Trigger AI Anywhere in the Workflow
Call AI agents on ticket conditions or chat workflow steps, and map their output to actions.
AI-Native Customer Service Platform
Automate up to 90% of Your Support With AI Agents That Resolve, Not Deflect
AI agents that resolve conversations and take action on every channel, inside a complete help desk. Unlimited human agents included; pay only for the AI.
- Free trial
- No credit card
- Live in under a day
Trusted by Companies of all Sizes
- Backed by Syncfusion The company behind BoldDesk
- 25+ Years in business
- 80% Of the Fortune 500 use Syncfusion software
- 41K+ Companies worldwide
- SOC 2 Type 2 GDPR compliant
- HIPAA With a signed BAA
- 99.9% Uptime SLA
A Team of AI Agents That Covers Every Part of Support
One agent talks to customers, one works quietly on every ticket, and one helps your people write better replies. They share your knowledge, your rules, and one credit balance.
Resolves Requests End to End, Then Steps Aside When a Person Is Needed.
Trained on your knowledge base and past tickets from day one. It answers, checks accounts, and completes tasks, and hands off with a full summary when confidence is low or the customer asks for a human.
Every Ticket Triaged on Arrival.
Background Agents run on every new ticket and message. They predict type, category, and priority, spot frustrated customers, merge duplicates, and route work to the right person, before anyone opens the queue.
Better Replies From Your Team, in Half the Time.
For the 10% that need a person, Assist Agent works inside the ticket and chat editors. It drafts from the customer’s history and your knowledge, adjusts tone, and translates, so your agents review instead of writing from scratch.
Teach Agents a Task Once. They Handle It Every Time.
A skill packages the instructions, policies, and steps for one kind of request, like a billing dispute or an access reset. Start from the skill library or industry templates, adjust to your rules, and assign skills to any agent.
Agents That Do the Work, Not Just Answer.
Connect any REST API or MCP server so agents can look up orders, update subscriptions, or create issues in your own systems. Add an approval step wherever you want a person to sign off.
Resolution Levels
Every Request, Resolved at the Right Level
BoldDesk sends each request to the right level: an instant answer, an action in your systems, or the right expert on your team.
- L1 Instant answers
Answers From Your Knowledge
The Background Agent reads each ticket; the Support Agent answers from your knowledge base on any channel.
- L2 Automated actions
Actions Across Your Systems
Agents update your systems through API tools and MCP; a person approves sensitive actions like refunds.
- L3–L4 Expert handoffs
Handoffs to Your Team
Complex cases go to the right specialist with a summary, and the Assist Agent drafts the reply.
AI Agent Lifecycle
Build, Test, Deploy, and Improve Your AI Agents
Create an agent without code, prove it in the Playground, put it live on every channel, and see exactly what it did on every ticket.
Create Agents Without Code
AI Agent Builder
Prove It in the Playground
Testing with the Playground
Go Live on Every Channel
AI actions and approvals
See and Improve Every Step
Reporting and analyticsAI Governance
AI Your Security Team Can Approve
Every agent works inside the policies you write, asks a person before the actions you choose, and leaves a record of what it read, which tool it called, and why.
Policy-Bound Skills
Each skill packages the instructions, policies, and steps for one request type. Agents act only within it.
Human Approval Steps
Require sign-off before refunds, account changes, or any action you mark as sensitive.
Full Trace Logs
AI Views, the AI Agent tab, and trace logs show every step an agent took on every ticket.
PII and PHI Redaction
Mask sensitive personal and health data in tickets, transcripts, and reports.
Role-Based Control
Decide who builds agents, who approves actions, and who sees what, with audit logs for every change.
Your Data Stays Yours
Every LLM subprocessor that handles your data is listed on our sub-processors page .
Approval rule · Refunds Active
When Skill is Billing dispute And Refund amount is greater than $500 Then Require approval from Finance team Audit log
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Support Agent requested refund · $1,240.00 -
Leo James (Finance) approved -
stripe.create_refund · success -
Ticket #48213 resolved · CSAT sent
Enterprise-Grade Security and Compliance
Protect customer data with secure infrastructure, compliance-ready controls, and enterprise-grade access management.
- SOC 2 Type 2 report & GDPR compliant
- AES-256 encrypted infrastructure
- SSO and IP restrictions
- HIPAA compliance with a signed BAA
- Secure cloud architecture
AI Trigger Orchestration
Automate Everything
Put AI to work at every step of a ticket or chat. Trigger agents on the conditions you set, let them hand work to one another, and turn their output into replies, notes, and field updates, with every action traced and ready for review.
Agents That Work as a Team
A manager agent delegates to specialist agents and combines their work into one answer.
AI-First Pricing
Pay for the AI Work. Unlimited Human Agents Included.
Per-resolution pricing turns every automation win into a bigger bill. BoldDesk meters only the queries AI handles, so your costs stay predictable as automation grows.
