{"id":6552,"date":"2024-04-09T14:12:04","date_gmt":"2024-04-09T08:42:04","guid":{"rendered":"https:\/\/phishgrid.com\/?post_type=docs&p=6552"},"modified":"2024-04-09T15:54:04","modified_gmt":"2024-04-09T10:24:04","password":"","slug":"adding-a-vishing-template","status":"publish","type":"docs","link":"https:\/\/phishgrid.com\/kb\/adding-a-vishing-template\/","title":{"rendered":"Adding a Vishing Template"},"content":{"rendered":"\n

Step 1: Navigate to Template Creation<\/strong><\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Access the PhishGrid Dashboard.
Click on \u2018Templates\u2019, then select \u2018New Template\u2019.<\/p>\n\n\n\n

Step 2: Click on ‘Create’ in Vishing Scenario Creator<\/strong><\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Step 3: Initiate the Vishing Template<\/strong><\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Enter a name and description for your vishing template in the \u201cTemplate name\u201d and \u201cTemplate description\u201d fields, respectively.<\/p>\n\n\n\n

Step 4: Configuration of Vishing Template<\/strong><\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n
    \n
  • Assign relevant \u201cTag(s)\u201d to your template for easy categorization.<\/li>\n\n\n\n
  • Choose the difficulty level (e.g., \u2018Beginner\u2019) that corresponds to the complexity of the vishing scenario you\u2019re creating.<\/li>\n<\/ul>\n\n\n\n

    Step 5: Drafting Your Script<\/strong><\/h2>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Type the message you want the simulated bot to convey in the \u201cWrite a message for user\u201d field.

    Interactive Elements:<\/strong><\/p>\n\n\n\n

    Use the \u2018Add next action\u2019 button to insert interactive elements like \u2018Say\u2019 for additional messages or \u2018Input\u2019 to simulate the bot asking for user input<\/p>\n\n\n\n

    Phishing Actions:<\/strong><\/p>\n\n\n\n

    Select \u2018Add on phish\u2019 to create conditions based on the user\u2019s input or actions during the call.<\/p>\n\n\n\n

    Step 6: Finalizing the Template:<\/strong><\/h2>\n\n\n\n

    After setting up your message sequence and interactive elements, click \u2018Submit\u2019 to save and implement your vishing template.<\/p>\n\n\n\n

    Best Practices for Vishing Templates<\/strong><\/h2>\n\n\n\n

    Clarity and Brevity: <\/strong>Keep messages clear and concise to ensure the simulated the scenario is understandable.

    Relevance: <\/strong>Tailor the script to resemble common vishing scenarios relevant to your organization or industry.

    Legal Compliance: <\/strong>Ensure your simulation adheres to legal standards and ethical guidelines, especially regarding recording consent if applicable.

    Educational Value: <\/strong>Incorporate educational cues or feedback for participants, helping them learn from the simulation experience.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Step 1: Navigate to Template Creation Access the PhishGrid Dashboard.Click on \u2018Templates\u2019, then select \u2018New Template\u2019. Step 2: Click on ‘Create’ in […]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[46],"doc_tag":[],"class_list":["post-6552","docs","type-docs","status-publish","hentry","doc_category-templates"],"year_month":"2025-04","word_count":242,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Madhurendra","author_nicename":"madhurendra","author_url":"https:\/\/phishgrid.com\/blog\/author\/madhurendra\/"},"doc_category_info":[{"term_name":"Templates","term_url":"https:\/\/phishgrid.com\/kb-category\/templates\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/docs\/6552","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/comments?post=6552"}],"version-history":[{"count":3,"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/docs\/6552\/revisions"}],"predecessor-version":[{"id":6608,"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/docs\/6552\/revisions\/6608"}],"wp:attachment":[{"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/media?parent=6552"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/doc_category?post=6552"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/doc_tag?post=6552"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}