BoldDesk

Skip to content AI-first Customer Service Customer Service Reimagined with Agentic AI — Fast, Scalable, Effortless. Handle Tickets, Chats, KB, and Omnichannel built for speed. Enterprise security and white-glove migration at no extra cost. 10x Faster AI-first replies, no delays >90% CSAT Customers love the speed Enterprise-Grade SOC 2, HIPAA & GDPR compliant Start Free Trial Today Book Free Demo Compare vs Zendesk Trusted by companies of all sizes Smarter Support with AI Across Every Touchpoint AI Agents AI Copilot AI Actions Edit Content AI Agents Your 24/7 Virtual Support Assistant Handles up to 40% of queries end-to-end, freeing up your team. Calls external APIs to fetch order info, cancel requests, and more. Customizes tone to reflect your brand voice: professional or playful. Check Out AI Agents Edit Content AI Copilot Work Smarter, Not Harder Instantly drafts responses based on ticket context. Suggests knowledge base articles automatically. Summarizes ticket history in one click. Agents save up to 2 mins per ticket. Check Out AI Copilot Edit Content AI Actions Automate What Slows You Down Let AI handle refunds, CRM updates, or product lookups automatically Automatically insert AI replies into email notifications. Instant answers, no touch. Check Out AI Actions Everything You Need to Support at Scale Ticketing Enhance efficiency and automate workflows with an AI ticketing system designed for smarter support. Explore Live Chat Provide real-time customer support directly through your website or app for better engagement. Explore Knowledge Base Empower customers with a centralized, self-service repository of information and resources. Explore Omnichannel Unify support channels like chat, email, and WhatsApp in one platform for seamless communication. Explore New Try AI ROI Calculator to estimate savings from deflection & faster handling time. Open AI ROI Calculator The Perfect Solution for Enterprise-Scale Choose BoldDesk Today Cost-Effective at Scale Free Migration Support 25+ Years in Business Certified to SOC 2 and HIPAA Dedicated Account Manager White labelling Customer Testimonials Don’t Take Our Word for It Here are a few kind words from some of our happy customers. Read Reviews Amy, Customer Engagement Team at Syncfusion “BoldDesk provided an all-in-one solution that saves time and reduces redundancy, improving the user experience and shortening ticketing time by 50%.” Mike Omiccioli Apexa iQ “Almost overnight, a problem that I've been fighting with every other day went away.” Luc Fombonne ioteecs “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” John S Head of Customer Support Ethos Beauty Partners "BoldDesk is easily configurable, highly intuitive, and has many features one would only expect to have in higher priced products." Harsha R Support Team Lead LTIMindtree "The overall application functionality is good, UI/UX and the configurations including automations all the other services are constantly working fine." Carlos R VP of Operations Movisis Tecnologia Limited "BoldDesk has everything you could imagine in a customer service platform, including many features like APIs that we are yet to explore fully." Use Cases Solutions for Every Industry BoldDesk solves the most common problems for small to medium businesses across different industries. SaaS & Tech E-Commerce & Retail Banking & Finance Healthcare Startup Edit Content Simplify support operations for your tech-savvy customers. Deliver seamless customer support with AI-powered tools and enterprise-grade efficiency tailored for SaaS. Manage high-ticket volumes with AI-powered ticketing. Centralize communication with omnichannel support. Streamline workflows to improve team productivity. Explore Edit Content Provide personalized customer experiences at every stage of the journey Simplify returns, shipping updates, and inquiries with BoldDesk’s dynamic helpdesk platform. Offer real-time assistance with live chat support. Resolve inquiries faster with automated workflows. Ensure 24/7 self-service access via a robust knowledge base. Explore Edit Content Deliver secure, compliant, and efficient customer service Build trust with enterprise-grade security and streamline complex customer interactions. Safeguard sensitive data with enterprise-grade security. Automate repetitive workflows for faster resolutions. Stay compliant with industry regulations using secure ticketing. Explore Edit Content Empower patient care with secure, HIPAA-compliant support Manage patient queries securely while streamlining healthcare workflows with BoldDesk’s modern platform. Simplify appointment management and task assignments. Empower patients with self-service knowledge resources. Explore Edit Content 12 Months For Free Scale customer support while staying budget-friendly Grow confidently with a modern helpdesk solution designed to keep costs low and performance high. Get started with free onboarding and training. Automate processes to boost team efficiency. Scale effortlessly with flexible, enterprise-grade features. Explore Start Your Journey with AI Let BoldDesk do the lifting so your team can shine. 