Unlimited Fair usage policy Add as many human agents as your team needs at no extra cost. Each agent seat is for one named person in your organization handling your own customers' support. Shared logins, reselling seats or bulk automated accounts aren't permitted. Read the full policy →
Unlimited Fair usage policy Add as many human agents as your team needs at no extra cost. Each agent seat is for one named person in your organization handling your own customers' support. Shared logins, reselling seats or bulk automated accounts aren't permitted. Read the full policy →
Unlimited Fair usage policy Add as many human agents as your team needs at no extra cost. Each agent seat is for one named person in your organization handling your own customers' support. Shared logins, reselling seats or bulk automated accounts aren't permitted. Read the full policy →
Get every BoldDesk help desk feature (ticketing, live chat, knowledge base, SLAs and reporting) for one price per agent. Add AI credits only if you want them.
Unlimited TicketsCreate and handle as many tickets as you need, with no monthly cap.
Included
Included
Included
Unlimited Human AgentsAdd every teammate who handles tickets without paying per agent seat.Fair usage policy Add as many human agents as your team needs at no extra cost. Each agent seat is for one named person in your organization handling your own customers' support. Shared logins, reselling seats or bulk automated accounts aren't permitted. Read the full policy →
Included
Included
Included
Email to TicketsTurn incoming support emails into tickets automatically so each request is tracked.
Included
Included
Included
Ticket HistorySee every update made to a ticket, including who changed what and when.
Included
Included
Included
Ticket TagsLabel tickets with tags to group, filter and report on them by topic.
Included
Included
Included
Message TagsTag individual messages in a conversation so you can filter and review them later.
Included
Included
Included
Canned ResponsesReply with saved answers to common questions for faster, consistent responses.
Included
Included
Included
Split TicketsMove a message into its own ticket when a customer raises a separate issue.
Included
Included
Included
Clone TicketsCopy an existing ticket to create a new one with the same details.
Included
Included
Included
Related TicketsLink tickets that share an issue so agents see the connected context.
Included
Included
Included
Parent-Child TicketsBreak a large request into child tickets that roll up to one parent ticket.
Included
Included
Included
Spam TicketsMark unwanted tickets as spam to keep them out of your working queues.
Included
Included
Included
Suspended TicketsReview incoming emails held back as suspended and recover the valid ones as tickets.
Included
Included
Included
Delete TicketsRemove tickets you no longer need from your active views.
Included
Included
Included
Private TicketsCreate internal tickets that only your team can see, not your customers.
Included
Included
Included
Ticket InsightsGet an at-a-glance view of a ticket's key details and context while you work on it.
Included
Included
Included
Ticket WorklogLog the time spent on each ticket update so effort can be reviewed later.
Included
Included
Included
Edit & Delete MessageCorrect or remove a message you already posted on a ticket.
Included
Included
Included
Export TicketsDownload ticket data to a file for analysis, backup or sharing.
Included
Included
Included
Embedded Web WidgetsAdd a support widget to your website so customers can submit tickets or find answers.
Included
Included
Included
Embedded Web FormsEmbed a ticket form on any website so each submission creates a ticket.
Included
Included
Included
Merge TicketCombine duplicate tickets about the same issue into a single ticket.
Included
Included
Included
Lock TicketLock a finished ticket so its properties can no longer be edited.
Included
Included
Included
Ticket Access ScopeSet which tickets each agent can view, such as all, their group's, or only their own.
Included
Included
Included
Email NotificationSend automatic emails to agents and customers when tickets are created or updated.
Included
Included
Included
In-App NotificationAlert agents inside BoldDesk about ticket updates, mentions and assignments.
Included
Included
Included
Agent SignatureAdd common, brand-specific or personal signatures to agents' outgoing replies.
Included
Included
Included
Bulk EditUpdate fields on many tickets at once instead of editing them one by one.
Not included
Included
Included
Ticket SharingShare a ticket with teammates or people outside your agent team for input.
Not included
Included
Included
Forward TicketForward a ticket conversation by email to someone who can help resolve it.
Not included
Included
Included
Convert Ticket Message to KBTurn a helpful ticket reply into a knowledge base article.
Not included
Included
Included
Multiple ticket formsUse different ticket forms for different request types or brands.
Not included
Included
Included
Satisfaction Surveys (CSAT)Ask customers to rate their support experience so you can track satisfaction.
Not included
Included
Included
Multilingual Help DeskServe customers in their own language across your portal, emails and widgets.
Not included
Included
Included
Agent ShiftsSchedule agent shifts across time zones so tickets reach whoever is on duty.
