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AI agents for SaaS

AI-Native Customer Support for SaaS, with Unlimited Human Agents

AI agents onboard new users, answer product questions, troubleshoot integrations and turn bug reports into Jira issues, 24/7 on every channel. No per-seat fees and no per-resolution fees.

Start Free Trial Book a Demo
  • No credit card required
  • Free onboarding
  • 15-day free trial
BoldDesk chat workspace: Priya Shah, an admin at Acme Analytics, asks how to give a contractor view-only access to just the Q4 Launch project; the AI agent handling the conversation checks through the product’s API that her Pro plan includes guests, invites the contractor as a guest viewer on Q4 Launch through an API action, explains what it set up, and the status changes from Open to Resolved while the workspace record changes from 2 to 3 guests
of user requests resolved by AI
Up to 90%
accuracy in G2’s AI agent test
96%
languages, around the clock
40+

Trusted by companies of all sizes

BoldDesk customers including Acqueon, AFRY, Boiron, George Mason University, Legal Sea Foods, PostcardMania, United Way and Visasq Coleman

What it resolves

Support That Keeps Pace as Your User Base Grows

Connected to your product, docs and Jira, the AI agent resolves the requests that slow growth: onboarding, how-to questions, integrations, bugs and access. Anything sensitive waits for the person you name.

A new customer asks what to set up first; the AI agent reads the workspace’s setup checklist, two of five steps done, and suggests connecting Slack and importing users with a CSV template and a guide; the customer connects Slack, the step is ticked and the progress bar moves to three of five
  • Your product via API action
  • Knowledge base
Built with AI actions and MCP

Users, companies, issues and amounts in the scenes are illustrative. Actions in your own systems run through the integration, API action or MCP server you connect.

Independent Evaluation

Tested by G2 on 50 Real Support Tasks. Tied for the Highest Accuracy

G2 ran nine customer experience AI agents through the same verified dataset: grounded answers, account actions, troubleshooting, and escalation by policy. BoldDesk was scored independently, like every other vendor.

G2 logo
BoldDesk Scorecard Tested October 8, 2026
Accuracy 96% · +10 pts vs. average
Evaluated-agent average: 86%
Policy compliance 89% · +11 pts vs. average
Evaluated-agent average: 78%
Overall points 217.5 / 250 · +21 vs. average

Source: G2 AI CX Agent Evaluations, General CX leaderboard. Scores reflect G2’s evaluation on the date shown and may change as agents are re-tested.

One AI team

AI Agents for Your Users, AI Help for Your Support and Success Teams

Three agents share your docs, your plan rules and one credit balance. Support engineers, customer success managers and the developers who take escalations join as human agents at no seat cost.

  • In the product’s in-app chat a user asks whether clients can be invited as guests on the Starter plan; the Support Agent answers that guest access comes with the Pro plan and offers a 14-day Pro trial, a Start Pro trial button appears and the conversation is resolved with no ticket

    For your users

    Support Agent

    Answers in your product’s in-app chat and by email, from your docs and the user’s own plan, and points to the upgrade when a feature needs one.

    Explore Support Agent
  • Four new tickets are tagged on arrival: an export crash as a bug for engineering, a cancellation request as churn risk and urgent, a webhook question as how-to with docs, and a card declined on renewal as billing with high priority

    For every ticket

    Background Agent

    Tags each new ticket as a bug, how-to, billing or cancellation case and flags churn risk, so engineering and success see theirs first.

    Explore Background Agent
  • A 23-message ticket escalated to engineering folds into a three-point summary by the Assist Agent: the export failure since version 4.18, the three affected Pro workspaces and the Jira issue with its fix in 4.19; then a reply to the customer is drafted, with Improve tone, Translate and Insert reply buttons

    For your team

    Assist Agent

    Summarizes a long escalation for the engineer who picks it up and drafts the customer update from the ticket and the linked issue.

    Explore Assist Agent

Connect Your SaaS Stack in Minutes

Native Stripe, Jira, Salesforce, HubSpot, Slack and PagerDuty integrations. Your product’s API, admin console and identity provider connect over API or MCP.

A customer admin writes in chat that exports fail with a 500 error; BoldDesk opens ticket BUG-3120, the AI agent links the bug, and Stripe, Jira, Salesforce, HubSpot, Slack and PagerDuty light up in turn

Connect your product’s API over API actions or MCP

Guardrails

Refunds, Resets and Plan Changes Stay Inside Your Policy

The AI agent reads the account and prepares the change. Refunds, 2FA resets and downgrades you mark wait for the owner you name, and every step is on record.

  • Approval before sensitive actions

    Refunds, credits, 2FA and SSO resets, downgrades and account deletions you mark wait for your billing lead or the workspace owner.

  • A trace log of every step

    Each subscription lookup, product API call, policy check and approval is recorded with its result and time, ready for your audits.

