Plan Limits and Upgrades
Understand what you can crawl or add, and what to do when you reach a limit.
Before you begin
- If you plan to upgrade, have your payment method ready for the Customer Portal.
What “limits” mean
- Sources per agent: how many knowledge sources your agent can have (pages or PDFs).
- Crawl credits: how many pages you can crawl (ingest or refresh) during your current billing period.
- Discovery vs Ingestion:
- Discovery finds pages on your site (placeholders).
- Ingestion learns the content (uses sources and crawl credits) after you confirm.
How limits apply to each crawl option
- Crawl entire website
- Uses both your sources per agent and crawl credits. Large crawls may be clamped by either limit.
- Add new pages only
- Only new pages that haven’t been learned yet are added.
- Consumes both sources (new knowledge entries) and crawl credits.
- Refresh existing pages only
- Re-crawls pages you’ve already learned.
- Uses your crawl credits for the current period, but does not increase your total number of sources.
Where you see limits
- During Add entire website, the confirmation screen shows for each crawl option:
- Pages found
- How many pages your plan allows for that option (based on sources per agent and crawl credits)
- What will be ingested if you continue
- In the Knowledge Base list, you see how many items you already have.
Common situations
- I found more pages than my plan allows
- In the confirmation screen, reduce the number of pages to ingest, switch to a smaller option (for example, Add new pages only), or upgrade your plan.
- I hit the sources limit
- Delete older or unneeded sources to make space, or upgrade your plan.
- If you just want to improve existing answers, use Refresh existing pages only so you can update content without adding new sources.
- I started a crawl but want fewer pages
- Cancel the job, then restart with a smaller scope or a smaller crawl option.
Make space without upgrading
- Open Train Voice Agent.
- In the Knowledge Base, select old or duplicate entries.
- Delete them to free up room for new sources.
Upgrade your plan (more capacity)
- Open the billing area (Customer Portal) from your account menu.
- Choose a higher plan that fits your needs.
- Confirm the change. Your new limits are applied to your account.
- Return to Train Voice Agent and proceed with your crawl or uploads.
Tips
- Start with your most important pages first (FAQ, pricing, services).
- If you run a staging site, keep sources there small so production gets the most capacity.
Troubleshooting
- My crawl won’t continue
- You may be over a plan limit. Reduce the selection on the confirmation screen, pick a smaller crawl option, or upgrade.
- I upgraded but still can’t add pages
- Refresh the dashboard and try again. If it still fails, re‑open the Customer Portal and confirm the upgrade is active.
- I can’t delete a source
- Make sure no crawl job is currently writing to that source. Cancel the job first, then delete.
Next steps
- Add content now: Scrape a single page or Crawl your website.
- Manage or clean up: Manage knowledge sources.
- Review usage: Analytics and usage.