Use our AI. Or bring your own.

Start in sixty seconds.

Most teams don't want to set up AI billing on day one — they want to use the product. Every BoldReach plan ships with a baseline allotment of AI credits that covers a typical team's voice notes, scoring, drafts, and forecasting. Hit the cap? Top up with metered credits at transparent per-task rates. Per-workspace budgets and 80% alerts come standard.

• No API keys required
• Baseline credits included on every paid plan
• Metered top-up at transparent per-task rates
• Per-workspace budget caps + alerts

Your provider. Your bill.

Once your usage grows beyond the included credits — or if your procurement team prefers — plug in your own AI provider keys. We route requests through your account, you pay the provider directly, we charge nothing on top. Useful when you have negotiated rates, regulated data flows, or just want full audit visibility against your own provider dashboard.

• No vendor markup on inference
• Procurement-friendly — your existing AI contracts stay intact
• Audit every call against your own provider dashboard
• Configure multiple providers and BoldReach picks the cheapest per task

Cheapest model that can do the task.

Different tasks need different model tiers. Voice transcription wants something fast and cheap. Lead scoring works fine on a mid-tier reasoning model. Long-form drafting wants the premium tier. BoldReach routes per task, picks the cheapest model that can handle it, and only escalates when needed — whether the bill goes to our credits or your keys.

• Transcription — fast/cheap model by default
• Scoring — mid-tier model, escalates to premium on complex history
• Drafting — premium model for tone-controlled output
• Search — small fast model, optimised for SQL safety

Provider down? Next one. All down? CRM still works.

Each task has a fallback chain. If your primary model rejects the request or times out, we route to the next configured option. If everything is down, the CRM degrades gracefully — manual scoring, manual drafting, voice notes still record locally and queue for transcription when the network returns.

Every AI call logged. Every dollar auditable.

BoldReach ships an AI usage dashboard that shows your spend per task, per workspace, per day — across credits and BYOK alike. Set per-workspace budgets. Get an alert before you hit them. Compare cost-per-task between paths to see which actually costs less for your specific traffic.