--- title: "Autonomous AI Customer Service Software | BoldDesk" description: "Scale support with autonomous AI agents that resolve customer requests end to end. AI customer service software with a free trial and no credit card." url: "https://dev-astro.bolddesk.com/" last_updated: 2026-10-28 --- # Automate up to 90% of Your Support With AI Agents That Resolve, Not Deflect BoldDesk AI agents answer questions, take action in the tools you already use, and work around the clock on every channel. Your team steps in only where judgment matters, with the full conversation already in front of them. [Start Free Trial](https://app.bolddesk.com/signup?) [Book a Demo](https://dev-astro.bolddesk.com/request-demo) - 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. - [Explore](https://dev-astro.bolddesk.com/support-agent) ![BoldDesk AI Support Assistant replying to a customer ticket about a VPN sign-in failure after a password change](https://dev-astro.bolddesk.com/wp-content/uploads/2026/10/home-support-agent.webp) ## AI Built Into Every Part of Customer Support Most AI support tools either sit on top of a help desk they don’t control, or add AI to ticketing built for people. BoldDesk builds both as one product, so AI agents read the same history, follow the same rules, and work in the same inbox as your team. Option 1 AI Layer on Another Help Desk AI vendor *integration* Help desk vendor - Two vendors, two contracts, two bills - AI sees only what the integration passes it - Handoffs cross systems and lose context Option 2 Help Desk With AI Added On AI add-on *bolted on* Ticket-first help desk - Workflows designed around tickets, AI as a feature - AI often billed per resolution on top of per-seat fees - Costs rise as automation improves BoldDesk One System, Built as One AI agents, skills, and tools Inbox, knowledge, rules, and reporting - One platform and one credit balance, unlimited human agents - AI learns from your full ticket history and knowledge base - Handoffs land in the same inbox, with a summary - One vendor accountable for AI accuracy AI 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](https://dev-astro.bolddesk.com/legal/sub-processors) . **Approval rule · Refunds** Active `When` Skill is **Billing dispute** `And` Refund amount is greater than **$500** `Then` Require approval from **Finance team** **Audit log** - 10:42 `Support Agent requested refund · $1,240.00` - 10:44 `Leo James (Finance) approved` - 10:44 `stripe.create_refund · success` - 10:45 `Ticket #48213 resolved · CSAT sent` 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. 1 When a ticket event occurs Ticket created “Webhooks are returning 500 errors in production.” 2 If the rule conditions match Conditions Subjectcontains500 errorStatusisOpen 3 Invoke an AI Agent with the context you pick Invoke AI Agent Triage Agent SubjectDescription textBrand namePriority ID Classify the issue and its urgency. Use only valid field values. 4 Apply the response Update ticket fields Private note Fields TypeProblemCategoryWebhooksPriorityUrgentTagproduct-bug JM Jordan Miles New Reports won't export to PDF since this morning's update. Sorted by AI TypeProblemCategoryReportsPriorityHigh Ready for the right agent ### Trigger AI Anywhere in the Workflow Call AI agents on ticket conditions or chat workflow steps, and map their output to actions. **Your queue** Most urgent first - DC **Dana Cole** Third follow-up, still no fix… ↑ Urgent - PN **Priya Nair** Question about adding seats Normal - LK **Leo Kim** Idea for dashboard filters Low ### Agents That Work as a Team A manager agent delegates to specialist agents and combines their work into one answer. Private note Agents only Customer reports the wrong currency on invoices since the last release. Likely a billing bug. Suggested priority: **High** . Added by AI **Update fields automatically** Turn on when you're ready ### Every AI Action, Visible and Traceable AI Views, the AI Agent tab, and trace logs show what AI did on every ticket, and why. 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. ### BoldDesk AI Pricing - Pay only for the queries AI handles - Unlimited human agents on every plan \* - Free handoffs: conversations AI passes to a person without answering use no credits ### Predictable at Enterprise Scale - One shared credit balance across your AI agents - Usage alerts at 80% and 100% of your credits - No service interruption: your team keeps working if credits run out \* Unlimited human agents are subject to our [fair usage policy](https://dev-astro.bolddesk.com/legal/terms-of-use) . [See Plans and Pricing](https://dev-astro.bolddesk.com/pricing) [Calculate Your AI ROI](https://dev-astro.bolddesk.com/free-tools/ai-roi-calculator) Full Support