Skip to main content
Credits are how Cassidy measures AI usage across Agents and Workflows. Every AI interaction — from a chat message to a Workflow run — consumes credits based on the complexity of the request and the AI model used.

​
How credits work

When you send a message to an Agent or run a Workflow, Cassidy makes API calls to AI models. Each call processes input tokens (your prompt, instructions, and Knowledge Base context) and generates output tokens (the AI’s response). The number of tokens determines how many credits are consumed.

​
Credit usage by feature

FeatureWhat affects cost
Agent chatMessage length, Knowledge Base context pulled in, model selected, capabilities used
Workflow runNumber of actions, input size, model selected per action
Simpler models and shorter prompts use fewer credits. Choose the right model for the task — you don’t always need the most powerful option. See Choose the right AI model for guidance.

​
Check your credit balance

1

Open organization settings

Click your account name at the bottom of the sidebar, then click the gear icon next to your organization name.
2

Go to Credits & Storage

In the left sidebar, click Credits & Storage (or Usage depending on your plan). You’ll see your current credit balance, usage for the billing period, and storage consumption.
Credits and Storage page showing credit balance and usage breakdown

​
Get more credits

If your team is running low on credits, you have a few options:
  • Upgrade your plan — Higher-tier plans include more monthly credits. See Manage plans.
  • Contact support — For custom credit packages or Enterprise plans, email support@cassidyai.com.

​
Frequently asked questions

Credits reset each billing period and do not roll over — with the exception of Enterprise plans, which may include rollover depending on your agreement. Contact your account manager for details.
A few strategies to optimize credit consumption:
  • Use a lighter AI model when the task doesn’t require the most powerful option
  • Write concise, specific instructions to reduce input tokens
  • Limit the amount of Knowledge Base context pulled into each interaction
  • Use credit usage alerts to stay on top of consumption
When your credit balance is exhausted, AI-powered features (Agent chats, Workflow runs) will be temporarily unavailable until credits are replenished — either at the start of your next billing period or by upgrading your plan.
Yes. Visit the Usage tab in Organization Settings to see a breakdown of credit consumption by team member. You can also set per-user credit limits to control spending.

​
Next steps

Credit usage alerts and limits

Set up notifications and per-user spending caps.

Monitor usage

Track credits, storage, and meeting hours across your organization.