Getting Started with Trainings

Create, manage, and deliver custom or AI-generated security trainings to keep your team informed and prepared.

Overview of Trainings Page

You’re ready to start creating trainings! Herd makes it simple to create and share trainings with your team—so you can deliver security knowledge without slowing down daily workflows. Whether you’re building a custom training from scratch or letting AI generate one for you, Herd ensures your team gets the right content, at the right time.

This section provides step-by-step instructions for navigating the Training Page, creating both Custom Trainings and AI-Generated Trainings, and managing the delivery of trainings. Once you’re familiar with the basics, you’ll be able to send, queue, and search trainings with ease—helping your team stay aligned and up to date.

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What You’ll Find Here

• Navigating the Training Page — Learn how to access the Training tab, explore the library, and use search and filters.

• Creating Custom Trainings — Step-by-step instructions for building trainings with your own content.

• Create Trainings with AI — Guidance on generating trainings in minutes using Herd’s AI.

• Sending Trainings — How to assign trainings to users, teams, or your entire organization.

• Queue Trainings — Instructions for scheduling trainings to release at a future date.

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Before You Begin

• Ensure you have access to the Training Page in Herd.

Continue to the next module to explore how to navigate and use the Trainings Page.