AI Credits
Close uses a credit-based system to power advanced AI features. Credits are pooled at the account level, reset monthly, and do not roll over.
Close has three separate billing areas: your CRM plan, telephony usage (calls, SMS, and phone numbers), and AI credits. These are billed and invoiced separately. This article covers AI credits only. See Calling and SMS Usage for telephony rates.
Some AI features are always free — they never consume credits and keep working even if your balance hits zero.
If You Were Part of the Chloe Beta
A couple of things to know about what changes on June 3:
- Telephony charges now apply to Voice Agent calls. During the beta, these were waived. Starting June 3, Voice Agent calls are billed at standard telephony rates (the same rates that apply to calls placed by your human reps). This is separate from AI credits.
- As a thank-you for your early participation, Chloe beta customers receive 100,000 free AI credits. Credits will be applied to your account at your first billing cycle on June 3, 2026, and must be used over your next two billing cycles.
- AI credits cover AI processing costs (Voice Agent, Enrichment, Auto Updates).
What Uses Credits
Free — No Credits Required
These features are available and never consume credits:
Credit-Based Features
Important: All Voice Agent calls will be charged telephony usage and AI credit charges. Think of it like a human rep making calls — the same telephony rates apply. See Calling and SMS usage for telephony rates.
Call Assistant and standard calls and SMS are billed as telephony and do not use AI credits.
Included Credits by Plan
Every Close plan includes a monthly credit allocation based on the number of users on your account. Credits scale per user up to a cap — the cap varies by plan. Additional users beyond the cap don’t add more included credits.
Trial accounts receive a fixed 1,000 credits (not per-user). Trial credits do not roll over when you upgrade to a paid plan.
If you add a user to your account mid-billing cycle, the additional included credits for that user are added to your balance immediately.
Adding More Credits: AI Credit Subscription Plans
If your included credits aren’t enough, you can purchase an AI Credit Subscription Plan for a predictable monthly credit allocation. Credits from a subscription plan reset monthly and do not roll over.
Larger plans offer a better per-credit rate.
Upgrades
You can upgrade your AI Credit Subscription Plan at any time. When you upgrade:
- You are charged the full price of the new plan (no proration)
- You receive the full credit allocation for the new plan immediately
- Your billing cycle alignment stays the same
- Your credits do not roll over into the next billing cycle
Downgrades
Downgrades take effect at the start of your next billing cycle. Your current credit allocation continues until then.
Billing cycle alignment
Your AI Credit Subscription Plan billing cycle is aligned with your CRM subscription cycle — both reset on the same date each month.
Managing and Monitoring Credits
Controlling Credit Usage
Enrichment and Auto Updates can be toggled on or off at any time from your AI Credit settings. This controls whether those features draw from your credit balance.
Chloe Voice Agents do not have a simple on/off toggle in AI settings. To stop or limit Chloe Voice Agent credit usage:
- Deactivate the Voice Agent in its Settings tab — a draft Voice Agent will not place calls
- Remove the Chloe Voice Agent step from any Workflows that trigger it
- Avoid running Batch calls until you’re ready to resume
There is no global credit cap or per-Voice Agent credit limit.
Viewing Your Usage
Admins can view credit usage from Settings > AI Credits, including:
- Credits remaining and a breakdown of usage by feature
- Low-credit warning banners in-app
- A CSV export of usage data for detailed reporting
Low-Credit Notifications
Admins also receive email and in-app notifications when credit thresholds are reached.
When Credits Run Out
Credit-based features resume as soon as more credits are added.
Trial Credits
Trial accounts start with 1,000 credits and have access to all credit-based AI features. Trial credits do not roll over when you upgrade to a paid plan.
Free features (Lead Summaries, Email Thread Summaries, Notetaker, AI Rewrite, Chloe Chat, AI Search, AI Knowledge Sources, Suggested Action) continue working even after trial credits are depleted.
FAQs
Do credits roll over month to month?
No. Both included credits and AI Credit Subscription Plan credits reset at the start of each billing cycle.
Can individual users have separate credit limits?
No. Credits are pooled at the account level and shared across all users.
Do Chloe Voice Agents use telephony charges as well as credits?
Yes. Chloe Voice Agent calls consume AI credits for AI processing, and also incur standard telephony charges (per-minute rates) — the same rates that apply to calls made by your human reps. See Calling and SMS Usage for telephony rates.
Does Call Assistant use AI credits?
No. Call Assistant (summaries and transcripts) is billed as telephony and does not use AI credits at this time. This may change in a future update.
Do regular calls and SMS use AI credits?
No. Standard calls and SMS are billed as telephony, separately from AI credits.
What happens to my credits if I downgrade my subscription plan?
Downgrades take effect at the start of the next billing cycle. Your current credit allocation continues until then. We encourage you to use your credits before your next billing cycle renews.