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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.

Steps to Purchase

  1. Log in to your BoldDesk account.
  2. Go to Admin CenterBilling & Subscription.
  3. In the left menu, select AI Agent Credits.
  4. Click Purchase Pack.
  5. Complete the payment to add credits to your account.

    Purchase AI credit.png

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.png

Enable Auto‑Purchase at Any Time During Your Cycle

You can also turn it on later:

  1. Open Admin CenterBilling & Subscription.

  2. Select AI Agent Credits from the left sidebar.

  3. Manage AI Agent Credits details page will be shown.

  4. Turn on the Auto Purchase toggle.

    Enable Auto-purchase.gif

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 Center from the main navigation.
  3. Click AI agent.
  4. In the top‑right AI Agent menu, select Usage & Alerts.

Here you can monitor:

  • Total credits used

  • Remaining balance

  • Usage trends

  • Alert thresholds

    Usage & Alert.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 CenterBilling & Subscription.
  3. Click AI Agent 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:

Manage AI credit.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

FAQs

  1. Can I disable Auto Purchase after enabling it?
    Yes. Go to Billing & Subscription → AI Agent Credits and toggle Auto Purchase off at any time.

  2. Does BoldDesk allow custom credit thresholds for usage alerts?
    Yes. In AI CenterAI agentUsage & Alerts, you can configure alert levels to notify admins when credit levels reach specified thresholds.

  3. Are unused AI credits carried over to the next billing cycle?
    Yes. AI credits are usage-based and do not expire monthly. They remain available until consumed.

  4. Can multiple administrators manage AI credit settings?
    Yes. Any admin with access to Billing & Subscription permissions can view and manage AI Agent Credits.

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