Product Requirements Document

One Agentic — Trial Credits (100 Credits / 14 Days)

Requirements for the free trial experience: every new user receives 100 credits upon sign-up, valid for 14 days, to experience the full value of One Agentic before converting to a paid plan.

Status
Draft
Credits
100 per user
Window
14 days
Date
6 May 2026
Owner
Product · Growth

Goal

North star: Convert trial users into paying customers by letting them experience real value — workflows run, reports generated, time saved — before their 14-day window closes.

Why 100 credits

  • Enough to run 3–5 meaningful workflows end-to-end
  • Low enough to feel like a real trial, not unlimited free access
  • Creates natural upgrade motivation as credits deplete
  • Maps cleanly to a mid-tier paid plan as a reference point

Why 14 days

  • Long enough to see value across a real work cycle (e.g. one VC deal sprint)
  • Short enough to create urgency without feeling predatory
  • Aligns with typical SaaS trial benchmarks for B2B tools
  • Gives room to send 2–3 timed re-engagement nudges

Credit System Design

Core mechanics
Design principle: Credits should feel generous enough to explore freely, but real enough that users notice the meter moving — creating genuine appreciation for what they'd be paying for.
1
Credit Allocation
How credits are granted and when the clock starts
P0
Grant trigger
100 credits are allocated automatically when the user completes account creation (email verified). The 14-day countdown begins at the same moment — not at first login or first use.
Scope
100 credits are granted to the organization once, at the moment the first user completes account creation. Credits are shared across all users in that org during the trial — consistent with how paid plan credits work. A second user invited to an existing trial org does not trigger a new 100-credit grant. One trial grant per org, regardless of seat count — this prevents abuse via repeated new-user signups to the same org.
Credit cost reference table

ActionCredit costNotes
NEO conversation message (short)1 creditStandard Q&A, navigation help, UI tasks
NEO conversation message (AI-heavy)2–3 creditsComplex reasoning, multi-step planning
Form creation via NEO5 creditsFlat fee per published form
Workflow activation5 creditsFlat fee to activate a new workflow
Workflow run (AI step)10 creditsEach execution of an active workflow that includes an AI node
Pitch deck / document analysis8 creditsPer document processed by the AI screening step
Report generation3 creditsPer report generated and sent
Design notes
  • Show cost before a user triggers a high-cost action (≥ 5 credits) — a brief inline tooltip: "This will use ~10 credits"
  • Never deduct credits silently without a visible balance update
  • Credits are not refunded if a run fails due to a user error (e.g. bad file format)
  • System errors that cause failed runs should auto-refund credits
2
Credit Display & Balance UI
How users see and track their remaining credits
P0
Persistent credit indicator
A compact credit badge lives in the top navigation bar at all times during the trial period. It shows:
  • Remaining credits (e.g. "74 credits")
  • Days remaining (e.g. "· 9 days left")
  • Clicking the badge opens the full Trial Credits panel (see below)
74 credits remaining9 days left
↑ Visual reference for the nav badge progress bar (74/100 credits used)
Trial Credits panel (expanded view)
1
Balance summary: large credits number, progress bar, days remaining, and trial expiry date
2
Recent usage log: last 10 credit deductions with timestamp, action name, and cost (e.g. "Workflow run — Founder Screening · −10 credits")
3
Upgrade CTA: "Unlock unlimited access" button linking to the pricing/upgrade page, always visible
Bar colour states
  • Purple — 40–100 credits (healthy)
  • Amber — 15–39 credits (low)
  • Red — 1–14 credits (critical)
Design notes
  • Badge animates briefly (pulse) after each deduction to draw attention to the updated count
  • Never show a zero or negative balance — block the action first and show the upgrade prompt
  • On mobile, collapse the badge to an icon + number only
3
Credit Exhaustion & Trial Expiry
What happens when credits run out or 14 days elapse
P0
Zero-credit state
When credits hit 0, all AI-powered actions are blocked. The user can still: log in, view past reports, browse the app, and read existing form submissions. NEO enters a limited mode — it can answer questions about the app but cannot run actions that cost credits.
Day 14 expiry
At 23:59 on day 14, any remaining trial credits expire. The account downgrades to a read-only state identical to the zero-credit state. Existing data, forms, and workflows are preserved but cannot be run or edited until the user upgrades.
Zero-credit / Expiry upgrade screen
1
Triggered when: user attempts any blocked action (runs a workflow, sends a costly NEO message, etc.)
2
Modal copy (credits exhausted): "You've used all your trial credits. Upgrade to keep your workflows running — your forms and reports are ready to go."
3
Modal copy (trial expired): "Your 14-day trial has ended. Upgrade to restore full access — all your data is right where you left it."
4
Two CTAs: Primary — "Choose a plan" (links to pricing page). Secondary — "Remind me later" (dismisses modal, can be triggered again on next blocked action).
Design notes
  • "Remind me later" can be dismissed at most 3 times before the modal becomes non-dismissible
  • Do not delete user data at trial end — retain for at least 30 days post-expiry
  • Show a grace period banner for 3 days after expiry before moving to hard-block

Trial Notifications

6 touchpoints

Six timed or event-triggered notifications keep users informed and drive conversion at the right moments — without feeling spammy. All notifications are sent by email and surfaced as in-app banners.


