How to Enable and Configure AI Field Prediction in BoldDesk
AI Field Prediction automatically analyzes ticket content and populates supported ticket fields with the most relevant values. This helps reduce manual ticket classification by predicting values for fields such as Category, Type, Priority, and supported custom dropdown fields.
Field Prediction uses a ticket’s Subject, Description, and new replies to determine the appropriate field values and applies them through Ticket Automation.
Prerequisites
Before configuring AI Field Prediction:
- AI features must be enabled for your account.
- You must have access to the AI and Automation modules.
- You must have permission to manage Ticket Automation rules.
Supported Fields and Triggers
AI Predict (Field Prediction) currently supports the following fields:
- System fields: Type, Category, and Priority.
- Custom fields: Single-select Dropdown and Multi-select Dropdown.
Category Supported Options System Fields Category, Type and Priority Custom Fields Single-select dropdown, Multi-select dropdown Supported Triggers Create Ticket, Update Ticket (New Message)
- AI predictions are applied only when the target field is empty.
- The Update Ticket trigger runs Field Prediction only when the update includes an eligible new message, such as a requester or agent reply. Property-only updates do not trigger a prediction.
Enable Field Prediction
Step 1. Enable Field Prediction
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Click the AI icon from the left navigation menu.
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Under AI Automation, select Field Prediction.
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Turn on the Field Prediction toggle.
Step 2. Configure Brand and Source Scope
Use the Brand and Source settings to control where Field Prediction can be used.
Brand
Select one or more brands where AI predictions should apply.
- Select specific brands to limit predictions.
- Leave the field empty to include all brands.
Source
Select the ticket channels where predictions should run.
Examples include: Email, Customer Portal, Live Chat, API.
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Select specific sources to restrict predictions.
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Leave the field empty to include all sources.
Field Prediction is applied only to tickets that match the selected brands and sources.
Step 3. Configure Ticket Automation
Enabling Field Prediction makes AI predictions available, but Ticket Automation controls when predictions run and which fields are updated.
From the Field Prediction page:
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Scroll to Configure Field Prediction in Ticket Automation.
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Click Ticket Triggers.
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You will be directed to create a new rule or edit an existing rule.
Alternatively, navigate to:
Admin → Automation → Rules
Step 4. Select a Trigger
Choose when AI should evaluate tickets.
Create Ticket Trigger
Runs when a new ticket is created.
Use this trigger to classify tickets immediately after they are submitted.
For more information, explore How to Configure and Manage Create Ticket Triggers in BoldDesk.
Update Ticket Trigger
Runs when a new message is added to a ticket.
Examples:
- Customer reply
- Agent reply
For more information, explore How to Create and Manage Update Ticket Triggers in BoldDesk.
Updates that only change ticket properties such as Status, Priority, Tags, or Custom Fields do not trigger AI predictions.
Step 5. Define Conditions
Configure the conditions that determine when the automation rule should run.
Examples:
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Brand equals Support
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Source equals Email
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Group equals Billing
Conditions are optional but recommended for controlled deployment.
Step 6. Configure AI Predict Actions
In the Set Action section, select the fields that AI should populate.
Supported actions include:
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Set Category → AI Predict
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Set Type → AI Predict
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Set Custom Dropdown → AI Predict
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{{Select.All}}
Recommended: Use {{Select.All}}
The {{Select.All}} option allows AI to evaluate and populate all supported fields together.
Benefits:
- Maintains field dependencies automatically.
- Improves prediction consistency.
- Reduces configuration effort.
Step 7. Add Additional Instructions (Optional)
You can provide additional guidance to help improve prediction accuracy and tailor the generated results to your requirements.
- Select a supported field and choose AI Predict from the available operators.
- Expand the Additional Instructions section.
Configure the following options:
Ticket Context Fields
Provide additional ticket information that AI can use when making predictions.
Examples:
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Subject
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Description Text
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Ticket form Id
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Custom fields
AI Instructions
Provide specific guidance for predicting field values.
Example:
Set the category to Billing when the ticket mentions invoices, payments, refunds, subscriptions, or charges.
Save the automation rule.
How AI Field Prediction Works
When a ticket is created or receives a new reply:
- Ticket Automation evaluates the rule.
- AI analyzes the ticket content.
- AI predicts the most appropriate field values.
- BoldDesk updates supported fields if they are empty.
- The action is recorded in Automation History.
The AI uses:
- Subject
- Description
- Latest replies
to generate predictions.
Troubleshooting AI Field Prediction
Predictions are not being applied
Check the following:
- Field Prediction toggle is enabled in
AI → Field Prediction. - The ticket matches the configured Brand and Source scope.
- The Ticket Automation rule uses a supported trigger:
- Create Ticket, or
- Update Ticket where the update contains an eligible new message.
- The Ticket Automation rule has an AI Predict action configured (for example, Set Category → AI Predict or {{Select.All}}).
Update Ticket rule is not triggering predictions
Verify that the update includes an eligible message (requester reply or agent reply). If the update only changed ticket properties (Status, Tags, Priority, Custom Fields), AI Field Prediction does not run.
Predictions appear to “do nothing”
Confirm whether the target field already has a value. AI Field Prediction updates only empty fields and does not overwrite existing values.
Cannot configure AI Predict actions
Verify the administrator has:
- access to the AI module and Automation module, and
- permission to manage Ticket Automation rules.
Frequently Asked Questions
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Where do I enable AI Field Prediction?
Go toAI → Field Prediction, then turn on the Field Prediction toggle and configure Brand and Source. -
Which ticket fields does AI Field Prediction support?
AI Field Prediction supports system fields (Category, Type, Priority) and custom fields (Single-select Dropdown, Multi-select Dropdown). -
Which ticket events can trigger AI Field Prediction?
AI Field Prediction can run from Ticket Automation rules using Create Ticket and Update Ticket (New Message) triggers. -
Does AI Field Prediction overwrite existing values?
No. AI Field Prediction applies predictions only when the target field is empty. -
Why doesn’t Update Ticket trigger predictions when I change Priority or Tags?
Updates that only change ticket properties (for example Status, Priority, Tags, Custom Fields) do not trigger AI Field Prediction unless the update includes an eligible new message. -
How do I apply AI predictions to all supported fields at once?
In the Ticket Automation rule action, select {{Select.All}} to let AI Predict evaluate and populate all supported fields together. -
Where can I verify whether AI Field Prediction ran successfully?
Check Automation History, where AI Predict actions are recorded when applied. -
Can I guide AI predictions with custom rules or keywords?
Yes. Use Additional Instructions in the AI Predict action to add Ticket Context Fields and AI Instructions that guide predicted field values.