Expertly AI Credits

Jul 31, 2025

Updated: January 1, 2025

Effective: February 1, 2025

Your Expertly subscription includes a monthly pool of credits. You use credits when Expertly does work for you. Reach out to your account manager or to support if you are wondering about a different type of action.

A simple model

Most things are 1 credit. Chat/Support with lookups and updates to your systems are 2 credits. Voice & messaging are priced per use. This document will be updated from time to time.

How it Works

Pages = pages across all files you submit at one time (PDFs, images, Word, PPT, screenshots).
Transcription = minutes on a call.
Email actions let you handle several messages for 1 credit where noted below.

Simple actions - just 1 credit

Across Expertly tools

Retrieve or update a record — per action
Create a document — per document
Fill a form (web, PDF, or desktop) — per form
Review a webpage — per 4 reviews
Scheduled check-in via API — per 4 check-ins
Extract file content (all files submitted together) — per 20 pages
Call transcription — per 15 minutes of a call

Expertly Chat

Chat conversation on your website/app — per session (no lookups/updates)

Expertly Reply (email)

Draft or reply to emails — per 4 emails
Review/triage emails to decide how they should be handled — per 50 emails
Put emails in the right place (move to folder / apply label) — per 50 emails

Conversations (with lookups/updates) — 2 credits

Expertly Chat on your website/app with live lookups and updates to your systems — per session
Expertly Support ticket response (agent assist or direct reply) with lookups/updates — per response