🎉
Trigger: Account verified
Welcome — your 100 credits are ready
Sent immediately on sign-up. Explains the trial: 100 credits, 14 days, what credits are used for. Includes a direct CTA to complete the Getting Started checklist (Task 1 → Say Hi to NEO). Subject line: "Your One Agentic trial is live — 100 credits, 14 days"
📊
Trigger: Day 3 (if user has not run a workflow)
Re-engagement nudge — you still have 100 credits
Sent only to users who have not yet consumed any credits. Highlights what they can build. Includes a short GIF or screenshot of a workflow in action. CTA: "Try it now — takes 5 minutes"
⏱️
Trigger: Day 7 (midpoint check-in)
Halfway through your trial
Sent to all active trial users on day 7. Shows their personal usage summary: credits used, workflows run, forms published. Highlights what they'd lose at expiry and teases what paid plans unlock. Subject line: "7 days down, 7 to go — here's what you've built"
⚠️
Trigger: Credits drop below 25 OR day 11 (whichever comes first)
Running low on credits
Sent when the user is approaching credit exhaustion or nearing end of trial. Specific copy for each scenario: credits-low version emphasises how few runs remain; day 11 version emphasises the 3-day countdown. Upgrade CTA is prominent. Subject line: "You're running low — upgrade before your trial ends"
🚨
Trigger: Day 13 (24-hour warning)
Your trial ends tomorrow
Final warning email. Lists exactly what will be paused at expiry (workflows, NEO actions). Reassures that data is safe. Includes a time-limited framing if applicable (e.g. a first-month discount offer). CTA: "Upgrade now — keep everything running"
✅
Trigger: User upgrades to a paid plan
Welcome to One Agentic
Confirmation email sent immediately on upgrade. Confirms the plan chosen, next billing date, and what's now unlocked. Reinforces the decision positively. Subject line: "You're in — here's what's unlocked"

End-to-End Trial User Journey

1
Sign up + email verify → 100 credits allocated, 14-day clock starts. Welcome email sent. User lands on the Getting Started checklist.
2
Getting Started (days 1–3) → User completes the three onboarding tasks (Say Hi to NEO → Create a Form → Create a Workflow). ~26 credits consumed. Balance bar shows ~74 credits remaining.
3
Active exploration (days 3–10) → User runs real workflows on inbound deal flow. Each full screening run costs ~21 credits (8 pitch deck + 10 run + 3 report). With 74 credits left, they can run ~3 real screenings.
4
Low-credit nudge (≤25 credits or day 11) → In-app amber banner appears. Email sent. User is shown a contextual upgrade prompt the next time they try to run a workflow.
5
Day 13 (final warning) → Email reminder with clear expiry timestamp. Upgrade discount offer (if applicable) surfaced for the first time.
6
Day 14 expiry or 0 credits → AI actions blocked. User sees upgrade modal. All data preserved. "Remind me later" available up to 3 times.
7
Conversion → User upgrades. All workflows resume immediately. Welcome confirmation sent. Trial credit balance is replaced by the new plan's monthly quota.

Success Metrics

MetricTargetWindow
Trial activation (≥1 credit used) ≥ 75% Day 3
First workflow run completed ≥ 50% Day 7
≥ 50 credits consumed during trial ≥ 40% Day 14
Trial-to-paid conversion ≥ 20% Day 14
Conversion within 3 days of expiry ≥ 12% Day 17
Median credits used at point of upgrade > 60 credits Day 14
Trial users who open upgrade modal but don't convert (churn signal) < 30% Day 17

Constraints & Out of Scope

In scope (v1)

  • Credit allocation on sign-up
  • Real-time credit deduction and balance display
  • Nav bar credit badge with progress bar
  • Trial Credits expanded panel
  • All 6 notification touchpoints
  • Zero-credit and expiry blocked states
  • Upgrade modal with pricing page link
  • Data preservation post-expiry (30 days)

Out of scope (v1)

  • Credit top-ups or credit purchases (no pay-as-you-go in trial)
  • Referral bonuses or credit gifting
  • Custom trial lengths or enterprise trial exceptions
  • In-app pricing page (links out to marketing site)
  • A/B testing different credit amounts (100 is fixed for launch)
  • SMS or push notifications (email + in-app only)

Open Questions

Q1
Should the 14-day clock start on account creation (email verified) or on first login? Starting at creation is simpler to implement but punishes users who sign up and get distracted. Starting at first login is fairer but harder to abuse-prevent.
Q2
What is the credit cost for a NEO conversation message that escalates from a simple query into an AI-heavy response mid-thread? Do we charge the higher rate retroactively, or only from the point where the model switch occurs?
Q3
Should we offer a first-month discount at the point of trial expiry to incentivise conversion? If yes, what discount percentage and how do we prevent the discount from being gamed by users who let trials expire deliberately?
Q4
What happens to an active workflow's scheduled runs when credits reach 0? Do pending runs queue and execute on upgrade, or are they dropped silently? Queuing feels user-friendly but requires infrastructure; dropping requires clear communication.
Q5
If a user is invited to join an existing paid workspace during their trial period, do their trial credits continue in parallel, or are they superseded by the workspace's paid plan? The latter is the cleaner UX but needs a defined policy.
Q6
Do we surface the cost of an action before it's triggered (pre-deduction warning), only after (post-deduction confirmation), or both? Pre-warnings are more transparent but add friction to high-frequency actions like NEO messages.
One Agentic · Trial Credits PRD · Draft · May 2026