How Trial Periods Work and Reactivation Guide in BoldDesk
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.
- Accessible with the chosen plan.
- No payment required during the trial.
- Ideal for evaluating platform capabilities.
Features Available During Trial
During the BoldDesk trial period, the BoldDesk portal includes premium features available in the selected plan tier.
| Category | Features included during trial | What the features support during trial |
|---|---|---|
| Core help desk capabilities | Ticketing System; Workflow Automation; AI Assist & AI Agents | Create, manage, track, and automate support tickets; configure triggers, automations, macros, and auto-assignment rules; use AI tools for response generation, summaries, and agent workflows. |
| Communication channels | Live Chat; Omnichannel Support | Provide real-time support using chat widgets and manage conversations across Email, SMS, WhatsApp, Facebook, Instagram, and Telegram from one platform. |
| Knowledge and feedback | Knowledge Base; CSAT Surveys | Create and publish self-service knowledge articles and collect customer satisfaction feedback. |
| Reporting and customization | Reports & Analytics; Customization | View dashboards and performance metrics, schedule reports, and customize ticket forms, fields, templates, workflows, and portal branding. |
| Accessibility and integrations | Mobile Apps; Integrations; Multilingual Support | Use iOS and Android apps, connect to third-party tools (including Slack and Microsoft Teams), and support multiple languages. |
- During the trial period, all premium BoldDesk features are available for evaluation. Feature availability may vary in future subscription plans and product updates.
- During a trial subscription, if an account or portal is deleted after the trial expires and the applicable retention period ends, it cannot be restored or reactivated. To continue using BoldDesk, a new trial or subscription account must be created. If the email address remains associated with a deleted account and cannot be used for registration, contact BoldDesk Support to verify the account status and request email cleanup so the same email address can be used to sign up again.
- Trial data is retained only for a limited period after expiration. Once the account is permanently deleted, data recovery will not be possible. To extend a trial account, contact
[email protected].
Limitations of the Trial Account
After the 15-day trial ends:
- The account will enter a suspended status following a brief grace period if it is not purchased. You must complete the purchase to proceed.
- 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 purchased.
- BoldDesk trials cannot be cancelled manually. The trial ends automatically unless the account is upgraded or extended.
- BoldDesk does not provide an option to remove all trial or sample data at once. Test data must be deleted individually, or you can start a new BoldDesk account for a completely clean environment.
- Trial accounts support adding multiple agents for evaluating roles, permissions, and workflows. For larger teams and production use, upgrade to a paid subscription and scale agents based on your plan requirements.
- BoldDesk APIs are available during the trial; however, API key generation is not supported for trial accounts.
- Editing Email Notification templates is not supported during the trial. To validate email delivery and customize email content, use Triggers with available placeholders.
- Trial accounts can send up to 30 outbound emails per day. This limit is removed after upgrading to a paid subscription, although standard email delivery restrictions may still apply.
How to Reactivate a BoldDesk Account
Account reactivation is available only for portals that are still within the retention period and have not been permanently deleted. You can reactivate your account using one of the following methods:
| Option | Method | Steps |
|---|---|---|
| Option 1 | Self-Reactivation | Navigate to the Subscription section in the BoldDesk application and select a paid plan to complete the upgrade and reactivate your account. |
| Option 2 | Request Support Assistance | Contact [email protected] with your portal URL and reactivation request. The support team will assist with the reactivation process and provide invoice details if applicable. |
Troubleshooting
Trial Is About to Expire
Banner Message:
Enterprise Trial plan will expire on {date}. Purchase now.
Cause:
Your BoldDesk trial period is nearing its expiration date.
Resolution:
- Navigate to Billing & Subscription and purchase a paid plan to continue using BoldDesk without interruption.
- If you need additional evaluation time, contact
[email protected]to request a trial extension.
Trial Has Expired
Banner Message: Enterprise Trial plan has expired. Account will be suspended on {date}. Purchase now.
Cause: Your 15-day trial period has ended, and the account is currently in the grace period before suspension.
Resolution:
- Purchase a subscription from Billing & Subscription to reactivate full access and prevent account suspension.
- Alternatively, contact
[email protected]for assistance with account reactivation and billing.
Account Has Been Suspended After Trial Expiration
Banner Message: Account has been suspended; it will be deleted on {date}. Please contact BoldDesk support to restore your account.
Cause: The trial account was not upgraded during the grace period and has entered a suspended state.
Resolution:
- Contact
[email protected]as soon as possible to request account restoration. - Complete the subscription purchase process to regain access to the account and retain your data before the scheduled deletion date.
Frequently Asked Questions
-
Can a BoldDesk trial be extended?
Yes. Contact[email protected]to request a trial extension. The existing content also states that submitting a G2 review may extend the trial by an additional 15 days. -
Can a BoldDesk trial be cancelled manually?
No. BoldDesk trials cannot be cancelled manually. The BoldDesk trial ends automatically unless the portal is upgraded or extended. -
What happens if the 7-day retention window is missed?
The BoldDesk portal and data may be permanently deleted. After permanent deletion, BoldDesk portal reactivation may not be possible. -
Is support available during the BoldDesk trial?
Yes. BoldDesk provides free live chat and onboarding support during the trial. -
Are trial changes preserved after upgrading to a paid subscription?
Yes. Modifications made in the BoldDesk trial portal are preserved after purchasing a paid subscription. -
Are there differences in field limits between trial and paid portals?
No. BoldDesk does not impose different field limits for trial portals. The trial uses the same field limits as the paid version for testing. -
Are integrations available during the trial?
Yes. The BoldDesk trial allows access to integrations supported by the selected plan tier. Trial portals can connect to third-party apps such as Slack and Microsoft Teams. -
Can trial portals generate API keys?
No. Although APIs are available during the trial, API key generation is not supported for trial portals.
