> ## Documentation Index
> Fetch the complete documentation index at: https://docs.momentum.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Momentum Credits

> A fair, predictable way to price high-volume workloads.

## At a Glance

* **Included & unlimited:** Real-time, call-triggered workflows (Autopilot Classic, Summaries, AI Signals, Call Recording) are **not** metered.
* **Metered with credits:** High-volume workflows that can reprocess large historical datasets.
* **One credit = one record run.** Think "one deal or account processed once."
* **Credits are pooled** across your seats and **refresh monthly**. No rollover.
* **If you hit zero:** We **pause** high-volume jobs and **notify admins**. No auto-charges.

## Why Credits Exist

Credits make costs predictable when you run big, non-call jobs (e.g., backfills or retro analyses). They act as clear guardrails so you can scale without surprise bills and without limiting the day-to-day, call-bound workflows your team relies on.

## What Uses Credits

These product areas can consume credits because they operate at large scale and/or on historical data:

* **Retropilot**: Re-analyzes past calls when a Salesforce event occurs (e.g., an opportunity changes stage).
* **Autopilot Batch**: On-demand or scheduled backfill jobs across many CRM records.
* **Executive Briefs**: Scheduled rollups digesting insights across a wide set of deals or accounts.
* **Deep Research**: Ad-hoc lookups over a large corpus (e.g., enterprise-segment accounts or deals).

<Note>
  **Not metered:** AI Signals, Summaries, and other workflows triggered by live calls aren't ever metered or paused.
</Note>

## How Credits Are Allocated

* **Account-level pool:** All seats share a single monthly pool of credits.
* **Per-seat allocation:** Your plan specifies a per-seat amount that rolls into the pool.
  *Example:* 150 credits/seat × 10 seats = **1,500 credits/month**.
* **Monthly refresh:** Credits reset on the first day of your billing month.
* **No rollover:** Unused credits expire at the monthly reset.

## How Credits Are Counted

**Simple rule:** *one credit = one processing run per record (deal or account).* Examples:

* **Retropilot:** 1 credit per opportunity (or account) analyzed when the trigger fires.
* **Autopilot Batch:** A batch that reviews 500 opportunities uses **500 credits**.
* **Executive Briefs:** A digest that processes 350 opportunities uses **350 credits**.
* **Deep Research:** Querying 1,000 enterprise-segment deals uses **1,000 credits**.

<Note>
  We intentionally abstract technical costs so you can plan usage with a clear, human-readable unit.
</Note>

## What Happens at Zero Credits

When your monthly pool is fully consumed:

1. The next high-volume workflow is **auto-paused**.
2. **Admins are notified** in-app and can adjust/plan next steps.
3. Workflows **resume automatically** at the next monthly refresh **or** when credits are added.

**No surprise bills:** Momentum's standard policy is to pause and notify rather than auto-charge.

## Buying More Credits

* You can purchase additional **credit bundles** at any time.
* Talk to your CSM if you anticipate a spike (e.g., a large backfill) so we can size the bundle appropriately.
* During onboarding, some plans include **generous exploration allowances**. Ask your CSM for details.

## Controls & Best Practices

* **Toggle high-volume workflows** (Retropilot, Autopilot Batch, Executive Briefs, Deep Research) on/off to manage spend.
* **Use scheduling windows** for batches and briefs to align with your operating cadence.
* **Get a usage report:** Your CSM can provide current credit consumption on request.

## FAQ

**Do call-based features use credits?**

No. Real-time, call-triggered workflows are unlimited and not metered.

**Can I allocate credits per team or per rep?**

Credits live in an account-level pool. Use workflow toggles and scheduling to control where usage happens.

**When do credits refresh?**

On the first day of your billing month. Unused credits do not roll over.

**What if a job is paused at zero?**

Start it again after your monthly refresh or add a credit bundle to resume sooner.

**How do I plan a large backfill?**

Estimate records × 1 credit per record, then ask your CSM to size a temporary bundle.

## See Also

* **[Setting Up Retropilot](/retropilot-setup)**: Configure triggers for historical analysis.
* **[Setting Up Autopilot Batch](/autopilot-batch-setup)**: Run on-demand and scheduled backfills.
* **[Executive Briefs](/executive-briefs)**: Learn about scheduled insights digests for leadership.

For any questions about credits or your plan, contact your Momentum CSM or reach out to [support@momentum.io](mailto:support@momentum.io).