80% AI Agent Automation 100+ Rich Features Supports 30+ Languages No credit card required 80% AI Agent Automation 100+ Rich Features Supports 30+ Languages No credit card required Try For Free --- Skip to content AI-First Customer Support. Simple, Transparent Pricing. Free trial No card required No lock-ins No hidden costs Free trial No card required No lock-ins No hidden costs Try for free Upto 100 agents Growing Teams 101 to 500 agents Scaling Teams Greater than 500 agents Large Teams Edit Content Yearly - Save up to 20% Monthly Edit Content No of Agents Pricing AI Credits AI Agent credits are included as part of the subscription for the first 12 months as a limited-time offer. 5 $99 /month $1,188 billed yearly 500 credits /month 10 $199 /month $2,388 billed yearly 1000 credits /month 25 $349 /month $4,188 billed yearly 1500 credits /month 50 $499 /month $5,988 billed yearly 2000 credits /month 75 $749 /month $8,988 billed yearly 2500 credits /month 100 $999 /month $11,988 billed yearly 3000 credits /month * All prices are shown in USD($). Try for free Edit Content No of Agents Pricing AI Credits AI Agent credits are included as part of the subscription for the first 12 months as a limited-time offer. 5 $124 per month 500 credits /month 10 $249 per month 1000 credits /month 25 $436 per month 1500 credits /month 50 $624 per month 2000 credits /month 75 $936 per month 2500 credits /month 100 $1249 per month 3000 credits /month * All prices are shown in USD($). Try for free Edit Content Yearly - Save up to 20% Monthly Edit Content No of Agents Pricing AI Credits AI Agent credits are included as part of the subscription for the first 12 months as a limited-time offer. 200 $1998 /month $23,976 billed yearly 4000 credits /month 300 $2999 /month $35,988 billed yearly 5000 credits /month 400 $3999 /month $47,988 billed yearly 6000 credits /month 500 $4999 /month $59,988 billed yearly 7000 credits /month * All prices are shown in USD($). Try for free Edit Content No of Agents Pricing AI Credits AI Agent credits are included as part of the subscription for the first 12 months as a limited-time offer. 200 $2498 per month 4000 credits /month 300 $3749 per month 5000 credits /month 400 $4999 per month 6000 credits /month 500 $6249 per month 7000 credits /month * All prices are shown in USD($). Try for free Edit Content Yearly - Save up to 20% Monthly Edit Content No of Agents Pricing AI Credits AI Agent credits are included as part of the subscription for the first 12 months as a limited-time offer. 600 $5999 /month $71,988 billed yearly 8000 credits /month 700 $6999 /month $83,988 billed yearly 9000 credits /month 800 $7999 /month $95,988 billed yearly 10000 credits /month 900 $8999 /month $1,07,988 billed yearly 11000 credits /month 1000 $9999 /month $1,19,988 billed yearly 12000 credits /month For more than 1000 agents, you can contact our team Contact Us * All prices are shown in USD($). Try for free Edit Content No of Agents Pricing AI Credits AI Agent credits are included as part of the subscription for the first 12 months as a limited-time offer. 600 $7499 per month 8000 credits /month 700 $8749 per month 9000 credits /month 800 $9999 per month 10000 credits /month 900 $11249 per month 11000 credits /month 1000 $12499 per month 12000 credits /month For more than 1000 agents, you can contact our team Contact Us * All prices are shown in USD($). Try for free Everything Included. No Feature Paywalls BoldDesk includes the full platform — ticketing, live chat, AI workflows, automation, knowledge base, and reporting — all in one simple plan Ticketing System Email Ticketing Workflow Automation WhatsApp & SMS Custom Dashboard Role-Based Access Control Multibrand Help Desk Integration Marketplace SSO / SAML Authentication Free Migration Live Chat Omnichannel Inbox Ticket Auto Assignment Instagram & Facebook Live Chat Omnichannel Inbox Ticket Auto Assignment Instagram & Facebook Scheduled Reports Custom Email Templates Multiple SLAs & Business Hours API & Developer Platform Audit Logs Professional Onboarding Scheduled Reports Custom Email Templates Multiple SLAs & Business Hours API & Developer Platform Audit Logs Professional Onboarding AI Agents AI Copilot CSAT Surveys Knowledge Base Recurring Tickets Custom Fields Ticket Approval 40+ Global Languages Including RTL HIPAA Compliance 24x7 