How to Monitor and Manage AI Credit Usage in BoldDesk
AI Resolution Usage in BoldDesk tracks how often AI Agents successfully resolve customer inquiries without human involvement. Configuring usage alerts and limits helps you maintain visibility, control credit consumption, and ensure AI-driven workflows operate within your organization’s policies. This guide explains how to access, configure, and monitor AI Resolution Usage using the Usage & Alerts settings available in the BoldDesk AI module. All instructions reflect the current BoldDesk UI and AI Agent credit management features.
Prerequisites and Required Roles
Before configuring AI Resolution usage:
- You must be an Administrator or Billing Admin.
- You must have access to the BoldDesk AI module.
- Navigation path needed:
AI → Usage & Alerts
Navigating to Usage & Alerts
- In the left sidebar, select AI.
- Under the AI Agents section, click Usage & Alerts.
This page displays two primary panels:
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Free Credits
-
AI Agent Credits
Manage Free Credits Usage Alerts
The Free Credits section shows the total monthly free credits and how many have been consumed. A blue progress bar visually indicates usage.
Configuring Free Credit Alerts
-
In the Free Credits panel, locate:
Notify the billing contacts via email when [percentage]% of the free credits have been utilized. -
Open the dropdown and select a percentage (e.g., 90%).
-
The progress bar will update automatically as usage increases.
Billing contacts will consistently receive an alert when free 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 Agent Credits Usage Alerts
The AI Agent Credits section displays:
- Total purchased AI credits (e.g., 5000 Credits)
- Credits consumed (e.g., 338 / 5000 Credits Used)
- Auto‑recharge status (if enabled)
- Alert configuration dropdown for billing notifications
Configuring AI Agent Credit Alerts
-
In the AI Agent Credits panel, enable:
Notify the billing contacts via email when [percentage]% of the credits have been utilized. -
Use the dropdown to choose a percentage, such as 80%.
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 Free and AI Agent Credits. Each panel shows:
- Total credits available
- Credits consumed
- Usage percentage
- A blue progress bar illustrating consumption visually
Use this dashboard to monitor usage throughout your billing cycle and prevent unexpected credit depletion.
Additional Tips
- 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.
FAQs
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—free or paid—are consumed.
3. Can I set different thresholds for Free Credits and AI Agent 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 Agent 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.
