Skip to main content

​
Billing and Account Settings

Use Settings to manage your sign-in email, password, account protection, plan, usage, credits, and optional quality data preferences.

​
Jump to

​
Open Settings

Open Settings from the Aubrey app. Settings has three tabs:
  • Account
  • Billing
  • Quality

​
Manage account details

Open Account to manage your sign-in email and password. In Account, you can:
  • Update your email address with Save email.
  • Change your password with Change password.
If Aubrey needs email verification after an account change, it will send you to the email verification screen.

​
Manage account protection

Open Account and choose Manage account protection. From there, you can:
  • Add device unlock with Face ID, Touch ID, or your device PIN.
  • Set up an authenticator app if device unlock is not available on your device or if you prefer it.
Device unlock is the recommended option when it is available. If Aubrey asks you to sign out before using it, sign out and then use Use device unlock from the login page.

​
Check plan and usage

Open Billing to view Plan and usage. Billing shows:
  • Current plan
  • Billing status
  • Remaining credits
  • Used credits
  • Included credits
  • Max agents
  • Workspaces
  • Enabled channels
  • Hosted integrations
  • Max document upload size
  • Trial end or current period end, when available
If credits are exhausted, Aubrey shows a Credits exhausted message and a link to view plans.

​
Understand new account trials

New accounts may start on a no-card trial of a paid plan. The exact trial plan, trial length, and plan you move to after the trial are set by Aubrey, so check Settings -> Billing for the details that apply to your account. During the trial, you can use the paid channels and integrations included with the trial plan, such as Google Workspace or messaging channels when they are available for your account. Before the trial ends, Aubrey emails the account owner if an email address is available. If the trial ends without an upgrade, Aubrey automatically moves the account to the Free plan. When the account moves to Free:
  • Paid channels and integrations are paused until you upgrade.
  • Existing connections are preserved, so you do not need to reconnect them after upgrading.
  • If you connected a messaging channel such as WhatsApp or Telegram during the trial, Aubrey can also post a short notice in that channel so people know the channel is paused.
  • Built-in features included on the Free plan remain available.
Choose Choose plan before or after the trial ends if you want to keep paid features active.

​
Change plans or manage billing

In Billing, use the Monthly and Yearly toggle to review available plans. Plan cards can show:
  • Monthly credits
  • Agent limits
  • Workspace limits
  • Document upload limits
  • Included channels
  • Included integrations
  • Included product features, such as shared agents
  • Trial length
Choose Choose plan to start checkout for an available plan. If your billing status supports it, use Manage billing to open billing management.

​
Use a shared billing pool

Some plans can cover more than one workspace. When Billing shows Shared billing pool:
  • Credits are shared across every workspace in that billing account.
  • Plan changes apply to the whole pool.
  • Billing shows how many workspaces are active or reserved.
If you are the billing owner, you can:
  • Enter an email address and choose Invite workspace.
  • Copy the invite token Aubrey shows and send it to the invited workspace owner.
  • Revoke a pending invite if you no longer want it to be used.
  • Remove a workspace from the pool when it should stop sharing the plan.
If you are a member of a shared billing pool:
  • You can view the shared credits and workspace capacity from Settings -> Billing.
  • Plan buttons can show Owner required because only the billing owner can change the plan.
  • Use Leave billing account if your workspace should go back to its own billing.
Leaving a shared billing pool moves that workspace back to its own billing account.

​
Manage quality data preferences

Open Quality to manage optional quality data controls. The Quality tab includes:
  • Allow redacted transcript capture
  • Allow approved fine-tuning exports
  • Save preferences
These settings are optional and can be changed later.

​
FAQ

​
What is included on the default trial?

The default trial can change. Open Settings -> Billing to see your current trial plan, credits, enabled channels, hosted integrations, and trial end date.

​
Why do I not see Google Workspace?

Google Workspace is available on paid plans. Open Settings -> Billing to review plans.

​
What happens to Google Workspace or WhatsApp when my trial ends?

Connections are preserved, but paid-only access is paused on the Free plan. Aubrey emails the account owner and can notify connected messaging channels when paid channel access is paused. Upgrade from Settings -> Billing to reactivate paid channels and integrations.

​
Why does a shared-agent invite say the owner needs to upgrade?

Shared agents are a plan feature. The owner can still review existing agents, but adding collaborators, collaborator messaging links, and shared-agent runtime access may require an upgrade. Open Settings -> Billing and look for a plan that includes Shared agents.

​
Why does Billing say Owner required?

You are in a shared billing pool and only the billing owner can change the plan. If your workspace should use a different plan, ask the owner or leave the billing account first.

​
Are quality data preferences required?

No. They are optional. You can leave them off or change them later from Settings -> Quality.