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User manual

Check usage, credits and your plan

Usage and credits shows balances, movements, quotes and spending limits; Plans and credits manages the subscription. Read current server data before authorising a purchase or collection.

Section 1

Read the balance with its update time

Available, reserved, consumed and expired describe different credit states. Only available credits can be spent: reading each item with its update time keeps you from mistaking a reservation for spendable balance.

Unavailable data does not mean zero. Company or group scope may show only some categories; a truncation warning means history is not the complete movement list.

  1. Open Balance and movements and load the summary.
  2. Check its update time and distinguish the balance categories.
  3. Open chart values and history to identify grants, reservations, consumption and releases.
Recent credit movements: for each entry the date in UTC, the type of movement, such as reservation, consumption, release or top-up, and the credits (fictional brand, demo data)
Demo data · Ilmarde Audio

Section 2

Check quotes where they are approved

Lists separate collection renewals and new sources, showing maximum credits and expiry. They show what is waiting for your decision; approval happens in the workflow that generated each quote.

The settings list does not approve quotes. No pending quote, a failed load and data hidden from your role are different situations.

  1. Open the relevant pending-quote category and read type, creation time, maximum and expiry.
  2. Return to the workflow that generated the quote to read its scope and give any consent.
  3. If the offer expired or choices changed, obtain the updated summary before authorising execution.
Quotes awaiting approval for collection renewals: maximum credits, creation date, expiry and the link to the page where they are approved (fictional brand, demo data)
Demo data · Ilmarde Audio

Section 3

Separate credits from spending authorisation

Budget panels show monetary and call limits, reservations and authorisations for different scopes. They tell you how far assistant or collection spending can go, separately from your credit balance.

A credit balance does not replace provider authorisation. Do not increase a limit to hide an error or unexpected usage: check the request, reservations and consent first. Configuring a budget does not itself start a collection.

  1. Open Spending limits and identify the assistant or collection panel and relevant provider.
  2. Compare the limit, reservations, authorisation expiry and stated reset time.
  3. To change an authorised choice, use its form, read the confirmation and check the returned status.
AI spending limits for the workspace: the assistant’s daily cap, the reserved capacity and the day’s calls, which are not invoices (fictional brand, demo data)
Demo data · Ilmarde Audio

Section 4

Buy additional credits only from an available offer

The panel offers packs or a custom amount within the current catalogue’s limits. It adds credits to your balance on the terms of the catalogue in force, without changing your plan.

Opening checkout is not a completed payment. Credits depend on payment confirmation, not simply returning to the page. A closed sale does not mean a purchasable pack exists elsewhere.

  1. Open Additional credits and read availability, price, VAT and displayed usage rules.
  2. Choose a pack or valid quantity and use Buy to open hosted checkout.
  3. Check the checkout amount before confirming; on return, refresh the balance and movements to verify the grant.
Additional credits: discounted packs and a free amount, priced by the server’s price list and paid on Stripe’s hosted checkout (fictional brand, demo data)
Demo data · Ilmarde Audio

Section 5

Check your plan, cadence and effective date

Plans and credits shows the current plan and commands that are actually available. From here you request a change of plan or cadence, or a cancellation, and follow when it takes effect.

A change or cancellation request does not imply immediate effect. Follow the server’s effective date and confirmed status rather than inferring them from the selected plan.

  1. Open Plans and credits and read the current plan and period end.
  2. For a change, compare the updated offer, choose an allowed cadence and read terms and prices before confirming.
  3. For cancellation, read and select the required confirmation; check the returned effective date and recorded requests.
Your plan: the current plan, the end of the paid period, the command to change plan and the confirmation to turn off renewal (fictional brand, demo data)
Demo data · Ilmarde Audio

Section 6

Read a notice of a change to your conditions

If a condition of your plan is reduced, your area shows a notice at the top with today’s value, the new value and the date from which the change applies to you. Whoever pays receives the same text by email.

The notice concerns only your account. We record once the moment it appears on screen, so we know it was shown to you.

  1. Read in the notice which condition changes, the two values and the date.
  2. Until that date today’s condition applies: compare it with how you use Ask TrustInsider or drafts.
  3. If you do not accept the change, open Plans and credits and cancel the subscription at no cost.
Notice of a change in conditions in the workspace: what changes and from when, that today’s condition applies until then and that you can cancel at no cost (fictional brand, demo data)
Demo data · Ilmarde Audio

Section 7

Find documents and statistics in the purchase archive

The purchase archive collects the purchased documents you can still download and the preserved campaign statistics of previous services, visible only in your account.

The file can be downloaded until the expiry set at purchase; after that, the order record remains. «Not recorded» is not zero, and the archive does not start or restart campaigns.

  1. Open your account and choose Open your archive.
  2. In Purchased documents, check the status and file expiry, then use Download document.
  3. Among the statistics of previous campaigns, open a campaign to read period, impressions, clicks and recorded spend.
Purchased documents: for each document the purchase date, the status, the file expiry and the command to download it before it expires (fictional brand, demo data)
Demo data · Ilmarde Audio

Section 8

Resolve an uncertain outcome without duplication

Financial commands distinguish confirmed, rejected and uncertain operations. Recognising an uncertain outcome keeps you from repeating a purchase or plan change that may already be recorded.

Pressing a button does not prove a purchase succeeded. Keep plan status, payment, balance and authorisation for an individual execution separate.

  1. Read the message and check for an already recorded request.
  2. Use the screen’s resume or refresh command rather than starting a new choice.
  3. For help, report the time, operation type and message without payment data or credentials.

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