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Herd Security

Slack

Security training that shows up where your team talks.

Herd delivers training, phishing simulations, and an AI security coach as ordinary Slack messages. People finish training without leaving the app they already have open — which is most of why they finish it at all.

What your team sees

Everything below happens in Slack. The Herd bot only ever opens a one-to-one conversation with a person — it does not post in your channels.

Training arrives as a direct message

Each person gets their assigned training as a DM they step through with buttons, one screen at a time. No separate portal, no second password, no LMS login.

An AI coach in the Assistant panel

Anyone can ask Herd about a training or forward a message that looks off, and get an answer in Slack rather than opening a ticket.

Phishing simulations and their follow-up

When someone clicks a simulation, the coaching lands in the same place the click happened, while it still means something.

Progress people can see

The app’s home tab shows each person their assigned and completed trainings, their streak, and where they sit on the team leaderboard.

Install Herd for Slack

You need to be an admin in Herd and an admin of the Slack workspace. It takes about two minutes.

  1. Open the Slack card in Herd

    Sign in to your Herd admin console, go to Settings → Integrations, and find the Slack card under Messaging.

  2. Connect

    Select Connect and Herd sends you to Slack’s own approval screen, which lists every permission the app is asking for. The button reads Reconnect if Slack is already installed.

  3. Approve the app in Slack

    Approve the connection in Slack. The Herd app is added to your workspace and you land back in Herd.

  4. Sync your people

    Herd pulls your workspace members in automatically, and Sync Users runs it again on demand. Open the Users page to confirm they arrived. Workspaces with thousands of members take a few minutes the first time, because Herd paces its requests to stay inside Slack’s rate limits.

Full walkthrough, including how to run Herd through your own Slack app instead of ours, is in the Slack setup documentation.

What Herd asks for in Slack

Slack shows you this list on the approval screen. Here it is in advance, grouped by what each permission is for.

Send and read its own direct messages
chat:write, im:write, im:history
Run the Assistant panel
assistant:write
Match Slack members to Herd learners
users:read, users:read.email, team:read
Handle files people send it
files:read, files:write
Optional features: canvas summaries, channel pickers, link previews
canvases:write, channels:read, groups:read, links:read, links.embed:write

Herd reads only the direct messages people have with the Herd bot. It cannot read your channels. How we handle what it does see is set out in our privacy policy, terms, and security policy.

Join the Herd

See it running in your workspace.

Bring your Slack workspace to a demo. We’ll connect it and send a real training, so you can watch someone finish one without leaving the conversation.