Prerequisites
- Target system, dependencies and environment configured.
Usage
Purpose
Not all social engineering comes by email. Vishing (voice phishing — phone calls) and smishing (SMS phishing — text messages) attack through channels your email security doesn't cover, and the phone especially adds real-time pressure a written message can't. These channels have grown as email defences improved, and they've been behind major breaches (help-desk vishing to reset MFA). This skill covers defending against phone and SMS social engineering, extending awareness beyond the inbox.
When to use it
Building awareness and controls for the non-email social-engineering channels, which are often under-addressed because programmes focus on email phishing. Especially relevant for help desks and support staff (common vishing targets) and anyone who can be reached by phone/SMS.
The channels and their tactics
- Vishing (voice) — a phone call impersonating IT support, a bank, a vendor, or an executive, using real-time conversation to pressure the target into revealing credentials, resetting MFA, or taking an action. The live interaction adds pressure and adaptability a written phish lacks — the attacker responds to hesitation in real time.
- Smishing (SMS) — a text with a malicious link or a request, exploiting that SMS feels informal and urgent (a "package delivery" text, a "bank alert", an "MFA code request"). Links in SMS are harder to inspect on a phone, and people trust texts more than emails.
- A common goal: MFA and account access — vishing the help desk to reset a target's MFA, or smishing to capture an MFA code, is a major vector for bypassing strong authentication.
Procedure
- Extend awareness beyond email. Security training often focuses on email phishing; users and especially support staff need to know that phone and SMS are attack channels too, using the same trust-and-urgency tactics. This gap is common and exploited.
- Harden the help desk / support process — a key control. Help-desk vishing (calling to reset a password/MFA by impersonating an employee) is a top vector. Require strong identity verification before account actions — not knowledge an attacker can research (name, DOB, employee ID), but out-of-band or strong verification. Weak help-desk verification is how attackers bypass MFA by resetting it.
- Teach the core defence: verify out-of-band, resist pressure. As with BEC, the defence is verification through a known channel — a caller claiming to be IT should be verified by calling IT back on a known number, not trusted because they called. And recognise that urgency/pressure is a manipulation tactic; legitimate requests survive "let me verify and call you back".
- Address MFA-specific attacks — teach that IT will never ask for your MFA code or password, that an unexpected MFA prompt you didn't initiate should be denied and reported (ties to the MFA-fatigue skill), and that help-desk MFA resets need strong verification.
- Make smishing recognisable — unexpected texts with links, urgency, or requests for codes/info; don't click SMS links, verify the sender through official channels. SMS's informality and trust are the exploit.
- Provide a reporting path for suspicious calls and texts, like email phishing (the reporting-culture skill) — a vished/smished user who reports helps catch a campaign.
- Run awareness (and authorised vishing simulations) for high-risk roles — help desk, finance, executives — since these channels target them specifically.
Cheatsheet
not all social engineering is email. VISHING (voice) + SMISHING (SMS) bypass email defences.
grown as email defences improved ; behind major breaches (help-desk vishing to reset MFA)
VISHING (phone): impersonate IT/bank/vendor/exec ; LIVE pressure + adaptability (responds to hesitation)
SMISHING (SMS): malicious link / request ; informal + urgent, links hard to inspect on phone, texts trusted
common goal: MFA + ACCOUNT ACCESS (vish help desk to reset MFA / smish to capture code)
defend
EXTEND awareness beyond email (users + esp. SUPPORT STAFF)
HARDEN HELP DESK (key): strong identity verification before account actions
NOT researchable knowledge (name/DOB/employee ID) — weak verification = MFA-reset bypass
CORE: verify OUT-OF-BAND (call IT back on a KNOWN number) + resist PRESSURE
(legit requests survive "let me verify + call back")
MFA: IT never asks for your code/password ; unexpected prompt -> deny + report
smishing: don't click SMS links ; verify sender via official channel
REPORTING path for calls/texts ; awareness + authorised vishing sims for high-risk roles
Reading the risk
- Help-desk process that resets passwords/MFA on weak verification (researchable knowledge like name/DOB/employee ID) = a top vishing vector; attackers call impersonating an employee and reset their MFA to bypass strong authentication. Strong help-desk verification is the key control.
- Awareness focused only on email = the phone and SMS channels are under-defended; users and support staff don't recognise them as attack vectors. A common, exploited gap.
