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How to put a new TalentOS workspace on its card-free trial, what the trial includes, and what happens when it ends.
If a new workspace is still read-only after setup, the owner can start its card-free trial from Billing. The trial includes the full self-serve product and a shared credit grant.
Start it
- Sign in as the workspace owner. Only the owner can start a plan or a trial.
- Open Settings from the Manage group in the left nav, then the Plans & Billing tab.
- Click Start free trial.
- Wait a few seconds for billing to sync. The read-only banner clears on its own, and chat, Routines, Connections and Artifacts unlock.
If someone else on your team clicks it, they get an error. Send them to the owner instead.
What the trial includes
- Every self-serve capability. Nothing is held back for a paid tier. Your Talent, Routines, Skills, Artifacts, Memory, the Marketplace and all model lanes are available during the trial exactly as they are on a paid plan.
- 5,000 credits, shared. The trial grant belongs to the whole workspace, not to each person. If you invite ten teammates, they all draw from the same 5,000 credits. Your Billing tab shows how many are left and when the trial ends.
- No card. You are not asked for a payment method to begin, and nothing is charged when the trial ends.
The trial grant is shared across the workspace, so inviting your whole team on day one will burn through it fast. Try it with two or three people first, then invite the rest once you have picked a plan.
One trial per workspace
Each workspace gets exactly one trial. If your trial has already been used, the button is replaced by the plan cards and you choose a paid plan instead. Creating a second workspace to get a second trial is not something we support, and it splits your Memory, Connections and Marketplace across two places that cannot see each other.
A worked example
A six person agency signs up. The owner starts the trial and connects email and team chat. Two account managers each ask their Talent to summarise the week's client mail into a document. Between them they spend around 400 credits. A few days later the owner opens Settings, Plans & Billing, sees roughly 4,600 credits left and the trial end date, and buys Team for six seats before the trial lapses.
When the trial ends
The workspace goes read-only. Nothing is deleted, everyone can still read every thread, Artifact and Memory page, but new work stops until the owner picks a plan. See Fix a read-only workspace.
What to check
- The button is missing. You are not the owner. Any admin can see the Billing tab, but only the owner can act on it.
- You get "already used its free trial". This workspace has trialled before. Choose a paid plan on the same tab.
- The banner is still there after clicking. Billing sync takes a moment. Reload the page once. If it persists for more than a minute or two, contact support.
- Credits ran out before the days did. The trial ends whichever comes first. Pick a plan, or ask support about a top-up.