AI Policies Guide for Agent Risk Manager

The AI Policies page in Agent Risk Manager is where you upload and version the Acceptable Use Policy (AUP) that your users acknowledge in the KnowBe4 Browser Extension. The AUP is a document that tells your users how they may use AI tools. Upload it to Agent Risk Manager as a PDF, and the KnowBe4 Browser Extension shows it to your users so they can acknowledge it. This article explains how to access AI Policies, publish your AUP, review the published policy and its version history, and track user acknowledgments.

For general information about Agent Risk Manager, see our product overview.

Prerequisites

Before you begin, make sure you have the following:

• The KnowBe4 Browser Extension deployed to your users. Users acknowledge your policy in the extension.
• A PDF of your Acceptable Use Policy.

Access AI Policies

How you access AI Policies depends on whether you use the classic KnowBe4 console or the KnowBe4 Platform. Follow the steps in the matching subsection.

Classic KnowBe4 Console

To access your AI Policies from the classic KnowBe4 console, follow these steps:

1. Log in to your classic KnowBe4 console.
2. In the top-left corner of the screen, select the grid icon. A drop-down menu will display.
3. In the drop-down menu, select Agent Risk Manager.
4. In the sidebar, select Policies, then select AI Policies.

KnowBe4 Platform

To access your AI Policies from the KnowBe4 Platform, follow these steps:

1. Log in to your KnowBe4 Platform.
2. In the sidebar, select Agent Risk Manager.
3. Under Policies, select AI Policies.

Publish Your Acceptable Use Policy

To publish a new AUP, follow these steps:

1. On the Acceptable Use Policy page, select the Current AUP tab.
2. In the Upload Policy section, select Browse Files. Your system's file explorer will display.

3. Select your policy file. A confirmation dialog will display.

   Note:Only PDF files up to 25 MB are accepted.
4. In the dialog, select Publish.

Each time you publish a new AUP document, Agent Risk Manager keeps the earlier version in the version history and asks users to acknowledge the new one.

Review the Published Policy

The Currently Published table shows the policy your users acknowledge, including its Version, the File name, Published date, and who it was Uploaded by. To open the PDF in a new browser tab, select the row or the View icon. To replace the policy, upload a new PDF in the Upload Policy section.

To view the AUP's version history, follow these steps:

1. On the Acceptable Use Policy page, select the Version History tab.
2. Review the All Published Versions table.
3. Open a version in the table by selecting its row or the View icon.

To narrow the table view, use the search box to match a file name, or use the Uploaded by, Date Range, and More Filters controls.

Track User Acknowledgments

To see whether users have acknowledged the AUP, go to User Activity. The Policy column shows Acknowledged or Pending for each user. Pending means the user hasn't acknowledged the current AUP.

To see more detail for a user, select the user, and then select the Policy tab. This tab shows whether the AUP has been Shown or Not Shown yet to that user.

To narrow the table, select an option in the AUP status drop-down menu. The filter applies to the current page only. To download the full filtered list as a CSV file, select Export.

Troubleshooting Acknowledgements

To check and troubleshoot a user's extension, follow these steps:

1. Go to User Activity.
2. In the Browser Check-in column, find the date of the user's last check-in, or the dash icon if there isn't one.
3. Select the user, and then select the Extension tab. This tab shows the browser, the extension version, and whether the extension is Up to date or Update pending.