Support Explore 100+ features AI Add On AI Agent for Every Channel Give your customers instant, accurate support on Chat, WhatsApp, Facebook, Instagram, Telegram, and more. $20 for 1,000 AI Credits Instant 24/7 answers on every channel Adaptive to high-volume spikes Reduces workload for your support team Flexible credit usage so you pay only for what you actually use Seamless escalation to human agents Try 15-day Free Trial Learn More AI Copilot to Boost Your Support Give your agents an AI Copilot that writes, summarizes & saves hours daily. $20 Per Agent/ Month Unlimited AI — no usage caps Personalized, context-aware responses in seconds Instant conversation summaries for faster resolutions Consistent tone across all customer interactions Assists agents with faster, smarter responses Try 15-day Free Trial Learn More Enterprise-grade Support From Day One Our team helps you migrate, onboard, and start delivering better customer support with BoldDesk. Free migration Our migration experts help you move tickets, contacts, and knowledge base articles from your existing help desk to BoldDesk — at no cost. Ready to switch Effortless onboarding Our team helps you configure workflows, SLAs, and automation so your support team can start using BoldDesk quickly. 30-day money-back guarantee If BoldDesk isn’t the right fit, we’ll refund 100% of your payment within 30 days — no questions asked. Everything You Need to Run Modern Customer Support The complete AI-first support platform — ticketing, live chat, omnichannel messaging, knowledge base, automation, reporting, and integrations — all included in one simple plan. Expand All Collapse All Ticket Management Unlimited Tickets Email to Tickets Ticket History Ticket Tags Message Tags Canned Responses Split Tickets Clone Tickets Related Tickets Parent-Child Tickets Time Tracking - Manual NEW Spam Tickets Suspended Tickets Delete Tickets Private Tickets Ticket Insights Ticket Worklog Edit & Delete Message Export Tickets Embedded Web Widgets Embedded Web Forms Time Tracking - Auto NEW Merge Ticket Lock Ticket Ticket Access Scope Email Notification In-App Notification Agent Signature Bulk Edit Ticket Sharing Forward Ticket Convert Ticket Message to KB Multiple ticket forms Satisfaction Surveys (CSAT) Multilingual Help Desk Agent Shifts Auto-Merge Tickets Ticket Approvals Category-Based Email Support Side Threads Attachment File Storage Recurring Tickets New Customer Support Channels Email Live Chat WhatsApp Facebook Instagram Telegram Voice / Call SMS LINE BoldDesk AI Free AI Credits AI Credits Email AI Agent NEW AI Agents AI Actions Field prediction NEW Knowledge Sources AI Copilot Sentiment Analysis NEW AI Knowledge Base Generative Replies Live Chat & Instant Messaging Web Widget Web SDK Unlimited Concurrent Chat Unlimited Message Unlimited Contacts Workflow Automated Chat Assignment Chat SLA Outbound Message NEW Business Hour Offline Message Holiday List Automated CSAT Canned Response In-App Notification Mobile App Multilanguage Email Transcript Widget Customization Custom Branding Conversation History Viewed Pages History Visitor Notes Tags Conversation Private Note Chat Views Chat Insights Pre Chat Form Conversation Timeout Sticky Buttons in Chat In-Chat FAQs Inactivity Based Workflows Multiple Conversation NEW Knowledge Base Unlimited Articles Public Knowledge Base Internal or Private Knowledge Base Article Sections (Hierarchy) Article Comments SEO for Knowledge Base Link KB in Ticket Article Advance Filter Show Popular, Recent, Related Articles Embeddable KB Widget Full Screen Editor Customer Portal Print Article Auto Suggest Articles Article Reordering Auto Save in Drafts Article Insights Clone Article Share Article Article Versioning & Restore Article redirect support Article Replicate Article Expiration Article Status Indicator Import from Word Document Approval Workflow Status Article Feedback Automatic Sitemap Generation Automatic llms.txt Generation Full TOC In KB NEW Convert ticket response to article Multilingual Knowledge Base Article Template Manage KB Tags Bulk Edit KB Export Knowledge Base Specific to a Contact Group Multibrand Knowledge Base Estimate Read Time Workflow Automation Automation Rules on Ticket Creation Automation Rules on Ticket Updates Conditional Ticket Fields Time Based Automation Ticket Macros Round Robin Ticket Assignment Load Based Ticket Assignment SLA Management Business Hours SLA Reminder Notification SLA Escalation Notification Holidays List Customization Ticket Custom Fields Ticket Form Fields Ticket Fields Grouping Field Dependencies Field Display Condition Agent Portal Customization Customer Portal Customization Custom Email Template Custom Views Custom Ticket Status Custom Agent Roles Custom Agent