Skip to main content
Give a client additional AI credits for their projects.

​
Prerequisites

  • Client added to CRM
  • Credits available in your workspace
1

Open Workspace CRM

Click CRM in the sidebar.
2

Select the Client

Click the client from the list.
3

Go to Credits Tab

Click the Credits tab in client details.
4

Click Add Credits

Click the Add Credits button.
5

Enter Amount

Enter the number of credits to add.
6

Confirm

Click Add or Confirm.Credits are added immediately to the client’s balance.

​
One-Time vs Monthly Credits

TypeDescription
One-Time (Add Credits)Added once, used until depleted
Monthly (Update Monthly)Recurring allocation, resets monthly

​
Setting Monthly Credits

To set recurring monthly allocation:
  1. Go to client’s Credits tab
  2. Click Update Monthly Credits
  3. Enter monthly amount
  4. Save
Client receives this amount each month on their reset date.

​
Viewing Credit Usage

In the Credits tab, you can see:
  • Current Balance - Credits available now
  • Usage Bar - Visual of consumption
  • Reset Date - When monthly credits refresh
  • Allocation History - Past credit additions

​
Credit Allocation Strategy

Minimal (50/month):
  • Clients who rarely edit
  • Static websites
Standard (100/month):
  • Regular updates
  • Active businesses
Active (200/month):
  • Frequent changes
  • Bloggers, e-commerce
Unlimited (500+/month):
  • High-value clients
  • Heavy AI usage

​
Tips

  • Start conservative - Increase if needed
  • Track usage - Monitor who uses what
  • Communicate limits - Clients should know their allocation

Workspace Overview

Learn more

White Label Setup

Learn more