How to set an agent team's credit cap
Limit how many AI credits an agent team can spend per month, so one team doesn't use up the others' balance.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
AI agents are grouped into teams, such as Support, Sales, and Marketing. A team's cap is the maximum number of credits that group can spend in the month, adding up conversations and tasks the agents do on their own.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can set the cap.
Step by step
- Step 1:
Open . In the team header, next to the month's spend, click Credit cap.
- Step 2:
In Credits per month, enter the maximum the team can spend. If left blank, the team has no cap.
- Step 3:
Click Save.
- Step 4:
The team header will then show the month's spend and the cap.
How to know it worked
The team shows the cap next to the spend. When it reaches the cap, the team's agents stop until the month rolls over or the cap is increased.
If it doesn't work
The team's agents stopped responding.
The team reached the monthly cap. Increase the cap or leave it blank to remove the limit.
Next step
Also set a monthly limit for the entire account in Settings › AI.
Sign in with your Cognizy account to save your progress.
Sign in