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Overview

Unify credits measure usage of capabilities such as prospecting, enrichment, research, chat, intent signals, and calling. Your plan determines the credit allocation, renewal cycle, and options for purchasing more. Open Settings → Usage to review consumption and available capacity. Administrators manage purchases and billing.

Read your balance

The summary shows the current credit cycle and credits used against the available allocation. It also shows used and available user seats and, where applicable, Unify-managed mailbox capacity. Check the cycle dates when comparing usage with your plan. The chart has its own date range. Its total can differ from the cycle balance when you select a different period or focus on usage attributed to a play or sequence.

Find what uses credits

Choose a date range to review consumption by product. Where available, use Pivot by to group usage by play or sequence, then select the groups to compare. Use the refresh button to retrieve updated results. Rates depend on the activity and your workspace’s configuration. Use the product’s displayed rates and estimates when planning usage: Keep the selected date range and grouping consistent when comparing workflows. If consumption rises unexpectedly, identify the contributing activity before changing limits or purchasing more capacity.

Add credits or capacity

Click Add credits to review the purchase options supported by your plan. Enter a quantity and review the total and payment details before confirming. The dialog explains any plan or trial restriction that prevents a purchase. Use Add users to review additional seat capacity, or Add mailboxes for Unify-managed mailbox capacity. For mailbox setup and requests, follow Unify-managed mailboxes. When you approach a credit limit, review active workflows and upcoming work. Credit-dependent actions can stop when their allocation is exhausted. After adding credits, check the affected workflow for any recovery action it requires.

Review billing details

Open Settings → Plans & billing to review your plan and the billing controls available to your workspace. Administrators can manage supported payment and billing details there. For questions about your contract, renewal, or a charge, contact billing@unifygtm.com.