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Credits & Usage: Tracking What Your AI Team Spends

One pool powers every review, chat, brief and workflow run — here's where to see the balance, read the feed, and set a budget per client.

Atarim team Updated 28 Jul 2026 · 12 min read
Account & Billing
Atarim credit allocation slider beside the credit usage history
Before you start

Relevant for

  • Agencies working out what their AI usage actually costs
  • Anyone setting a monthly budget for a client
  • Teams whose credits ran out mid-month and want to know where they went

Required knowledge

None. Credits are a single pool and the screens explain themselves.

Tools & resources needed

  • Settings > AI Web Agency > Credits & Usage
  • An administrator account on the workspace — Settings is admin-only
  • A project dashboard, for the per-client view and for allocating a budget

Credits are what your AI team runs on. Every review, every chat reply, every workflow run and every generated brief draws from one pool, and Credits & Usage is where you see what's left and who spent the rest.

There's no billing to configure here and nothing that can go wrong by looking. It's a reporting screen with one action on it: topping up.

What It’s For

One pool, shared across everything

Your credits aren’t split by feature or by client. Page reviews, task chat, Claro, brief generation, MCP calls and workflow runs all draw from the same balance, which is why a heavy month of automation shows up as fewer credits for reviews.

A line item for every charge

The usage feed names who spent the credits, what they were doing, which site it applied to, and when. When a month runs short, you can see exactly where it went rather than guessing.

Budgets you set per client

You can carve a monthly allocation out of your pool for a specific client, so their proactive work has a ceiling you chose. Allocated credits are reserved rather than spent, so you always know how much of the pool is genuinely uncommitted.

Where your balance comes from

Your total is made up of the credits included with your plan, any recurring additions on your licence, and one-time credits you’ve bought. They land in one pool rather than separate buckets, so there’s no order of consumption to keep track of.

Check it before you promise work
The quickest way to over-commit is to approve a plan of scheduled workflows without looking at the balance first. Two minutes here tells you whether the month’s automation fits inside what you have.

Who Sees What

Credits look different depending on which side of the relationship you’re on.

Role What they see and can do
Account Holder and Administrators The full Credits & Usage screen in Settings, the usage feed, top-ups, and the ability to allocate a monthly budget to any client
Team Members and Collaborators No access to Settings, so no balance and no feed. They can still use AI features, and their activity appears in the feed under their own name
Website Owners funded by you Their project dashboard’s Credits Utilization donut only. They can’t reach Settings, see your pool, or change their allocation
Website Owners paying for themselves The same donut, plus the ability to buy their own monthly credits from Get More Done rather than drawing on your pool
Everyone spends, not everyone sees
A team member with no access to Settings can still run reviews and use AI chat, and every one of those charges lands in your feed. If a month looks heavier than expected, the feed names who spent it.

Step-by-Step Guide

Opening Credits & Usage

  • From the main dashboard, select Settings.
  • In the menu on the left, under the AI Web Agency heading, select Credits & Usage.
  • Read the Used Credits bar at the top. The counter to its right shows what’s been spent against your total.
  • The Credits and Usage page showing the Used Credits bar, the Add More Credits button, and the usage activity below.

    Reading the Used Credits Bar

    The bar is segmented rather than a single fill. Where you’ve allocated credits to clients, a legend appears directly beneath it with three figures.

    Figure What it means
    Used Credits already consumed this period
    Allocated Credits reserved for clients but not yet spent — held against your pool rather than taken from it
    Available What’s genuinely free to spend, once used and allocated are both subtracted
    No legend means no allocations
    The legend only appears once you’ve allocated credits to at least one client. If you see just the bar and the counter, your allocation is zero and the whole pool is uncommitted. A missing legend isn’t an error.
    Tip
    Used tells you what’s gone; Available tells you what you can still promise. On a workspace with several client budgets in place, those two numbers can be a long way apart.

    Reading the Usage Feed

    Below the bar, every charge appears as its own row: who did it, what they did, the site it applied to, the date, and the credits that row consumed.

  • Scroll the feed to review recent activity.
  • Keep scrolling to load older records — the feed pulls fifty at a time.
  • Read the wording to identify the feature. Each one writes its own phrasing.
  • What the row says What was charged
    reviewed [site name] An AI page or design review was run against that site
    messaged an AI on [site name] Someone used AI chat inside a task on that site
    clarified a task on site [site name] Claro rewrote or clarified a task. The word task in this row links back into Collaborate
    generated brand guidelines Someone generated an Agency Brief or a project brief from a website URL
    Usage feed listing individual charges, each showing the person, the action, how long ago it happened, and the credits consumed.
    Note
    Where nothing has been spent, the feed reads No usage data available with a line explaining that usage will appear once you start using AI features. The feed is also scoped to the workspace selected in the sidebar rather than your whole account, so check you’re in the right one before assuming records are missing.

