Overview of AI Credits Consumption & Balance Dashboard
The AI Credits Consumption & Balance Dashboard in BoldDesk offers a centralized, real‑time view of how AI credits are consumed throughout the current billing cycle. It provides complete visibility into remaining credits, daily usage patterns, forecasted consumption, and projected credit exhaustion.
This dashboard ensures you can track free‑to‑paid transitions, understand usage behavior over time, and take proactive steps—such as adjusting AI usage, configuring alerts, or purchasing credits—to avoid unexpected service interruptions.
How to access dashboard
You can access the AI Credits Consumption & Balance Dashboard through either of the following options:
1. Using Reports Module: Navigate to Reports module → AI Credits Consumption & Balance
2. Using AI Module: Navigate to AI module → Performance → AI Credits Consumption & Balance
Credits Overview
Credit Usage Overview provides a real-time summary of how AI credits are allocated and consumed within the current billing cycle. It helps quickly understand remaining balances, usage progress, and the split between free and paid credits, ensuring better monitoring and proactive usage management.
| Metric | Description | Formula / Calculation |
|---|---|---|
| Credits Remaining | Displays the live count of unused credits for the current billing cycle. | Credits Balance = Credits Available − Credits Used |
| Credits Usage | Shows the total credits consumed and the percentage of the cycle already utilized. | Credits Used (%) = (Credits Used / Credits Available) × 100 |
| Free Credits Status | Overview of free credit allocations, including consumed and remaining credits. | Tracked separately within the free credit pool |
| Paid Credits Status | Displays remaining and consumed paid credits with clear usage indicators. | Tracked separately within the paid credit pool |
Daily Credits Consumption (Actual vs Expected)
The Daily Credits Consumption (Actual vs Expected) widget provides a real-time comparison between how many AI credits your portal is actually consuming and how many it is expected to consume based on the current billing cycle. This widget helps monitor credit efficiency and detect early signs of accelerated usage that could lead to premature exhaustion of free or paid credits.
| Metric | Description | Formula |
|---|---|---|
| Actual Daily Consumption | Exact number of AI credits consumed per day based on usage so far in the billing cycle. | Credits Used / Days Elapsed in Cycle (till today) |
| Expected Daily Consumption | Forecasted daily credit usage designed to evenly distribute available credits across the entire billing cycle. | Credits Available / Total Days in Cycle |
Free to Paid Credit Usage Transition
This widget analyzes how long free credits will last before the system switches to paid credits, or shows how long ago the switch already occurred. It helps understand credit transitions.
Free → Paid Transition Scenarios
| Scenario | What the Widget Shows | Formula / Logic |
|---|---|---|
| Free Credits Not Yet Zero (Forecasted) | Number of days remaining before free credits are fully consumed | Days Until Free Credits Zero = Free Credits Remaining ÷ Actual Daily Consumption |
| Free Credits Already Exhausted | Number of days since free credits reached zero and paid credit usage began | Calculated based on the Free to Paid switch date |
Forecasted Usage
The Forecasted Usage module provides a forward-looking view of credit consumption.
Forecast Formula
Forecasted Usage = Actual Daily Consumption × Total Days in Cycle
Forecasted Usage Outcomes
| Use Case | What the Widget Displays | Details |
|---|---|---|
| Forecast > Credits Available | Excess credit usage amount Percentage overage highlighted in red Suggested additional credits to purchase |
Current usage rate will exceed available credits before the cycle ends |
| Forecast ≤ Credits Available | Expected remaining credits Usage status shown as within budget |
Credit usage is projected to stay within available limits |
Time to Credits Exhaustion (Projected Date)
The Time to Credits Exhaustion widget provides a real-time estimate of how many days remain before your portal consumes all available free and paid AI credits. It highlights both the remaining duration and the projected exhaustion date.