- A caller creating urgency and pressure = the manipulation tactic; the live interaction lets the attacker adapt to hesitation. The defence is verifying out-of-band and recognising pressure as a red flag — legitimate requests survive a callback.
- A request for an MFA code or password = always illegitimate (IT never asks); teach this as an absolute. Capturing MFA codes via vishing/smishing bypasses MFA.
- Unexpected SMS with links or code requests = smishing; SMS's informality and trust are the exploit, and links are hard to inspect on a phone. Don't click, verify the sender.
- Hardened help desk, out-of-band verification, MFA awareness, and a reporting path across channels = defence extended beyond email to where attackers moved.
Pitfalls
- Focusing awareness only on email. Attackers moved to phone and SMS precisely because email defences improved; users and support staff need to recognise these channels. The gap is common and exploited.
- Weak help-desk verification. Resetting passwords/MFA on researchable knowledge lets attackers bypass MFA by vishing the help desk — a top real-world vector. Require strong verification.
- Trusting a caller because they called. Verify out-of-band (call back on a known number); the attacker controls the inbound call. Resist the real-time pressure.
- Not teaching that IT never asks for MFA codes/passwords. Users tricked into revealing codes hand over MFA; make this an absolute rule.
- Clicking SMS links. They're hard to inspect on a phone and SMS is trusted; don't click, verify the sender.
- No reporting path for calls/texts. Without one, vishing/smishing campaigns go unreported and uncaught; extend reporting beyond email.
References
- The bec-detection, mfa-fatigue-defence, reporting-culture, and IAM mfa-and-step-up skills
- CISA and FTC guidance on vishing/smishing
- Notable breaches via help-desk vishing / MFA-reset social engineering
- NIST identity-verification guidance for help desks
Inputs
- Relevant source code, logs, network traces, or system specifications.
Outputs
- Analysis findings, security audit report, or generated code artifacts.
1---2name: vishing-and-smishing-awareness3description: Use when defending against phone (vishing) and SMS (smishing) social engineering — the non-email channels attackers use to bypass email defences and pressure people directly.4---5678## Prerequisites9- Target system, dependencies and environment configured.1011## Usage12### Purpose1314Not all social engineering comes by email. Vishing (voice phishing — phone calls) and smishing (SMS phishing — text messages) attack through channels your email security doesn't cover, and the phone especially adds real-time pressure a written message can't. These channels have grown as email defences improved, and they've been behind major breaches (help-desk vishing to reset MFA). This skill covers defending against phone and SMS social engineering, extending awareness beyond the inbox.1516### When to use it1718Building awareness and controls for the non-email social-engineering channels, which are often under-addressed because programmes focus on email phishing. Especially relevant for help desks and support staff (common vishing targets) and anyone who can be reached by phone/SMS.1920### The channels and their tactics2122- **Vishing (voice)** — a phone call impersonating IT support, a bank, a vendor, or an executive, using real-time conversation to pressure the target into revealing credentials, resetting MFA, or taking an action. The live interaction adds pressure and adaptability a written phish lacks — the attacker responds to hesitation in real time.23- **Smishing (SMS)** — a text with a malicious link or a request, exploiting that SMS feels informal and urgent (a "package delivery" text, a "bank alert", an "MFA code request"). Links in SMS are harder to inspect on a phone, and people trust texts more than emails.24- **A common goal: MFA and account access** — vishing the help desk to reset a target's MFA, or smishing to capture an MFA code, is a major vector for bypassing strong authentication.2526### Procedure27281. **Extend awareness beyond email.** Security training often focuses on email phishing; users and especially support staff need to know that phone and SMS are attack channels too, using the same trust-and-urgency tactics. This gap is common and exploited.292. **Harden the help desk / support process — a key control.** Help-desk vishing (calling to reset a password/MFA by impersonating an employee) is a top vector. Require strong identity verification before account actions — not knowledge an attacker can research (name, DOB, employee ID), but out-of-band or strong verification. Weak help-desk verification is how attackers bypass MFA by resetting it.303. **Teach the core defence: verify out-of-band, resist pressure.