Not included
Not included
Included
Auto-Merge TicketsAutomatically merge duplicate tickets from the same request into one.
Not included
Not included
Included
Ticket ApprovalsRequire sign-off from a chosen approver before a ticket moves forward.
Not included
Not included
Included
Category-Based Email SupportRoute separate support addresses into their own queues, each with its own rules.
Not included
Not included
Included
Side ThreadsEmail a vendor or another team about a ticket without the customer seeing it.
Not included
Not included
Included
Snooze TicketHide a ticket from your view until a set time, then have it come back.
Not included
Not included
Included
Time Tracking (Manual & Automatic)Track time on tickets with a running timer or by entering it by hand.
Not included
Not included
Included
Scheduled Recurring TicketsCreate repeating tickets automatically on a schedule you define.
Not included
Not included
Included
Attachment File StorageStore the files customers and agents attach to tickets inside your help desk.
100 GB
500 GB
1 TB
Customer Support Channels
· 8 of 9 differ
9 features
Customer Support Channels: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
EmailReceive customer emails as tickets and reply from BoldDesk.
Included
Included
Included
Live ChatChat in real time with visitors on your website through an embedded widget.
Not included
Included
Included
WhatsAppAnswer customer WhatsApp messages from the same BoldDesk inbox.
Not included
Included
Included
FacebookReply to Facebook Messenger messages and page posts from BoldDesk.
Not included
Included
Included
InstagramHandle Instagram direct messages alongside your other support conversations.
Not included
Included
Included
TelegramRespond to customer messages on Telegram directly from BoldDesk.
Not included
Included
Included
Voice / CallMake and receive support calls through connected phone integrations, logged as tickets.
Not included
Via integration
Via integration
SMSSend and receive text messages with customers from inside BoldDesk.
Not included
Via integration
Via integration
LINEAnswer customer messages from LINE in your BoldDesk inbox.
Not included
Via integration
Via integration
BoldDesk AI
· 0 of 13 differ
13 features
BoldDesk AI: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
Response AgentLet an AI agent answer customer chats and tickets using your knowledge and connected tools.
Included
Included
Included
Background AgentRun AI agents behind the scenes on tickets to analyze them and post findings for your team.
Included
Included
Included
Assist AgentHelp agents draft, rewrite and summarize replies with AI inside the editor.
Included
Included
Included
Email AI AgentHave AI read, classify and reply to incoming support emails.
Included
Included
Included
AI Trigger OrchestrationTrigger AI agents on conditions you set at each step of a ticket or chat.
Included
Included
Included
AI Sentiment AnalysisDetect customer sentiment in replies so your team can spot frustrated customers.
Included
Included
Included
AI Field PredictionLet AI fill ticket fields such as category and priority based on the ticket content.
Included
Included
Included
AI Actions (API tools and MCP tools)Let AI agents act in your systems by calling your APIs and MCP server tools.
Included
Included
Included
Knowledge SourcesChoose the articles, documents and content your AI agents draw answers from.
Included
Included
Included
AI Answers Self-Service PortalGive customers an AI ask box on your customer portal backed by your AI agent.
Included
Included
Included
AI Agents in Slack and Microsoft TeamsGet answers and actions from your AI agents without leaving Slack or Microsoft Teams.
Included
Included
Included
Multi-Agent CollaborationHave a manager AI agent delegate work to specialist AI agents.
Included
Included
Included
Long-Running AgentsLet AI agents work on extended tasks and deliver the result once processing is done.
Included
Included
Included
Live Chat & Instant Messaging
· 33 of 33 differ
33 features
Live Chat & Instant Messaging: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
Web WidgetAdd a chat widget to your website so visitors can start a conversation.
Not included
Included
Included
Web SDKControl the chat widget's behavior and appearance with code using the Web SDK.
Not included
Included
Included
Unlimited Concurrent ChatLet agents handle many chat conversations at the same time.
Not included
Included
Included
Unlimited MessageExchange as many chat messages with customers as you need.
Not included
Included
Included
Unlimited ContactsKeep every chat visitor and customer as a contact with no cap.
Not included
Included
Included
WorkflowAutomate chat actions such as routing, replies and updates with rules.
Not included
Included
Included
Automated Chat AssignmentAssign incoming chats to available agents or teams automatically.
Not included
Included
Included
Chat SLASet response goals for chats and get alerted before they are missed.
Not included
Included
Included
Business HourDefine when your chat team is available, by time zone.
Not included
Included
Included
Offline MessageLet visitors leave a message when no agent is online so you can follow up.
Not included
Included
Included
Holiday ListSet holidays so chat availability and response targets account for days off.
