BoldDesk AI Credits Usage Dashboard

The AI Credits Usage Dashboard in BoldDesk opens with a set of high‑level summary metrics that provide an immediate snapshot of AI credit activity for the selected period. The highlighted section in the dashboard contains two key areas:

• Global Filters (Brand & Date Range)
• Cycle Summary Metrics (Total, Free, Paid, and Daily Consumption)

These components work together to give administrators a precise and contextualized view of AI credit usage before exploring deeper insights in the charts below.

How to access dashboard

You can access the AI Credits Usage Dashboard through either of the following options:

1. Using Reports Module: Navigate to Reports module → AI Credits Usage Dashboard

2. Using AI Module: Navigate to AI module → Performance → AI Credits Usage Dashboard

Dashboard Filters (Brand & Date Range Controls)

At the top‑right section of the dashboard, the filtering controls allow you to refine the scope of all displayed widgets. These filters ensure that the usage metrics and charts reflect only the data relevant to the selected brand and time window.

Filter by Brand

The Brand dropdown lets you analyze credit usage for:

• All Brands (default)
• A specific brand within your BoldDesk workspace

This is especially useful for multi‑brand organizations that need to evaluate AI credit usage separately across service environments or product lines.

Filter by Date Period
You can filter AI Credits Usage within a selected time frame using either relative date options or by setting a custom date range to view only the relevant conversations.

• Relative dates
  The following are the predefined relative dates and custom date range.

  • Today
  • Yesterday
  • This week
  • Last week
  • This month
  • Last month
  • Last 60 days
  • Last 90 days
  • This year

• Custom Date Range
  The flexible custom date range feature lets you filter AI Credits Usage data for any specific period within a maximum range of one year. This helps you focus on the exact timeframe needed to analyze performance and trends effectively.

Once a range is selected, all widgets—including Top Consumers, Credits Consumption, and Time‑Series Trends—refresh instantly to match the chosen dates.

Print, Refresh, Save & View Controls
The dashboard provides quick-access controls to print, refresh, save, and view reports.
You can also save your filter selections as custom views, allowing you to maintain consistent report settings for recurring analysis periods.
This helps ensure that you—and your team—can easily reopen predefined configurations without needing to reapply filters each time.

Cycle Summary Metrics

Directly below the filter controls, the dashboard presents four key usage metrics. These values provide a consolidated overview of how many AI credits were consumed within the selected brand and time range.

Top 5 Credits Consumers

The Top 5 Credits Consumers widget offers a clear and intuitive visualization of the entities that used the highest number of AI credits within the selected reporting period. Positioned prominently near the top of the dashboard, this widget helps administrators quickly identify consumption hotspots and understand which agents, brands, or groups contribute most to AI usage across the organization.
As soon as the widget loads, it displays a colour‑coded chart representing each of the top five consumers. The size of each segment reflects that entity’s proportional share of total usage, making it easy to compare consumption levels at a glance. A corresponding legend, aligned on the right side, lists each entity with matching colours for effortless correlation.

Credits Consumption Over Time

The Credits Consumption Over Time widget provides a chronological visualization of AI credit usage across the selected date range. Unlike the previous widgets, which focus on distribution across agents or brands, this widget focuses on when credits were consumed. This makes it a critical tool for identifying patterns, spotting anomalies, and understanding the operational tempo of AI‑driven processes within your BoldDesk workspace.
Displayed in a line chart by default, the widget maps total credits consumed on each day, week, or month—depending on the selected time granularity. The result is a clear, continuous trendline that shows how usage fluctuates over time.

FAQs

1. How does BoldDesk determine which credits are consumed first—free or paid?
By default, the system uses free credits until they are fully depleted, after which it begins to use paid credits.

2. Why does the Credits Consumption widget display both Free Credit and Paid Credit segments?
The stacked visualization helps distinguish how each entity is using the credit pool.

• Green segments represent free credits used during the selected period.
• Purple segments represent paid credits that contribute to billable consumption.
• This distinction allows you to monitor budget usage and ensure free allocations are fully utilized before paid credits are impacted.

3. What does the “(Empty)” segment in the stacked chart represent?
“(Empty)” indicates that an entity has no values for the free or paid credit series within the selected time range. This may happen when:

• The entity did not consume credits during the selected period.
• The entity consumed only a single type of credit (free or paid).
• Filters exclude certain credit categories from the view.

4. Why do I see spikes in the Over‑Time consumption chart?
Spikes typically indicate:

• Bulk ticket operations or high‑volume support days
• Newly activated AI workflows or automation macros
• AI Agents assisting multiple conversations simultaneously
• Unusually heavy usage by top-consuming agents

You can cross‑check these spikes using the Credits Consumption and Top 5 Consumers widgets to identify the responsible entity.

5. How can I estimate when my portal will run out of credits?
While the AI Credits Usage Dashboard visualizes activity, you can use the AI Credits Consumption & Balance Dashboard (separate dashboard) to access:

• Forecasted usage
• Expected exhaustion date
• Free‑to‑paid transition timelines

This helps you anticipate consumption trends and prepare for Auto‑Recharge or manual credit purchases.

6. Why does my daily credit consumption vary even when ticket volume seems stable?
AI credit usage depends on more than ticket count. Variations may result from:

• Increased AI Copilot usage
• More complex or longer summaries
• Higher volumes of AI‑assisted responses
• Additional AI Agents deployed during peak hours
• Differences in agent adoption across shifts or teams