> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage credits

> Understand how Cassidy credits work, track usage, and purchase additional credits when needed.

Credits are how Cassidy measures AI usage across [Agents](/agents/overview) and [Workflows](/workflows/overview). 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](/knowledge-base/overview) context) and generates **output tokens** (the AI's response). The number of tokens determines how many credits are consumed.

### Credit usage by feature

| Feature          | What affects cost                                                                                                    |
| ---------------- | -------------------------------------------------------------------------------------------------------------------- |
| **Agent chat**   | Message length, Knowledge Base context pulled in, model selected, [capabilities](/agents/capabilities/overview) used |
| **Workflow run** | Number of actions, input size, model selected per action                                                             |

<Tip>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](/guides/choose-ai-model) for guidance.</Tip>

## Check your credit balance

<Steps>
  <Step title="Open organization settings">
    Click your account name at the bottom of the sidebar, then click the **gear icon** next to your organization name.
  </Step>

  <Step title="Go to Usage">
    In the left sidebar, click **Usage**. You'll see your current credit balance, usage for the billing period, and storage consumption.

    <Frame>
      <img src="https://mintcdn.com/cassidy/IidvkNl_ihp_r6SS/images/settings/credits-usage-breakdown.png?fit=max&auto=format&n=IidvkNl_ihp_r6SS&q=85&s=90f52f59ad37e8d351ad8abfcdf9cc61" alt="Usage page showing credit balance and usage breakdown" width="964" height="524" data-path="images/settings/credits-usage-breakdown.png" />
    </Frame>
  </Step>
</Steps>

## 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](/settings/manage-plans).
* **Contact support** — For custom credit packages or Enterprise plans, email [support@cassidyai.com](mailto:support@cassidyai.com).

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Do unused credits roll over to the next month?">
    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.
  </Accordion>

  <Accordion title="How can I reduce credit usage?">
    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](/settings/credit-alerts-and-limits) to stay on top of consumption
  </Accordion>

  <Accordion title="What happens when I run out of credits?">
    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.
  </Accordion>

  <Accordion title="Can I see credit usage per user?">
    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](/settings/credit-alerts-and-limits) to control spending.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Credit usage alerts and limits" icon="bell" href="/settings/credit-alerts-and-limits">
    Set up notifications and per-user spending caps.
  </Card>

  <Card title="Monitor usage" icon="chart-line" href="/settings/monitor-usage">
    Track credits, storage, and meeting hours across your organization.
  </Card>
</CardGroup>