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How to Purchase AI Copilot Agent Seats in BoldDesk Active Subscription

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This guide provides a clear, step-by-step overview of how to purchase AI Copilot Agent seats within an active BoldDesk subscription. Whether you’re expanding your support team’s capabilities or enabling AI‑powered assistance for the first time, the process is streamlined directly through your Billing & Subscription settings. By following the outlined steps, administrators can easily add seats and ensure the AI Copilot Agent is activated and ready to enhance customer support productivity.

Please check out the GIF below for more insights.

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  1. Navigate to Admin → Billing & Subscription.
    Log into BoldDesk, go to the Admin module, then click Billing & Subscription.

    Billing and Subscription.png

  2. Purchase AI Copilot
    On the Billing and Subscription page under AI Copilot, click on “Purchase AI Copilot.”

    Purchase AI Copilot.png

  3. Update AI Copilot
    On the Update AI Copilot page that pops up, enable AI Copilot if it is not yet enabled.

    Enable AI Copilot.png


    Once you have enabled AI Copilot, update the number of agents and click on continue.

    Update AI Copilot Agents.png

  • If AI Copilot is activated during the subscription cycle, charges will be prorated for the remaining duration.
  • In subsequent invoices, whether monthly or yearly, AI Copilot will be listed as a separate line item in your subscription billing.
  1. Update Payment
    Update the payment and click on update to purchase the AI Copilot.

    Update Payment.png

Once you have purchased the license, you must assign the AI Copilot to the selected agent. Learn more on How to Assign and Revoke Copilot Access for Agents in BoldDesk.

Frequently Asked Questions (FAQs)

1. Which plan is AI Copilot add‑ons supported in BoldDesk?
BoldDesk offers a single Enterprise team-based subscription that varies according to the number of agents. The AI Copilot feature is available as a separate add-on, purchased independently based on the scale of your Enterprise Team Based subscription.

2. Is AI Copilot included with standard agent seats?
No. AI Copilot is billed separately and is not part of the standard agent seats of your main subscription. However, you can only purchase AI Copilot licenses up to the number of agents covered by your Enterprise Team Based subscription.

3. How is AI Copilot billed?
AI Copilot is billed per agent, on a monthly or annual basis, and appears as a separate line item on subsequent invoices.

4. Are charges prorated if I activate mid‑cycle?
Yes. If AI Copilot is activated during the current subscription cycle, charges are prorated for the remaining duration.

5. How do I purchase AI Copilot add‑ons?
Go to Admin → Billing & Subscription → AI Copilot → Purchase AI Copilot.

6. Can agents use AI Copilot without a license?
No. Only agents with an active AI Copilot license can use its features.

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