Status Contact Custom Fields Contact Group Custom Fields Activities/Task Management Unlimited Activities Activity Worklog Clone Activity Watchers Email Delivery Status Activity History Custom Activity Type Customer Management Unlimited Contacts Unlimited Contact Group Import Contacts Import Contact Groups Contact Activity History Contact Group Activity History Contact Impersonate Export Contacts Export Contact Groups Contact Custom Fields Merge Contact Contact Group Custom Fields Add Contacts to Multiple Contact Groups Help Desk Rebranding Multibrand with Custom SSL Certificate Custom Emails (Email to Ticket) Multibrand Help Desk Multibrand Knowledge Base Multibrand with Custom Domain Mapping Security Single Sign-On (OAuth and OpenID) Single Sign-On (JWT) Two-Factor Authentication (2FA) Social Login Integration Advanced Password Polices SOC 2 ® Type II Compliance IP Range Restriction Built-In SSL Custom Domain Mapping Custom Email Server Digitally Signed Emails (DKIM) and DMARC Email Spam Control Roles and Permissions Audit Logs Data Redaction HIPAA Compliance Dashboard & Reports Support Monitoring Dashboard Support Traffic Dashboard SLA Dashboard Work Log Report Ticket Conversation Report Ticket Metrics Report KB Dashboard Export Report Agent/Group Performance Dashboard Contact/Contact Group Performance Dashboard CSAT Dashboard AI Credit Usage Dashboard AI Credits Consumption & Balance AI Agent Performance Dashboard AI Agent Report AI Copilot Report Custom Dashboards Scheduled Report Developer Tools Rest API Rate (Requests per Minute) Webhooks Mobile SDK for Helpdesk Mobile SDK for Chat Third- Party Integrations Zapier Jira Salesforce HubSpot Pipedrive Microsoft Teams Shopify Google Drive Microsoft OneDrive Dropbox Slack WhatsApp Facebook Instagram Telegram Twilio LINE Twilio (Voice) NEW Gupshup for WhatsApp PagerDuty Stripe WooCommerce Custom Apps Azure DevOps Azure AD (Microsoft Entra ID) Aircall Ringover Exotel (Ameyo) Ozonetel Asana Calendly BoldSign Office 365 Calendar MS Teams Meeting BoldDesk Mobile App BoldDesk for iOS BoldDesk for Android Support Knowledge Base Email Support Chat Support Option to Choose your Data Center Location Migration Assistance Customer Success Manager Still evaluating help desk platforms? Try BoldDesk free Schedule a demo Frequently Asked Questions What is meant by AI credits? AI credits are consumed when the chatbot generates an AI response. Each AI response uses a certain number of AI credits based on the complexity of the query and the length of the AI-generated answer. How many credits does one AI message use? Each AI response consumes credits based on the complexity of the request and the length of the generated answer.Simple responses may use one credit, while longer or more detailed responses may use more. How is AI used to improve automotive customer service? An AI help desk for automotive customer service uses driver preferences and real-time vehicle data to personalize support. It enables proactive maintenance alerts and tailored service offers, making conversations faster, clearer, and more customer focused. How does auto-recharge work? Auto-recharge ensures your AI Agent never stops due to zero credits.Set a minimum credit thresholdWhen your balance goes below this point, we automatically add non-expiring creditsCredits are added in packs (e.g., 1000 credits per pack)You have full control over when and how many credits get added. What happens when I reach my AI credit limit? You will receive usage alerts when your AI credit consumption reaches 50%, 80%, and 100%.Once your usage reaches 100%, your AI Agent will stop generating AI responses. This will continue until one of the following happens:Your free credits automatically reset at the start of your next billing cycleYou purchase additional paid AI creditsYou can monitor your usage and set alerts anytime from the AI Usage & Alerts section in your BoldDesk portal. Who is an agent? Support agents are essentially customer service representatives. To use the service, each agent, admin, or manager requires their own license. On any plan, you have the option to add as many agents as you want. How does the free trial work? Your 15-day free trial gives you full access to all the features of your chosen BoldDesk plan. After the trial period, your data will be retained for 7 days to help upgrade your plan. What type of payment do you accept? Credit card payments are accepted for our subscriptions. We currently accept Visa, MasterCard, and Maestro. If your company is unable to pay by credit card, please contact us at sales@bolddesk.com to arrange an alternate payment method. Can I upgrade or downgrade my subscription? You can change your subscription plan at any time. For upgrades, the