AI credits are used to power Scratchpad’s AI features, including automatic Salesforce updates, call summaries, and instant answers. Each AI action consumes credits from your available balance.
How Many Credits Does My Plan Include?
Free Plan
100 AI credits per month
Solo Plan
400 AI credits per month
Team Plan
800 AI credits per month (pooled)
→ Get a detailed breakdown of our plans here.
Using AI Credits
Action | Description | Credit Cost |
Call Summary | AI-generated summary of the call, used by default after every recorded call | 1 credit |
CRM Field Update | AI-generated suggestion for a field | 1 credit |
Ask AI | Ask a question about a specific call | 1 credit |
CRM Field Update: Multi-call | AI-generated suggestion for a field based on multiple calls | 5 credits |
Ask AI: Multi-call | Ask a question about a deal based on multiple calls | 5 credits |
FAQ
How can I upgrade my plan?
Please follow the steps in this article to upgrade your plan via self-serve!
What happens if I hit my credit limit?
While you'll still be able to use Scratchpad's core features, AI-powered capabilities will be unavailable once your credits are depleted.
To ensure uninterrupted access to all features and avoid any workflow disruptions, we recommend adding more credits to your account, learn more here.
Where can I see how many credits I've used?
You can view your credit usage by going to Settings > Billing & Usage in Scratchpad.
How do pooled credits work?
On the Team Plan, credits are shared across all users - giving your team flexibility.
For example, 10 users with 800 credits each means a pool of 8,000 credits/month. If you're on the annual plan, credits are pooled for the year instead of monthly.
Do credits roll over?
Credits don’t roll over, they reset based on your plan. Be sure to use them before they expire!
Free Plan: Credits reset on the 1st of each month.
Monthly Plan: Credits reset each month on your billing date
Annual Plan: Credits reset annually on your billing date
Can I purchase multiple Solo licenses?
No, the Solo Plan is limited to one license per person. If you need access for multiple users, each person can purchase their own Solo subscription - or you can upgrade to the Team Plan to manage everyone under one subscription.
Do I have to purchase multiple licenses to upgrade to the Team Plan?
Nope! You can start on the Team Plan with just one license and add more users whenever you're ready.
How can I change my default view on the Free Plan?
If you reach your view limit and try to access another, you’ll be prompted to deactivate one of your current active views. Deactivated views will have a 🔒 next them.
Select the view you'd like to activate
Click Deactivate a view to use this one
You'll see a list of your current active views and when they were last used, select a view and click Deactivate
Within the confirmation modal, click Proceed
The activated view will now be accessible to use, and the deactivated view will have a 🔒 next to it
Curious to learn more? Book time with a Product Specialist today!