BoldDesk Trial Account Guide
This article provides a comprehensive guide on how trial periods function in BoldDesk and the steps to reactivate an account once the trial expires.
What is a Trial Period?
A trial period is a 15-day free access window that allows users to explore BoldDesk’s full feature set before purchasing a subscription.
- Available for all plans: Scale, Momentum, and Enterprise
- No payment required during the trial
- Ideal for evaluating platform capabilities
Features Available During Trial
During the trial, users have access to all premium features across selected plans:
Core Capabilities
- Ticketing System: Create, manage, and automate support tickets
- Workflow Automation: Triggers, macros, auto-assignment rules
- AI Copilot & AI Agents: Generate responses, summaries, and manage AI-powered agents
Communication Channels
- Live Chat: Embedded widgets and social media integration
- Omnichannel Support: Email, SMS, WhatsApp, Facebook, Instagram, Telegram
Knowledge & Feedback
- Knowledge Base: Create help articles and categories
- CSAT Surveys: Collect customer satisfaction feedback
Reporting & Customization
- Reports & Analytics: Dashboards, scheduled reports
- Customization: Ticket forms, fields, templates, branding
Accessibility & Integration
- Mobile Apps: iOS and Android support
- Integrations: Slack, Microsoft Teams, and other tools
- Multilingual Support: Serve customers in multiple languages
Limitations of the Trial Account
After the 15-day trial ends:
- The account enters a suspended state after a short grace period
- If not upgraded, the account is deleted permanently.
- Data retention: Your data is stored for 7 days post-expiry to allow for reactivation.
- The trial ends automatically unless extended or upgraded.
How to Reactivate a BoldDesk Account
You can reactivate your account using one of the following methods:
Option 1: Self-Reactivation
Go to the Subscription section in the BoldDesk application and choose a paid plan to complete the upgrade process.
Option 2: Request Support Assistance
Email support@bolddesk.com with your portal URL and request. The support team will assist with reactivation and invoice details.
Frequently Asked Questions (FAQ)
Q1: Can I extend my trial period?
A: By submitting a G2 review, you may extend the trial period by an additional 15 days.
Q2: What happens if I miss the 7-day data retention window?
A: Your account and data may be permanently deleted. Reactivation may not be possible.
Q3: Can I switch plans during the trial?
A: Yes, you can upgrade or downgrade between trial plans to test different features.
Q4: Is support available during the trial?
A: Yes, BoldDesk offers free live chat and onboarding support during the trial.
Q5: What is a help desk migration?
A help desk migration is the process of transferring your customer support data—such as tickets, contacts, Knowledge Base articles, workflows, and settings—from your current help desk platform to BoldDesk.
Q6: Does BoldDesk offer free migration services?
Yes, BoldDesk provides a free expert migration service for paid customers on plans like Scale, Momentum, and Enterprise. Explore Migration page.
Q7: How long does the migration process take?
Migration timelines vary based on the complexity and volume of data. After submitting a migration request, BoldDesk will provide an estimated timeframe.
