CG3 - Phishing Simulation: Create a Template (Including with AI)

This guide explains how to create a phishing template in the Template Catalog of Phishing Simulation. You can start from scratch, duplicate and adapt an existing LibraCyber template, or get assistance from the Create template with AI function. The custom templates you create this way can be used in Custom Campaign (personalized campaigns).

Prerequisites

• Phishing Simulation active for your organization and Template Catalog permission assigned to the administrator: the Template Catalog entry will then appear in the Phishing Simulation menu.
• Company profile completed in Company Scan (key people, company signature, and key clients): this feeds the personalization variables that make the template credible.
• Verified sending domain and configured email integration, required to send a template or the Send to myself test email.

Detailed Procedure

Open Phishing Simulation > Template Catalog from the left menu, then choose one of the three paths below.

Option A — Create a Custom Template from Scratch

1. In the catalog header, click Create template.
2. Fill in the subject, sender, email content, and landing page or scenario. Insert personalization variables where needed, for example user_firstname or company_name.
3. Save. The new custom template appears in the catalog under the Display > Custom templates filter.

Option B — Duplicate and Adapt a LibraCyber Template

1. Find the LibraCyber template card you want to reuse and click Copy & Edit.
2. The platform creates an editable copy as a custom template; the original LibraCyber template is never modified.
3. Modify the copy (subject, content, variables) and save it.

Option C — Create a Template with AI

1. In the catalog header, click Create template with AI.
2. Choose a base email: the assistant reuses its structure, tone, and button for a consistent result.
3. Describe the scenario in a prompt, indicating who is impersonating, the action to trigger, the pretext (security warning, invoice, HR, and similar), and any constraints such as tone, language, or difficulty. Regenerate with adjustments until you are satisfied with the result.
4. Review and complete the generated text, insert personalization variables, and set the sender and landing page. The result is a normal custom template, still editable.

Test the Template Before Sending

Open the template card to see the email preview, then use Send to myself to receive a test copy at your address and verify that the email displays as expected.

Expected Result

At this point the custom template is saved in the catalog and appears under the Display > Custom templates filter. You can select it when creating a Custom Campaign (personalized campaign). Custom templates do not automatically enter automated campaigns.

Troubleshooting