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How to Purchase, Manage, and Monitor AI Credits in BoldDesk

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AI Agent Credits power all AI‑driven capabilities within BoldDesk. This guide explains how to purchase credit packs, enable auto‑purchase, review usage, and manage your subscription using only BoldDesk’s built‑in billing and administration tools.

How to Purchase AI Credit Packs

You can purchase AI credits directly from the Admin Center. Follow the steps below to purchase AI credit packs

  1. Log in to your BoldDesk account.
  2. Go to Admin Center → Billing & Subscription.
  3. In the left menu, select AI Credits.
  4. Click on Purchase AI Credits.
  5. Complete the payment on the Stripe-hosted checkout page. After the payment is authorised, the credits are added to your account.

BoldDesk does not store payment card details. AI credit purchases are completed securely through Stripe checkout.

Enable Auto-Purchase for AI Credits

Auto‑purchase ensures your AI Agent features continue running without interruption by automatically adding a new pack when your balance is low.

Enable Auto‑Purchase During Purchase

When purchasing a credit pack, enable Auto Purchase in the purchase dialog before completing the order.

Enable Auto‑Purchase During Purchase.png

Enable Auto‑Purchase at Any Time During Your Cycle

You can also turn it on later:

  1. Open Admin Center → Billing & Subscription.

  2. Select AI Credits from the left sidebar.

  3. Manage AI Credits details page will be shown.

  4. Turn on the Auto Purchase toggle.

    Enable Auto‑Purchase at Any Time During Your Cycle.png

Example Scenario
If you purchase 1 pack at $20 (which provides 1000 credits), and credits are depleted before the month ends, Auto Purchase will automatically add another pack.

Monitor AI Credit Usage & Alerts

Usage insights are located in the AI Center.

How to View Usage

  1. Log in to BoldDesk.

  2. Navigate to AI Module from the main navigation.

  3. Under Settings and AI Credits, click Usage and Credits.

    Usage & Credits.png

You can monitor the following from this page;

  • Total credits used

  • Remaining balance

  • Usage trends

  • Alert thresholds

    AI Credit Usage & Alerts.png

Manage AI Agent Credit

Once you have purchased the AI credit pack, you can manage and review your credit activity on the Subscription page.
You can track your AI credit consumption by following the procedure below.

  1. Log in to BoldDesk.
  2. Go to Admin Center → Billing & Subscription.
  3. Click AI Credits in the left sidebar.

You will see your credit summary and detailed transaction history.

Key Components of the AI Credit Management Page

Here, you can view credit details and manage them with ease:

AI Credit Management Page.png

Credit Details

Credit Details Insights
No. of credits Purchased Total credits bought
Last Purchase date Date of the most recent transaction
Per 1000 credit amount Total cost per 1000 pack
Credit amount Current balance

Auto Purchase Credits

Displays the current auto-purchase status and allows you to enable or disable this option.

No. of Credit Packs

Shows the number of packs purchased in the current cycle.

Purchase History

Purchase History Insights
Invoice no. Unique invoice ID
Invoice Date Date of purchase
Credit Purchased Quantity bought
Per credit pack amount Cost per credit pack
Amount Total billed amount
Status Payment status
Invoice details Downloadable invoice

Frequently Asked Questions

  1. Can auto‑purchase be disabled after it has been enabled?
    Yes. Go to Admin Center → Billing & Subscription → AI Credits and toggle Auto Purchase off.

  2. Where do I configure usage alerts and alert thresholds?
    In the AI Center under Usage & Credits (the usage page includes Alert thresholds).

  3. Do unused AI credits expire at the end of the month?
    No. AI credits are usage-based and do not expire monthly. Remaining credits stay available until they are consumed.

  4. Where can I see remaining AI credits and usage trends?
    Open AI Module → Settings → AI Credits → Usage and Credits to view remaining balance and trends.

  5. Where can I download an invoice for an AI credit purchase?
    Go to Admin Center → Billing & Subscription → AI Credits, then use Purchase History → Invoice details to download the invoice.

  6. Can more than one administrator manage AI Agent Credits?
    Yes. Any administrator with access to Billing & Subscription permissions can view and manage AI Agent Credits.

  7. Does BoldDesk store my payment card details for AI credit purchases?
    No. BoldDesk does not store payment card details. Payments are processed through Stripe Checkout.

Related Articles

  1. Understanding AI Credits in BoldDesk
  2. How to Purchase AI Agent Credits in BoldDesk Active Subscription
  3. Overview of AI Credits Consumption & Balance Dashboard
  4. How to Purchase AI Add-ons During a Trial Subscription: A Step-by-Step Guide
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