Help Center
DocsUsage Tracking
Monitor your organization's AI spend, personal allocations, and resource consumption across all metrics
Where to find it
Settings > Usage shows your AI budget panel on top and resource meters below.
The page is divided into five sections: the AI usage this cyclepanel, your plan overview card, organization-wide meters, your personal usage, and a usage history chart.
AI usage this cycle
Cost-budget bar with a category breakdown and optional dollar view.
The top panel shows:
- Budget bar — percentage used of your org's monthly AI pool. The reset date appears to the right.
- Category breakdown — how your consumption is split across Email, Chips, Summary, Agent, Coaching, and Chat. Each row shows a generic tier label (Advanced Reasoning, Standard, Fast, Light) — internal model names are never exposed.
- Credit balance — your prepaid overage balance, if you have credits.
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 > 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 > 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.
- Monthly Activity — Emails Sent (counts every recipient per email), AI Tokens (observability only — the real enforcement unit is dollar cost), Enrichments, Workflow Executions. Reset on your billing cycle anchor.
- Data Operations — Import Rows, Export Rows, Lead Captures, API Calls. Also reset on the billing cycle anchor.
Seats are managed separately under Settings > Billing— they gate new invitations but never block AI calls or other runtime actions. See Seat Types.
My Usage
Your individual consumption against your allocation.
Shows two meters: AI Tokens and Enrichments. If an admin has set a personal allocation for you, the meter shows your usage against your allocation. If not, the meter shows your usage against the org pool and the sub-caption reads “You share the organization pool”.
Usage history
Trend charts for the last six months, plus inline sparklines.
When enough history is available, the page shows small area charts for emails, AI tokens, contacts, and storage over the last six months. Meters above also show inline sparklines for the same window.
How limits work
Hard caps block immediately; soft caps allow a 10% overage; unlimited means no cap on this plan.
- Hard caps — Emails, AI budget, 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 from Settings > 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 (not necessarily the 1st of the month — cycles anchor on your subscription start date).