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What if I need more credits?

Credits refill automatically on your next billing cycle. If you need more before then, you can upgrade your plan or switch to annual upfront billing for bonus credits.

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Written by Sarah

What happens when credits run out

  • AI Chat / Generator / AI Agent: New queries and report generation pause until credits refill

  • Library / Dashboard / Signal / Newsletter: Unaffected — keep working normally

  • Existing outputs: Already-generated answers and reports remain viewable and downloadable

Options when you need more credits

1. Wait for automatic refill

Credits replenish on your billing date.

  • Monthly billing: same date each month

  • Annual upfront: all credits issued at the start of the contract

2. Upgrade your plan

For sustained higher usage, upgrading is the most direct path.

Current plan

Recommended upgrade

Starter (50 credits/mo)

Pro (200 credits/mo)

Pro (200 credits/mo)

Business (custom — AM confirms)

Upgrades take effect immediately. The price difference settles at the next billing cycle.

3. Switch to annual upfront

All plans receive 2 months of bonus credits with annual upfront billing. Total yearly credits:

  • Starter: 700

  • Pro: 2,800

  • Business: custom — bonus scales per contract

Which option fits which situation

Situation

Best option

Persistent shortage

Plan upgrade

Expecting higher usage over a year

Switch to annual upfront


Common follow-up questions

When does a plan change take effect?
Upgrades apply immediately. The price difference is settled at the next billing cycle. Downgrades take effect from the next billing cycle — reach out to your AM for details.

Do bonus or upgrade credits also expire?
Yes. All credits follow the same expiration policy (1-month grace period after the billing cycle ends). See "Do unused credits roll over to the next month?" for the full rollover details.

Can I purchase additional credits as a one-time top-up?
One-time credit top-ups aren't currently supported, but they're being considered for future updates. For short-term increased usage, plan upgrade (effective immediately) or annual upfront switch are the current options.

Can I get a refund for unused credits?
Standard refund policy applies. Reach out to your AM for case-by-case review.


Related articles

  • What are credits and which features use them?

  • How are credits charged?

  • Do unused credits roll over to the next month?

  • How do team members share credits?

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