Not included
Included
Included
Automated CSATSend a satisfaction survey automatically when a chat ends.
Not included
Included
Included
Canned ResponseInsert saved replies into chats to answer common questions quickly.
Not included
Included
Included
In-App NotificationAlert agents inside BoldDesk when new chats arrive or need attention.
Not included
Included
Included
Mobile AppReply to live chats on the go from the BoldDesk mobile app.
Not included
Included
Included
MultilanguageShow the chat widget and messages in your visitors' languages.
Not included
Included
Included
Email TranscriptEmail a copy of the chat conversation to the customer for their records.
Not included
Included
Included
Widget CustomizationChange the chat widget's colors, greeting and layout to fit your website.
Not included
Included
Included
Custom BrandingShow your own logo and brand in the chat widget.
Not included
Included
Included
Conversation HistorySee a visitor's past chats so you have context before replying.
Not included
Included
Included
Viewed Pages HistorySee which pages a visitor viewed on your site before and during the chat.
Not included
Included
Included
Visitor NotesAdd notes about a visitor that your team can see in later chats.
Not included
Included
Included
TagsTag chat conversations to group, filter and report on them.
Not included
Included
Included
Conversation Private NoteLeave internal notes on a chat that only your team can see.
Not included
Included
Included
Chat ViewsFilter and save lists of chats to focus on the conversations you need.
Not included
Included
Included
Chat InsightsReview chat metrics to understand volume and team responsiveness.
Not included
Included
Included
Pre Chat FormCollect a visitor's name, email or other details before the chat starts.
Not included
Included
Included
Conversation TimeoutClose chats automatically after they have been idle for a set time.
Not included
Included
Included
Sticky Buttons in ChatShow quick-action buttons that stay visible in the chat window and trigger workflows.
Not included
Included
Included
In-Chat FAQsShow popular answers inside the chat widget so visitors can help themselves.
Not included
Included
Included
Inactivity Based WorkflowsTrigger automated actions when a customer or agent goes idle in a chat.
Not included
Included
Included
Real-Time TypingPreview what the customer is typing before they send the message.
Not included
Included
Included
Proactive Outbound MessagingStart conversations with customers on channels such as WhatsApp and SMS.
Not included
Included
Included
Knowledge Base
· 17 of 38 differ
38 features
Knowledge Base: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
Unlimited ArticlesPublish as many help articles as your knowledge base needs.
Included
Included
Included
Public Knowledge BasePublish help articles customers can find and read on their own.
Included
Included
Included
Internal or Private Knowledge BaseKeep internal articles visible only to your agents.
Included
Included
Included
Article Sections (Hierarchy)Organize articles into categories and sections so readers can browse them easily.
Included
Included
Included
Article CommentsLet readers comment on articles so you can answer questions and improve content.
Included
Included
Included
SEO for Knowledge BaseAdd meta titles and descriptions to articles to help them rank in search engines.
Included
Included
Included
Link KB in TicketInsert a knowledge base article link into a ticket reply.
Included
Included
Included
Article Advance FilterFilter articles by fields such as status, author and category to find them fast.
Included
Included
Included
Show Popular, Recent, Related ArticlesShow readers popular, recent and related articles to guide them to answers.
Included
Included
Included
Estimate Read TimeShow readers roughly how long an article takes to read.
Included
Included
Included
Full Screen EditorWrite and edit articles in a distraction-free full screen editor.
Included
Included
Included
Customer PortalGive customers one place to search articles, submit tickets and track requests.
Included
Included
Included
Print ArticleLet readers print an article or save it for offline use.
Included
Included
Included
Auto Suggest ArticlesSuggest relevant articles as customers type so they find answers before submitting.
Included
Included
Included
Article ReorderingChange the order articles appear in within a category or section.
Included
Included
Included
Auto Save in DraftsSave your article edits automatically as a draft while you write.
Included
Included
Included
Article InsightsSee how articles perform, including views and reader feedback.
Included
Included
Included
Clone ArticleCopy an existing article to start a new one with the same content.
Included
Included
Included
Share ArticleShare an article link with customers or teammates.
Included
Included
Included
Embeddable KB WidgetEmbed your knowledge base on your website or app so visitors can search it in place.
Included
Included
Included
Article redirect supportRedirect an old article URL to a new article so links keep working.
Included
Included
Included
Article ReplicateShow a single article in more than one category without duplicating it.
Not included
Included
Included
Article ExpirationSet an expiry date so outdated articles are flagged for review.
Not included
Included
Included
Article Status IndicatorAdd a visible label such as new or updated to an article for readers.
Not included
Included
Included
Import from Word DocumentCreate an article by importing content from a Word document.