Exhaustion Estimate Calculation
BoldDesk continuously recalculates the projected exhaustion date using live usage data and current consumption trends.
| Calculation Input | Description |
|---|---|
| Total Credits Remaining | Combined remaining free and paid AI credits |
| Actual Daily Consumption | Average credits consumed per day based on current usage |
| Days Elapsed | Number of days passed in the current billing cycle |
| Recent Usage Trends | Consumption pattern changes from recent activity |
Exhaustion Formula
Days Until Total Exhaustion = Total Credits Remaining ÷ Actual Daily Consumption
Exhaustion Status Scenarios
Depending on the current credit balance, the widget displays one of the following states:
Credits Not Yet Exhausted
| What the Widget Shows | Purpose |
|---|---|
| Remaining days before all credits are depleted | Helps teams track how close they are to credit exhaustion |
| Projected exhaustion date | Enables proactive planning and corrective action |
Credits Already Exhausted
| What the Widget Shows | Purpose |
|---|---|
| Number of days since credits reached zero | Indicates when depletion occurred |
| Date of exhaustion | Helps audit usage and identify interruption timelines |
Purchased This Cycle
The Purchased This Cycle widget tracks all AI credit purchases made during the current billing cycle, giving clear visibility into credit acquisition activity and spend control.
- Credits purchased in the previous cycle but not yet used are not included here.
- If no purchases occurred, the widget displays a “No purchases this cycle” indicator.
Daily Credits Consumption (Actual & Forecast)
The Daily Credits Consumption (Actual & Forecast) widget visualizes actual credit usage till today and projects future consumption based on actual daily consumption rate until the end of the billing cycle. It also displays the expected daily consumption.
Credits Balance Forecast (Until Exhaustion)
A visualization presents the daily credit balance according to actual usage till today and forecasts the daily actual consumption of the credit balance from tomorrow until the end of the billing cycle.
- Remaining credits plotted across recent days
- Predicted future balance if the current consumption pattern continues
This view allows to identify exactly when to replenish credits or adjust AI workload distribution.
Permissions Required to Access the AI Credits Consumption & Balance Dashboard
Access to the AI Credits Consumption & Balance Dashboard in BoldDesk is permission‑controlled to ensure that only authorized personnel—typically administrators, billing owners, or reporting analysts—can view sensitive AI consumption and financial data.
To access this dashboard, an agent must have both of the permissions listed below. These permissions control visibility into AI-related insights and reporting modules.
-
AI Module → “View Insights” Permission
The dashboard sits under AI analytics, and all credit‑usage metrics—including forecasts, exhaustion projections, and free→paid transition details—are classified as AI insights.
Without View Insights, the AI section cannot be accessed, and the dashboard will be hidden.
-
Reports Module → “View AI Report” Permission
Because the dashboard is part of the BoldDesk Reports section, agents need permission to view AI‑related reporting content.
This ensures that only designated users—such as finance teams, admins, and supervisors—can monitor AI credit burn‑rate and spending trends.
In trial account, BoldDesk provides an initial allocation of 50 AI credits, allowing administrators and agents to explore AI‑powered capabilities such as AI Copilot, AI Agents, and automated content generation.
These credits enable users to test key AI workflows, evaluate credit consumption behavior, and understand how AI features operate within the BoldDesk platform before upgrading to a paid plan.
FAQs
1. How often does the AI Credits Dashboard update?
The dashboard updates continuously, reflecting near real‑time credit usage across all AI features.
2. Can I set alerts for low AI credit balance?
Yes. Use Admin → AI Settings → Alerts & Limits to create low-credit warnings and notify specific admin or billing users.
3. How do I enable Auto Recharge for credits?
Go to Billing → Credits → Auto Recharge and configure the threshold and bundle size. BoldDesk will automatically top up when your balance falls below the threshold.
4. Can I control which features consume credits?
Yes. You can manage feature access within AI Settings and restrict AI capabilities through Roles & Permissions.
5. How do I investigate unexpected spikes in AI consumption?
Use the Daily Consumption graph along with AI Usage Reports to identify high‑usage days, agents, or workflows contributing to spikes.
6. Does changing the Free → Paid switch affect historical data?
No. The switch only affects future consumption behavior. Historical usage remains unchanged.
