Reflects the product as of 2026-09-04
Everything account-related lives under Settings: your profile, your teammates, and your plan's AI allowance.
Settings opens as its own screen, with "Back to Serre" at the top left to return to your workspace. The list on the left groups four pages: Profile and API keys under Account, Team and Billing under Workspace. The Profile page 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 page 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 page 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 quota meter in the app's sidebar 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.