How to Purchase AI Copilot Agent seats in BoldDesk Active Subscription
This article provides a detailed guide on purchasing AI Copilot Agent seats while using an active subscription. Follow these steps to upgrade your plan and customize it to include AI-powered features that optimize your business operations.
Please check out the GIF below;
- Navigate to Admin → Billing & Subscription.
Log into BoldDesk, go to the Admin module, then click Billing & Subscription.
- Purchase AI Copilot
On the Billing and Subscription page under AI Copilot, click on “Purchase AI Copilot.”
- Update AI Copilot
On the Update AI Copilot page that pops up, enable AI Copilot if it is not yet enabled.
Once you have enabled AI Copilot, update the number of agents and click on continue.
- 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.
- Update Payment
Update the payment and click on update to purchase the AI Copilot.
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 plans support AI Copilot Agent add‑ons?
AI Copilot add‑ons are available on the Momentum and Enterprise plans. They are not available on the Scale plan.
2. Is AI Copilot included with standard agent seats?
No. AI Copilot is billed separately and is not included with standard agent seats or your primary 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.
7. I can’t find the purchase option—what should I check?
Ensure your account is on Momentum or Enterprise (not Scale) and you’re in Admin → Billing & Subscription.
