecurity — from AI-generated trainings and multi-channel simula
- [Getting Started with Herd](https://herd-security.gitbook.io/herd-security-docs/getting-started/quickstart.md): Get started with the Herd Security Admin Console by setting up your account, connecting users and environments, and creating curated content for your organization.
- [Console Access & Login](https://herd-security.gitbook.io/herd-security-docs/getting-started/console-access-and-login.md): How to access the Herd console: your organization ID, login options, and credentials.
- [Dashboard](https://herd-security.gitbook.io/herd-security-docs/getting-started/dashboard.md): The Herd Dashboard is your home base for tracking training progress, spotting risk, and acting on HerdAI insights — a fully customizable widget grid.
- [Slack Training Setup](https://herd-security.gitbook.io/herd-security-docs/getting-started/slack-training-setup.md): Connect Slack with Herd to deliver trainings, messages, and policy acknowledgements through Slack. This is the most common way that organizations utilize Herd.
- [Teams Setup](https://herd-security.gitbook.io/herd-security-docs/getting-started/teams-setup.md): Connect Microsoft Teams with Herd to deliver trainings, reminders, and notifications, and sync your directory's users and groups.
- [Member Dashboard (Slack & Teams)](https://herd-security.gitbook.io/herd-security-docs/getting-started/member-dashboard.md): Every member gets a personal training dashboard inside Slack and Microsoft Teams — progress, points, streaks, awards, and a web handoff, no web login required.
- [Setup User Training Leaderboard](https://herd-security.gitbook.io/herd-security-docs/getting-started/setup-user-training-leaderboard.md): This guide walks you through integrating Slack with Herd, allowing your team to access live leaderboards, track performance, and celebrate achievements directly within your Slack workspace.
- [Okta Single Sign-On](https://herd-security.gitbook.io/herd-security-docs/okta/okta-single-sign-on.md): This guide walks you through setting up Single Sign-On (SSO) with Okta, allowing your team to securely access our platform using your existing company credentials.
- [Okta Group & App Sync](https://herd-security.gitbook.io/herd-security-docs/okta/okta-group-and-app-sync.md): This guide will show how to sync your current Okta groups into Herd.
- [Getting Started with Entra ID Integration](https://herd-security.gitbook.io/herd-security-docs/microsoft-entra-id-azure-ad/getting-started-with-azure-ad-integration.md): Microsoft Entra ID (Azure AD) Integration Guide that will walk you through setting up user sync, configuring SSO login, and security best practices.
- [Entra ID SSO](https://herd-security.gitbook.io/herd-security-docs/microsoft-entra-id-azure-ad/azure-ad-sso.md): This section walks you through setting up Single Sign-On (SSO) so users can log in to Herd using their Microsoft Entra ID (Azure AD) credentials.
- [Entra ID User and Group Sync](https://herd-security.gitbook.io/herd-security-docs/microsoft-entra-id-azure-ad/azure-active-directory-user-and-group-sync.md): How to connect Herd to your Microsoft Entra ID (Azure AD) to automatically sync users and groups.
- [Google Workspace](https://herd-security.gitbook.io/herd-security-docs/google-workspace/google-workspace.md): This guide walks you through connecting Herd with Google Workspace, allowing your organization to sync users and groups for training and simulation management using your existing directory.
- [HRIS Integrations (Workday, BambooHR & Rippling)](https://herd-security.gitbook.io/herd-security-docs/hris-and-erp/hris.md): Connect Workday, BambooHR, or Rippling to Herd for read-only employment signals — pause outreach for people on leave, and keep hire dates and employment status current.
- [ERP Integration (SAP)](https://herd-security.gitbook.io/herd-security-docs/hris-and-erp/erp.md): Connect your ERP (SAP) to Herd read-only to flag high-value BEC targets and launch dormant-vendor phishing simulations.
- [HerdAI](https://herd-security.gitbook.io/herd-security-docs/herdai/herdai.md): HerdAI is your conversational teammate inside Herd — ask it questions about your program, and have it draft and publish trainings, phishing simulations, and tracks, all from a chat.
- [Users & Groups](https://herd-security.gitbook.io/herd-security-docs/users/users.md): Browse everyone in your organization, dig into an individual user's profile and risk, and organize people into groups.
- [Getting Started with Trainings](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings.md): Create, manage, and deliver custom or AI-generated security trainings to keep your team informed and prepared.