Not included
Included
Included
Approval Workflow StatusTrack where an article is in the review and approval process before it publishes.
Not included
Included
Included
Article FeedbackLet readers rate whether an article helped so you know what to improve.
Not included
Included
Included
Automatic Sitemap GenerationGenerate a sitemap of your knowledge base automatically to help search engines find articles.
Not included
Included
Included
Automatic llms.txt GenerationGenerate an llms.txt file for your knowledge base so AI tools can read it easily.
Not included
Included
Included
Article Versioning & RestoreTrack changes to articles and restore an earlier version when needed.
Not included
Included
Included
Convert ticket response to articleTurn a ticket reply into a knowledge base article.
Not included
Included
Included
Multilingual Knowledge BasePublish articles in several languages for customers around the world.
Not included
Included
Included
Article TemplateStart articles from templates to keep a consistent structure.
Not included
Included
Included
Manage KB TagsCreate and manage tags used to organize knowledge base articles.
Not included
Included
Included
Bulk EditUpdate fields such as status, author or category on many articles at once.
Not included
Included
Included
KB ExportExport your knowledge base articles to a file.
Not included
Included
Included
Knowledge Base Specific to a Contact GroupShow selected articles only to customers in a specific contact group.
Not included
Not included
Included
Multibrand Knowledge BaseRun a separate knowledge base for each of your brands from one account.
Not included
Not included
Included
Workflow Automation
· 10 of 13 differ
13 features
Workflow Automation: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
Automation Rules on Ticket CreationRun actions such as assigning or tagging automatically when a new ticket arrives.
Included
Included
Included
Automation Rules on Ticket UpdatesRun actions automatically when an existing ticket changes and meets your conditions.
Included
Included
Included
Conditional Ticket FieldsShow or hide ticket fields based on values chosen in other fields.
Included
Included
Included
Time Based AutomationRun actions on tickets that meet conditions after a set amount of time.
Not included
Included
Included
Ticket MacrosApply a saved set of actions to a ticket in one click.
Not included
Included
Included
Round Robin Ticket AssignmentAssign new tickets to agents in a group in turn.
Not included
Included
Included
Load Based Ticket AssignmentAssign new tickets to the agent in a group with the fewest open tickets.
Not included
Included
Included
Skill Based AssignmentRoute tickets to agents who have the skills the ticket needs.
Not included
Not included
Included
SLA ManagementSet response and resolution targets for tickets and track whether they are met.
Single
Multiple
Multiple
Business HoursDefine your team's working hours by time zone for SLA timers.
Single
Multiple
Multiple
SLA Reminder NotificationEmail agents a reminder before a ticket's SLA target is due.
Not included
Included
Included
SLA Escalation NotificationNotify the right people when a ticket breaches its SLA target.
Not included
Included
Included
Holidays ListAdd holidays so SLA timers pause on days your team is off.
Single
Multiple
Multiple
Customization
· 4 of 14 differ
14 features
Customization: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
Ticket Custom FieldsAdd your own fields to tickets to capture the details your team needs.
Included
Included
Included
Ticket Form FieldsChoose which fields appear on a ticket form and in what order.
Included
Included
Included
Ticket Fields GroupingGroup related ticket fields together to keep forms tidy.
Included
Included
Included
Field DependenciesLimit a field's options based on the value selected in another field.
Included
Included
Included
Field Display ConditionShow a field only when conditions you set are met.
Included
Included
Included
Agent Portal CustomizationAdjust the agent portal's layout and preferences to suit how your team works.
Included
Included
Included
Customer Portal CustomizationChange the customer portal's logo, colors and layout to match your brand.
Included
Included
Included
Custom Email TemplateEdit the content of automatic emails, with brand-specific versions if needed.
Included
Included
Included
Custom ViewsSave filtered ticket lists as views and share them with your team.
Included
Included
Included
Custom Ticket StatusCreate your own ticket statuses to match each stage of your process.
Included
Included
Included
Custom Agent RolesCreate roles with their own permissions to control what agents can do.
Not included
Included
Included
Custom Agent StatusLet agents set custom statuses that show their availability.
Not included
Included
Included
Contact Custom FieldsAdd your own fields to contact records to store extra customer details.
Not included
Included
Included
Contact Group Custom FieldsAdd your own fields to contact groups to store company details.
Not included
Not included
Included
Activities/Task Management
· 7 of 7 differ
7 features
Activities/Task Management: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
Unlimited ActivitiesCreate as many tasks, calls and other activities as your team needs.
Not included
Not included
Included
Activity WorklogLog the time spent on each activity.
Not included
Not included
Included
Clone ActivityCopy an existing activity to create a new one with the same details.
