How to set a monthly AI credit limit
Set how many credits the AI can spend per month. When it reaches the limit, it stops replying and the team takes over.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The monthly limit is a spending cap: the AI uses credits up to that number and then stops. It helps keep costs from going over what was planned in a busy month. Conversations keep coming in, and the team replies.
Where to find it in Cognizy
Before you start
- Only the owner and admins can change the limit.
Step by step
- Step 1:
Open and, at the bottom of the screen, click Advanced.
- Step 2:
In Monthly credit limit, change No limit to Set limit.
- Step 3:
In Credits per month, enter the cap. To choose the number, check to see how much the AI usually spends.
- Step 4:
Click Save.
How to know it worked
The limit is saved. When the month's spending reaches it, the AI stops replying and conversations go to the team until the month turns over or you increase the limit.
If something goes wrong
The AI stopped replying in the middle of the month.
Spending reached the limit. Increase the number or switch back to No limit. The limit resets on its own at the beginning of the next month.
What’s the difference from the credit balance?
Your balance is what you have available to spend. The limit is how much you're willing to spend in the month, even if you still have credits left.
Next step
Track your credit balance and expiration date.
Sign in with your Cognizy account to save your progress.
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