  • Policy-bound skills

    Each skill follows your refund window, trial and discount rules, so the AI agent never promises what your policy does not allow.

  • Take over in one click

    Enterprise accounts, cancellations and churn-risk conversations can be taken over by your success team from the AI agent in one click.

96% accuracy in G2’s independent AI agent test, +10 pts vs. average

BoldDesk AI trace for an annual plan cancelled early: the cancellation and refund skill is matched, stripe.get_subscription reads the Pro annual plan with 25 seats renewed 12 days ago for $2,880.00, the 30-day refund window check passes, the refund waits for the billing lead and Omar Haddad approves it, stripe.create_refund refunds $2,880.00 to the card on file and returns 200 OK, the customer is emailed the receipt and a data export link, and the run is saved to the audit log

Enterprise-Grade Security for Your Customers’ Data

Independently audited and encrypted end to end, with the access controls your enterprise customers ask about in security reviews.

Security at BoldDesk
  • SOC 2 Type 2 badge

    SOC 2 Type 2

    Independently audited for security, availability and confidentiality.

  • GDPR badge

    GDPR

    Compliant with EU data protection rules, with a data processing agreement.

  • HIPAA badge

    HIPAA

    HIPAA compliance with a signed BAA, for SaaS products that handle health data.

  • Your data stays yours

    Your data is only accessible to your AI agent and not used to train models.

  • AES-256 encryption

    Tickets, account and billing data encrypted on a secure cloud architecture.

  • SSO and role-based access

    SSO, IP restrictions and roles decide who builds, approves and sees what.

  • PII redaction

    Personal data users paste into a chat is masked in tickets, transcripts and reports.

Do’s and Don’ts for SaaS Customer Support

Help customers from onboarding to renewal. Review best practices, common mistakes and the impact each has on bugs, billing and churn.

Explore Guidelines

  • Best Practices

  • Common Mistakes

  • Impact

Frequently Asked Questions

What is an AI agent for SaaS customer support?

An AI agent for SaaS customer support is software that resolves your users’ requests, such as a setup question, a broken integration or a bug report, instead of only answering questions about them. In BoldDesk it works in your product, docs and Jira through native integrations, API actions or MCP, and answers how-to questions from your knowledge base.

Can BoldDesk’s AI agent onboard users and fix integration errors in our product?

Yes. Through API actions or an MCP server connected to your product, the AI agent can read a workspace’s setup progress, check an integration’s status and last error, and fix or resend what your API allows, then guide the user through the next steps from your docs. Seat, plan and invoice changes in Stripe work the same way, and the ones you mark as approval-required wait for your billing lead.

Does BoldDesk work with Jira, Azure DevOps and our own product’s API?

Yes. BoldDesk has native Jira and Azure DevOps integrations that link tickets to issues and work items, so support sees their status on the ticket. The AI agent collects the browser, app version, error and steps first, and your product’s API, admin console, identity provider and request logs connect as API actions or an MCP server, limited to the actions you allow.

How does BoldDesk protect your customers’ data?

BoldDesk has a SOC 2 Type 2 report, is GDPR compliant with a data processing agreement, and offers HIPAA compliance with a signed BAA. Data is encrypted with AES-256, access is controlled with SSO, IP restrictions and roles, and PII redaction masks personal data users paste into a chat. AI services are turned off in HIPAA mode, so use the AI agent for requests that don’t involve protected health information.

How do I stop the AI agent from issuing refunds or resetting 2FA on its own?

Mark refunds, credits, 2FA and SSO resets, downgrades and account deletions as approval-required, or set a rule such as refunds over $500 needing your billing lead. The AI agent prepares the action from the account, waits for the named approver, then runs it, and each step is saved in its trace log.

When does the AI agent hand a SaaS customer to a person?

When a customer asks to cancel or shows churn risk, when an enterprise account or a security issue is involved, when its confidence is low, or when your rules say so, the AI agent passes the conversation to your support, success or engineering team with what it checked. Anyone on your team can take over an AI conversation in one click.

How is BoldDesk priced for a SaaS company’s support, success and engineering teams?

Plans start at $99 a month, billed yearly, with 500 AI credits and unlimited human agents, so support engineers, customer success managers and the developers who take escalations all work in BoldDesk at no seat cost. There are no per-resolution fees, and extra AI credits are $40 per 1,000.

Which channels and languages can your users use?

Users can reach the AI agent inside your product through BoldDesk’s embeddable chat widget, in your help center, by email and on WhatsApp, and it replies in 40+ languages, translating each exchange for your support team.

Get started

Let AI Agents Run Your SaaS Support

Connect your product, docs and Jira, and watch the AI agent clear its first user requests today.

Start Free Trial Book a Demo
  • No credit card required
  • Free onboarding and migration
  • Unlimited human agents