How to Purchase AI Add-ons During a Trial Subscription: A Step-by-step Guide

This article provides a detailed guide on purchasing AI add-ons while using a trial subscription. Follow these steps to upgrade your plan and customize it to include AI-powered features that optimize your business operations.

How to purchase AI add-ons

Follow the steps below to purchase AI add-ons during a trial subscription.

1. Navigate to the Admin Page

• Log in to your account and navigate to the Admin module.

2. Access Billing and Subscription

• Click on the Billing and Subscription.

  

3. Choose a Plan

• In the subscription page, locate the Choose Plan section.

• Select your desired plan category (e.g., Momentum or Enterprise) and the billing cycle (monthly or yearly) that aligns with your requirements.

• Click the Buy Now button.

  

4. Build Your Plan

• Upon clicking Buy Now, you will be redirected to the Build Your Plan section on the purchase page.

  AI add-ons are only available in Momentum and Enterprise plans.

5. Customize Your Plan

• Choose your preferred Billing Cycle (e.g., monthly or annually).

• Specify the number of agents required for your plan.

  

6. Add AI add-ons

• Select the AI add-ons you need (e.g., AI Copilot agents).

• If applicable, increase the number of agents to match your requirements.

  

7. Finalize Billing and Payment

• Update your billing and payment information accurately.

• Click the Pay button to complete the purchase process.

  
  • When updating the agent or AI Copilot agent counts, you cannot reduce them below to the number of active agents in your subscription.
  • To view details of currently active agents, navigate to:
    • Admin > Agents (For plan agent counts)
    • AI > AI Copilot > Access Control (For AI Copilot agents)

  • If the entered card has 3D security enabled, you will be asked to complete an additional verification step with the card issuer to process the payment.

  • A pop-up window will appear, displaying an authentication page on the bank’s website. This page requires you to enter a password associated with the card or a code sent to your phone.
    

    

  • Once the payment is authorized, the subscription will start immediately.

Helpful Tips

• Review plan details: Double-check the plan specifications and add-ons to ensure they meet your needs before proceeding to payment.
• Trial subscription eligibility: Verify that your trial subscription allows upgrades to paid plans.
• Documentation and support: For additional assistance, refer to the official documentation or contact support at BoldDesk Support.

By following these steps, you can successfully purchase AI add-ons during your trial subscription and unlock powerful features to enhance your operations.