How BoldDesk Free Trial Works: Features & Reactivation Guide
The BoldDesk free trial provides users with a full-featured, 15‑day opportunity to explore the platform without a credit card requirement. It allows access to core help desk capabilities—including email ticketing, knowledge base tools, workflow automation, and system customization—exactly as they appear in the selected plan tier. 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.
- If you want to extend your trial account period, contact BoldDesk support by sending an email to
[email protected]. - It is not possible to remove all sample data used during the BoldDesk trial at once; however, you may delete each piece of information individually.
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 [email protected] 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. * You may cancel the trial whenever you wish.
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.
Q8: Am I eligible to receive a trial for a different plan if I currently have an active plan?
Yes, you may create a separate account to test the features of the relevant plan prior to upgrading or downgrading.
Q9. Are there any differences in field limits between BoldDesk’s trial and paid versions?
No. BoldDesk does not impose different field limits for trial accounts. During the trial period, you get the same field limits as the paid version of the plan you are testing (Scale, Momentum, or Enterprise).
Explore more on Feature Limits Based on Pricing Plans.
Q10. What determines how many fields I can create in BoldDesk?
Field limits in BoldDesk are determined only by the pricing plan, not by whether the account is a trial or paid.
Q11. Does the free trial include marketplace apps integrations in BoldDesk?
Yes. BoldDesk offers a 15‑day free trial, and users can try any plan tier. The trial allows you to experience the features of the selected plan without being charged.
Q12. Are all modifications made in the trial account transferred to the paid plan account after payment?
Yes — all changes made during the BoldDesk trial will be preserved upon purchase, provided that it is not a downgrade.
