Start with the local agent, one small campaign, and clear results.
LiveIntel provides the agent package and connection details as part of the free setup flow. Here is the basic path.
How LiveIntel is deployed
LiveIntel uses a lightweight local agent to execute phishing simulations from the customer environment. The cloud platform provides campaign management, coordination, and campaign results.
Start with a small internal test group. Confirm mail flow and tracking behavior. Expand when the results look sane.
Setup steps
Use these steps as a checklist for your first LiveIntel deployment.
Requirements
Confirm an approved sending environment, any DNS or mail permissions you need, an admin account, and a small pilot audience.
Install the LiveIntel agent
Install the agent on the customer-controlled system that will execute simulations. Follow the package instructions provided for your environment.
Connect the agent
Use the setup details from your LiveIntel email to register the agent with the cloud platform.
Create your first campaign
Choose a small audience, select a simulation template, set timing, and decide what you want to measure.
Launch a simulation
Start with one campaign. Confirm delivery, tracking, and result collection before expanding to a larger group. You can get fancy later.
Review results
Look at click rate, exposure, repeat failures, and patterns that should guide the next training decision.
Example command pattern
The commands below show the expected setup pattern. Use the agent package and connection details from your LiveIntel setup email.
Your setup email includes the package, enrollment details, and environment-specific instructions for your account.
# Example setup pattern. liveintel-agent install liveintel-agent enroll --token EXAMPLE_TOKEN liveintel-agent status
Troubleshooting
Agent does not connect
Check outbound network access, token validity, system time, and whether the agent service is running.
Messages are not delivered
Review mail routing, allowlists, sending domain configuration, and any internal filtering rules that may be getting involved.
Results look incomplete
Confirm tracking settings, campaign timing, pilot audience membership, and whether events are still processing.