## **💡 What Are Universal Credits?**

Search Atlas offers two credit systems: **legacy tool-specific credits** and **universal credits**. Universal credits work across multiple tools in the platform, giving you more flexibility in how you allocate your usage. However, as noted at recent Search Atlas summits, switching to universal credits is **not automatically the best choice for every account** — it depends on your specific usage patterns and plan.

## **🔍 Should You Switch to Universal Credits?**

The honest answer is: **it depends**. Some accounts benefit significantly from the flexibility of universal credits, while others are better served by their current tool-specific credit allocations. Factors that influence this include:

- **How many different tools you use regularly** — accounts that rely heavily on just one or two tools may not benefit from pooled credits.
- **Your monthly usage volume** — high-volume users of specific tools may find their existing credit allocations more efficient.
- **Your current plan tier** — certain plans include generous tool-specific allocations that universal credits would not improve upon.
- **Growth plans and workflow changes** — if you plan to expand into new Search Atlas tools, universal credits may offer better long-term value.

Because the right answer varies by account, Search Atlas recommends **requesting a personalised audit** before making any changes.

## **📊 What Is a Credits Migration Audit?**

A credits migration audit is a review conducted by the Search Atlas team to analyse your account's current credit usage and determine whether migrating to universal credits would benefit you. During the audit, the team will:

1. Review which tools you use most frequently and at what volume.
2. Compare your current credit consumption against how universal credits would be applied.
3. Identify whether you would gain or lose efficiency by switching.
4. Provide a clear, personalised recommendation — switch, stay, or consider a plan adjustment.

This audit is the safest way to make an informed decision and avoid unintended disruption to your workflow.

## **⚙️ How to Request a Migration Audit**

There is no self-service migration audit tool at this time. To request your audit, follow these steps:

1. Log in to your Search Atlas account.
2. Open the **chat widget** in the bottom-right corner of the platform.
3. Type **human teammate** to be connected with a member of the team.
4. Let them know you would like a **universal credits migration audit** for your account.
5. The team will review your usage data and follow up with a personalised recommendation.

There is no cost or commitment associated with requesting an audit — it is simply a consultation to help you make the best decision for your account.

## **⚠️ Important Considerations Before Switching**

If you are considering making the switch before completing an audit, keep the following in mind:

- **Migrations may not be reversible** — confirm reversibility with the support team before proceeding.
- **Credit balances may be recalculated** — your existing tool-specific credit balances could be converted, which may affect current allocations.
- **Timing matters** — switching mid-billing cycle may affect how credits are counted for that period.

These are all topics the support team can clarify during your audit consultation.

## **🙋 Still Have Questions?**

If you need further assistance, open the chat widget in the bottom-right corner of the platform and type **human teammate** to be connected with a member of our team.