change will take effect immediately and will be charged pro-rated. For downgrades, no refunds are available for the unused portion of your plan, so changes will take effect after the current billing cycle. Can I cancel my subscription? You have the option to cancel your subscription at any time. However, your subscription will remain valid until the end of your billing period. --- Skip to content About Us Syncfusion®, the company behind BoldDesk®, has been helping developers worldwide build powerful line-of-business software for over 20 years. Our flagship component suite includes over 1,900 UI widgets and frameworks that help reduce time and complexity when developing mobile, web, and desktop applications. Our ecosystem of compatible developer control suites, embeddable BI platforms, and business software is used by many leading organizations, including over 400 of the Fortune 500. We serve more than a million users based in almost every country on the planet. Our technical teams provide support out of five global locations in the USA, India, and Kenya. Over the past two decades, we have learned quite a bit about providing an optimal support experience on a global scale for complex use cases. Our support system is backed by software systems that track every detail accurately. Nothing is left to chance. Customers appreciate that every detail is tracked to completion. Such actions let them know that we care, not just with words in a support policy, but in practice, day after day, year after year. BoldDesk was created out of our experience and is used by our teams to deliver customer service across all our products. We have built a product that will enable you to provide true world-class service to your customers. You do not have to spend a fortune or sign years-long contracts to use BoldDesk. As Syncfusion always does, we have created a flexible and transparent pricing model that clearly lays out all the costs involved up front so that you will have no surprises in the future. Our pricing model has also been designed to scale well with higher rates of usage, so you can comfortably integrate BoldDesk into all the service workflows within your organization. Please contact us if you have any questions—we would love to hear from you. Trusted by companies of all sizes Company Overview 0 + Fortune 500 companies 0 M+ Developers 0 K+ Companies 0 Years in business Leadership Meet the team STEFAN HOENIG Chairman of the Board and President DANIEL JEBARAJ CEO CLAY BURCH Senior VP/Technical Support Advisor DAVIS JEBARAJ Senior VP - Development SRILATHA RAJAMANI VP - Technical Support MARISSA KELLER OUTTEN VP - Business Development TRES WATKINS VP - Content CHRISTIAN GROSSMANN VP - Sales BRAD FREEMAN VP - Sales ALICIA MORRIS VP - Marketing SABRENA WALLACE VP - Training JACLYN VIDUSIC General Counsel PAT STALEY VP - Client Services STEPHEN JEBARAJ Director of Development --- Skip to content Help Desk Features for Every Business Need Streamline your support operations and enhance customer satisfaction with BoldDesk Start Free Trial Today Book Free Demo No credit card required Cancel anytime No credit card required Cancel anytime Trusted by companies of all sizes Ticketing System Live Chat Omnichannel Inbox AI Copilot Knowledge Base Workflow Automation Customization Reports & Analytics Security Mobile Apps Ticketing System Organize all your support requests in one place, route them to the appropriate agents, customize support creation forms, collaborate with your teammates, and increase agent productivity. Explore Email to Ticket with AI-Powered Replies Convert incoming support emails into tickets instantly and enhance them with AI-generated responses ensuring faster, context-aware replies without manual effort. Priorities Set priority levels to match the ticket's urgency Predefined Templates Canned responses are a prewritten set of response templates or messages for frequently asked questions. Ensure consistent responses to common questions. Tags Set up tags to categorize or group tickets based on business workflow. Agent Signature Email signatures can be inserted as common, brand-specific, or agent-specific in outgoing messages when an agent responds with a public comment. Ticket Views Easily find tickets using advanced search filters, including custom fields, for a more efficient workflow. Ticket Sorting Sort tickets using various available fields to organize and prioritize them. Ticket Category Categories aid in ticket classification; for example, Support, Sales, Marketing, and so on. There are two kinds of categories public and private. Private categories are not visible in customer portal, only private tickets can be created for this category. Customer Satisfaction Rating (CSAT) Customers rate their support experience for ticket updates, enabling your team to track customer satisfaction. Ticket Worklog Worklog allows you to track the total time spent on each ticket update. Such data is then available for review. Multilingual Help Desk Support your customers all across the world by providing customer service that is translated into multiple languages. Ticket Macros Macro triggers automate repetitive tasks, executing predefined actions like for updates, notifications, and approvals on tickets. Save and Share Keep important tickets or messages saved for future reference and share them with other agents when needed. @Mention Tag agents in replies or private notes to notify them instantly and improve collaboration. Live Chat Enhance customer engagement and support with our live chat features. Seamlessly integrate live chat into your website, track conversations, and ensure timely responses to customer queries. Below are the key features available in our live chat module. Explore Shared Inbox for Multiple Channels Track chat conversations from the live chat widget, Facebook and WhatsApp. The inbox includes features like read and delivery receipts, message deletion, and visited pages. Enhance Support Efficiency Enhance your team's efficiency with features like canned responses, chat history, and file sharing, enabling quick and effective handling of multiple inquiries. Export Conversations Send chat transcripts to customers via email for their records. Personalized Chat Experience Customize the live chat with your own greetings, email requirements, and automated confirmations for better engagement. AI Agent Assistance Use AI to answer questions instantly using your knowledge base, automating support and improving resolution times. Advanced Sorting Options Sort conversations by source, status, or priority for streamlined management. Modify Chat Requester Change the requester of an ongoing chat to a more appropriate contact while keeping context intact. Chat SLA Management Automate response goals and ensure timely support by setting SLAs for live chat. Track key metrics, send reminders, and escalate overdue chats to maintain service quality. Web SDK Chat Customization Easily integrate and tailor the chat widget’s behavior and appearance using Web SDK—giving you full control over the chat experience. Embeddable Live Chat Widget Embed the live chat widget with a single line of code and customize it to match your website's design. It also supports an offline form to create tickets when agents are offline and includes trusted domain support. Link Conversation to Ticket Convert live chat conversations into support tickets to enhance tracking and resolution. Offline email for customers If a customer goes offline before receiving a reply, the agent's response will be sent via email. IP Access Control Block specific IPs to prevent unauthorized access and ensure secure, controlled live chat interactions. Email Transcripts Send chat transcripts via email, allowing customers to access past conversations anytime. Enhanced Widget Client API Control chat sessions, widget visibility, and interactions with advanced customization options. Manage Chat Participants Add or remove chat participants to keep key stakeholders engaged and informed. Custom CSS & JS for Chat Widget Personalize your live chat widget with custom CSS and JavaScript to match your brand and add unique functionality for a tailored user experience. Iframe Embedding Embed the live chat widget directly into your webpage layout for a seamless, native-like support experience. Omnichannel Inbox No more switching between apps. Manage all your customer conversations across multiple channels from a single unified inbox. Explore Email Email-to-ticket functionality helps convert all incoming customer support emails to tickets to then track inside BoldDesk. WhatsApp Connect directly with customers on WhatsApp, offering timely support and building strong relationships. Instagram Handle direct messages on Instagram to boost engagement and enhance brand presence. SMS Seamlessly send and receive SMS directly within the platform for efficient communication. Slack Connect Slack to get real-time ticket notifications, respond faster, and keep your team in the loop—all without switching apps. Telegram Respond to customer messages on Telegram directly from BoldDesk®. Keep everything organized and never miss an important conversation. Live Chat Engage instantly with website visitors, turning queries into leads and loyal customers. Facebook Never miss a message or comment again. Respond to your customers on Facebook, whether they reach out via Messenger or post on your timeline. Voice Allowing users to make and receive