The AIDA Automated Training agent enables you to automatically assign personalized training to your learners based on their Risk Score, phishing failures, training history, and content preferences. This article explains how to configure and manage AIDA Automated Training options for your users. For more information, view our AIDA Automated Training video.

AIDA is available on the KnowBe4 console as an add-on to your Diamond-level subscription.

Creating Remedial Training

AIDA Remedial Training is a feature of Automated Training that assigns targeted training to users who have failed phishing tests. The system selects relevant and effective content for each user based on a user’s phishing test results and Risk Score. Remedial training sessions are typically brief, lasting less than five minutes.

To access AIDA training, log in to your KnowBe4 console and click the Training tab. Then click the AIDA Training subtab to see the AIDA Training page.

Click Configure Training to open the remedial training settings page.

Test Mode

The default setting you will see for AIDA Remedial Training is Test Mode. This mode lets you preview AIDA's training recommendations without automatically assigning courses to users. It shows you what would have been assigned if remedial training had been enabled.

You will see an example of missed training opportunities since the previous week, and you can click View Report to see a sample of training results. See the Reviewing AIDA Remedial Training Results section for an example of training results.

Configuring Remedial Training

If you are satisfied with AIDA’s recommendations, you can use the default settings or configure the options to suit your needs. Clicking the Activate Remedial Training button at the bottom of the page will take you out of Test Mode.

For more information about the options, see the list below:

1. Enroll Users: Select the user groups you would like to enroll:
   • All Users: All users in your organization will be assigned remedial training if they fail phishing simulations.
   • All Users Except Specific Groups: All users except selected groups will be assigned remedial training for failing phishing simulations. If you make this selection, the Groups to Exclude drop-down menu will appear. Select the user groups to exclude from the automated remedial training.
     
     Important: You can click View Groups to go to the Manage Groups page to view, edit, or add a group.
2. Enroll users after: Set how many phishing simulations users must fail before being enrolled in remedial training.
3. Time to Complete: Select the number of days, weeks, or months users have to complete their assigned training.
4. Allow assignments to be completed after due date: Enable this toggle to allow users to complete their assigned training after the selected due date.
5. Survey users about training content after completion: Enable this toggle to provide users with a survey after they have completed their training.
6. Track user scores for applicable content: Enable this toggle to track scores.
7. Enable Knowledge Refreshers: Select this checkbox to enable Knowledge refreshers in the Learner Experience. See Accessing Knowledge Refreshers in the Learner Experience for more information.
8. Time between assignment completion and Knowledge Refresher: Select the number of days between when a user completes a training module and when the knowledge refresher for that module is available.
9. Notify Users when new Knowledge Refreshers are available: Select this checkbox to notify users when knowledge refreshers are available in their console.
10. +Add Notification: Click this button to add a notification to your training. See the Adding a Notification section below for more information.

You can adjust any of the base settings, then click Activate Remedial Training to finalize and save the configuration.

Managing and Editing Remedial Training

To manage AIDA remedial training, log in to your KnowBe4 console and click the Training tab. Click the AIDA Training subtab to see the AIDA Training page.

Click Edit Campaign Settings to open the Remedial: Phishing Failures settings page. To learn more about the options in this section, see below:

To learn more about the options in this section, see below:

1. Enroll Users: Select the user groups you would like to enroll:
   • All Users: All users in your organization will be assigned remedial training if they fail phishing simulations.
   • All Users Except Specific Groups: All users except selected groups will be assigned remedial training for failing phishing simulations. If you make this selection, the Groups to Exclude drop-down menu will appear. Select the user groups to exclude from the automated remedial training.
     
     Important: You can click View Groups to go to the Manage Groups page to view, edit, or add a group.
2. Enroll users after: Set how many phishing simulations users must fail before being enrolled in remedial training.
3. Time to Complete: Select the number of days, weeks, or months users have to complete their assigned training.
4. Allow assignments to be completed after due date: Enable this toggle to allow users to complete their assigned training after the selected due date.
5. Survey users about training content after completion: Enable this toggle to provide users with a survey after they have completed their training.
6. Track user scores for applicable content: Enable this toggle to track scores.
7. Enable Knowledge Refreshers: Select this checkbox to enable Knowledge refreshers in the Learner Experience. See Accessing Knowledge Refreshers in the Learner Experience for more information.
8. Time between assignment completion and Knowledge Refresher: Select the number of days between when a user completes a training module and when the knowledge refresher for that module is available.
9. Notify Users when new Knowledge Refreshers are available: Select this checkbox to notify users when knowledge refreshers are available in their console.
10. +Add Notification: Click this button to add a notification to your training. See the Adding a Notification section below for more information.
11. Save Changes: Click this button to save any changes you have made to the remedial training campaign.
12. Deactivate Training: Click this button to deactivate the remedial training campaign.