- [Navigating Training Page](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/navigating-training-page.md): Learn how to access the Training tab, explore the library of available trainings, create new trainings, and quickly search or filter for specific trainings or topics.
- [Creating Trainings](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/creating-trainings.md): Create tailored training content for compliance, onboarding, or team-specific needs with full control over structure and delivery.
- [Create Training with AI](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/create-training-with-ai.md): This page provides guidance on generating trainings in minutes using Herd’s AI
- [Assigning Users to Training](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/assigning-users-to-training.md): Assign trainings to individual users or groups to ensure the right people receive the right content at the right time
- [Sending Trainings](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/sending-trainings.md): Send trainings instantly or schedule them for later, ensuring your team gets the right content at the right time.
- [Queue Trainings](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/queue-trainings.md): Queue trainings to schedule delivery of trainings in advance, ensuring users receive content at the right time without overload.
- [Training Reviews & Approvals](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/reviews-and-approvals.md): Require new trainings to be approved before they go live, and use the review workflow to leave feedback, suggest edits, and sign off on content.
- [Training Requests](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/training-requests.md): See the training topics your team has asked for and track each request from submission through to completion.
- [Training Feedback](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/training-feedback.md): Collect structured feedback from learners as they finish trainings — star ratings, categories, and comments — and review it on each training's Results tab.
- [Training Reports](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/training-reports.md): Track training completion across your organization with summary metrics, a detailed per-user table, filters, and CSV export.
- [Individualized Trainings](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/individualized-trainings.md): Let a conversational training adapt its pass criteria to each learner, based on what Herd has observed about how they work with AI.
- [Completion Awards](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/completion-awards.md): Send learners a celebratory, org-branded PDF award when they complete a training — automatically on completion, or on demand from the results view.
- [Training Tracks](https://herd-security.gitbook.io/herd-security-docs/tracks/training-tracks.md): Training Tracks let you bundle individual trainings into a sequenced curriculum and automatically deliver them to users over time — one per week, one per month, or any cadence you choose.
- [Phishing Simulations](https://herd-security.gitbook.io/herd-security-docs/simulations/phishing-simulations.md): Run realistic phishing and social engineering simulations with Herd to train your team, build awareness, and track resilience.
- [Navigating Phishing Simulations Page](https://herd-security.gitbook.io/herd-security-docs/simulations/phishing-simulations/navigating-phishing-simulations-page.md): The Phishing Simulation page lets you create, manage, and track phishing templates and campaigns all in one place
- [Whitelisting Email Domains (Google Workspace)](https://herd-security.gitbook.io/herd-security-docs/simulations/phishing-simulations/whitelisting-email-domains.md): Learn how to quickly and easily allowlist Herd's email domains so email simulations are delivered right to your inbox.
- [Whitelisting Email Domains (Microsoft 365)](https://herd-security.gitbook.io/herd-security-docs/simulations/phishing-simulations/whitelisting-email-domains-microsoft-365.md): Allowlist Herd's phishing-simulation domains in Microsoft 365 using Microsoft Defender Advanced Delivery, so simulations reach the inbox instead of being filtered.
- [Creating Email Templates](https://herd-security.gitbook.io/herd-security-docs/simulations/phishing-simulations/creating-email-templates.md): Design custom phishing email templates to create realistic, targeted simulations that reflect your team’s environment and training needs.
- [Landing Pages](https://herd-security.gitbook.io/herd-security-docs/simulations/phishing-simulations/landing-pages.md): Create and manage the landing pages users see after clicking a simulated phishing link, including credential-capture tracking.
- [Create Campaign](https://herd-security.gitbook.io/herd-security-docs/simulations/phishing-simulations/create-campaign.md): Create and manage phishing campaigns to schedule, target, and track simulations across your organization.
- [QR Code Phishing](https://herd-security.gitbook.io/herd-security-docs/simulations/phishing-simulations/qr-code-phishing.md): Add a scannable QR code to your phishing email templates to test how your team responds to quishing — phishing that moves the attack onto a mobile device.
- [Campaign Results](https://herd-security.gitbook.io/herd-security-docs/simulations/phishing-simulations/campaign-results.md): View detailed results from phishing campaigns to measure user responses, identify risks, and guide training efforts.
- [Auto-generated Simulations](https://herd-security.gitbook.io/herd-security-docs/simulations/phishing-simulations/auto-generated-simulations.md): Let Herd generate fresh phishing and smishing templates for you each night, seeded from your app stack and the threats your team is actually reporting.
