Every conversation in Ask Double draws from your firm's shared pool of AI credits. The habits below help that pool go further. None of them change the quality of your results — they just avoid paying for context Ask Double doesn't need.
For how your firm's credit pool is calculated and how to set an overage budget, see AI Credits: Usage, Budgets, and Adding Credits.
Double Academy
Enroll in the AI & Automation Essentials course to dive deep into all of Double's tools and best practices.
All AI features, broken down by client plan
Learn about best practices in Ask Double
Video content and click-through demos to dive deeper into AI features
Other info on Ask Double & AI features
YouTube series: Using AI in Double
Help center collection: AI & Automation
Keep each chat focused on one task
Ask Double sends the full conversation history with every new request — that's what lets it follow along across a multi-step workflow. The tradeoff is that earlier messages and any uploaded files are re-sent each time you send a message, so a long chat costs more per request than a short one.
Best practice: Stay in the same chat while you're working on the same task or workflow. Start a new chat when you switch topics, and always start a new chat once you've finished working with an uploaded file.
For example, stay put while reviewing a set of invoices; start fresh before moving on to a bank reconciliation. Uploaded files matter most here — they stay in the conversation's context and keep getting re-processed long after you're done with them.
Running a skill automatically starts a new chat.
Upload only the data you need
File processing is the most credit-intensive thing Ask Double does. A large workbook containing data unrelated to your request still has to be processed in full.
Best practice: Trim files before uploading. Upload a single worksheet rather than a multi-sheet workbook, remove columns and rows that aren't relevant, and avoid attaching a large supporting file when only a small part of it matters.
Choose the right model for the task
Ask Double lets you pick the model behind your chat, and the right choice can meaningfully lower credit use. Standard handles everyday work at low cost, Expert is the most capable for complex analysis, and Auto balances the two for you — routing simple messages to a lighter model and harder ones to a stronger model automatically.
Best practice: Use Auto if you'd rather not think about it — it keeps simple work on cheaper models for you.
For the full breakdown of each option, see Choosing your model in the Ask Double guide.

