How to Purchase and Manage AI Credits in Bold BI?

Overview

AI Credits can be purchased through the AI Credits purchase portal available within Bold BI. License owners and authorized administrators can purchase either a recurring AI Credits subscription plan or add-on credits, depending on their organization’s AI usage requirements.

This article explains how to purchase AI Credits, track payment status, and verify credit availability after a successful purchase.

Prerequisites

Before purchasing AI Credits, ensure that:

• You are signed in as a License Owner or Authorized Administrator.
• Your Bold BI account has access to the license for which credits will be purchased.
• A valid payment method is available for processing the transaction.

Accessing the AI Credits Purchase Portal

To purchase AI Credits:

1. Sign in to the Bold BI application as a License Owner or Authorized Administrator.
2. Open Site Settings.
3. Navigate to the AI section.
4. Click Buy Now.

This opens the AI Credits purchase portal where credit usage, subscription plans, and add-on credits can be managed.

Purchase Portal:
AI Credits Purchase Portal

Purchasing a Subscription Plan or Add-on Credits

After opening the AI Credits purchase portal:

1. Sign in using the same account associated with your Bold BI license.
2. Review the AI Usage Dashboard and available purchase options.
3. Navigate to Settings → Billing & Subscription.
4. Select the required AI Credits subscription plan or add-on credits.
   
   
5. Complete the payment process.

Available subscription plans include:

Organizations with an active paid AI Credits subscription can also purchase add-on credits to increase their available credit balance.

Important: The AI Credits purchase portal is an external service. Always sign in using the same account associated with your Bold BI license to ensure credits are applied to the correct license.

Understanding Payment Status

After a purchase is initiated, the transaction progresses through one of the following statuses:

After a successful payment, allow a few minutes for the updated credit balance to appear in the AI Usage Dashboard.

If the updated balance does not appear immediately, refresh the dashboard and check the transaction status.

Viewing Purchased Credits

The AI Usage Dashboard provides visibility into credit allocation and consumption for the selected license.

The dashboard includes:

• Total credits consumed during the selected period.
• Credit usage filtered by user.
• Credit usage filtered by site.
• Date range filtering.
• Top users by credit consumption.
• Detailed per-user usage information.

This information helps administrators monitor AI adoption and track overall consumption trends.

Managing Multiple Licenses

If multiple Bold BI licenses are associated with the signed-in account, administrators can switch between licenses directly from the purchase portal.

To switch licenses:

1. Click the profile icon in the top-right corner.
2. Open the profile menu.
3. Select the required license from the available list.
   
   

The AI Usage Dashboard updates automatically to display information for the selected license.

Important Considerations

Keep the following limitations in mind when managing AI Credits:

• AI Credits are tied to a specific Bold BI license and cannot be transferred to another license.
• Only License Owners and Authorized Administrators can purchase credits and access purchase history.
• Add-on credits require an active paid AI Credits subscription.
• Purchases require a valid payment method associated with the Bold BI account.
• Credit consumption varies depending on the AI feature, prompt complexity, and data volume being processed.

Troubleshooting

Credits Not Reflected After Purchase

If purchased credits are not displayed immediately:

1. Wait a few minutes for payment processing and credit allocation to complete.
2. Refresh the AI Usage Dashboard.
3. Verify that the transaction status is marked as Success.

If the balance is still incorrect, contact Bold BI Support and provide:

• Transaction reference number
• Purchase receipt
• License ID

AI Features Unavailable Due to Exhausted Credits

When available AI Credits are exhausted, AI-powered functionality becomes unavailable until additional credits are added.

Administrators can:

• Purchase add-on credits.
• Upgrade to a higher AI Credits subscription plan.

These options are available through:

Site Settings → AI → Buy Now

Payment Failed

If a payment transaction fails:

• Review the instructions provided on the payment screen.
• Retry the transaction if a retry option is available.
• Check the Transaction History section for additional details.

If no retry option is available, contact Bold BI Support and provide:

• License ID
• Transaction reference number
• Payment details displayed in the portal

Summary

Bold BI enables License Owners and Authorized Administrators to purchase AI Credits directly through the AI Credits purchase portal. Organizations can choose between recurring subscription plans and add-on credits based on their AI usage requirements. The AI Usage Dashboard provides comprehensive visibility into credit consumption, purchase history, and available balances, helping organizations manage AI usage effectively.

References

• Overview of AI Credits
• Managing AI Features and Configure Your Own Key
• AI Credits Purchase Portal