- [SMS Phishing (Smishing) Simulations](https://herd-security.gitbook.io/herd-security-docs/simulations/sms-phishing-smishing-simulations.md): Build, send, and track SMS phishing (smishing) campaigns to test how your team responds to text-message social engineering.
- [Deepfake Phishing Simulations](https://herd-security.gitbook.io/herd-security-docs/simulations/deepfake-phishing-simulations.md): Show your team how convincing AI voice cloning has become with a hands-on voice deepfake exercise embedded in a training.
- [Compliance Campaigns](https://herd-security.gitbook.io/herd-security-docs/compliance/compliance-campaigns.md): Run structured compliance campaigns in Herd — bundle a framework, trainings, policies, and users into one trackable, audit-ready program.
- [Nudges](https://herd-security.gitbook.io/herd-security-docs/compliance/nudges.md): Send reminder nudges to users with incomplete assignments and review per-nudge delivery history for your compliance campaigns.
- [Drata Integration](https://herd-security.gitbook.io/herd-security-docs/compliance/drata-integration.md): Feed Herd's training completions and policy attestations into Drata — a daily write-only push into your Drata Custom Connection, plus pull-based evidence feeds.
- [User Page](https://herd-security.gitbook.io/herd-security-docs/compliance/user-page.md): Track user-level training assignments and progress to support audits and compliance.
- [Reports Page](https://herd-security.gitbook.io/herd-security-docs/compliance/reports-page.md): High-level overview of organization-wide results with the ability to export CSVs for audits.
- [Policies](https://herd-security.gitbook.io/herd-security-docs/policies/policies.md): Manage your organization's security policies in Herd, collect acknowledgements in Slack or Teams, and auto-sync policy documents from OneDrive or SharePoint.
- [AI Coach](https://herd-security.gitbook.io/herd-security-docs/ai-coach/ai-coach.md): AI Coach scores how effectively your team prompts AI tools like Claude, ChatGPT, and Microsoft Copilot, then turns that into coaching — a coaching signal, never a performance evaluation.
- [Setting Up AI Coach](https://herd-security.gitbook.io/herd-security-docs/ai-coach/ai-coach/setup.md): Connect your organization's Claude, ChatGPT, or Microsoft Copilot account to AI Coach, map AI activity to your people, and pull conversations to score.
- [Reviewing AI Use](https://herd-security.gitbook.io/herd-security-docs/ai-coach/ai-coach/reviewing-ai-use.md): Read your organization's AI posture on the Overview, browse scored conversations, read a conversation's coaching scorecard, and coach an individual from their profile.
- [Findings](https://herd-security.gitbook.io/herd-security-docs/ai-coach/ai-coach/findings.md): Review AI policy violations and coaching signals from your organization's AI usage, and triage them — without ever exposing chat content.
- [Leaderboards & Remediation](https://herd-security.gitbook.io/herd-security-docs/ai-coach/ai-coach/leaderboards-and-remediation.md): Turn on AI Coach leaderboards and the Slack self-service surface, and auto-assign a short conversational training when a pattern of weak prompting emerges.
- [Email Providers](https://herd-security.gitbook.io/herd-security-docs/email-providers/email-providers.md): Connect Herd to your organization's mail provider so that when users report a phishing simulation, Herd credits them with the report in your campaign results.
- [Detecting Phishing Reports From Gmail](https://herd-security.gitbook.io/herd-security-docs/email-providers/email-providers/gmail.md): Enable Herd to credit users who report a phishing simulation using Gmail's Report phishing button, by reusing your Google Workspace service account and granting one additional read-only Gmail scope.
- [Detecting Phishing Reports From Outlook](https://herd-security.gitbook.io/herd-security-docs/email-providers/email-providers/outlook.md): Enable Herd to credit users who report a phishing simulation using Outlook's Report button. A tenant admin consents to Herd's Azure application once — no Azure portal configuration required.
- [Settings](https://herd-security.gitbook.io/herd-security-docs/settings/settings.md): The Settings area is where admins configure Herd — integrations, AI behavior, threat feeds, and system health, all organized into tabs.
- [General & Security](https://herd-security.gitbook.io/herd-security-docs/settings/settings/general-and-approvals.md): Configure Herd's general behavior — appearance, onboarding delay, business hours — and organization security, plus your AI Organizational Context.
- [API Keys](https://herd-security.gitbook.io/herd-security-docs/settings/settings/api-keys.md): Create and manage API keys to authenticate programmatic access to your Herd organization's endpoints.
