BoldDesk AI Agent Credit Burn Audit (Retention)

BoldDesk AI Agent Credit Burn Audit (Retention)

1. 01

   Open the BoldDesk admin console and pull the AI Agent resolution report for the client workspace

   Filter to the current billing month and record autonomous resolutions against the plan's credit allowance: 500 credits on Scale AI, 1,000 on Momentum AI, 2,500 on Enterprise AI. Flag any workspace tracking above 80% consumption before the 20th of the month.

2. 02

   Compare AI credit consumption against the client's monthly retainer scope

   If the client sits on Scale AI at $116/month and the AI Agent is absorbing volume that was budgeted as human hours, the retainer margin is drifting. Note the delta in resolved tickets versus billed support hours.

3. 03

   Inspect the knowledge base for articles driving low-confidence AI answers

   Sort articles by AI Agent usage and open any that generate repeated follow-up tickets. Thin or outdated articles burn credits on failed resolutions, so rewrite or retire them before recommending a plan change.

4. 04

   Review workflow automation rules for redundant AI triggers

   In the automation builder, check whether routing rules and AI Agent triggers overlap on the same ticket types. Duplicate triggers consume credits twice for one inquiry and are the most common cause of premature credit exhaustion.

5. 05

   Draft the plan-change recommendation with exact pricing

   Moving from Scale AI ($116 monthly, $99 annual) to Momentum AI ($587 monthly, $499 annual) adds chat, WhatsApp, social and SMS AI coverage plus 500 more credits. Present the annual figure alongside the monthly so the client sees the discount explicitly.

6. 06

   Log the audit outcome in the client's QBR deck

   Include credit consumption trend, autonomous resolution rate against the 70% ceiling, and the recommended plan tier. Agencies that surface this proactively keep the support retainer renewing without a renegotiation fight.

7. 07

   Schedule the next credit review 30 days out

   Set the reminder against the client's billing anniversary, not the calendar month, so the audit lands before the plan auto-renews at the higher tier.