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How to Update and Enable AI Add-ons in Active Subscriptions

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This article provides a step-by-step guide to enable, update, or manage AI add-ons in active subscriptions. AI add-ons include features like

  • AI Copilot agents (prepaid)
  • AI Agents (pay-as-you-go)

Follow the instructions below to ensure smooth activation and manage these features effectively.

Steps to Enable or Update AI Add-ons

1. Access the Billing and Subscription section

  • Go to the Admin panel.
  • Select Billing and Subscription.
    image.png

2. Locate Add-on Details

  • On the Billing & Subscription page, find the AI Add-on Details section.
  • Depending on your current subscription status:
    • If you have already purchased or enabled an add-on, you will see the Update AI add-ons option.
    • If no add-ons are purchased or enabled, you will see the Subscribe Now option.
      image.png

3. Manage Add-ons

  • Click on either the Update AI add-ons or Subscribe Now option.
  • A pop-up window will appear.
  • In the pop-up, you can:
    • Enable or disable AI add-ons.
    • Update the number of AI Copilot agents as needed.
  • Click Continue to proceed.
    image.png

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4. Review and Confirm Details

  • Verify your changes and then your card details for payment confirmation.
  • Click Update to complete the process.
    image.png

5. Finalize Activation

  • Once confirmed, the AI add-ons will be enabled.
    image.png

Additional Notes

  • AI Copilot agents: Prepaid add-ons that allow you to purchase a fixed number of agents in advance.
  • AI Agents: Pay-as-you-go add-ons, with charges based on monthly usage.

Need Help?

For further assistance, visit the BoldDesk Support Portal or contact the support team directly via BoldDesk Support.

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