Not included
Not included
Included
WatchersAdd teammates as watchers so they receive updates on an item.
Not included
Not included
Included
Email Delivery StatusCheck whether an email sent from BoldDesk was delivered.
Not included
Not included
Included
Activity HistorySee every change made to an activity and who made it.
Not included
Not included
Included
Custom Activity TypeCreate your own activity types to track the kinds of work your team does.
Not included
Not included
Included
Customer Management
· 4 of 13 differ
13 features
Customer Management: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
Unlimited ContactsStore as many customer contacts as you need.
Included
Included
Included
Unlimited Contact GroupOrganize contacts into as many contact groups, such as companies, as you need.
Included
Included
Included
Import ContactsBring existing customer contacts into BoldDesk from a file.
Included
Included
Included
Import Contact GroupsBring existing contact groups into BoldDesk from a file.
Included
Included
Included
Contact Activity HistorySee a contact's past tickets and interactions in one place.
Included
Included
Included
Contact Group Activity HistorySee the past tickets and interactions for a whole contact group.
Included
Included
Included
Contact ImpersonateView the customer portal as a specific contact sees it, to check access or troubleshoot.
Included
Included
Included
Export ContactsDownload your contact list to a file.
Included
Included
Included
Export Contact GroupsDownload your contact groups to a file.
Included
Included
Included
Contact Custom FieldsAdd your own fields to contact records to store extra customer details.
Not included
Included
Included
Merge ContactCombine duplicate contact records into one.
Not included
Included
Included
Contact Group Custom FieldsAdd your own fields to contact groups to store company details.
Not included
Not included
Included
Add Contacts to Multiple Contact GroupsLink a single contact to more than one contact group.
Not included
Not included
Included
Help Desk
· 5 of 6 differ
6 features
Help Desk: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
RebrandingShow your own logo, colors and name on the support portal instead of BoldDesk's.
Included
Included
Included
Multibrand with Custom SSL CertificateUse your own SSL certificate on each brand's custom domain.
Not included
Included
Included
Custom Emails (Email to Ticket)Use your own support email addresses to receive tickets and send replies.
5
10
25
Multibrand Help DeskRun support for several brands, each with its own portal, from one account.
Not included
Not included
10 brands
Multibrand Knowledge BaseRun a separate knowledge base for each of your brands from one account.
Not included
Not included
Included
Multibrand with Custom Domain MappingMap each brand's portal to its own custom domain.
Not included
Not included
Included
Security
· 8 of 16 differ
16 features
Security: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
Built-In SSLServe your help desk over HTTPS with SSL included.
Included
Included
Included
Custom Domain MappingServe your support portal on your own domain.
Included
Included
Included
Custom Email ServerSend outgoing support emails through your own mail server.
Included
Included
Included
Digitally Signed Emails (DKIM) and DMARCSign outgoing emails so recipients can verify they came from your domain.
Included
Included
Included
Email Spam ControlBlock or allow specific senders and domains to keep spam out of your queues.
Included
Included
Included
Social Login IntegrationLet customers sign in to your portal with their existing social accounts.
Included
Included
Included
Audit LogsReview a record of who did what in your help desk and when.
Included
Included
Included
SOC 2 ® Type 2 certifiedBoldDesk is SOC 2 Type 2 certified.
Included
Included
Included
Single Sign-On (OAuth and OpenID)Let users sign in with your identity provider using OAuth or OpenID.
Not included
Included
Included
Single Sign-On (JWT)Sign users in from your own app or site using JSON Web Tokens.
Not included
Included
Included
Two-Factor Authentication (2FA)Require a second verification step when users sign in.
Not included
Included
Included
Roles and PermissionsControl what each agent can see and do with role-based permissions.
Not included
Included
Included
Advanced Password PolicesEnforce password strength, rotation and expiry rules for your users.
Not included
Not included
Included
Data RedactionMask sensitive customer information in tickets.
Not included
Not included
Included
HIPAA ComplianceUse controls designed to help you handle health information under HIPAA.
Not included
Not included
Included
IP Range RestrictionAllow access to your help desk only from IP addresses you approve.
Not included
Not included
Included
Dashboard & Reports
· 10 of 18 differ
18 features
Dashboard & Reports: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
Support Monitoring DashboardTrack and analyze the inflow of tickets over time.
Included
Included
Included
Support Traffic DashboardSee the current status of your support tickets at a glance.
Included
Included
Included
SLA DashboardSee how well your team is meeting its SLA targets.
Included
Included
Included
Work Log ReportReview the time agents spent on each ticket.
