Getting Started: Vishing Simulator

- Template List
  - Vishing Template Lists
  - How to create a Vishing Template
  - How to edit a template
- FAQ
- Next Steps

Template List

ℹ️ Before launching a vishing campaign, target users must have a phone number attribute populated. For more information on how to add a phone and other attributes see our Target Users Overview article here.

The Vishing Simulator template page presents all of the available templates you have to send to your target users. From this page, you can create, edit, or delete any vishing templates that you would like.

Vishing Template Lists

Template Name	Name of the vishing template
Language	The language available for the template
Difficultly	The difficulty rating for the template
Created By	The company that created the template
Date Created	Date and time the training item was created
Available For	The companies that this template is available for
Tags	Tags assigned to the template to facilitate search efforts
Actions > Preview	Preview the template before launching to target users
Actions > Edit	Edit and customize the template
Actions > Duplicate	Duplicate the template for editing and customization
Actions > Delete	Permanently delete the template

How to Create a Vishing Template

Follow the steps below to create a new vishing template.

Click on the +NEW button on the Vishing Template list page.
On the Template Info page, complete the following fields:
- Select the difficulty level: The difficulty rating for the template
- Template name: Name of the vishing template
- Description: The brief description for the template
- Tags: Tags assigned to the template to facilitate search efforts
If you’re a reseller you can choose what companies this template is available for
Click Next
On the Dialog Settings page complete the following fields:
- Select the Language that the vishing template will be voiced in
- Enter the Steps that define your vishing template
  - Select text-to-speech or mp3 steps to create your vishing campaign.
    - Text-to-speech: The text written by the admin will be narrated by the AI in the chosen language.
    - MP3 Audio File: The mp3 voice file will be played to the end user.
    - Pause: The call will be held on in silence in seconds after the previous step is completed before the second step is played.
  - Next, enter the number of number digits that the end user will have to enter to move on to the next step.
    - Leave by default zero if there is no required digit that must be dialed by the end user for the related step.
  - You need to choose one step, “fail at this step”, in order to mark the end user as phished on the report if the user comes to the related marked step.
  - Finally, complete the fields for Invalid Dialing Notice, This notice will be played when the user fails to enter the requested amount of digits correctly.
    - Under Methods, select if you would like to use voice to text or if you would like to upload an mp3 file.
      - If you select the voice-to-text option, enter the text for the AI to narrate
Once you are happy with your template, click Save.

ℹ️ You can add up to five steps for your vishing template.

How to Edit a Template

Go to the template list, and under the actions column, you will see the Edit option to edit the template. This will take you to the Template Info page where you can begin customization.

FAQ

Q. Can I restore a deleted template?

A. No. Once an item has been deleted, it is no longer available.

Q. Can I use a different file type than MP3 for the Invalid Dial Notice?

A. No. The platform only supports MP3.

Q. Can I upload an MP3 file with a size of more than 1MB?

A. No. The platform only supports MP3 files of 1MB size.

Next Steps

Vishing Simulator Campaign Manager