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, Subscription, 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 → AI Agents → AI Usage & Alerts → View Usage Report.

   

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.

Frequently Asked Questions (FAQs)

1. How does BoldDesk determine which credits are consumed first—subscription or paid?
By default, the system consumes Subscription Credits first. Once they’re exhausted, it switches to Paid Credits.

2. Why does the Credits Consumption widget display both Subscription Credit and Paid Credit segments?
The stacked visualization separates usage by credit type so you can see how each entity draws from the credit pool:

• Subscription Credits — typically shown in green
• Paid Credits — typically shown in purple

This distinction helps you monitor budget usage, ensure subscription allocations are utilized effectively, and track what portion becomes billable (paid).

3. What does the “(Empty)” segment in the stacked chart represent?
“(Empty)” appears when a bar segment has no values for one or more series within the selected filters. Common reasons:

• The entity did not consume credits during the selected period.
• The entity consumed only one credit type (Subscription or Paid) during that period.
• Filters (Brand or Date Range) exclude records that would otherwise populate that segment.

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

• Bulk ticket operations or high‑volume days
• Newly activated AI workflows or macro automation
• AI Agents assisting multiple conversations in parallel
• Heavy usage concentrated among a few top‑consuming agents

Use the Credits Consumption and Top 5 Credits Consumers widgets to pinpoint which entity drove the spike.

5. How can I estimate when my portal will run out of credits?
Use the AI Credits Consumption & Balance Dashboard (separate from this usage dashboard) for:

• Forecasted usage
• Expected exhaustion date
• Subscription‑to‑Paid transition timelines

This helps you prepare for Auto‑Recharge or manual top‑ups. Learn more on Overview of AI Credits Consumption & Balance Dashboard.

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

• Increased Copilot usage or AI‑assisted replies
• Longer/more complex summaries or generations
• Additional AI Agents enabled during peak hours
• Differences in agent adoption across shifts or teams