Included
Included
Included
Ticket Conversation ReportReview ticket messages and updates across your help desk.
Included
Included
Included
Ticket Metrics ReportTrack ticket metrics such as response and resolution times.
Included
Included
Included
KB DashboardSee how your knowledge base articles are used and rated.
Included
Included
Included
Export ReportDownload report data to a file for sharing or further analysis.
Included
Included
Included
Agent/Group Performance DashboardTrack the performance of individual agents and teams.
Not included
Included
Included
Contact/Contact Group Performance DashboardTrack ticket activity and performance by contact or contact group.
Not included
Included
Included
CSAT DashboardTrack customer satisfaction ratings and feedback over time.
Not included
Included
Included
AI Credit Usage DashboardSee how many AI credits have been used, by agent and over time.
Not included
Included
Included
AI Credits Consumption & BalanceCheck how many AI credits you have used and how many remain.
Not included
Included
Included
AI Agent Performance DashboardSee how your AI agents are performing on the conversations they handle.
Not included
Included
Included
AI Agent ReportReview detailed results of AI agent activity.
Not included
Included
Included
AI Copilot ReportSee how agents use AI assistance in their work.
Not included
Included
Included
Custom DashboardsBuild your own dashboards with the reports and metrics that matter to your team.
Not included
Not included
Included
Scheduled ReportEmail reports to chosen recipients automatically on a schedule.
Not included
Not included
Included
Developer Tools
· 3 of 4 differ
4 features
Developer Tools: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
Rest API Rate (Requests per Minute)How many REST API requests your account can make each minute.
100
300
500
WebhooksNotify external systems automatically when events happen in BoldDesk.
Included
Included
Included
Mobile SDK for HelpdeskAdd help desk features such as tickets and articles to your own mobile app.
Not included
Included
Included
Mobile SDK for ChatAdd BoldDesk live chat to your own mobile app.
Not included
Not included
Included
Third-Party Integrations
· 22 of 35 differ
35 features
Third-Party Integrations: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
ZapierConnect BoldDesk to other apps through Zapier to automate tasks between them.
Included
Included
Included
JiraCreate and link Jira issues from tickets so support and development stay in sync.
Included
Included
Included
GitHubLink tickets to GitHub issues so support and development stay in sync.
Included
Included
Included
AWS CloudWatchTurn AWS CloudWatch alerts into tickets so your team can act on them.
Included
Included
Included
SalesforceSee Salesforce customer data alongside tickets in BoldDesk.
Included
Included
Included
HubSpotSee HubSpot contact and deal details alongside tickets in BoldDesk.
Included
Included
Included
PipedriveSee Pipedrive deal and contact details alongside tickets in BoldDesk.
Included
Included
Included
Microsoft TeamsGet ticket notifications and work with tickets from Microsoft Teams.
Included
Included
Included
ShopifySee customers' Shopify orders and details while handling their tickets.
Included
Included
Included
Google DriveAttach files from Google Drive to tickets and articles.
Included
Included
Included
Microsoft OneDriveAttach files from Microsoft OneDrive to tickets and articles.
Included
Included
Included
DropboxAttach files from Dropbox to tickets and articles.
Included
Included
Included
SlackGet ticket notifications in Slack and keep your team in the loop.
Included
Included
Included
WhatsAppConnect a WhatsApp business number to answer messages in BoldDesk.
Not included
Included
Included
FacebookConnect your Facebook page to handle messages and posts in BoldDesk.
Not included
Included
Included
InstagramConnect your Instagram account to handle direct messages in BoldDesk.
Not included
Included
Included
TelegramConnect a Telegram bot to answer customer messages in BoldDesk.
Not included
Included
Included
TwilioUse Twilio to handle SMS, WhatsApp or calls with customers in BoldDesk.
Not included
Included
Included
LINEConnect your LINE account to answer customer messages in BoldDesk.
Not included
Included
Included
Gupshup for WhatsAppConnect WhatsApp through Gupshup to answer messages in BoldDesk.
Not included
Included
Included
PagerDutyCreate and manage PagerDuty incidents from tickets to alert on critical issues.
Not included
Included
Included
StripeSee customers' Stripe payment and subscription details while handling tickets.
Not included
Included
Included
WooCommerceSee customers' WooCommerce orders while handling their tickets.
Not included
Included
Included
Custom AppsBuild your own apps to show data from your systems inside BoldDesk.
Not included
Included
Included
Azure DevOpsLink tickets to Azure DevOps work items so support and development stay in sync.
Not included
Included
Included
Azure AD (Microsoft Entra ID)Let users sign in to BoldDesk with their Microsoft Entra ID accounts.
