> For the complete documentation index, see [llms.txt](https://herd-security.gitbook.io/herd-security-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/create-training-with-ai.md). # Create Training with AI ## **Generate Training with HerdAI** AI-Generated Trainings make it fast and easy to deliver learning content without starting from scratch. By simply providing a topic or reference material, Herd’s AI builds a structured training for you in minutes. AI-Generated Trainings are ideal when you need to: * Quickly create **onboarding modules** for new hires. * Provide **fast refreshers** on security or compliance topics. * Share **updates** on new policies, procedures, or emerging risks. #### Starting an AI-Generated Training Creating a training with HerdAI is a **conversational** experience—you describe what you want in chat and HerdAI builds a draft you can refine. There's no structured form to fill out. * On the left-hand sidebar, click **HerdAI**, or * From the **Trainings Page**, click **New Training** and choose **Create with HerdAI** (this opens the HerdAI chat with a starter prompt ready to go).
## Building Your Content
**Step 1:** Describe the training you want, or upload a reference document for HerdAI to build around. The more detail you give, the closer the first draft will be. Helpful things to mention: 1. **What topic** should the training cover? (e.g., phishing awareness, password security, data privacy, compliance, etc.) 2. **How many steps** would you like? (default is around 5–7 steps) 3. **Any quiz questions?** Should some steps be quiz questions to test knowledge? 4. **Any specific style or tone?** (e.g., formal, casual, scenario-based) **Step 2:** Send your message. HerdAI generates a complete training preview right in the chat. Keep chatting to refine it—ask HerdAI to add steps, change the tone, or adjust the title and tags, and the preview updates in place. ## **Training Content** Your **HerdAI Generated Trainings** can be found under your company's **Training tab** within the **Trainings Page.** **Step 1:** Once your training has been generated and published in HerdAI, click **View Training** to view and manage the content. When you're on a training’s details page, you're able to make changes to the training title, description, tags, content and structure. ### Training Controls
At the top of the training page, the **more (…)** menu gives you these actions: **Preview**, **Create similar training**, **Export SCORM**, **Archive training**, and **Delete training**. * **Preview** Click Preview to see how the steps will appear when delivered. The preview renders your training inside a realistic **Slack-style window** — or a **Teams-style window** for Teams-only organizations — with sample values filled into variables, so you see exactly what members will see. * **Create similar training**\ Spin up a new draft that reuses the structure and style of this training as a starting point. * **Export SCORM**\ SCORM stands for **Sharable Content Object Reference Mode.** Clicking the **Export SCORM** button in Herd will allow you to take a training you've built in Herd and **export it as a SCORM package** so you can use it in other LMS platforms (like Cornerstone, Docebo, Moodle, TalentLMS, etc.) * **Delete training**\ This option soft deletes a training. Use it if you no longer need a custom or cloned training. ## Step Editor
**Step 1: Review and edit** the generated content or quiz questions to fit your team’s voice and priorities. **Step 2:** To **Reorder** training steps, click on the 6 dots next to each step and drag it to the desired location. **Step 3:** To add more content, scroll to the bottom of the created training and press **Add Step.** **Step 4:** To tailor the content to your organization's goals, click into any of the drafted steps and customize the content your users will see. * Here’s what you can do in the step editor: * **Message Body & Preview**\ Type your content into the **Message Body** box.\ To preview how the steps will look like, press the **Preview** button above the training shows how the message will appear in **Slack or Microsoft Teams**. * **Formatting Tips**\ When you click into the step you wish to edit, you’ll find the following formatting shortcuts above: * **Bold** * *Italics* * ~~Strikethrough~~ * [Links](https://example.com) * Click **“+ Add Button”** to insert response options or quiz prompts. * These buttons help guide users to the next step or capture answers. * **Limit: 30 characters** to ensure proper display in Slack. * Use the **Correct Answer** field to select the correct response for quiz steps. {% hint style="info" %} If you do not align the **Correct Answer** with the corresponding button, users will be marked incorrect even if they selected the right choice. This is essential for **accurate scoring**—at least one correct answer must be marked. {% endhint %} **Step 5: Attach Images or Videos** * Upload **images**, **videos**, or **audio** directly into the step to enrich your content. If you don't have organization-specific media, you can use HerdAI to generate **image**, **video**, or **audio (text-to-speech)** content — or reuse something from your [Media Library](/herd-security-docs/trainings/getting-started-with-trainings/media-library.md). When generating an **AI video**, you choose between two styles: * **Animated scene** — AI-generated b-roll with a voiceover. You can edit the narration script, pick the **voice provider and voice** (or leave your organization's [default narration voice](/herd-security-docs/settings/settings/general-and-approvals.md#ai-narration-voice)), add closed captions, and optionally supply a reference image. * **Talking head** — an avatar reads the script to camera. Pick the **Avatar**, **Voice**, and **Avatar Framing** (**Full frame**, **Circle crop**, or **Close-up**), or keep the workspace defaults. Requires HeyGen to be configured for your workspace. While a video renders, Herd reports real progress right in the chat — *"Writing the narration script…"*, *"Rendering scene 2 of 5…"*, *"Stitching audio, video, and captions…"* — and the finished video card includes a collapsible **Transcript** of the narration and a **Download video** link.
