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· New Feature AI Memberships

Certificate AI Beta Adds Prompt-Based Design

Certificate AI Beta lets users describe a certificate, answer guided questions, and edit the generated design in Certificate Builder.

S
SMBcrm Team · August 27, 2026

Certificate AI Beta helps users start certificate creation with a simple prompt. Instead of building from a blank canvas, users can describe the certificate they want and generate a complete, editable design.

This update is available in SMBcrm AI features and supports certificate workflows in Memberships & Education.

What changed

Certificate AI Beta can now help create certificate designs from a written description. During setup, it may ask guided questions, such as the certificate orientation, to better understand the intended design.

Generated certificates can include Certificate Builder elements such as:

  • Text
  • Frames
  • Signatures
  • QR codes
  • Other available certificate design elements

Editable in Certificate Builder

After the AI-generated certificate is created, users can continue customizing it directly in Certificate Builder. This keeps the workflow flexible while helping users get to a usable starting point faster.

Prompt ideas

Users can start with prompts for common certificate needs, including:

  • Course completions
  • Milestones
  • Event participation
  • Training recognition

How to access

Go to Memberships > Credentials, then describe the certificate you want to create.

Certificate AI is currently in Beta and will continue to be improved based on feedback.

Release Images

Certificate AI prompt field above the certificate template list

Certificate Builder with an AI-generated design and editable recipient placeholder


Need Help Applying This Update?

Want help turning this update into a working part of your CRM, marketing, or automation setup?

Get Started or schedule a demo and we’ll help you map the right next step.

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