AI features are available for evaluation during the BoldDesk trial. However, additional AI Credit Packs cannot be purchased as a standalone add-on while the organization remains on a trial subscription.

To purchase additional AI Credits, upgrade the trial to a paid AI-enabled plan and include the required AI Credit Packs during the purchase.

AI Assist and AI Agents use the same shared AI Credit pool. One AI Credit Pack contains 1,000 AI Credits.

Prerequisites

Before upgrading the trial, ensure that:

• The BoldDesk organization has an active trial subscription.
• You have administrator or billing access.
• A valid payment method is available.
• The payment method supports any verification required by the card issuer.

Purchase AI Credit Packs During a Trial Upgrade

1. Open Billing and Subscription

1. Sign in to the BoldDesk Agent Portal as an administrator.

2. Open the Admin Center.

3. Under General, select Billing and Subscription.
   

   
   
   

2. Review the Trial and Select a Plan

The Billing & Subscription page displays the current Trial Plan, including the plan name, trial period, and remaining days.
To select a paid plan:

1. Choose the applicable product tab:
   • AI-First
   • HelpDesk
2. Select the preferred billing cycle:
   • Monthly
   • Yearly
3. Review the available plans, included AI Credits, human-agent allocation, pricing, and features.
4. Click Choose Plan for a different plan.
   If the current trial plan is already selected, click Purchase Now.
   The available AI-enabled plans can include:

   • Scale AI

   • Momentum AI

   • Enterprise AI
     

     
     
     

3. Configure the Plan and AI Credit Packs

The selected plan opens on the Build your plan page.

1. Confirm the Billing Cycle.

2. Review the AI Credits included with the selected plan.

3. Review the human-agent allocation.

4. Under AI Add-ons, turn on AI Credits.

5. Under No. Of AI Credit Packs, select the number of additional packs to purchase.

6. Review the calculated AI Credit Pack amount.
   

   
   
   

One AI Credit Pack contains 1,000 AI Credits. The applicable price is displayed beside the AI Credits add-on.

4. Review the Order Summary

Review the Order Summary before continuing.
Confirm the following:

• Selected BoldDesk plan.

• Billing cycle.

• Subscription amount.

• Additional AI Credit Pack quantity.

• AI Credit Pack amount.

• Subtotal excluding tax.

• Applicable tax.

• Total amount.
  

  
  
  

If the information is correct, click Proceed to Payment.

5. Review the Stripe Checkout

After clicking Proceed to Payment, BoldDesk redirects to the Stripe-hosted checkout page.
The checkout page displays the subscription and AI Credit Pack charges as separate line items.
Review:

• Selected BoldDesk plan.

• Billing frequency.

• Additional AI Credits.

• Subscription charge.

• AI Credit Pack charge.

• Subtotal.

• Applicable tax.

• Total due today.

• Recurring subscription amount.
  

  
  
  

6. Complete the Payment

To complete the purchase, use one of the payment options displayed by Stripe:

• Complete Stripe Link verification to use saved payment information.

• Select Send code to email instead if that option is available.

• Select Pay without Link to enter the payment information without using a saved Stripe Link account.
  

  
  
  

Enter the required billing and payment information, complete any verification requested by the card issuer, and submit the payment.

7. Verify the Subscription and AI Credits

After the payment is completed successfully:

1. Return to Admin Center > Billing and Subscription.
2. Confirm that the paid subscription is active.
3. Review the selected plan and billing cycle.
4. Open the AI Credits management page when available.
5. Confirm that the purchased AI Credit Packs are displayed.

The paid subscription and purchased AI Credit Packs become available after the payment is successfully processed.

Apply a Promotion Code

If a valid promotion code is available:

1. On the Stripe checkout page, click Add promotion code.
2. Enter the code exactly as provided.
3. Apply the code.

For more information about configuring promotional code, explore How to Apply Coupon Codes When Purchasing BoldDesk.

Purchase Additional Credits After the Upgrade

After the paid subscription is active, administrators can purchase additional AI Credit Packs from the dedicated AI Credits page.
Go to:

Admin Center > Billing and Subscription > AI Credits

From this page, administrators can:

• Purchase additional AI Credit Packs.
• Configure Auto Recharge.
• Review previous purchases.
• View invoices.

For detailed instructions, learn How to Manage AI Add-on Credits in BoldDesk.

Troubleshooting

AI Credits Cannot Be Purchased Separately During the Trial

This is expected behavior. Select a paid AI-enabled plan and include the required AI Credit Packs under AI Add-ons during the trial upgrade.

Payment Cannot Be Completed

Review the payment message displayed by Stripe, verify the billing and payment information, and complete any authentication requested by the card issuer.
If the payment continues to fail, contact the card issuer or use another available payment method.

Purchased Credits Are Not Displayed

Confirm that the payment was completed successfully, refresh Billing and Subscription, and review the AI Credits page.
Contact BoldDesk Support if the paid subscription is active but the purchased AI Credit Packs are not displayed.

Frequently Asked Questions

1. Can I purchase AI Credit Packs without upgrading the trial?
   No. Additional AI Credit Packs cannot be purchased as a standalone add-on while the organization remains on a trial subscription. Include the required packs while upgrading to a paid AI-enabled plan.

2. Are additional AI Credit Packs included in the plan price?
   No. The plan allocation and additional AI Credit Packs are displayed as separate items in the Order Summary and Stripe checkout.

3. Do AI Assist and AI Agents use separate credit balances?
   No. AI Assist and AI Agents consume credits from the same shared AI Credit pool.

4. Can I purchase additional AI Credits after the upgrade?
   Yes. After the paid subscription is active, go to Admin Center > Billing and Subscription > AI Credits and use the available credit-purchase option.

5. When does the paid subscription start?
   The selected paid subscription is activated after the payment is completed successfully.

6. Does BoldDesk store payment card details?
   No. Stripe processes the payment. BoldDesk does not store payment card details.

Related Articles

1. How to Manage AI Add-on Credits in BoldDesk
2. Understanding AI Credits in BoldDesk
3. How BoldDesk Free Trial Works: Features and Reactivation Guide
4. BoldDesk Subscription Plans: Compare Features and Pricing