Reflects the product as of 2026-06-10
Everything account-related lives under Settings: your profile, your teammates, and your plan's AI allowance.
Settings has three tabs — Profile, Billing, and Team. The Profile tab holds your account details (name, company, job title) and security. To change your password you'll need your current one; new passwords must be at least 10 characters with an uppercase letter, a lowercase letter, and a number.
The Danger Zone at the bottom contains "Clear workspace" — it deletes all company profiles, solutions, prospects, business cases, and related data, keeping only your account. It asks for confirmation, and it means it. There is no undo.
The Team tab shows current members, their roles (Admin or Member), and pending invites.
To add a teammate: enter their email, pick a role, and click "Send invite". They get a link to create their account directly into your workspace — everyone then shares the same companies, driver library, prospects, and cases. Admins can resend or revoke pending invites, and change roles or remove members.
The Billing tab shows your current plan and, under "Credits & AI Generations", the numbers you'll check most: your credit balance and AI generations used this cycle.
AI Generations are the metered unit for Serre's AI work. Actions that consume one always say so on the button — analyzing a prospect's website, drafting a driver with Val, generating an executive summary or account plan. Things that don't consume any: saving, editing, calculating, exporting, and browsing. The math is always free; only the AI drafting is metered.
Your allowance resets monthly. The sidebar quota meter shows where you stand at a glance, and the billing page has the full picture: balance, recent activity, and your renewal date.
When your allowance runs out, AI buttons disable with a message and an upgrade link — everything else keeps working. From the billing page you can:
Billing is handled by Stripe; "Manage" opens the customer portal for invoices, payment methods, and cancellation.