**Step 6:** Your edits **save automatically**—a **Saving…** / **Saved** indicator at the top of the editor confirms when changes are stored. There's no separate Save button to press. After finalizing, you can preview the AI-Generated Training and then choose to [**send it immediately** ](/herd-security-docs/trainings/getting-started-with-trainings/sending-trainings.md)or [**queue it for future release**](/herd-security-docs/trainings/getting-started-with-trainings/queue-trainings.md). *** ## Ask HerdAI for a Training in Chat You don't have to start from the builder—you can simply **describe the training you want to HerdAI** and get a ready-to-review draft back in the conversation. **Step 1:** Open **HerdAI** from the left-hand sidebar, or use the **HerdAI** widget on your **Dashboard**. **Step 2:** Type what you want, then send. For example: * *"Build a training on phishing awareness."* * *"Create a 10-step training on password security with 3 quiz questions."* If you'd rather be guided, just say so—HerdAI will ask what topic to cover, how many steps it should have, and anything else it needs before generating a draft. **Step 3:** HerdAI generates a **training preview** right in the chat. The preview card shows the **title, description, tags,** and every step rendered the way it will appear in **Slack or Microsoft Teams**, with quiz steps showing their answer options and the correct answer marked. **Step 4:** Keep chatting to refine the draft. You can ask HerdAI to regenerate it ("make it funnier"), add steps ("add another step"), change the title or tags, or remove a step—and the preview updates in place. **Step 5:** When you're happy with it, press **Publish** on the preview card (or tell HerdAI to publish it). Once it's published, click **View Training** to open it on the **Trainings** page, where you can edit, assign, and send it like any other training. {% hint style="info" %} HerdAI will only publish a training **after** you've reviewed the preview and confirmed. It won't generate and publish in a single step. {% endhint %} ### Build on an Existing Training From a training's detail page, you can hand HerdAI an existing training as a **style reference** so a new draft matches its structure, tone, and depth. When you start a chat this way, a banner shows which training you're building on, and you can clear it at any time. *** ## Grounded in Your Own Documents AI-generated trainings aren't generic: generation automatically grounds itself in **your organization's** [**Policies**](/herd-security-docs/policies/policies.md) — the policies, runbooks, and internal docs you've added there — plus your [Organizational Context](/herd-security-docs/settings/settings/general-and-approvals.md#your-organizational-context). Relevant excerpts are retrieved by topic behind the scenes, so a training about data handling reflects *your* data-handling policy, not a textbook one. You can also ground a specific draft directly: attach a document to your HerdAI message, or paste a URL into the topic and Herd reads it as source material. {% hint style="info" %} The richer your Policies corpus and Organizational Context, the more your generated trainings sound like your organization. Grounding never blocks generation — if nothing relevant is found, you simply get an ungrounded draft. {% endhint %} *** ## Story-Based Trainings Ask HerdAI for a **story-based** (narrative) training — *"tell it as a story"*, *"make it first-person"* — and it writes the training as a first-person account of a real-shaped attack, taken apart lever by lever: what the target saw, what they felt, and which psychological levers the attacker pulled. Story-based trainings carry a green **Story-based** badge on the training page and in chat previews. How raw those accounts are allowed to get is an organization-wide dial: **Story-based training tone**, in the training settings drawer (gear on the Trainings page, under **Creation & feedback**): * **Reserved** — measured and clinical; stakes come across through facts rather than emotion. * **Balanced (recommended)** — real emotional stakes in restrained language. * **Bold** — keeps the uncomfortable edges the real attack had, and says plainly how cynical it was. At every level the content explains the tactics from the outside — it never uses them against the learner. *** ## Letting Herd AI Plan Your Library Beyond building one training at a time, HerdAI can work out **which trainings your organization is missing**. Ask it — *"figure out what trainings would be good for us"*, *"what are we missing?"* — and it reviews your tech stack, policies, live compliance campaigns, threat feed, and existing library, then proposes a prioritized list with its reasoning. Pick the ones you want and HerdAI builds them; nothing is ever assigned to anyone automatically, and if your organization requires review, the new trainings wait in **Reviews**. You can also put this on autopilot: the **Nightly training generation** toggle (training settings drawer → **Herd AI automation**, off by default) has Herd AI run the same review each night and create up to **3** missing trainings for your review. *** ## Conversational Trainings (Beta) Alongside standard **step-by-step** trainings, Herd can deliver **Conversational** trainings—an interactive, chat-based experience built around **learning objectives** instead of a fixed sequence of steps. Each objective is either an **Info** objective (HerdAI teaches a concept, then confirms the learner understood it) or a **Quiz** objective (the learner has to give a specific answer), and Herd guides the learner through them as a real-time dialogue. **To create one with HerdAI,** ask for a conversational training in chat: * *"Create a conversational training on social engineering."* * *"Make a chat-based training with 5 objectives, 2 of them quiz objectives."* HerdAI generates a preview built from learning objectives, which you can refine and **Publish** the same way as a step-by-step training. Conversational trainings are labeled with a purple **Conversational** badge in your **Trainings** list, and you can use the **Conversational / Step-by-step** filter at the top of the Trainings page to show only one type. A few things that make the conversational experience feel natural for learners: * **Attachments per objective** — when editing a conversational training, each objective can carry up to 10 attachments (images, video, documents, or audio) via **Add attachment**. The media appears in the chat thread the moment HerdAI reaches that objective. * **Pause anytime** — a learner can simply say *"pause the training"* to step away. Herd hands them back to the general assistant and leaves a persistent **Resume training** button in the thread. * **Switching to the assistant** — if a learner asks something off-topic mid-training, Herd offers **Pause & switch** / **Keep training** so they can get help from the assistant and come back where they left off. * **Credit for early answers** — if a learner spontaneously answers a later quiz question ahead of time, they get credit for it instead of being re-asked. Conversational trainings deliver over Slack, Teams, or the browser/email link player, following the same delivery preferences as step-by-step trainings — see [Sending Trainings](/herd-security-docs/trainings/getting-started-with-trainings/sending-trainings.md#how-trainings-reach-users-delivery-channels).