- [SCIM Provisioning](https://herd-security.gitbook.io/herd-security-docs/settings/settings/scim-provisioning.md): Provision and deprovision Herd users and groups directly from your identity provider with Herd's SCIM 2.0 server.
- [SIEM / DLP Webhooks](https://herd-security.gitbook.io/herd-security-docs/settings/settings/siem-dlp-webhooks.md): Send security alerts from your SIEM or DLP tools to Herd, automatically assign trainings to the users involved, and stream Herd events back out to your SIEM.
- [LLM Providers](https://herd-security.gitbook.io/herd-security-docs/settings/settings/llm-providers.md): Bring your own Anthropic (Claude) API key so Herd's AI features run on your organization's own account and negotiated rates.
- [GitHub Integration](https://herd-security.gitbook.io/herd-security-docs/settings/settings/github-integration.md): Connect the Herd GitHub App to pull engineering-health signals — AI review adoption, Actions hygiene, and lead time — from the repositories you choose.
- [Threat Intel Feeds](https://herd-security.gitbook.io/herd-security-docs/settings/settings/threat-intel-feeds.md): Track threat intelligence from built-in and custom feeds, and deliver a curated digest to Slack and Microsoft Teams channels.
- [Monitoring & Health](https://herd-security.gitbook.io/herd-security-docs/settings/settings/monitoring-and-health.md): Keep an eye on the health of your Herd workspace — audit logs, training and message delivery, scheduled jobs, and queues.
- [Increase Engagement](https://herd-security.gitbook.io/herd-security-docs/how-to-documentation/increase-engagement.md): Practical steps to raise engagement in ongoing security awareness training.
- [Achieve 100% Completion Rate](https://herd-security.gitbook.io/herd-security-docs/how-to-documentation/achieve-100-completion-rate.md): When you're staring down an audit deadline or a new regulatory requirement, this guide shows you how to hit 100% completion quickly — without burning out your team or chasing stragglers manually.
- [Create the Best Video Training](https://herd-security.gitbook.io/herd-security-docs/how-to-documentation/create-the-best-video-training.md): How to design video steps in Herd so they're effective, short, and easy to complete — the way media teams build them.
- [Make Simulations Challenging but Fair](https://herd-security.gitbook.io/herd-security-docs/how-to-documentation/make-simulations-challenging-but-fair.md): Simple practices for designing phishing and smishing simulations that genuinely build resilience while keeping your program credible and fair.
- [Use Simulation Results to Decide Your Next Training](https://herd-security.gitbook.io/herd-security-docs/how-to-documentation/use-simulation-results-to-decide-your-next-training.md): How to turn your phishing and smishing simulation results into targeted training action.
- [Managing Roles, Groups, and Permissions](https://herd-security.gitbook.io/herd-security-docs/how-to-documentation/managing-roles-groups-and-permissions.md): How to control who can do what in your Herd workspace using roles, groups, and permissions.
- [Glossary/Terms](https://herd-security.gitbook.io/herd-security-docs/glossary-terms.md): Terms that are used within Herd documentation.
- [API Documentation](https://herd-security.gitbook.io/herd-security-docs/api-documentation.md): Reference documentation for the Herd Security public API: authentication, rate limits, a quickstart integration guide, and the full endpoint reference.
- [Authentication](https://herd-security.gitbook.io/herd-security-docs/api-documentation/authentication.md): How to create Herd API keys, authenticate requests with the X-API-Key header, and revoke access when a key is no longer needed.
- [Rate Limits](https://herd-security.gitbook.io/herd-security-docs/api-documentation/rate-limits.md): The Herd API enforces a per-key rate limit of 1000 requests per minute and reports usage through X-RateLimit response headers.
- [Quickstart](https://herd-security.gitbook.io/herd-security-docs/api-documentation/quickstart.md): An integration guide for the Herd API: make your first requests with curl, page through results, and handle the standard error format.
- [Endpoint Reference](https://herd-security.gitbook.io/herd-security-docs/api-documentation/endpoint-reference.md): Full reference for every Herd API endpoint: parameters, response schemas, and example responses for users, trainings, tracks, tags, enrollments, compliance evidence, and audit logs.
- [Versioning & Stability](https://herd-security.gitbook.io/herd-security-docs/api-documentation/versioning-and-stability.md): Versioning, stability, and deprecation policy for the Herd Security public API.
- [Frequently Asked Questions](https://herd-security.gitbook.io/herd-security-docs/frequently-asked-questions.md)