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AI agent for information security analysts

Phishing Simulation Coordination Agent

A safe, authorized awareness exercise that measures and improves staff resilience

LearningIT and development
See how it worksGet access
Phishing Simulation Coordination Agent: what goes in, what the agent does and what you get

What it does

Phishing awareness exercises must teach staff without disrupting real work, and only on authorized groups. For an approved exercise this agent prepares the plan: the target group from the authorized list, a schedule that avoids sensitive business periods and a scenario from an approved library. Before anything runs, it checks the plan against the rules of engagement, such as excluded people, allowed timing and how closely a scenario may imitate real internal systems. If the plan breaks a rule, it adjusts it and checks again. During the exercise it tracks who interacted and measures results. Everyone who took part is routed to awareness follow-up, never singled out. It drafts a results summary focused on learning, not blame. You approve the launch and the follow-up. Edge case: a scenario too close to a real internal portal is swapped.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedApprovedNo 1 STARTS WHEN Awareness exercise approved 2 DOES Plan the group, timing and scenario 3 CHECKS THE RESULT Does the plan meet the rules of engagement and avoidsensitive periods? If not: adjust the group, timing or scenario andrecheck. Back to step 2. 4 YOU APPROVE Lead approves launching the exercise 5 USES A TOOL Run the exercise and record participation 6 DOES Route participants to awareness follow-up and draftresults 7 YOU APPROVE Lead approves the follow-up and summary 8 RESULT Results summary focused on learning
Read the steps as a list
  1. Awareness exercise approved
  2. Plan the group, timing and scenario
  3. Does the plan meet the rules of engagement and avoid sensitive periods?If not: adjust the group, timing or scenario and recheck. Back to step 2.
  4. Lead approves launching the exerciseThe agent waits here for your OK.
  5. Run the exercise and record participation
  6. Route participants to awareness follow-up and draft results
  7. Lead approves the follow-up and summaryThe agent waits here for your OK.
  8. Results summary focused on learning

How it decides

It runs only within the rules of engagement and routes all participants to learning, never using results to single individuals out.

  • Run only within the rules of engagement
  • Exclude anyone on the do-not-target list
  • Use results for learning, not individual blame

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Rules of engagement
  • Do-not-target list
  • Scenario library
  • Follow-up learning content

What keeps you in control

It always asks you first

  • Launching the exercise
  • The follow-up and results summary

Hard limits

  • Only authorized groups, never real credentials harvested for use
  • Results never used to punish individuals

It stops when

  • Done: exercise run and learning assigned
  • Stop: the exercise is not authorized or rules are missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe plan for a November exercise at Wexford Hospital targeted 400 staff. The rules check failed: 20 were on the do-not-target list and the date clashed with month-end close. The agent removed them and moved the date. A scenario imitating the real HR portal was swapped for a generic one. The security lead approved launch, and all 38 who clicked got a short refresher.

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