** As with BEC, the defence is verification through a known channel — a caller claiming to be IT should be verified by calling IT back on a known number, not trusted because they called. And recognise that urgency/pressure is a manipulation tactic; legitimate requests survive "let me verify and call you back".314. **Address MFA-specific attacks** — teach that IT will never ask for your MFA code or password, that an unexpected MFA prompt you didn't initiate should be denied and reported (ties to the MFA-fatigue skill), and that help-desk MFA resets need strong verification.325. **Make smishing recognisable** — unexpected texts with links, urgency, or requests for codes/info; don't click SMS links, verify the sender through official channels. SMS's informality and trust are the exploit.336. **Provide a reporting path** for suspicious calls and texts, like email phishing (the reporting-culture skill) — a vished/smished user who reports helps catch a campaign.347. **Run awareness (and authorised vishing simulations) for high-risk roles** — help desk, finance, executives — since these channels target them specifically.3536### Cheatsheet3738```39not all social engineering is email. VISHING (voice) + SMISHING (SMS) bypass email defences.40 grown as email defences improved ; behind major breaches (help-desk vishing to reset MFA)4142VISHING (phone): impersonate IT/bank/vendor/exec ; LIVE pressure + adaptability (responds to hesitation)43SMISHING (SMS): malicious link / request ; informal + urgent, links hard to inspect on phone, texts trusted44common goal: MFA + ACCOUNT ACCESS (vish help desk to reset MFA / smish to capture code)4546defend47 EXTEND awareness beyond email (users + esp. SUPPORT STAFF)48 HARDEN HELP DESK (key): strong identity verification before account actions49 NOT researchable knowledge (name/DOB/employee ID) — weak verification = MFA-reset bypass50 CORE: verify OUT-OF-BAND (call IT back on a KNOWN number) + resist PRESSURE51 (legit requests survive "let me verify + call back")52 MFA: IT never asks for your code/password ; unexpected prompt -> deny + report53 smishing: don't click SMS links ; verify sender via official channel54 REPORTING path for calls/texts ; awareness + authorised vishing sims for high-risk roles55```5657### Reading the risk5859- **Help-desk process that resets passwords/MFA on weak verification** (researchable knowledge like name/DOB/employee ID) = a top vishing vector; attackers call impersonating an employee and reset their MFA to bypass strong authentication. Strong help-desk verification is the key control.60- **Awareness focused only on email** = the phone and SMS channels are under-defended; users and support staff don't recognise them as attack vectors. A common, exploited gap.61- **A caller creating urgency and pressure** = the manipulation tactic; the live interaction lets the attacker adapt to hesitation. The defence is verifying out-of-band and recognising pressure as a red flag — legitimate requests survive a callback.62- **A request for an MFA code or password** = always illegitimate (IT never asks); teach this as an absolute. Capturing MFA codes via vishing/smishing bypasses MFA.63- **Unexpected SMS with links or code requests** = smishing; SMS's informality and trust are the exploit, and links are hard to inspect on a phone. Don't click, verify the sender.64- **Hardened help desk, out-of-band verification, MFA awareness, and a reporting path across channels** = defence extended beyond email to where attackers moved.6566### Pitfalls6768- **Focusing awareness only on email.** Attackers moved to phone and SMS precisely because email defences improved; users and support staff need to recognise these channels. The gap is common and exploited.69- **Weak help-desk verification.** Resetting passwords/MFA on researchable knowledge lets attackers bypass MFA by vishing the help desk — a top real-world vector. Require strong verification.70- **Trusting a caller because they called.** Verify out-of-band (call back on a known number); the attacker controls the inbound call. Resist the real-time pressure.71- **Not teaching that IT never asks for MFA codes/passwords.** Users tricked into revealing codes hand over MFA; make this an absolute rule.72- **Clicking SMS links.** They're hard to inspect on a phone and SMS is trusted; don't click, verify the sender.73- **No reporting path for calls/texts.** Without one, vishing/smishing campaigns go unreported and uncaught; extend reporting beyond email.7475### References7677- The bec-detection, mfa-fatigue-defence, reporting-culture, and IAM mfa-and-step-up skills78- CISA and FTC guidance on vishing/smishing79- Notable breaches via help-desk vishing / MFA-reset social engineering80- NIST identity-verification guidance for help desks8182## Inputs83- Relevant source code, logs, network traces, or system specifications.8485## Outputs86- Analysis findings, security audit report, or generated code artifacts.