Activate AI Feature

Watch our latest video tutorial to learn how to activate the AI feature in Bold BI. Follow step-by-step instructions and helpful tips to get the most out of this powerful functionality!

Steps to activate AI feature

1. Click on the AI Copilot feature icon located at the bottom right of the dashboard designer or viewer.

2. After clicking the icon, AI Copilot Activation page will appear.

3. Review the AI data processing procedure and acknowledge it, which will enable the Activate button. Then, click the Activate Now button.

4. Before continuing, to update the license with AI features enabled in the cloud environment, click on Manage License to navigate to the license management page.

5. To include the updated license key with AI features enabled in the cloud environment, click the Refresh License button.

6. For online activation, sign in using your account credentials.

7. To activate offline, follow the steps outlined in this Offline Activation Guide

8. After the activation is complete, click the Continue button.

9. You will be directed to a confirmation page indicating that the AI feature has been activated. If activating a fresh build, the release notes page will appear; otherwise, the AI chat page will be displayed.

NOTE: These activation steps apply only to existing license keys. For new license keys, activation will be completed at license registration itself.