    Topping Up Your Credits

  • Select Add More Credits, to the right of the bar.
  • Complete the purchase in the panel that opens.
  • Return to Credits & Usage and confirm the total beside the counter has increased.
  • Your Balance, and Every Charge That Made It
    Pick a Credit Pack From the Dropdown
    Confirm With Increase Credit Packs
    Where your total comes from
    Your total is the credits included with your plan plus any one-time credits you’ve bought. Top-ups add to the same pool rather than sitting in a separate balance.
    Tip
    Credit pricing is volume-tiered, and the panel shows the rate as you move the slider. Larger top-ups drop the price per thousand, so a single larger purchase is cheaper than several small ones adding up to the same amount.

    Seeing a Single Client’s Usage

    The workspace screen covers everything at once. For one client, the project dashboard carries its own view.

  • Open the client’s project dashboard.
  • Find the Credits Utilization panel. Its subtitle explains the intent: make a request or add workflows to maximise the AI Agency’s impact on your business.
  • Read the donut. The centre shows a utilisation percentage, and the legend beneath breaks it into three parts.
  • Segment What it means
    Used Consumed this period
    Scheduled Committed to upcoming workflow runs between now and the end of the month, but not yet spent
    Available Ready for new requests
    The Credits Utilization panel on a project dashboard, showing a donut at 18 per cent utilisation with the Used, Scheduled and Available legend beneath.
    Two screens, two different middle figures
    The workspace bar shows Allocated — credits set aside for clients. The project donut shows Scheduled — credits committed to upcoming workflow runs. They answer different questions, so don’t expect the numbers to match.
    Note
    Atarim notes this on the panel itself: your credit budget is shared across all your projects. A client’s donut is a view of one slice, not a separate wallet.
    What counts as Scheduled
    Only active, schedule-triggered workflows are counted, and only for the runs still due before the month ends. On-demand workflows and anything paused contribute nothing, which is why the figure falls as the month goes on even if you change nothing.

    Setting a Client’s Monthly Budget

    Allocating credits gives a client a ceiling for their proactive work, drawn from your pool.

  • Open the client’s project dashboard.
  • Select Get More Done in the top bar. The Set [client name]’s budget panel opens.
  • Read the description: this is the client’s monthly credits, your AI team’s time across all their projects. Where a plan is already approved, it also tells you roughly how much of the budget that plan uses each month, with the rest as headroom for requests.
  • Drag the slider to choose an amount. It runs from 1,000 to 10,000 credits in steps of 100.
  • Watch the badge beside the figure as you move it.
  • Check the line beneath, which tells you how many credits the allocation leaves in your pool.
  • Select Allocate credits to confirm, or Share payment link if the client is paying for their own plan.
  • Get More Done Opens the Budget Panel
    Set the Ceiling, See What’s Left in Your Pool
    Recommendation
    The recommendation moves with the plan you’ve approved for that client rather than being a fixed number. A client with three scheduled workflows earns a different recommendation from one with none, so don’t assume last client’s figure applies to the next.
    Note
    Where a client is billing themselves rather than being funded from your pool, Get More Done opens a top-up for them instead of the allocation panel. Their tiers read Light touch, Recommended, and Power user, and the panel invites them to add monthly credits so their AI agency can take on more work across their projects.

    How a reservation actually behaves

    An allocation isn’t taken out of your pool up front. What’s held back is the unspent portion of it, recalculated as the client works.

  • You allocate 2,000 credits to a client. Your available balance drops by 2,000.
  • That client’s work consumes 600 credits over the month. The reservation falls to 1,400.
  • Your available balance rises accordingly — the 600 has moved from reserved to used, not been double-counted.
  • If the client spends their whole allocation, the reservation reaches zero rather than going negative.
  • Allocations run to the calendar month
    A client’s usage against their budget is counted from the first of the month. Allocate mid-month and the client has the full amount for what’s left of it, not a pro-rated share.

