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 against a monthly AI budget per organization, shown as a percentage of what your plan includes. 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 proposal 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 still appears in each person's permission menu but cannot be selected, and reads "Turned off for your organization". The chat settings page still lets someone pick Auto as their starting mode, and while this switch is off every conversation asks before changes anyway.

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

AI uses a dollar-denominated monthly budget (see Settings > My preferences > Usage > AI usage this cycle). The panel shows your percentage used, a category breakdown, and (for admins) a dollar view via the Show $ toggle.

• The budget bar stays cobalt under normal usage, turns amber as you approach the budget (around 80%), and red as you near it, with a status label (“Approaching budget” / “Budget reached”) so the state never relies on color alone.
• When the budget is reached, AI calls return an error. Upgrade to a higher tier for a larger monthly budget, or turn on opt-in Extra AI Credits to keep going.
• The budget resets 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 are counted against your monthly budget on cache miss. Each call is small (typically < $0.005), but high-volume browsing of detail pages or rapid new-chat creation can add up. Cache hits are free.

If your team reaches the monthly AI budget before the cycle resets, you can turn on Extra AI Credits. They are opt-in, so AI never keeps spending past your budget unless you have enabled it.

Extra AI Credits are discounted on higher plans: Business plans get 10% off and Ultra plans get 20% off. A pack always adds its full face value in credits; the discount comes off what you pay.

You can manage Extra AI Credits from Settings > My preferences > Usage. Upgrading to a higher tier also raises your included monthly budget, which is often the better fit for teams that consistently run out.