Every organization gets AI access as part of its plan. No API key, no configuration needed. AI features like the assistant, email drafting, and meeting summaries work out of the box.

AI runs on monthly AI credits for each organization: 10,000 on Pro, 25,000 on Business, and 50,000 on Ultra. You can check your current usage in Settings > My preferences > Usage (see Usage Tracking) and the breakdown in the Usage Limits section below.

By default the assistant runs in Ask before changes: it looks things up freely and shows you a card with every value it will save before it writes anything. The second mode, Make changes automatically, is off for the whole organization until an administrator switches it on.

To allow it:

1. Go to Settings > Company > Integrations > AI
2. Find the Automatic changes section
3. Tick Let people turn on automatic changes

While it is off, the automatic option does not appear in anyone's permission menu, and the chat settings page shows Ask first as the only starting mode. Every conversation asks before changes.

Which individual actions are allowed to run without asking is a separate, finer control. See Approval settings.

AI uses monthly AI credits (see Settings > My preferences > Usage). The meter shows the AI credits used out of the AI credits included, for example “3,120 of 10,000 AI credits used”.

The figure you see depends on your role. With a personal cap from an admin, the meter shows your own AI credits against your cap. People with the billing.view permission, and everyone once a super admin turns on member usage visibility, see the workspace's AI credits. Everyone else sees only the AI credits they used, with no bar. Every role sees AI usage in AI credits, never as money. See Usage Tracking.

• The bar stays cobalt under normal usage, turns amber from 80%, and red at 100%, with a status label (“Near limit” / “Limit reached”) so the state never relies on color alone.
• When the monthly AI credits are used up, AI calls stop with “Not enough AI credits left this month for this action.” Upgrade to a higher tier for more AI credits each month, or turn on opt-in Extra AI Credits to keep going.
• The AI credits reset on your subscription's cycle anchor (not necessarily the 1st of the calendar month).
• Background AI features count too. Page-context opener chips on CRM detail pages and AI-generated conversation titles use your monthly AI credits on cache miss. Each call is small, but high-volume browsing of detail pages or rapid new-chat creation can add up. Cache hits are free.

If your team uses up its monthly AI credits before the cycle resets, you can turn on Extra AI Credits. They are opt-in, so AI never keeps running past your monthly AI credits unless you have enabled it.

Extra AI Credits come in packs from 25,000 to 500,000 AI credits, and they cost less on higher plans: Business plans get 10% off and Ultra plans get 20% off. A pack always adds its full amount of AI credits; the discount comes off what you pay.

Admins manage Extra AI Credits from Admin > Usage & Limits or Settings > Company > Billing. Upgrading to a higher tier also raises your included monthly AI credits, which is often the better fit for teams that consistently run out.