Credits & Usage

How Formula Bot messages and tool credits work, what counts toward your limits, credit costs per feature, and tips to manage usage.

Formula Bot uses two types of usage limits: messages for AI conversations and tool credits for specialized features. This guide explains how each works.

Messages

What Counts as a Message

Each time you send a prompt to the AI, it counts as one message:

  • Asking a question
  • Requesting a chart
  • Running analysis
  • Follow-up questions

What Doesn't Count

  • Viewing results
  • Downloading exports
  • Managing files
  • Changing settings

Message Limits by Plan

PlanMessages/Month
FreeLimited
Starter250
ProHigher
MaxMaximum

Visit your dashboard for exact limits on your current plan.

Tool Credits

Tool credits are used for specialized AI-powered features beyond basic chat.

What Uses Credits

FeatureCredits
PDF to Excel conversion2
Formula generation1
Formula explanation1
Sentiment analysis1+
Language translation1+
Text extraction1+
Web scraping2+

Credit usage for enrichments varies based on data volume.

Tool Credits by Plan

PlanCredits/Month
Free0
Starter100
ProMore
MaxMaximum

Enrichment Features

Sentiment Analysis

Analyze text for emotional tone.

Credit usage:

  • Small datasets (< 100 rows): 1 credit
  • Medium datasets (100-1000 rows): 2-3 credits
  • Large datasets (> 1000 rows): 5+ credits

Use cases:

  • Customer feedback analysis
  • Social media monitoring
  • Support ticket categorization
  • Review aggregation

Language Translation

Translate text between languages.

Credit usage:

  • Small documents: 1 credit
  • Medium documents: 2-3 credits
  • Large documents: 5+ credits

Supported: 100+ languages including:

  • English, Spanish, French, German
  • Chinese, Japanese, Korean
  • Arabic, Hindi, Portuguese
  • And many more

Text Extraction

Extract structured data from unstructured text.

Credit usage:

  • Simple extraction: 1 credit
  • Complex extraction: 2-3 credits
  • Batch processing: 5+ credits

Use cases:

  • Invoice processing
  • Contract data extraction
  • Resume parsing
  • Document digitization

Web Scraping

Pull data from websites.

Credit usage:

  • Single page: 2 credits
  • Multiple pages: 3-5 credits
  • Complex sites: 5+ credits

Use cases:

  • Competitor price monitoring
  • Market research
  • Content aggregation
  • Data collection

Enrichments in Playbooks use credits each time the Playbook runs. Plan accordingly for scheduled automation.

Checking Your Usage

Dashboard View

See your current usage:

  1. Look at the sidebar bottom
  2. Shows messages and credits remaining
  3. Updates in real-time

Detailed Breakdown

For more detail:

  1. Go to Billing
  2. View usage statistics
  3. See daily/weekly trends

Usage Resets

When Limits Reset

  • Usage resets on your billing date
  • Monthly plans: Same date each month
  • Annual plans: Same date each year

Rollover Policy

  • Unused messages do NOT roll over
  • Unused credits do NOT roll over
  • Use them or lose them each period

Managing Usage

Tips to Conserve Messages

  • Combine related questions
  • Be specific to avoid follow-ups
  • Use Playbooks for repetitive analysis
  • Export and work offline when possible

Tips to Conserve Credits

  • Batch similar enrichment tasks
  • Use credits for high-value analysis
  • Check data size before processing
  • Test with samples first

Running Low?

Options When Approaching Limits

  1. Wait - Limits reset on billing date
  2. Upgrade - Get more allowance
  3. Prioritize - Focus on essential analysis

Notifications

You'll receive alerts when:

  • 80% of messages used
  • 90% of messages used
  • Limit reached

Exceeding Limits

What Happens

  • Chat shows limit reached message
  • Tool features are disabled
  • Existing data remains accessible
  • Can still export previous results

Solutions

  • Wait for reset
  • Upgrade your plan
  • Contact support for options

Billing for Credits

Included in Plan

Credits are included in your monthly subscription. No additional charges for usage within your limit.

No Overage Charges

Formula Bot does not charge overage fees. When you reach your limit, features are paused until reset or upgrade.

Usage Best Practices

For Teams

  • Coordinate analysis to avoid duplicate work
  • Share results instead of re-running
  • Use Playbooks for standard reports

For Heavy Users

  • Consider Pro or Max plans
  • Schedule intensive work strategically
  • Prioritize high-value analysis

For Occasional Users

  • Free or Starter plans may suffice
  • Upgrade temporarily for big projects
  • Downgrade when not needed

Tracking Enrichment Usage

In Chat

When using enrichments, you'll see:

  • Credit cost before processing
  • Confirmation prompt
  • Remaining balance after

In Playbooks

Scheduled enrichments:

  • Deduct credits on each run
  • Failed runs don't use credits
  • Monitor in run history

Next Steps