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Usage Tracking

Monitor your organization's AI budget, your personal share, add-ons, and resource consumption across all metrics

Where to find it

Settings > My preferences > Usage is one calm scroll: your AI budget on top, then resource meters and add-ons.

The page is a single continuous panel: the AI budget meter, inline add-ons, your plan overview, organization-wide entitlement meters, your personal AI share, and a usage history trend.

AI budget this cycle

One meter showing the percentage of your plan's AI budget used, with a pacing projection.

The hero meter shows:

Budget bar — the percentage of your org's monthly AI budget used this cycle. AI is governed by a dollar budget, not a token count. The reset date appears alongside.
Pacing projection — a one-line read on whether you're on track (see below).
Where it goes — a ranked breakdown of how your consumption splits across categories like Email, Chips, Summary, Agent, Coaching, and Chat. Each row shows a generic quality label (Light Tasks, Fast, Standard, Advanced, or Advanced Reasoning), or Auto where the request was not attributed to one. Internal model names are never exposed.
Credit balance — your prepaid extra-usage balance, if you have credits.

Admins, super admins, and anyone with the billing.view permission (including Sales Managers) see a Show $ toggle that flips the view between percentages and dollar amounts. Other roles always see percentages — every figure they see is a percentage or a run-rate, never a dollar value.

Pacing projection

A calm one-line read on whether your current run-rate will exhaust the budget before it resets.

Below the meter, a single line projects your pacing from your spend so far over the days elapsed this cycle:

On pace to use your budget by ~MMM DD — shown only when your run-rate would exhaust the budget before the cycle reset. Plan an add-on or ease off.
Well within budget this cycle — shown when you're underusing; your run-rate won't hit the budget before it resets.
No AI usage yet this cycle — when there's nothing to project from yet.
Budget reached — once you're already at 100%, you see this instead of a projection.

The projection is a percentage/run-rate derivation, so everyone sees it regardless of dollar visibility. It will never show a “finish by” date later than your reset date, and it's guarded against wild projections on the first day or two of a cycle.

Past 100%: Extra AI Credits or hard stop

What happens when the AI budget is exhausted.

When the AI budget hits 100%, behavior depends on whether Extra AI Credits are turned on:

Extra AI Credits off (the default) — AI calls hard-stop with “Budget reached. Turn on Extra AI Credits or upgrade”. No credit is drawn.
Extra AI Credits on, with a credit balance — the meter adds a “+ credits” line and AI usage draws from your prepaid credit. Admins see the dollar headroom; everyone else sees the credit usage as a percentage.

Admins can turn on Extra AI Credits and buy them inline (see Add-ons below) or from Settings > Company > Billing. Higher plans buy Extra AI Credits at a discount (Business 10% off, Ultra 20% off). Full details in Extra AI Credits.

Inline add-ons

Buy Extra AI Credits, manage automatic top-up, and view seats without leaving the page.

Admins can extend the org right from this page instead of routing to Billing:

Extra AI Credits — buy a pack near the AI meter (requires billing.buy_credits).
Automatic top-up / auto-reload — an inline summary that opens the automatic top-up settings (requires billing.manage_subscription).
Seats — your seat state, with an admin entry to add a seat. The deeper seat controls live on Admin > Usage & Limits.

Not an admin?

Non-privileged roles see the add-on context but no purchase control — a quiet “Ask your admin to add” affordance instead.

When Stripe retries are exhausted and AI access is paused, a red banner appears at the top of the panel. An admin must update the payment method from Settings > Company > Billing to restore access.

Plan overview card

Your current plan, price, and quick upgrade links.

Shows the plan name and monthly/annual price. Buttons depend on your role and plan:

Upgrade — on Free tier, opens the signup wizard at Signup > Choose your plan. On a paid, active subscription, opens Settings > Company > Billing so admins can pick the target tier. Hidden for Ultra.
Manage Plan — routes to Admin > Billing for managers and admins only.

Organization-wide meters

Three categories of resource consumption.

Core Limits — Contacts, Companies, Storage. These are cumulative, not reset monthly. On plans with no cap they show as Unlimited (a quiet label, no bar).
Monthly Activity — Emails Sent (counts every recipient per email), Enrichments, Workflow Executions. Reset on your billing cycle anchor. AI is the dollar budget at the top of the page, not a row here.
Data Operations — Import Rows, Export Rows, Lead Captures, API Calls. Also reset on the billing cycle anchor.

Seats gate new invitations but never block AI calls or other runtime actions. Admins manage them inline (see Add-ons) or under Settings > Company > Billing. See Seat Types.

Progress bars stay cobalt under normal usage and shift to amber, then red, as you approach the limit — with a status label so the state never relies on color alone.

Your AI share

How much of the org's AI budget you've personally used.

Your personal AI usage shows as a quiet line: “You've used X% of your share” when an admin has set you a budget share, or “You share the organization's AI budget” when you don't have a personal cap. Admins see the dollar figure; everyone else sees the percentage. Your enrichment usage shows alongside it.

There is no per-user AI token cap. AI is governed solely by the org's dollar budget (and any per-user budget share an admin sets). If you need a larger share, ask your admin to adjust it via Admin > Usage & Limits > Per-user allocations.

Usage history

A single trend for the recent cycles.

When enough history is available, the page shows one calm trend visual of your usage over the recent cycles, including AI spend per past cycle.

How limits work

Hard caps block immediately; soft caps allow a small amount over; unlimited means no cap on this plan.

AI budget — blocks at 100% unless Extra AI Credits are turned on with a credit balance. Buy Extra AI Credits or upgrade to continue.
Hard caps — Emails, enrichments, imports, exports, API calls, and storage deny at 100%.
Soft caps — Contacts, companies, workflow executions, and lead captures allow up to 110% before being denied.
Seat caps — Each plan tier sets a separate cap on Power and Collaborator seats. Seats gate new invitations only — never AI or email sends. Add seats inline or from Settings > Company > Billing.
Unlimited — A limit shown as “Unlimited” means your plan has no cap on that metric.
Monthly reset — Counter-based metrics reset at the start of the next billing cycle (cycles anchor on your subscription start date, not the 1st of the month).

Billing & Subscription

Billing

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