Not included
Included
Included
AircallMake and receive Aircall calls in BoldDesk, with calls logged on tickets.
Not included
Included
Included
RingoverCall from BoldDesk with Ringover and log call history on tickets.
Not included
Included
Included
Exotel (Ameyo)Make and receive Exotel calls in BoldDesk, with calls logged on tickets.
Not included
Included
Included
OzonetelMap Ozonetel numbers to call from BoldDesk and log calls and recordings.
Not included
Included
Included
AsanaCreate Asana tasks from tickets to track follow-up work.
Not included
Included
Included
CalendlyLet customers book meetings through Calendly from tickets or live chat.
Not included
Included
Included
BoldSignSend documents for eSignature with BoldSign and track them from tickets.
Not included
Included
Included
Office 365 CalendarSync activities and meetings with your Office 365 calendar.
Not included
Not included
Included
MS Teams MeetingSchedule Microsoft Teams meetings with customers from BoldDesk.
Not included
Not included
Included
BoldDesk Mobile App
· 0 of 2 differ
2 features
BoldDesk Mobile App: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
BoldDesk for iOSManage tickets and reply to customers from your iPhone or iPad.
Included
Included
Included
BoldDesk for AndroidManage tickets and reply to customers from your Android phone or tablet.
Included
Included
Included
Support
· 1 of 6 differ
6 features
Support: features by plan
Feature
Scale AI
Momentum AI
Enterprise AI
Knowledge BaseFind answers about using BoldDesk in our self-service help articles.
Included
Included
Included
Email SupportGet help from the BoldDesk support team by email.
Included
Included
Included
Chat SupportGet help from the BoldDesk support team over live chat.
Included
Included
Included
Option to Choose your Data Center LocationChoose the region where your help desk data is stored.
Included
Included
Included
Migration AssistanceGet help moving your tickets, contacts and articles from your current help desk.
Included
Included
Included
Customer Success ManagerWork with a dedicated contact who helps your team get the most from BoldDesk.
Not included
Not included
Included
Estimate
What Will This Cost Us?
Enter your support numbers to see the plan that fits, what it costs with any extra AI credits, and what AI saves you in the first year.
Your support numbers
Typical values are pre-filled. Adjust to match your team.
Tickets and chats across all channels.
Enter 1 or more conversations.
Enter 1 or more agents.
Fully loaded: salary, benefits, tools.
Enter 0 or more.
BoldDesk customers automate up to 90% of interactions. Start at 50–60% if your help content is still maturing.
1–2 · Simple FAQs Simple answers ≈ 1–2 credits. 3–5 · Typical One AI skill or connected system ≈ 3–5 credits. 8–12 · Complex Multi-step workflows ≈ 8–12 credits.
Your estimate
Live estimate
Recommended plan
Momentum AI
Return on Investment
1,532%
Net Savings
$253,452/year
Your support cost today: 10 agents × $2,500Number of support agents × Monthly Cost per Support Agent
$25,000
Agent time freed by BoldDesk AI: 90% of $25,000BoldDesk AI handles 4,500 of your 5,000 conversations a month (90%), the workload of about 9 of your 10 agents. That time, worth $22,500 of your $25,000 support cost, goes to harder cases and growth without new hires.
+$22,500
BoldDesk cost Momentum AI plan $499 + 22 credit packs × $40 = $1,379 a month. Human agents are unlimited at no cost.
−$1,379
Net savings per month
$21,121
High volume: talk to sales for custom credit pricing
Not using AI? The per-agent Help Desk plan starts at $20 per agent a month, billed yearly. Need a quote for a larger team?
Your monthly cost
$1,379/month
Momentum AI plan (1,000 credits)
$499
22 credit packs × $404,500 AI conversations × 5 credits = 22,500 credits a month. Momentum AI includes 1,000; the other 21,500 come in packs of 1,000 at $40.
Credits are priced on complexity: how much context the AI needs and how many systems it touches, not on whether the ticket gets resolved.
Low 1-2 credits
The answer is already in the thread or knowledge base. No tools, no other systems.
Answer a question from the knowledge base
Summarize this ticket
Draft a reply to the customer
Make this reply shorter and friendlier
Translate this message into Spanish
Medium 3-5 credits
One AI skill, one or two connected systems, and a focused lookup.
Where is my order right now?
Has this customer reported this before?
Why was I charged twice this month?
Reset this user's password
Create a Jira issue for this bug
High 8-12 credits
Several skills chained together across multiple systems, ending with a decision.
Check account health before I reply
How many other customers are affected?
Does this order qualify for a refund, and process it
Is this account at risk before renewal?