Platform ## The Full Support Platform, With AI Built Into Every Part of It Ticketing, live chat, knowledge base, workflows, SLAs, and reporting come built in. You don’t buy a help desk and an AI tool separately: AI agents work inside the same modules your team uses every day. [See AI use cases](https://dev-astro.bolddesk.com/ai-use-cases) [Ticketing](https://dev-astro.bolddesk.com/help-desk-ticketing-system) Manage, prioritize and resolve every request in one shared inbox. *AI* Background Agent sets type, priority and category on arrival and merges duplicates. [Live Chat](https://dev-astro.bolddesk.com/live-chat-software) Talk to customers in real time on your website and in your app. *AI* Support Agent answers first and hands off to a person with the conversation summarized. [Omnichannel](https://dev-astro.bolddesk.com/omnichannel-customer-service) Email, chat, WhatsApp, voice, SMS, Teams, Slack and social in one history. *AI* The same agents, skills and rules work on every channel. [Knowledge Base](https://dev-astro.bolddesk.com/knowledge-base-software) Public and private help centers, multi-brand and versioned with approvals. *AI* Agents answer from your articles, and resolved tickets can become new articles. [Multilingual](https://dev-astro.bolddesk.com/multilingual-knowledge-base) Support customers in 40+ languages, including right-to-left. *AI* Assist Agent translates replies so your team can answer in any language. [Workflow Automation](https://dev-astro.bolddesk.com/help-desk-automation) Rules, triggers, routing and time-based automations. *AI* Call an AI agent on any ticket condition and turn its output into fields, notes or replies. [SLAs and Escalations](https://dev-astro.bolddesk.com/learn/service-level-agreement-sla) Response and resolution targets with reminders and escalations. *AI* Frustrated customers are flagged on arrival, so urgent work is seen first. [Reports and CSAT](https://dev-astro.bolddesk.com/reporting-analytics) Dashboards for SLAs, team performance and customer satisfaction. *AI* AI analytics show what AI resolved, where it handed off and the credits it used. ## 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. - Email Channel - WhatsApp Channel - Voice Channel - Microsoft Teams Channel - Slack Channel - SMS Channel - Facebook Channel - Instagram Channel - Salesforce CRM - HubSpot CRM - Zoho CRM CRM - Shopify E-commerce - Stripe Billing - Jira Issue tracking - Azure DevOps Issue tracking - GitHub Dev tools - MCP Tools Agent tools - API Tools Agent tools - BoldDesk MCP Server AI assistants - Claude LLM - ChatGPT LLM - Webhooks Automation - Zapier Automation - Google Workspace Productivity Ready-made connections, plus any REST API or MCP server you add. [View every integration](https://dev-astro.bolddesk.com/integrations) Security & Compliance ## 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](https://dev-astro.bolddesk.com/legal/soc-2-overview) - AES-256 encrypted infrastructure - SSO and IP restrictions - Role-based access control and audit logs - HIPAA compliance with a signed BAA - Secure cloud architecture ![BoldDesk security badges: SOC 2 compliant, role-based access control, GDPR compliant, and HIPAA compliant](https://dev-astro.bolddesk.com/wp-content/external/cdn-devwebsite-bolddesk/2026/09/Enterprise-Grade-Security-and-Compliance-1-1024x633.webp) Customers ## Backed by Syncfusion, Trusted by 41K+ Companies 4.5/5 on G2 · Spring 2026 Leader, High Performer, Momentum Leader, Best Results [Read Reviews](https://www.g2.com/products/bolddesk/reviews#reviews) - [> "BoldDesk is easily configurable, highly intuitive, and has many features one would only expect to have in higher priced products." **John S** Head of Customer Support Ethos Beauty Partners](https://www.g2.com/products/bolddesk/reviews/bolddesk-review-9784683) - [> "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](https://www.g2.com/products/bolddesk/reviews/bolddesk-review-9622891) - [> "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](https://www.g2.com/products/bolddesk/reviews/bolddesk-review-10307535) - [> "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](https://dev-astro.bolddesk.com/customers/syncfusion) - [> "Almost overnight, a problem that I've been fighting with every other day went away." **Mike Omiccioli** Apexa iQ](https://dev-astro.bolddesk.com/customers/apexaiq) - [> "I didn't know BoldDesk one year ago, and I have discovered a very good solution. Easy to integrate. The API is very well documented" **Luc Fombonne** ioteecs](https://dev-astro.bolddesk.com/customers/ioteecs) 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. [Start Free Trial](https://app.bolddesk.com/signup?) [Book a Demo](https://dev-astro.bolddesk.com/request-demo)