Adding a Notification

You can set up automated notifications while creating or editing a new remedial training. To add a notification for your remedial training, follow the steps below:

1. Log in to your KnowBe4 console and click the Training tab.
2. Click the AIDA Training subtab to see the AIDA Training page.
3. Click Edit Campaign Settings to open the Remedial: Phishing Failures settings page.
4. Click +Add Notification.

See below for an overview of the notification options. For more details on this section, see our Training Campaign Notifications Overview article.

1. Notification Type: From this drop-down menu, select when the notification will be sent. You can select from the following options: Welcome, Remind After Enrollment, Remind Before Due Date, Campaign Completion, or Past Due.
2. Select Recipients and Templates: Select the appropriate check box to send notifications to your desired recipients. You can select from the following options: User, Manager, Admin, or a combination of these three options.
3. Select Template: From the drop-down menu, select which notification template to send to the recipient type. To preview the selected template, click the eye icon on the right side of the field.
   Note: If you have enabled password-less logins in your account settings, be sure to select the training notifications labeled "(Password-less).”
4. Manage Training Notification Templates: Click this link to view available notification templates in a new window. We provide several system email templates for you to choose from. You can click this option to customize our notifications or create your own notifications.

When you are satisfied with your notification selections, click the Save button. To add another notification, click the +Add Notification button again.

Reviewing AIDA Remedial Training Results

From the AIDA Training subtab, click the View Report button to open a summary of the remedial training results. The report displays detailed information for remedial training assigned by AIDA for users who failed phishing tests.

For this report, you can view the graph to monitor the number of remedial training modules that have been assigned versus the number of remedial training modules that have been completed. To view the exact numbers for each date on the graph, you can hover your mouse over the dots.

To learn more about the options in this section, see below:

1. Survey Results: This subtab will only display if you have enabled content surveys on the remedial training settings page. See the Survey Results section of this article for more information.
2. Include Archived Users: Select this check box to include archived user data in the report.
3. Edit Training: Click this button to go to the Remedial: Phishing Failures settings page.
4. Filters: The Content Name, User Groups, and Training Status filters are enabled by default. Click the Add Filter button to enable additional filters. Select one of the following filter options.
   • Content Name: From this drop-down menu, select which results to display: all content assigned to users or a specific module. The default selection is All.
   • User Groups: From this drop-down menu, select which results to display: all user groups or specific user groups. The default selection is All.
   • Training Status: From this drop-down menu, select which results to display: all training status types or modules that are not started, in progress, completed, or past due. The default selection is All.
   • Knowledge Refresher: From this drop-down menu, select which results to display: all knowledge refresher statuses, ones that are completed, or ones that are still incomplete. The default selection is All.
   • Search User: From this drop-down menu, select which user’s results to display.
5. Timeframe: Use this drop-down menu to change the time period for data displayed in the chart.
6. Arrow icon: Click this icon in the column headers to sort the results in the table.
7. Phishing Failure Details: Click the arrow next to a user to see the reason the training was assigned and which phishing template the user failed.
8. Generate CSV: Click this button to generate a CSV file version of the report table.
9. Actions: To enable the Actions button, select one or more check boxes next to the user name. Then, select one of the following actions:
   
   • Send Notification: Manually send the user a notification regarding the assigned content.
   • Mark as Completed: Mark the user's assigned content as completed.
   • Reset Progress: Reset any progress the user made on the assigned content.
   • Remove Assignment: Remove the assigned remedial training module for the user.
10. Manage Columns: Click this text to display a drop-down menu that contains a list of available columns. From the drop-down menu, you can deselect the default columns that are displayed in the table.

Survey Results

From this subtab, you'll see the average survey results and the number of completed surveys for each piece of content. You can download these results as a CSV file by clicking the Generate CSV button in the top-right corner of the page. If you have allowed users to leave comments, these comments will be included in the CSV file as well.