Integrations/KnowBe4
Neo AgentKnowBe4
Security integration

KnowBe4 users and training, kept in step with onboarding.

Neo adds and archives KnowBe4 users, reads training and phishing results, and triages PhishER reports.

01Capabilities

What Neo does with KnowBe4.

01

Users and groups

Neo adds, updates, archives and groups users.

02

Training and phishing

Neo reads completion, test results and risk scores.

03

PhishER

Neo reads reported emails and sets their category.

02Workflows

Concrete work Neo handles in KnowBe4.

USE CASE

New hire, enrolled

Neo adds the user and puts them in training groups.

USE CASE

Leaver, archived

Neo archives the user and keeps their history.

USE CASE

Monthly training report

Neo lists who is overdue and who clicked.

03Setup

Set it up with Neo.

01

Connect KnowBe4

Enter the credentials the KnowBe4 card on Neo's Integrations page asks for. The setup guide shows where to find each one.

02

Start from a use case

Open the KnowBe4 card's "What Neo can do" tab and press Set up with Neo on the job you want.

03

Build it with Neo Support

Neo Support picks the tools and the KnowBe4 access the job needs, and builds the agent with you.

FAQ

Questions about the KnowBe4 integration.

What does Neo need to connect to KnowBe4?+

The credentials the KnowBe4 card on Neo's Integrations page asks for, from your KnowBe4 account. The setup guide shows where to find each one.

How do I set up one of these use cases?+

Connect KnowBe4, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.

Ready to wire up KnowBe4?

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