Frequently Asked Questions
How much does BoldDesk cost?
BoldDesk has three AI customer service plans, all billed yearly: Scale AI at $99/month with 500 AI credits, Momentum AI at $499/month with 1,000 credits, and Enterprise AI at $999/month with 2,500 credits. Billed monthly, they cost $116, $587 and $1,175. Every plan includes unlimited human agents and unlimited tickets. Prices are in US dollars; taxes are extra where applicable.
Does BoldDesk charge per agent?
No. Every plan includes unlimited human agents at no extra cost, under our fair usage policy. You pay for your plan and the AI credits it includes, not for seats, so adding teammates never raises your bill.
Which plan is right for my team?
Scale AI suits teams that support customers mainly by email and self-service. Momentum AI adds live chat, WhatsApp and social channels, AI agents, routing and SLAs. Enterprise AI adds multi-brand support, HIPAA compliance, ticket approvals and custom reporting. To size the return before you choose, see how to build a business case for AI customer service.
Does BoldDesk support single sign-on (SSO)?
Yes. BoldDesk supports single sign-on through OAuth/OpenID and JWT authentication on Momentum AI and Enterprise AI plans. SAML SSO is also supported; contact our team to confirm its plan availability and supported identity-provider configurations.
How is BoldDesk pricing different from per-agent pricing?
Many help desks price plans per agent, so your bill grows with every teammate, and AI is often sold separately. BoldDesk includes unlimited human agents on every plan and charges for AI work through credits. Your cost tracks how much AI you use, not how big your team is. For a side-by-side look at seat, resolution and credit models, see our guide to AI chatbot pricing.
What counts as one AI credit?
Credits depend on how complex the task is. Simple answers, summaries and drafts use 1–2 credits. Tasks that use one AI skill or connected system use 3–5. Multi-step workflows across several systems use 8–12. Handing off to a human without an AI answer is free.
What happens if I run out of AI credits?
Your plan, human agents and features keep working. We alert you at 80% and 100% of your credits. You can top up at $40 per 1,000 credits, upgrade and pay only the prorated difference, or route new conversations to human agents until your credits reset. We never add overage charges automatically.
Do unused credits roll over?
Monthly credits reset each billing month. Top-up credits never expire: any you don’t use roll over to the next month.
What if I need more than 2,500 credits a month?
You can top up at $40 per 1,000 credits whenever you need to. For steady high volume, contact us for custom volume pricing, annual credit pooling and a custom contract.
How much do I save with yearly billing?
Yearly billing saves 15% on every AI plan. Billed yearly, the plans are $99, $499 and $999 a month. Billed monthly, they’re $116, $587 and $1,175. The per-agent Help Desk plan saves about 13% with yearly billing: $35 instead of $40 per agent a month.
Can I change plans later?
Yes. Upgrade any time and pay only the prorated difference for the rest of your billing period. Downgrades take effect at your next renewal.
Is there a free trial?
Yes. Every plan starts with a free 15-day trial, and no credit card is needed, so you can test BoldDesk on your own support content before you buy.
Can I extend my BoldDesk free trial?
BoldDesk offers a 15-day free trial. If you need more time to evaluate the platform, contact our support team to request additional evaluation time. Contact Support
Is there a money-back guarantee?
Yes. BoldDesk offers a 30-day money-back guarantee. To request a refund, email support@bolddesk.com with your portal URL and subscription details.
Can I cancel any time?
Yes. An admin can cancel from Admin Center > Billing and Subscription. Your plan stays active until the end of the current billing period and does not renew. Export any data you want to keep first.
Can I export my data?
Yes. Agents can export tickets from the ticket list as Excel or CSV files, up to 1,000 records per file, and export report data from Reports, up to 5,000 records per request. Bulk exports include ticket fields, the description and the last reply, but not complete conversation threads or attachments; attachments can be downloaded from each ticket.
Is BoldDesk free for startups or nonprofits?
Yes, if you qualify. Eligible startups (under $10 million raised and under $1 million ARR) get BoldDesk free for 12 months with up to 5 agents and 1,000 AI credits a month. Eligible nonprofits (annual budget under $1 million) get one year free with up to 10 agents. Both programs are for new BoldDesk customers. Startup program · Nonprofit program.
Is there a free plan?
No. BoldDesk does not have a permanent free plan. Every plan starts with a free 15-day trial, and eligible startups and nonprofits can apply for a free year.
Can I use BoldDesk without AI?
Yes. The per-agent Help Desk plan has every help desk feature, with AI as an optional add-on. See help desk pricing.
Start AI-First Support Today
Set up your AI Agent in minutes, or talk to us about custom volume.