Start as an End User. Finish as a Certified Architect.
Six paths from End User to Architect, an AI track that runs across all of them, CPE credit on every course and certifications that prove what you can do. Platform training is free.

- school26live courses today
- verified3certification exams
- route25courses in the new Platform track
- workspace_premium37CPE credits across them
Explore
Six paths, one for your role
Pick who you are and the path lays out the courses in order, the minutes each takes and the credential it ends in. Start anywhere; the first course is the same on four of the six.
personEnd UserFor the people who use the platform every day: records, views, tasks, documents and mobile.
Path certificate6 courses, 6.0 CPEarrow_forward
constructionBuilderFor the people who build and manage workflows: data modeling, automations, permissions and the method.
workspace_premiumCertified Builder16 courses, 24.4 CPEarrow_forward
admin_panel_settingsAdminFor workspace administrators and the IT or security owner: roles, permissions, governance and migration.
Path certificateExam proposed7 courses, 9.0 CPEarrow_forward
codeDeveloperFor the people who integrate, script and build agents: the REST API, Script Engine, webhooks and the MCP Server.
Path certificate8 courses, 10.0 CPE (3 proposed)arrow_forward
architectureArchitectFor the people who design, govern and roll out solutions at scale. Requires Certified Builder.
workspace_premiumCertified Architect8 courses, 13.8 CPE (2 proposed)arrow_forward
handshakeConsultantFor partners who implement for clients. Requires Certified Builder and Certified Architect.
workspace_premiumCertified Consultant6 modules, 16.8 CPEarrow_forward
The catalog
Every course, by path
Pick a path and the courses appear in the order you take them. Codes sort the catalog: F is Fundamentals, B Builder, A Administrator, X Advanced, AI the AI track.
Your path
Where you are in your path
Your progress, the next lesson and the certification it leads to. Every lesson has an "Ask about this lesson" link that opens a tagged thread in the community.
9 of 16 courses complete
Your path
Pick a path
Say what you do and the page shows the path, its first course and the credential it ends in. Sign up to keep your progress, your credits and your badges in one profile.
End User path
SmartSuite End User certificateFor the people who use the platform every day: records, views, tasks, documents and mobile.
AI track
One AI track across every path
Three statuses, each a short sequence of courses built from the AI features the help center documents today: Field Agents, the Workflow Agent, the AI Control Center and the MCP Server. Seven courses, 420 minutes, 8.4 CPE credits.
- 1AI Navigator
Use the AI features: where they show up, Field Agents, an assistant through MCP.
AI-1 to AI-3 · 160 minutes · 3.0 CPE · no prerequisite
- 2AI Automator
Put agents in workflows: AI administration, Workflow Agents in automations, AI in the GRC suite.
A4, AI-4, AI-6 · 160 minutes · 3.2 CPE · Builder recommended
- 3AI Architect
Design agentic solutions: requirements, governance, review points and a capstone workflow.
AI-7, AI-10 · 135 minutes · 2.6 CPE · ends in Certified AI Architect
Status names are working names (Option A); each status carries a program year and renews with the year's lessons. Four more courses join the track as their features ship.
Certifications
The certification ladder
One entry exam, three specialties beside it, a tier above them and a partner credential alongside. Prep is free, retakes are free inside the validity window, and every exam credential renews with a short release-tied exam.
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1
Entry
workspace_premiumSmartSuite Certified BuilderSolution Creators and Solution Managers; anyone who builds. Prep: the Builder path, F1 to B8.
- Exam
- 70 questions, 120 minutes, 70 percent, open book
- Price
- $100, prep free
- Valid
- Two years
- Prerequisite
- None
-
2
Specialties, each with Certified Builder behind it
architectureCertified ArchitectDesign, govern and roll out solutions at scale; the Consultant prerequisite.
- Exam
- 70 questions plus an architecture package, scored by a person
- Price
- $200 proposed
- Valid
- Two years
smart_toyCertified AI ArchitectBuilders who design agentic solutions; the credential behind the third AI status.
- Exam
- 60 questions plus one agentic workflow, scored by a person
- Price
- $150 proposed
- Valid
- Two years
admin_panel_settingsCertified AdministratorThe IT or security owner: SSO, SCIM, data region, the event log and AI governance.
- Exam
- 60 questions, 100 minutes, 70 percent
- Price
- $100 proposed
- Valid
- Two years
-
3
The tier above
starsSmartSuite Certified ExpertEarned, not sat: Certified Builder plus two of Administrator, Architect and AI Architect. No exam, no fee.
How the tier works arrow_forward- Status
- Proposed as the stacked tier (decision 1 of the certifications review)
- Valid
- Follows the underlying credentials
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4
Alongside, for partners
handshakeSmartSuite Certified ConsultantPartners who implement for clients. Gates the Services tiers: one to join, 3 Select, 6 Premier, 12 Elite.
- Exam
- 120 scenario questions, three hours, plus one workshop build
- Price
- $300, first seat free per partner tier
- Valid
- One year
- Prerequisite
- Certified Builder and Certified Architect proposed
Every certification, with the verification page arrow_forward

How it works
Four steps from sign-up to certified
Short lessons, a knowledge check in each, a ten-question final per course and one exam at the end of the path.
- routePick a pathSix paths by role, or the AI track from any of them. The first course is the same on four.
- play_circleLearn in short lessonsTen to twenty minutes each, with a knowledge check; stuck, ask about the lesson in the community.
- workspace_premiumEarn CPE creditOne credit per 50 minutes of instruction; the certificate for each course prints the hours.
- verifiedGet certifiedOne paid exam per rung, prep free, retakes free inside the window; the badge shows on your community profile.
Office hours and live classes
Bring the lesson, the screen and the question
Office hours run every weekday in the community's Events space. Training classes and workshops are added there with RSVP and a calendar link; recordings are posted after.
- 26OctOffice hoursrepeatEvery weekdayschedule9:00 am PT, 16:00 UTC, 45 minutesvideocamOnline, RSVP for the linksupport_agentHosted by the SmartSuite Support team. Bring the question, the screen and the setup.12 going
- TBANovLive training class: automationsschoolMonthly class ExamplescheduleTime set by the hostvideocamOnline, 60 minutes, recording posted afterpersonHost photo and name once the class is scheduled.4 going
- TBANovBuilder workshopconstructionEvery two weeks ExamplescheduleTime set by the hostvideocamOnline, bring a build to work onpersonHost photo and name once the workshop is scheduled.2 going
All events and recordings in the community Events space arrow_forward
Questions
Before the first lesson
Four things learners ask before they sign up.
Is the training free?
Every Platform course is free, in every path. The only paid step is a certification exam, and prep for it is free. Partner training is part of the partner program.
How does CPE credit work?
One credit per 50 minutes of instruction, counted in fifths. Every course has knowledge checks and a final at 70 percent; the certificate for the course prints the hours for your professional body.
How long does a certification last?
Two years on every exam credential, one year on Certified Consultant. Inside the window you take a short free renewal exam drawn from the releases of the period and the clock restarts. Certificates issued under the earlier free program stay valid as a 2022 edition until 31 Dec 2027, and holders get the new exam free inside that window.
Where do I sign in?
Sign in with your SmartSuite account: the Sign in button opens the SmartSuite login and brings you back here. One profile carries your progress, your badges and your community account.
Start today
Start learning on the Academy
Free Platform training, CPE credit on every course, and a profile that follows you into the community.