Scale AI
AI-first email and self-service support
$99 /month
Billed $1,188/year
- AI credits / month
- 500
- Human agents
- Unlimited *
Extra credits $40 / 1,000
Start Free TrialIncludes
- Email AI Agent and ticketing
- Knowledge base
- Workflow automation
- Custom fields, views, status
- Web widgets and forms
Momentum AI
AI on every channel, with routing and SLAs
$499 /month
Billed $5,988/year
- AI credits / month
- 1,000
- Human agents
- Unlimited *
Extra credits $40 / 1,000
Start Free TrialEverything in Scale AI, plus:
- AI Agent on chat, WhatsApp, social and SMS
- Auto-assignment
- Multiple SLAs and escalations
- CSAT surveys
- Custom roles
Enterprise AI
Multi-brand, compliance and advanced reporting
$999 /month
Billed $11,988/year
- AI credits / month
- 2,500
- Human agents
- Unlimited *
Extra credits $40 / 1,000
Start Free TrialEverything in Momentum AI, plus:
- Multi-brand help desk and KB
- HIPAA compliance
- Ticket approvals
- Agent shifts
- Custom dashboards and scheduled reports
* Unlimited human agents are subject to our terms of use.
Full Support Platform
The Full Support Platform, With AI Built Into Every Part of It
Ticketing, live chat, knowledge base, workflows, SLAs and reporting, with AI agents working inside every module.
See AI use casesManage, prioritize and resolve every request in one shared inbox.
Talk to customers in real time on your website and in your app.
Email, chat, WhatsApp, voice, SMS, Teams, Slack and social in one history.
Public and private help centers, multi-brand and versioned with approvals.
Rules, triggers, routing and time-based automations.
Dashboards for SLAs, team performance and customer satisfaction.
Plug In the Tools Your Team Already Trusts
Link BoldDesk with your messaging channels, business apps, and data sources. Human and AI agents see the whole customer story in one screen and can act on it right there.
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JIRA -
Salesforce CRM -
Azure DevOps -
Microsoft Teams -
Slack -
HubSpot -
Pipedrive -
Shopify -
WooCommerce -
Stripe -
Asana -
Aircall -
Microsoft Entra ID (Azure AD) -
Twilio -
Zapier -
MS Teams Meeting -
Office 365 Calendar -
Calendly -
Ringover -
Exotel -
Ozonetel -
Facebook -
Instagram -
Telegram -
WhatsApp (Meta Cloud API) -
WhatsApp (Twilio) -
WhatsApp (Gupshup) -
SMS (Twilio) -
LINE -
KrispCall -
Microsoft OneDrive -
Google Drive -
Dropbox -
Auto-Merge Tickets -
PagerDuty -
MailChimp -
BoldSign -
Custom Apps -
Make -
AWS CloudWatch -
Google Calendar -
Google Meet -
Zoom Meeting
Ready-made connections, plus any REST API or MCP server you add. View every integration
Customers
Backed by Syncfusion, Trusted by 41K+ Companies
4.5/5 on G2 · Fall 2026 Leader, Momentum Leader, Best Est. ROI, Fastest Implementation
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Reelo Technologies Raj Khichi, Customer Support Executive, Reelo Technologies Pvt. Ltd.
Up to 24x
faster at solving customer queries, with 2.4x more tickets closed per day
Read the Reelo story -
GeoVerra One of Canada’s largest geomatics firms
25%+
improvement in service desk efficiency, with single sign-on via Entra ID
Read the GeoVerra story -
Eurotel Hospitality Hospitality software, Greece
~67%
more issues handled each week, from about 600 to about 1,000
Read the Eurotel story
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"The overall application functionality is good, UI/UX and the configurations including automations all the other services are constantly working fine."
Harsha R Support Team Lead
LTIMindtree -
"BoldDesk has everything you could imagine in a customer service platform, including many features like APIs that we are yet to explore fully."
Carlos R VP of Operations
Movisis Tecnologia Limited -
"BoldDesk provided an all-in-one solution that saves time and reduces redundancy, improving the user experience and shortening ticketing time by 50%."
Amy Syncfusion
FAQ
Questions, Answered
Do I pay per agent?
No. Every plan includes unlimited human agents. You pay for your plan and its AI credits, which are used when an AI agent handles a conversation, a background agent works on a ticket, or someone uses the Assist Agent.
How do AI credits work?
Credits are used each time AI does work, such as answering a customer, predicting fields, or drafting a reply. Features with a switch run on every ticket and can be turned off anytime. The Assist Agent uses credits only when an agent runs it. Monthly credits reset each billing month, and you get alerts at 80% and 100%. If you run out, your human agents and features keep working, and you can top up at $40 per 1,000 credits or move to a higher plan. Handoffs to a human with no AI answer are free.
What's the difference between Support, Background, and Assist agents?
Support Agents talk to customers directly. Background Agents run automatically on every ticket, such as field prediction, sentiment, and auto-merge. Assist Agents help your human team inside the editor with drafts, rewrites, and articles.
Can AI agents take actions, or only answer questions?
They can take actions. Connect API Tools or MCP servers and give agents skills like issuing refunds, checking order status, or updating accounts, with approval steps wherever you want them.
Which channels are supported?
Email, Live Chat, WhatsApp, Voice, SMS, Microsoft Teams, Slack, Facebook, and Instagram, all in one conversation history.
Can I move from another help desk?
Yes. Import tickets, contacts, and knowledge base articles from your current tool, and your past tickets can help train your AI agents from day one.
Is there a free trial?
Yes. Start a free trial with no credit card and connect your knowledge to see your first AI agent answer within minutes.
Let AI Resolve the Routine.
Let Your Team Handle the Rest.
Your plan includes your human agents. You pay only for the work AI does.