# Billing and Account Settings

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

## Jump to

* [Open Settings](#open-settings)
* [Manage account details](#manage-account-details)
* [Check plan and usage](#check-plan-and-usage)
* [Understand new account trials](#understand-new-account-trials)
* [Change plans or manage billing](#change-plans-or-manage-billing)
* [Manage quality data preferences](#manage-quality-data-preferences)

## 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.

## 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
* 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
* Document upload limits
* Included channels
* Included integrations
* 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.

## 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.

### Are quality data preferences required?

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


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