Before you start
- An approved agent. See Request an agent.
- Billing details saved under Settings, Billing. See Workspace billing.
1
Open Plan and usage
Open the agent and select Plan & usage. Read the badge on Agent plan and the credit balance.
2
Add a payment method before the trial ends
In the trial banner select Add payment method, enter the card, and select Save card. “Card saved” confirms it. The plan then keeps running when the trial ends.
3
Buy the plan
Select Skip trial & buy paid plan (or Buy plan on a paused agent). In Buy paid plan check the price and period, then select Buy now. With no card saved, select Add card first. “Plan active” confirms it.
4
Watch the credits
The balance shows “credits on this agent”. Scroll to Usage to see what spent them. See Usage.
If a payment fails
The banner reads “We couldn’t process your payment.” Select Pay now, or Manage billing to update the card. The agent is paused and its campaigns are Stopped until the invoice is paid, then they resume.Plan and credits
Every status and banner.
