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Let your agent send certificates and check credentials during a call.

Certifier lets organizations create, issue and manage digital certificates and credentials. With Certifier connected, your AgentCalls agent can look up credentials and designs, check a group, and send a published credential to a recipient by email while the caller is still on the line. Callers get their certificate without waiting for someone to pick up the admin panel, and your team sees every interaction in one place.

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What your agent can do with Certifier

  • Look up a caller's credentials by recipient and confirm what has been issued
  • Check groups and designs so the agent can answer questions about a course or program
  • Send a published credential to the caller's email during the call
  • Create, issue and send a new credential in one step when the group and recipient details are ready
  • Review credential interaction history so the agent knows whether a certificate was already viewed or sent

Certifier exposes 9 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Certificate resend after a training course

  1. Caller

    Hi, I finished the first aid course last month but I never got my certificate. Can you help?

  2. Agent

    Of course. May I have the email address you registered with?

  3. Caller

    It's daniel.reyes@brightlinelogistics.com.

  4. Agent

    Thanks, Daniel. I found your First Aid Level 1 credential, and it is published. I've just sent it to that address. It should arrive within a few minutes.

Checking a group before enrolment

  1. Caller

    Do you still have seats in the spring safety certification group?

  2. Agent

    Yes. The Spring 2025 Safety group is open and has 6 places left. The course starts on March 3 and runs for two weekends.

  3. Caller

    Great, can I book one for my colleague, Priya Shah?

  4. Agent

    I can start that. I'll need Priya's full name and email address to create the credential once she is confirmed.

Issuing a certificate after a workshop

  1. Caller

    I'm calling from Harbor Dental Academy. Our instructor says the sedation workshop attendees should get certificates today.

  2. Agent

    Understood. Which group is that, and who should receive them?

  3. Caller

    The Sedation Workshop group. The recipient is Maya Thompson, maya.thompson@harbordental.co.uk.

  4. Agent

    I've created, issued and sent Maya's Sedation Workshop certificate to maya.thompson@harbordental.co.uk. She will also see it listed in her credential history.

How to connect Certifier

  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 Certifier

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

  3. 3

    Choose the actions

    In the agent editor, enable the Certifier 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 with Certifier during the call or after it?

Both. During a call your agent can look up credentials, check groups and designs, and send a published credential by email. Summaries of each call are also saved to your AgentCalls dashboard for follow-up.

What do I need to connect Certifier?

You need an account with Certifier. Sign in to the AgentCalls dashboard, open Integrations, choose Certifier, and enter your own Certifier credentials from the tool's settings. Once connected, the agent can use the actions you have enabled.

Which plan includes this integration?

Integrations, including Certifier, are included from the Growth plan. Smaller plans can use the phone agent without tool connections.

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Put your agent to work with Certifier.

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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