    What Uses Credits

    Anything that calls the AI draws from the pool. In practice that means:

  • Page and design reviews — the largest single draw, and the one most likely to move the number noticeably
  • AI chat inside a task — charged per exchange
  • Claro — clarifying or rewriting a task, charged at a small amount per clarification
  • Brief generation — generating an Agency Brief or a project brief from a URL
  • Workflow runs — each scheduled or manual run of an automation
  • Editing anything by hand costs nothing. Typing into a brief, changing a plugin in The Stack, writing a task, or reading any of these screens is free.

    Tip
    Regenerating a brief is a fresh AI call and a fresh charge, while correcting a field by hand is free. On a busy onboarding month that difference adds up.

    What Happens When You Run Out

    Running out doesn’t lock the product. It stops the AI, and nothing else.

    What stops

    Anything that calls the AI becomes unavailable — reviews, AI chat in a task, Claro clarifications, brief generation. Where you try to use one, Atarim prompts you to add credits rather than failing silently.

    What carries on

    Tasks, comments, annotations, Collaborate, Kanban boards, the inbox, and every settings screen keep working. You can still write and edit a brief by hand, change your Stack mapping, and manage projects — none of that draws from the pool.

    Scheduled work waits for a budget

    A full pool doesn’t help a client with no budget
    This catches people out. Scheduled work is gated on that client’s allocation, not on your overall balance — so workflows can sit waiting while your pool is nearly untouched. If a client’s automation isn’t running, check their budget before checking anything else.

    FAQs

    Do credits reset each month?

    Usage is counted per billing period, which is what the Used figure reflects. Credits you buy on top sit in the same pool as your plan’s included credits.

    Does allocating credits to a client take them from my pool?

    Not immediately. Allocated credits are reserved against the pool rather than deducted from it, which is why the legend shows Allocated and Available as separate figures. They’re only consumed as that client’s work runs.

    What’s the smallest budget I can set for a client?

    One thousand credits, and the slider goes up to ten thousand in steps of a hundred.

    Why does the project donut show different numbers from the settings bar?

    They measure different things. The settings bar shows credits allocated to clients; the project donut shows credits scheduled against upcoming workflow runs. Both are commitments, but of different kinds.

    Does editing a brief or changing a plugin cost credits?

    No. Only AI actions draw from the pool. Typing into fields, changing settings, and reading reports are all free.

    Can a client see my credit balance?

    Settings is admin-only, so a Website Owner never reaches the workspace Credits & Usage screen. A client billing themselves manages their own top-ups instead.

    How far back does the usage feed go?

    It loads fifty records at a time and keeps loading as you scroll, so history is limited by patience rather than by a cut-off.

    What happens when I run out?

    AI actions become unavailable until you top up, but nothing else locks. You can still edit briefs, manage tasks, change settings, and run the parts of Atarim that don’t call the AI.

    If I allocate credits to a client, are they gone from my pool?

    Only the unspent part is held. The reservation shrinks as that client works, so credits move from reserved to used rather than being counted twice. Allocate 2,000 and once they’ve spent 600, only 1,400 is still held back.

    Why is a client’s workflow not running when I have plenty of credits?

    Scheduled work is gated on that client’s monthly budget, not your overall balance. With no budget set, approved workflows are marked Waiting and held. Set a budget and the first run starts that night.

    Does a bigger top-up cost less per credit?

    Yes. Pricing is volume-tiered and the rate per thousand drops as the amount rises. The panel shows the rate as you move the slider, so you can see the break points before you buy.

    Can my team members see the balance?

    No. Settings is admin-only, so Team Members and Collaborators never see the pool or the feed — though they can still use AI features, and their activity appears in your feed under their own name.

    Why did the Scheduled figure drop without me changing anything?

    It counts only the runs still due before the month ends. As those runs happen, the remaining commitment falls — so the number naturally decreases through the month and resets when the next one begins.

    Conclusion

    Credits & Usage answers two questions that otherwise get answered by guesswork: how much is left, and where the rest went. Because everything draws from one pool, a look at this screen before you approve a month of automation is usually enough to avoid running short halfway through it.

    Set a budget per client and the picture gets sharper again — you stop reading one number for the whole agency and start seeing which client's work is actually consuming it.

    Tips & best practices

    Check Available rather than Used — it's the number that tells you what you can still commit to. Set a monthly budget for each client so their proactive work has a ceiling you chose, not one you discover. Look at the feed before topping up; a single heavy week of reviews is a different problem from a steadily rising baseline. Generate briefs once and correct them by hand — regenerating costs credits, editing doesn't. If a client's workflows aren't running, check their budget before checking your pool.

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