Out of trial credits

Trial credits and the trial calendar are two separate clocks. The calendar runs for 7 days; the credit allowance is a pool of weighted tokens you draw from while you ask questions, build dashboards, and run insights. When you spend the pool before the calendar runs out, this is the state you land in.

The short version: you keep browsing the product. Anything that would run a new AI request is paused with an inline upgrade nudge until you pick a plan.

What still works

1. Reading everything you already have

   Conversations, dashboards, alerts, insights, and settings stay open. You can re-read past answers, share dashboards, edit alert rules, and adjust workspace settings.

2. Managing data sources

   You can still add or remove connectors. The connector limits from your trial tier still apply, but nothing about the trial cap blocks the source-setup flow.

3. Billing and your profile

   The billing settings page shows a contextual notice explaining that you are out of trial credits and lists the plans available to you. Sign-out, profile, and account settings work as normal.

What gets paused

1. The ask composer

   The chat input on the Ask Data page is disabled with an inline "Out of trial credits. Pick a plan to keep asking." pill. The Send button is greyed out so a stray Enter does not surface a 402 error after the fact.

2. Insights scans and Investigate

   The Run now button on the Insights page is pre-disabled with the same tooltip. Per-card Investigate buttons surface a toast and skip starting a new investigation. Investigations you have already run can still be re-opened: they replay from cache and do not consume new credits.

3. Dashboard refresh

   Live refresh on dashboard tiles is paused. The tile shows a small "Paused. Pick a plan to refresh" pill and continues to display the last successful result so the dashboard stays readable.

4. Slack and the public REST API

   Asking from the Slack app or hitting POST /v1/ask returns a "You're out of trial credits" message with a deep-link back to billing. The REST 402 response includes a structured error_code so SDK callers can branch on it.

The fastest way out

1. Open billing

   Click the upgrade CTA in the global banner, the inline composer pill, or the Insights tooltip. Each one deep-links to Settings → Billing.

2. Pick a plan

   The billing page surfaces the recommended plan based on the connectors you wired up during the trial. Any paid plan (Starter, Growth, Scale, Enterprise) converts the trial to a paid plan immediately.

3. Resume asking

   The composer re-enables, the Insights actions wake up, dashboards resume their refresh schedule, and Slack queries flow again. Nothing you set up during the trial moves; the workspace continues exactly where you left off.

How this is different from a trial that has expired

The two paywall states use the same destination page, but the credit-spent state is the gentler one: you can still see the workspace you would be buying. The calendar-expired state assumes you have already had time to evaluate.

When you'll hear from us

We send a single email to the billing address on file when the cap is crossed, with a direct link to pick a plan. There is no follow-up email or escalation. The in-app banner is the persistent signal.

Troubleshooting

1. The banner still says 'Out of trial credits' after upgrading

   Reload the page. The banner is driven by the billing snapshot, which refreshes after the checkout webhook posts. If it persists for more than a minute, contact support.

2. A teammate can ask but I can't (or vice versa)

   The trial cap is account-wide. If asking works for one teammate and not another on the same workspace, it is a permission gate, not the trial cap. Check that you have the queries.run permission in Settings → Permissions.

3. The /v1/ask endpoint returns 402

   The structured body has an error_code of trial_limit_reached and a remediation_url pointing at billing. Pick a plan and the next call goes through.