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Let your agent look up and issue CertSeal certificates during a call.

Connect CertSeal and your agent can check on certificates while a caller is on the line. It can look up an issued certificate by its ID, confirm who it was issued to, and read back the batch and design it belongs to. It can also check on a batch or recipient record. Your agent works inside the permissions you set in CertSeal, so it only reads and acts on the certificates and batches you allow.

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What your agent can do with CertSeal

  • Look up an issued certificate by its certificate ID during the call and read back the recipient details.
  • Check the status of a certificate batch and tell the caller where it stands.
  • Confirm recipient records in an active batch before answering questions about them.
  • Verify the connected CertSeal workspace so your agent always works on the right account.
  • Create a new certificate batch from an existing design when a caller asks for one to be issued.

CertSeal exposes 21 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller checking a certificate

  1. Caller

    Hi, I completed the safety course last week and I need to confirm my certificate went out. My ID is CS-48213.

  2. Agent

    Thanks for calling. Let me look that up for you. I can see a certificate issued to Daniel Osei for the Workplace Safety Level 2 course. It was issued on Tuesday.

  3. Caller

    Perfect, can you tell me if it has a share link I can send to my employer?

  4. Agent

    Yes, it has a public share link. I can text it to the number on your account now if you like.

Batch status for a training provider

  1. Caller

    Hello, I'm calling about the spring cohort certificates. Are they done yet?

  2. Agent

    Let me check the batch. The spring cohort batch has 42 recipients and all of them are issued.

  3. Caller

    Great. Can you send the batch summary to my manager?

  4. Agent

    Of course. I'll send the summary to the email on file for your manager now.

Issuing a new batch after a call

  1. Caller

    We ran the first aid workshop on Saturday. Can we get certificates for the attendees issued?

  2. Agent

    Yes. I can create a new batch from your First Aid Workshop design. Do you want to use the standard confirmation email as well?

  3. Caller

    Yes, use the standard email. There were 18 attendees.

  4. Agent

    Done. The batch is created and I'll let you know once the certificates are issued to all 18 attendees.

How to connect CertSeal

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect CertSeal

    From Integrations in the dashboard, choose CertSeal and enter the connection details from your CertSeal account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the CertSeal actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work during the call or only after it?

Both. Your agent can look up certificates and batches while a caller is on the line, and it can create a batch or send a summary once the call is over.

What do I need to connect CertSeal?

You need a CertSeal account. Connect it from the AgentCalls dashboard using the credentials you create in CertSeal's settings. The agent uses only the access you grant there.

Which plan includes the CertSeal integration?

Integrations are included from the Growth plan. Creating batches counts against your CertSeal plan's batch limit.

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Put your agent to work with CertSeal.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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