How to Purchase AI Copilot Agent Seats in BoldDesk
This guide explains how to purchase or update AI Copilot Agent seats within an active BoldDesk subscription. You can manage AI Copilot seats from the Billing & Subscription page, review prorated charges, and confirm the update using the default payment method managed through Stripe.
Prerequisites
Before you begin, ensure that you have:
- An active BoldDesk Enterprise or Momentum (Legacy) subscription.
- Access to Admin Center > Billing & Subscription.
- The Manage billing and subscription permission enabled for your role.
- A valid default payment method configured in Stripe.
Purchase or Update AI Copilot Agent Seats
To purchase or update AI Copilot Agent seats:
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Sign in to your BoldDesk account.
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Go to Admin Center > Billing & Subscription.
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In the AI Copilot section, do one of the following:
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If AI Copilot is not active, click Purchase AI Copilot.
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If AI Copilot is already active, click Manage AI Copilot.
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In the Update AI Copilot dialog, enable AI Copilot if it is not already enabled.
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Enter or update the number of AI Copilot agents.
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Review the amount shown for the selected number of agents.
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Review the prorated Total due today amount.
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Click Continue.
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In the Payment Method step, review the payment summary.
The page shows details such as:
- AI Copilot amount – The total AI Copilot cost based on the selected number of agents and billing cycle.
- Subtotal – The amount before tax.
- Tax – The applicable tax amount, if any.
- Total due today – The prorated amount charged immediately for the remaining period of the current billing cycle.
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If you need to update or change the default payment method before confirming the purchase, click Manage Payment Method. This opens the Stripe-hosted payment method management page.
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Click Update to confirm the AI Copilot purchase or seat update.
After the update is completed, the subscription is updated successfully, and the changes will be reflected in the application within 15 minutes.
If the payment method must be changed before updating AI Copilot seats, use Manage Payment Method. Payment methods are managed securely through Stripe, and BoldDesk does not store card details.
Billing Behavior
AI Copilot is billed separately from standard BoldDesk agent seats.
- AI Copilot is billed per agent.
- If AI Copilot is activated or increased during the current subscription cycle, the charge is prorated for the remaining duration of the cycle.
- In future invoices, AI Copilot appears as a separate line item in your subscription billing.
- If AI Copilot seats are reduced, the change may apply from the next billing date.
Plan and agent downgrades and billing cycle changes are reflected on the next billing date. Current subscription change requests may be cancelled when a new subscription update is submitted.
Assign AI Copilot Access to Agents
After purchasing AI Copilot seats, assign AI Copilot access to the required agents.
To assign access, learn more on AI Copilot Access Control for Agents in BoldDesk.
Purchasing AI Copilot seats does not automatically grant access to all agents. You must assign AI Copilot access to the required agents after purchase.
Payment Verification
If additional payment verification is required, Stripe handles the verification process using the default payment method configured for your subscription.
You may be asked to complete verification through your card issuer, such as entering a one-time code, password, or approving the payment through your bank.
Card verification, including 3D Secure authentication, is handled by Stripe. BoldDesk does not collect or store payment card details.
Frequently Asked Questions
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Which plans support AI Copilot add-ons in BoldDesk?
AI Copilot is available as an add-on for Enterprise and Momentum (Legacy) subscriptions. It is not included by default and must be purchased separately. -
Is AI Copilot included with standard agent seats?
No. AI Copilot is billed separately and is not included with standard BoldDesk agent seats. -
How is AI Copilot billed?
AI Copilot is billed per agent, based on the selected billing cycle. It appears as a separate line item in subscription billing. -
Are AI Copilot charges prorated if I activate or increase seats mid-cycle?
Yes. If AI Copilot is activated or additional AI Copilot seats are added during the current subscription cycle, the charge is prorated for the remaining duration. -
How do I purchase or update AI Copilot seats?
Go to Admin Center > Billing & Subscription, then click Manage AI Copilot in the AI Copilot section. -
Does BoldDesk store payment card details?
No. BoldDesk does not store payment card details. Payment methods are managed and processed securely through Stripe. -
Can I change the payment method before purchasing AI Copilot seats?
Yes. In the Payment Method step, click Manage Payment Method to update the default payment method in Stripe. -
Can agents use AI Copilot without a license?
No. Only agents with assigned AI Copilot access can use AI Copilot features. -
What should I do after purchasing AI Copilot seats?
Assign AI Copilot access to the required agents from the AI Copilot access control settings.
