What is Credentialing Agents?

Credentialing Agents is a team of autonomous AI agents that handles credentialing for healthcare staffing agencies end to end — from ATS placement to a compliant, signed-off, cleared-to-work file. The agents plan requirements, verify licenses at the source, run background checks, chase documents, and route e-signatures.

How fast can a candidate be credentialed?

Days, not weeks. Agents work every requirement in parallel, around the clock — gathering requirements, applying conditional rules, verifying at primary sources, and following up with candidates by text and email.

Which systems and vendors does it work with?

The agents work inside the stack a staffing team already runs: ATS/CRM systems such as Bullhorn and JobDiva, background-check providers, primary-source verification with state boards and registries, reference checks, drug and health screening, e-signature, and two-way email and SMS. A built-in browser and computer handle portals with no API.

Do we have to replace our current credentialing process?

No. There is no rip-and-replace: the agents operate your existing tools, vendors, and process. Trials run in shadow mode alongside your current workflow, and your system of record never moves.

Can we run it ourselves, or is it a managed service?

Both. As a platform, your specialists direct the agents inside your ATS. Or fully managed: send the placement and a supervised team of agents returns a compliant, signed-off file, cleared to work — priced per credentialed clinician.

How is autonomous credentialing kept safe and compliant?

Full autonomy with full accountability: every decision is traced and explainable, every AI call carries a confidence score, humans review irreversible steps with custom checkpoints anywhere, any agent can be paused instantly, and data stays private — encrypted, least-privilege, never used to train external models.

Watch the demo

The call a coordinator would have made.

When something cannot wait for a text, the agent picks up the phone. It asks for the missing item, answers the candidate's questions, knows a voicemail from a person, and files the transcript and the outcome on the record.

One call, start to filed

It speaks first, and files what it heard.

Lauren Chen · ICU RN · Riverside

from (512) 543-1111 · your workspace number

ringing…live · 0:48 ended · 0:48

person on the line · transcribing

Hi Lauren, this is the credentialing assistant for Meridian Staffing, about your Riverside start on Monday. Do you have a minute?
Sure, is this about the TB result?
It is. The second-step read is the last item on your file. Do you have the result from Tuesday?
Yes, a paper copy. Can I text you a photo?
tool · send_upload_link · crd.is/k7m2 texted
Done, I just texted you a link. Photo or scan, either works, and the file is read as soon as it lands. Anything else before Monday?
No, that's everything. Thanks.

Inbox · Lauren Chen

Text
Reminder: second-step TB read is the last item for Riverside.
Tue
Call
Call · 0:48 · TB result coming by text today
View call · transcript, tools, outcome
Thu

Debrief · filed

outcome · completed

TB second step· result arriving by text today
Start Monday· confirmed by the candidate
Callback· none needed
Operation Lead· told what changed

Who answered

A person, a voicemail, or a screener. It knows.

Answering-machine detection and the live transcript tell them apart. A person gets the call. A voicemail gets one short message. A call screener gets one sentence and patience. A phone menu gets a human.

Outbound call · who picked up

detection + transcript

A person
listeningperson
voice · ordinary first line
Runs the call.
Voicemail
listeninghandled
answering-machine detection · greeting ended
One short message, nothing private on it. Hangs up. No repeat ringing.
Call screener
listeninghandled
transcript · “who is calling and why?”
One plain sentence, then waits to be put through.
Phone menu
listeningneeds a human
transcript · “press 1 for…”
Records needs a human. The agent has no keypad.

The right channel

A call when it matters. A text the rest of the time.

The Communication Agent weighs the deadline, the candidate's time zone and what was already said, and picks per ask. Routine reminders stay on text and email. The phone is for what cannot wait.

Communication Agent · Lauren Chen · Thursday 9:02 am

deciding

Second-step TB read
due in 18 hours · no reply since Tuesday
Call
W-4 signature
due Friday · replied yesterday
Text
Reference form for Dr. Patel
a form, not a question · business hours
Email
BLS renewal reminder
expires in 71 days
Hold

one call, one text, one email · nothing sent twice · quiet hours respected

Inbound too

Candidates call back. Someone picks up.

Each workspace number rings the agent, your team's browser softphones, or your team first and the agent if nobody answers. The caller is matched to their file before the first word.

(512) 543-1111 · inbound

Agent answersTeam first, then the agentTeam only

Lauren calls back

(512) ···· 4471

quietcalling in

Your team

browser softphones

idleringing · 4sno answer in 20s

Calling Agent

same brief, same file

standing by picked up

“Hi Lauren, you reached Meridian Staffing. I can see your Riverside file. Is this about the TB result?”

logged on the record · transcript · 0:31

Every call on the record. Nothing private on a voicemail.

The rules it calls under

Never by voice

A Social Security number, date of birth, home address, pay or health detail is never asked for on a call or left on a message.

One voicemail

Who called, why in one plain sentence, a callback number. Under 25 seconds. The agent does not keep ringing.

Within the brief

Each call carries a goal and only the tools that goal needs. Anything outside it goes to a person.

Texting, email and the Inbox →

Questions

What is the Calling Agent?

A voice agent that makes and takes phone calls for credentialing follow-up on your workspace's own phone numbers. It calls when a text will not do, asks for the missing item, answers the candidate's questions from the file and the facility's rules, and files the transcript, a summary and the outcome on the record.

When does the agent call instead of texting?

When something cannot wait, when a candidate taps Call me in the portal, or when a question needs a conversation. The Communication Agent weighs the deadline, the candidate's time zone and recent messages and chooses the channel; routine reminders stay on text and email.

What happens when voicemail picks up?

The agent tells a person from a machine, a call screener and a phone menu. On voicemail it leaves one short message with who called, why in one plain sentence and a callback number, with nothing private on it, and does not keep ringing. A phone menu is handed to a person.

Is the call recorded?

The call is transcribed and the transcript, every tool call and the outcome are stored on the candidate's record. Staff open it from the Inbox thread with View call.

Can our team take calls too?

Yes. Each number can ring the agent, your team's browser softphones, or your team first and the agent if nobody answers. Staff place calls from the same softphone and the log is shared.

Hear the agent make a call.

Thirty minutes: one real follow-up from your files, placed live, transcript on the record before we hang up.

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