calls directly from BoldDesk, transfer calls, conduct conference calls, and access complete call history. Embedded Web Form Incorporate a contact us or ticket creation form into any external website, such as WordPress. When a customer submits a request, a ticket is automatically created. Ticket Web Widget Let customers reach out right from your website with an easy-to-use support widget. They can create tickets, find answers, or start a live chat without any hassle. Generative AI-Powered Copilot Reduce support volume and increase efficiency with a Generative AI and automations Explore Agent Copilot Chat Automatically generate potential replies for the customer support queries. Summarize Tickets AI Automate creates brief summaries of long tickets, helping your team understand the core issue and respond promptly. Summarize KB Article Summarizes lengthy article contents in few sentences. AI-Suggested Replies Insert smart, context-aware answers into email notifications using a simple placeholder—no manual input needed. AI Agent Customization Control tone and response length to match your brand. Preview and fine-tune replies before going live. AI Writing Assistant Empower your support team to respond to customer questions without the burden of syntax or grammar concerns. Translate Your Reply Agents can quickly and easily translate messages to other languages SEO Attributes Generate relevant article meta description to position your article on top of the search engine results. AI Actions Let AI execute tasks like order cancellations or data lookups by integrating with internal and external APIs. Knowledge Base Self-service, central repository of information for your customers. Explore Public Knowledge Base Create self-help materials for your products, such as documentation, user manuals, and a help center. Categories & Sections Use categories and sections to organize and group your articles in up to three levels. Workflow Design and manage your documentation publishing process. Customize Satisfaction Feedback Customizes the feedback label, rating options, feedback message options, and success message. Tags Apply tags to articles to organize your content library. Article Feedback and Engagement Let users like, dislike, and comment on articles so you can improve content with real feedback. Recommendations Offer AI-driven recommendations based on user behavior and search history for better guidance. WYSIWYG Editor Provide a no-code editor with rich text, images, and links for effortless formatting. AI-Powered Article Generation Generate well-structured knowledge base articles using AI to save time and effort. Internal Knowledge Base An organization’s centralized repository of information for internal use. Article Template Article templates contain pre-defined articles that are structured in a specific order. These templates aid in the creation of a consistent structure for knowledge articles. Multilingual Knowledge Base Create and manage a multilingual knowledge base to deliver content based on customers’ preferred language. On-page SEO Add meta titles, descriptions, and keywords to articles to improve search engine rankings. Smart AI Search Instantly deliver answers with AI-powered predictive search for a faster self-service experience. Related Articles Auto-suggest related articles to enhance self-service and reduce support ticket volume. Version Control Track changes, restore past versions, and safeguard content from accidental loss. Markdown Editor Offer a lightweight Markdown editor with simple syntax for clean, structured content. Workflow Automation Using no-code automation, create a business-specific operation workflow to perform recurring manual tasks at each stage of the ticket life cycle. SLAs allow you to automatically set the response and resolution times for tickets. Explore Ticket Assignment Automatically assign tickets to agents in a group in a round-robin fashion. Update Triggers Set up automated rules to perform a predefined set of actions based on selected criteria when an existing ticket is updated. Business Hours Set different work times for your support team distributed across different time zones. SLA Notifications Send an email to a support team, notifying them about SLA-specified remaining time, and as applicable, breach. Create Triggers Set up automated rules to perform a predefined set of actions based on selected criteria on a newly created ticket. Time Triggers Set up automated rules to perform a repeated set of actions based on selected criteria every hour. Holidays Set up holidays for your support team. They can be associated with business hours, used in setting up the SLA. Webhooks Webhooks allow external systems to be notified automatically when