User
Credits
Review balances, choose the appropriate pack and follow online or manual payment steps.
Step-by-step guide
Before you start
Use the account and workspace that own the records. This page does not include administrator configuration forms.
Open this feature
Open /portal/credits on your application domain, or use the matching item in the application menu.
Steps
Choose a task
Use the workspace owner’s account to purchase a pack. Available packs, purchase eligibility and payment methods depend on the site configuration and your plan.
Review your balance and choose a pack
- Open Credits at /portal/credits in the intended workspace.
- Read the displayed balance and usage information. Check whether you need general AI credits or the separate Smart Reply/message allowance.
- Use Buy AI Credits or Buy Smart Replies for the allowance you intend to add. Check the selected pack, quantity, price and currency on checkout.
- If the intended pack is absent, ask the administrator to check its availability and your account eligibility. Do not use a different pack solely because it is visible.
Pay with an offered online method
- On the selected pack’s checkout page, choose one of the offered payment methods.
- Review the amount and currency on the provider’s page before confirming payment. Return through the application’s payment result flow.
- Open /portal/credits again and check the relevant balance and usage/purchase entries.
- If the provider charged you but the balance is unchanged, keep the transaction reference and contact support before retrying payment.
Submit a manual payment request
- Use this option only when manual payment instructions are displayed for the pack. Read the recipient, amount, currency and required reference.
- After making the instructed transfer, enter its reference and relevant details in Transfer reference and payment details.
- Select Submit for approval once. Keep the submission confirmation and payment reference.
- Wait for administrator approval, then check /portal/credits. Contact support with the reference if you need a status update.
Fields and choices
| Field or problem | What to do |
|---|---|
| Pack | Check the allowance type, quantity, currency and total before paying. General AI credits and Smart Reply/message packs serve different balances. |
| Payment method | Use an enabled method displayed on checkout. A method configured elsewhere may not be available for pack purchases. |
| Transfer reference and payment details | Required for a manual request, up to 2,000 characters. Provide the transfer reference and relevant payer details, never a password or full card details. |
| Balance and usage | Use the balance for the intended feature. Confirm the site’s spend/expiry rules from the displayed pack information or administrator; do not assume all balances follow the same rules. |
Check the result
- Check the correct allowance after payment or approval.
- Keep the provider transaction/reference and contact support before repeating a payment whose result is uncertain.
Common problems
| Field or problem | What to do |
|---|---|
| Checkout is forbidden or a pack is not found | Confirm you are the workspace owner and the pack is active and allowed for your plan. |
| No payment method is available | Ask the administrator to enable a supported pack checkout method. |
| Manual request submitted but no credits added | Wait for approval. The submission confirmation is not a credit grant. |
| Charged but balance unchanged | Keep the payment reference and ask support to trace confirmation. Avoid a duplicate payment. |
Technical reference
Role-scoped source references
Pinned commit: 68a5655db1bbe17c74fb211f0fe0ee4e63c8be88
Source-only route information
| Method | Source-default route |
|---|---|
| LIVEWIRE | /portal/credits |
| LIVEWIRE | /payment/credits/{pack} |