Understand plans, credits, AI units, and spend gates

Purpose

Compare plans, understand included limits and credits, add capacity, and set spend gates so usage stays inside a budget you control.

Who this is for

Workspace owners and admins who manage plans, credits, and spend limits.

Prerequisites

• An owner or admin role with billing access.
• A rough estimate of your monthly volume and assistant usage.
• Agreement on who in the workspace can change the plan or add credits.

Steps

1. Open Billing from the workspace navigation.
2. Compare plans and included limits against your expected volume.
3. Review current credit balance and assistant usage for the period.
4. Add credits or change the plan if you expect to exceed a limit.
5. Set or confirm spend gates so usage pauses before an unexpected overage.
6. Save the changes and confirm the new limits show in the usage panel.

Expected result

Your plan, credits, and spend gates reflect your team's needs, and the usage panel shows current usage against clear, customer-visible limits.

Verification

• The usage panel shows your plan, included limits, and current usage.
• Added credits appear in the balance after the change is saved.
• Spend gates show the threshold where usage will pause for review.

If something goes wrong

A change does not save

Confirm your role includes billing access; some changes need an owner or billing admin.

Usage is paused unexpectedly

Review spend gates and remaining credits, then add capacity or adjust the gate.

An invoice amount is unclear

Open the invoice summary; for amounts you cannot reconcile, contact support.

Permissions

Anyone can compare plans; changing plans, adding credits, and editing spend gates needs an owner or billing-capable admin.

Related articles

• first-setup
• use-ai-safely
• developer-access

Support

If a billing change will not apply, ask your workspace owner first. LumenReach support can help with invoices and limits without exposing private pricing internals.