Managing Credit Periods

REDA AI organizes credit allocation and usage into monthly Credit Periods. Understanding how credit periods work — and how to monitor them — is essential for managing your REDA AI budget and ensuring your users have uninterrupted access to the platform. This article explains what credit periods are, how to view them, and how to manage them effectively.

What Is a Credit Period?

A Credit Period is a month-long window during which REDA AI allocates credits and tracks their usage. Each period spans from the first day of the month to the last day (e.g., January 1–31, February 1–28).

Key characteristics of credit periods:

• Monthly cadence: A new period begins on the first of each month and automatically resets usage counters to zero.
• Auto-created: REDA AI automatically creates a credit period record at the start of each month. You don't need to manually create them.
• One per month: There is one active credit period at any given time (the current month).
• Historical records: Past periods remain in your org so you can review credit history and usage trends.

Understanding Credit Period Fields

When you view a Credit Period record, you'll see the following key fields:

Viewing the Current Credit Period

To see your current month's credit usage, open the REDA AI app's Admin tab:

1. Open the REDA AI app — Click the App Launcher and select REDA AI.
2. Click the "Admin" tab — Only users with the REDA AI Admin permission set see this tab.
3. Scroll to "Usage & Credits" — This section displays your current period's details in an easy-to-read format.
4. Review the numbers — You'll see:
   • Credits allocated this month (by your plan)
   • Credits rolled over from last month (if any)
   • Credits added via top-ups (if any)
   • Total credits consumed to date
   • Credits remaining

The Usage & Credits section — your quick view of current period status.

Viewing Credit History

To review credit usage from previous months:

1. In the Admin tab, scroll to "Credit History" — Below Usage & Credits, you'll see a table of the last 12 months.
2. Review past periods — The table shows, for each month:
   • Month/Year
   • Credits allocated
   • Credits rolled over
   • Top-up credits
   • Total consumed
   • Remaining
3. Identify patterns — Look across months to spot trends:
   • Are you consistently running out of credits before month-end?
   • Do certain months use more credits (e.g., end of quarter)?
   • How much rollover do you typically accumulate?

Understanding Credit Rollover

Rollover is the ability for unused credits from one month to carry forward to the next month. Whether you have rollover depends on your subscription plan:

Plans With Rollover

Unused included credits can carry forward on a paid plan, capped at twice the monthly allowance of the next period. Purchased top-ups are accounted for separately and are not subject to that cap. An ordinary subscription renewal preserves unused, unexpired top-ups and their original expiry date: renewal neither shortens the validity period nor starts it again. An active paid subscription is required to spend top-up credits.

• February 2026: Allocated 10,000 credits, consumed 8,000, leaving 2,000 unused.
• March 2026: Allocated 10,000 credits, PLUS 2,000 rolled over from February, for a total of 12,000.

Rollover acts as a buffer, allowing you to weather months with higher-than-average usage without running out of credits.

Trial Plan: No Rollover

Unused evaluation credits do not roll over or transfer to a paid subscription. When the evaluation licence expires, renew or change the licence before continuing. See current evaluation terms.

Monitoring Credit Consumption

To avoid running out of credits mid-month, monitor consumption regularly:

Weekly Check-In

Once a week, check the Admin tab's Usage & Credits section. Ask yourself:

• What percentage of my monthly allocation have I used so far?
• Based on consumption rate, will I run out before month-end?
• Do I need to top up credits proactively?

Usage Forecast

Use a simple calculation to forecast if you'll run out:

Daily burn rate = Credits consumed / Days elapsed in month
Projected month-end usage = Daily burn rate × Days in month
Shortfall = (Projected usage) − (Total available)

Example: If it's March 15, you've consumed 4,000 credits (half the month), your daily rate is 4000÷15 = 267 credits/day. For a 31-day month, you'd project 267×31 = 8,277 credits consumed. If you have 10,000 total available, you're fine. If you only had 7,000 available, you'd need to top up 1,277 credits.

Real-Time Breakdown by Agent

To see which agents are consuming the most credits:

1. Open the Admin tab — Scroll to the Usage & Credits section.
2. Look for "Usage by Agent" — This shows a breakdown of credits consumed by each agent this month.
3. Identify high-usage agents — If one agent is consuming the majority of credits, investigate why:
   • Is it a popular agent with many users?
   • Is the agent's system prompt or tools inefficient?
   • Are conversations running longer than expected?

Creating a Missing Current Period (Rare)

Normally, REDA AI automatically creates a credit period record on the first of each month. However, in rare circumstances (e.g., after a system reset or data corruption), the current period may be missing.

Symptoms

• The Admin tab's Usage & Credits section shows no data
• You see an error message: "No current period found"
• Credit history shows data for past months but nothing for the current month

Recovery Steps

1. In the Admin tab, look for "Create Current Period" button — If the current period is missing, an admin-only button appears. Click it.
2. Confirm creation — A confirmation dialog appears asking if you want to create the period for the current month. Click OK.
3. Verify success — The period is created with:
   • Period Start Date = first of the current month
   • Period End Date = last day of the current month
   • Credits Allocated = your plan's monthly allocation
   • Credits Consumed = 0 (since the period was just created)

Top-Up Credits During a Period

If you run low on credits mid-month, you can purchase and redeem top-up credits:

1. Contact REDA AI — Reach out to REDA AI's sales team to purchase top-up credits. You'll receive a top-up key.
2. In the Admin tab, find "Top-Up Credits" — Scroll to this section.
3. Enter your top-up key — Paste the key you received into the text field.
4. Click "Redeem" — The credits are added immediately to your current period's available balance.
5. Verify in Usage & Credits — The Credits Remaining figure should increase by the top-up amount.

Period Transitions and Month-End

What Happens on the Last Day of the Month

• Any conversations or messages created before the day ends are charged to the current period.
• At midnight (or during your org's batch window), a final usage tally is calculated.
• If you have remaining credits and rollover is enabled, those credits carry to the next month.

What Happens on the First Day of the Next Month

• A new Credit Period record is automatically created.
• The new period starts with its allocated credits (from your plan).
• If you had rollover enabled and unused credits from last month, those are added to the new period's available balance.
• Redeemed top-up credits remain available until the end of the redemption month in the following year, unless used sooner. For example, credits redeemed on 19 September 2026 are valid through 30 September 2027.
• The Consumed counter resets to zero.

Frequently Asked Questions