Overview
Your plan includes credits that are spent when you send messages and emails, make calls, or use AI. It also sets limits on how many contacts, seats, segments, and other items you can hold. Track both on the Usage tab of Account → Plan & Billing (/billing?tab=usage), and extend them with add-ons on the Plans &
subscription tab. For choosing, changing, or cancelling a plan, see
Plans & trials.
Time to complete: ~10 minutes · Difficulty: Beginner · By default, only Owners and Admins can
view this page and buy add-ons or change auto top-up.
Before you start
- You need an active subscription or trial; credits appear once one exists.
- Prices and pack sizes are shown in-app and may change.
- Purchases charge the card saved on your subscription (see Payment method).
Understand your credits
The Credits card on the Usage tab shows one tile per credit pool (one balance per type) — for example SMS credits, Email credits, AI credits, and Voice minutes, depending on your plan. Each tile shows the available balance and a breakdown: included · purchased · reserved.- Included credits come with your plan (subscription and promotional grants).
- Purchased credits come from credit packs you buy.
- Reserved credits are set aside for work in progress (a campaign mid-send, a call in progress). They are released or charged when it finishes.
Pools are separate. An empty SMS pool blocks SMS sends even if you have plenty of
AI credits. When a pool hits zero the Usage tab shows Out of credits with a
Buy credits button, and campaigns on that channel pause until you top up.
Read your usage
1
Check the headline
The Usage tab opens with your plan name, status, and Period ends date. A
Resources approaching limits alert lists anything near its cap, with
Browse add-ons.
2
Spot trends
30-day usage trend charts one resource at a time (pick it from the
dropdown) and projects usage to period end. “Consider an add-on” appears if
you’re on pace to run out.
3
Compare allowance to consumption
Available vs consumed lists every resource with Plan allowance,
Add-ons, Total, Consumed, Remaining, Utilization (the
share used), and a Status badge: Healthy, Near limit, At
limit, or Unlimited.
4
Check the activity list
Under Resource activity, Resource events lists each use (Date,
Resource, Action, Consumed, Remaining, Source) and can be filtered by resource.
AI credit transactions lists every credit added or spent, with the credit
type, reason, and Balance after.
Buy an add-on or credit pack
Add-ons live on the Plans & subscription tab under Add-ons. Your add-ons shows what you own as meters (bars showing how much is left); Available to purchase lists the rest.1
Purchase
Click Purchase on a pack. The dialog shows You get (units or credits)
and Cost per pack.
2
Choose how it's charged
Under How should this be charged?, pick One-time (charged once, never
re-charges) or Recurring (auto-refill) and set Refill when remaining
units reach a level. Feature unlocks are one-time only.
3
Buy now
Click Buy now. The saved card is charged without leaving the app, and the
credits appear within moments (”… is now active”). If your bank requires extra
verification or no card is saved, you’re sent to a secure checkout page
instead.
Set up auto top-up
Auto top-up charges your saved card for one more pack whenever the remaining units fall to the level you set.1
Open Manage
On an owned add-on, click Manage to expand its controls.
2
Turn it on
Switch on Auto top-up and set Refill when remaining reaches. The
level is marked on the meter and shown as Top up at ….
3
Resume if paused
If a charge fails, auto top-up shows Paused with the reason. Fix your
card, then click Resume auto top-up.
FAQ
Is this a prepaid wallet I fund with cash?
Is this a prepaid wallet I fund with cash?
Not exactly. Credits are included with your plan and topped up by buying
credit packs; count limits (contacts, seats, and so on) are extended with
capacity add-ons or a higher plan.
Why is my available balance lower than the total?
Why is my available balance lower than the total?
Reserved credits are set aside for work in progress. They return to available
(or are charged) as soon as the send or call completes.
Do purchased credits expire?
Do purchased credits expire?
Included credits may carry an expiry, shown in the allocation summary.
Purchased packs show Does not expire or an Expires date on their meter.
Can I see spend by campaign?
Can I see spend by campaign?
Usage is tracked as units used per resource. Resource events shows the
action and source of each use, not money spent per campaign.
Troubleshooting
A purchase asked for verification
A purchase asked for verification
Your bank asked for an extra security check (3-D Secure). Complete the
checkout page to finish the charge; the credits arrive once payment completes.
Auto top-up isn't refilling
Auto top-up isn't refilling
Open Manage on the add-on: make sure Auto top-up is on and not
Paused, and that your saved card is valid via Manage plan.
A usage alert disappeared
A usage alert disappeared
Dismissed alerts stay hidden. Click Show hidden usage alerts at the bottom
of the Usage tab to bring them back.
Plans & trials
Choose, change, or cancel your plan.
