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ClickBoss runs two types of activity:
Things that happen on a schedule without you doing anything. Your morning briefing is automatic. Sensor playbook findings are automatic. These do not use action credits.

What uses credits

ActionCredits used
Running a playbookVaries by playbook complexity
Investigation (chat-based analysis)Varies by depth and platforms queried
Generating a reportVaries by report type

What does not use credits

Action
Morning briefingFree, runs automatically
Sensor playbook findingsFree, delivered in the briefing
Viewing past insightsFree
Connecting integrationsFree

Credit allocation by plan

Credits are included in your plan on a monthly basis. Unused credits do not roll over. If you need more credits mid-month, you can purchase a credit top-up. See the pricing page for credit amounts by plan.

Checking your credit balance

Your current credit balance is shown in the workspace switcher in the sidebar. You can also view a full breakdown of credit usage in Settings under the billing section.

Frequently asked questions

On-demand actions will be paused until your credits reset at the start of the next billing period or until you purchase a top-up. Your morning briefing and sensor playbooks continue to run regardless of your credit balance.
Yes. Credits reset on your billing renewal date each month.
Yes. The usage breakdown in Settings shows credit consumption by action type.

Next steps

Playbooks

Learn about playbooks and how they use credits.

Integrations

Connecting platforms is always free. See what ClickBoss supports.