an event occurs and to deliver data to such applications in real time. Customization Create a customized ticket form with custom ticket fields and control the visibility of the fields with the field display condition. Change the logo, login options, ticket layout preferences, and password policies in the help center for each brand. Explore Multi-Brand Help Desk A multiple-brand help desk allows you to operate more than one support portal using a single help desk account. Custom Fields Custom ticket fields can be created to collect additional information about your support requests, customers and companies. Email Templates Email templates allow you to modify predefined email content as needed. Brand-based customization of templates is also supported. Custom Agent Roles Create a set of permissions based on agent roles tailored to your organization’s specific needs. Agent Custom Status A custom agent status is a way for agents to indicate their availability to handle the support operations. Rebranding Personalize the support portal with your company logo, brand colors, logins, and general settings. Custom Ticket Forms Customize ticket forms to be brand-specific. You can add, remove, or reorder ticket fields in a form with a different form template for each brand. Custom Domain Mapping Map your custom domain as part of brand-specific customization. Custom Statuses Create custom statuses to manage workflow associated with ticket stage. Reports & Analytics Display insightful, real-time data using the built-in reports and dashboard to help you make informed decisions about improving customer service. Track SLAs and improve customer satisfaction and team performance for your business by monitoring every aspect of your support experience. Explore Support Traffic Dashboard A dashboard tracks the current status of support tickets. Satisfaction Survey Report This report tracks and analyzes ticket response ratings as they are submitted by customers. Conversation Report Conversation reports allow you to review ticket updates. Agent Performance Dashboard Track agent or group (team) performance with this built-in dashboard. Advanced Filter Search and filter the tickets based on specific criteria, save them as a view, and share them across teams or the organization. Support Monitoring Dashboard This dashboard is helpful in tracking and analyzing the inflow of tickets over time. Worklog Report This report tracks the total time spent on each ticket by agents. SLA Dashboard The SLA dashboard provides insight into how your team has been meeting your SLA policies. Contact and Contact Group Performance Dashboard Monitor the performance of contacts or contact groups (companies) with this built-in dashboard. Security​ To protect your customers' data, security systems control access to your entire organization and secure your data at multiple levels. Encryption, audit logs, IP restrictions, and SSO are features that can help you protect your data and limit access to only authorized users. Explore Roles and Permissions Provide fine-grained permissions to agents to control access to data. Brand-Based Access Brand access allows you to define the ticket visibility for agents to so they can only access tickets for specified brands. IP Restrictions IP restrictions allow you to limit the IP addresses from which your organization can access the help desk. Whitelist or Blacklist Senders You can accept or reject emails from specific senders and domains. Blacklisted emails are blocked and are not routed to spam. Audit Logs Audit logs provide information about specific events or operations, such as access, change details, who performed an action, and more. Ticket Access Scope Specify the level of ticket access for an agent when viewing tickets in the support center. Single Sign-On Single sign-on with BoldDesk allows users to log in and access their help desk account with a single set of credentials by using SSO systems such as Office 365, OAuth 2.0 providers, and OpenID. DKIM for Email Domain Keys Identified Mail (DKIM) signatures notify the recipient that an email was sent from an authorized domain. Password Policies Create your own password policies to enforce secure, strong passwords, password rotation frequency, and password expiration to meet your security standards and policies. Mobile Apps​​ A help desk in your pocket! With the BoldDesk mobile help desk app, you can serve your customers from anywhere. Explore BoldDesk for iOS BoldDesk for Andriod Test out all the features of BoldDesk Start your 15-day free trial with instant access No credit card required Easy setup 80% AI Agent Automation 100+ Rich Features No credit card required Easy setup 80% AI Agent Automation 100+ Rich Features Try For Free