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How to Monitor and Manage AI Credit Usage in BoldDesk

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BoldDesk AI Credit Usage provides visibility into how often AI successfully resolves customer inquiries without human intervention. By configuring usage alerts and limits, you can maintain oversight, control credit consumption, and ensure AI-powered workflows operate within your organization’s policies.

This guide walks you through how to access, configure, and monitor AI Credit Consumption using the Usage & Alerts settings in the BoldDesk AI module. All steps reflect the latest BoldDesk interface and current AI credit management capabilities.

To use the AI Agent or AI Assist, you must purchase AI paid credits. For additional information about AI Credits, please consult Understanding AI Credits in BoldDesk.

Prerequisites

Before configuring AI Resolution usage:

  • You must be an Administrator or Billing Admin.
  • You must have access to the BoldDesk AI module.

Navigate to AI Usage & Alerts

  1. Go to AI Center > Settings and AI Credits.

  2. Click Usage and Credits to open the usage overview page for AI credits.

    Usage and Credits.png

  3. In the usage overview page for AI credits, you can jump to the dashboards:

    • View Balance Report → opens AI Credits Consumption & Balance Dashboard.

    • View Usage Report → opens AI Credits Usage Dashboard.

      View Report.png

Manage Subscription Credits Usage Alerts

The Subscription Credits section shows the total monthly subscription credits and how many have been consumed. A blue progress bar visually indicates usage.

Configuring Subscription Credit Alerts

  1. In the Subscription Credits panel, locate: Notify the billing contacts via email when [percentage]% of the subscription credits have been utilized.

  2. Open the dropdown and select a percentage (for instance, 90%).

  3. The progress bar will update automatically as usage increases.

    Subscription Credit Alerts.png

Billing contacts will consistently receive an alert when subscription credits are fully used at 100%, regardless of whether the notification toggle is disabled. For further information, please refer to
Managing Additional Email Recipients for Subscription Invoices.

Manage AI Credits Usage Alerts

The AI Paid Credits section displays:

  • Total purchased AI Paid credits (for instance, 5000 Credits)
  • Credits consumed (for example, 338 / 5000 Credits Used)
  • Auto‑recharge status (if enabled)
  • Alert configuration dropdown for billing notifications

Configuring AI Paid Credit Alerts

  1. In the AI Paid Credits panel, enable: Notify the billing contacts via email when [percentage]% of the credits have been utilized.

  2. Use the dropdown to choose a percentage, such as 80%.

    AI Paid Credit Alerts.png

If auto‑recharge is active, a message displays, for example: “Auto‑recharge is on! We’ll add 3000 credits automatically when your balance hits zero.”

Monitor Credit Usage

The Usage & Alerts dashboard provides real‑time tracking for both Subscription and AI Paid Credits. Each panel shows:

  • Total credits available
  • Credits consumed
  • A blue progress bar illustrating consumption visually

Use this dashboard to monitor usage throughout your billing cycle and prevent unexpected credit depletion.

  • Review regularly: Check the Usage and Alerts page frequently to stay within limits.
  • Adjust thresholds: Modify limits based on your business needs to avoid unexpected interruptions.
  • Need help? Refer to the BoldDesk support resources at BoldDesk Support for further assistance.

Frequently Asked Questions

  1. Who receives usage alert emails?
    All configured billing contacts receive usage alerts based on the selected thresholds.

  2. Why did billing contacts receive an alert even though alerts were disabled?
    A final alert is always sent when 100% of credits—subscription or paid—are consumed.

  3. Can I set different thresholds for Subscription Credits and AI Paid Credits?
    Yes. Each panel has its own alert dropdown, allowing independent alert levels.

  4. What is the purpose of the progress bar?
    It provides a quick visual overview of how many credits have been consumed relative to the total available.

  5. How does auto‑recharge work?
    When enabled, BoldDesk automatically adds a predefined number of AI paid credits once the balance reaches zero.

  6. Can I disable alert notifications completely?
    You can disable percentage‑based alerts, but 100% usage alerts remain mandatory for billing contacts.

Related Articles

  1. BoldDesk AI Setup: How to Start and Optimize Your AI Workflow
  2. Understanding AI Credits in BoldDesk
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