Advanced workflows
Store, credits, and purchase history
Review credit balance, usage, packs, and completed purchases.
Store presents the agency credit pool and how supported assisted features consume it, with available purchase options and history.
What this workspace includes
- Balance and allowance
- Usage by feature
- Credit packs and quantity
- Purchase and transaction history
Complete workflow
- 1
Open Store
Use agency or client navigation
- 2
Review balance and usage
Understand the current pool
- 3
Choose a pack if needed
Confirm quantity and receiving agency
- 4
Complete checkout
Return to Store and verify history
How records and settings behave
- Client workspaces display the owning agency’s pooled credits
- Completed purchases update after payment confirmation
- Usage breakdown groups supported feature activity
Working effectively
- Check the receiving agency
- Review usage before purchasing
- Use history to reconcile changes
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Store, credits, and purchase history?
Use agency or client navigation
When is my work saved?
Client workspaces display the owning agency’s pooled credits
How do I confirm the result?
Return to the related list or detail view and review its current status. Usage breakdown groups supported feature activity