BoldDesk AI Credit Usage provides visibility into how often AI Agents successfully resolve customer inquiries without human intervention. By configuring usage alerts and limits, you can maintain oversight, control credit consumption, and ensure AI-powered workflows operate within your organization’s policies.

This guide walks you through how to access, configure, and monitor AI Credit Consumption using the Usage & Alerts settings in the BoldDesk AI module. All steps reflect the latest BoldDesk interface and current AI Agent credit management capabilities.

Prerequisites and Required Roles

Before configuring AI Resolution usage:

• You must be an Administrator or Billing Admin.
• You must have access to the BoldDesk AI module.

Navigate to AI Agent Usage & Alerts

1. Go to AI → AI Agents.

2. Click Usage & Alerts (top‑right) to open the usage overview page for AI credits.

   

3. In the usage overview page for AI credits, you can jump to the dashboards:

   • View Balance Report → opens AI Credits Consumption & Balance Dashboard.

   • View Usage Report → opens AI Credits Usage Dashboard.

     

Manage Subscription Credits Usage Alerts

The Subscription Credits section shows the total monthly subscription credits and how many have been consumed. A blue progress bar visually indicates usage.

Configuring Subscription Credit Alerts

1. In the Subscription Credits panel, locate:
   Notify the billing contacts via email when [percentage]% of the subscription credits have been utilized.

2. Open the dropdown and select a percentage (e.g., 90%).

3. The progress bar will update automatically as usage increases.

   

Manage AI Agent Credits Usage Alerts

The AI Agent Credits section displays:

• Total purchased AI credits (e.g., 5000 Credits)
• Credits consumed (e.g., 338 / 5000 Credits Used)
• Auto‑recharge status (if enabled)
• Alert configuration dropdown for billing notifications

Configuring AI Agent Credit Alerts

1. In the AI Agent Credits panel, enable:
   Notify the billing contacts via email when [percentage]% of the credits have been utilized.

2. Use the dropdown to choose a percentage, such as 80%.

   

If auto‑recharge is active, a message displays, for example:

“Auto‑recharge is on! We’ll add 3000 credits automatically when your balance hits zero.”

Monitor Credit Usage

The Usage & Alerts dashboard provides real‑time tracking for both Subscription and AI Agent Credits. Each panel shows:

• Total credits available
• Credits consumed
• A blue progress bar illustrating consumption visually

Use this dashboard to monitor usage throughout your billing cycle and prevent unexpected credit depletion.

Additional Tips

• Review regularly: Check the Usage and Alerts page frequently to stay within limits.
• Adjust thresholds: Modify limits based on your business needs to avoid unexpected interruptions.
• Need help? Refer to the BoldDesk support resources at BoldDesk Support for further assistance.

Frequently Asked Questions (FAQs)

1. Who receives usage alert emails?
All configured billing contacts receive usage alerts based on the selected thresholds.

2. Why did billing contacts receive an alert even though alerts were disabled?
A final alert is always sent when 100% of the subscription credit is consumed.

3. Can I set different thresholds for Subscription Credits and AI Agent Credits?
Yes. Each panel has its own alert dropdown, allowing independent alert levels.

4. What is the purpose of the progress bar?
It provides a quick visual overview of how many credits have been consumed relative to the total available.

5. How does auto‑recharge work?
When enabled, BoldDesk automatically adds a predefined number of AI Agent credits once the balance reaches zero.

6. Can I disable alert notifications completely?
You can disable percentage‑based alerts, but 100% usage alerts remain mandatory for billing contacts.

Related Articles

• Getting Started with BoldDesk AI
• Understanding AI Datasource Limits in BoldDesk
• Understanding AI Credits in BoldDesk AI Agent