Skip to main content
Set how many AI credits a client receives monthly.
1

Open Workspace CRM

Click CRM in the sidebar.
2

Select the Client

Click the client in the list.
3

Go to Credits Tab

Click the Credits tab.
4

Find Monthly Credits

Locate the monthly allocation field.
5

Set the Amount

Enter the monthly credit amount.
6

Save

Click Update to save.

​
Allocation Options

  • 0 - No credits (manual only)
  • 100-500 - Light usage
  • 500-1000 - Regular usage
  • 1000+ - Heavy usage

​
How It Works

  • Credits allocated monthly
  • Resets on billing date
  • Unused credits don’t roll over
  • Can add one-time credits separately

​
Tips

  • Match to client’s needs
  • Monitor usage patterns
  • Adjust as needed
  • Use for pricing tiers

Workspace Overview

Learn more

White Label Setup

Learn more