Cassidy gives you two layers of credit visibility: organization alerts that track your team’s total usage against the allowance for your billing period, and per-user alerts and limits that monitor and cap individual consumption. Both are configured in Organization Settings → Limits & Alerts.Documentation Index
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Only Admins can configure credit alerts and limits.
Organization alerts
Organization alerts notify admins when your organization’s total credit usage crosses a threshold you define. They are informational only — they don’t restrict usage.Add an alert
Open organization settings
Click your account name at the bottom of the sidebar, then click the gear icon next to your organization name.
Open the Organization Alerts section
Expand Organization Alerts at the top of the page, then click Add alert.
Choose a threshold type
Select how the threshold should be measured:
| Type | Description | Example |
|---|---|---|
| Percentage | A percentage of your organization’s credit maximum for the billing period | Alert at 75% of 10,000 credits = fires at 7,500 credits used |
| Absolute | A fixed number of credits | Alert at 8,000 credits, regardless of the maximum for the billing period |
Choose who to notify
Select either All Admins or Specific Admins. If you choose specific admins, use the selector to pick who should receive the alert email.
How organization alerts work
- Each alert fires once per billing period. Usage dropping below the threshold and climbing back above it will not re-trigger the alert until the next billing period resets.
- You can configure multiple alerts at different thresholds — for example, one at 50% and another at 90% — to get early warnings and final notices.
- To change a threshold or notification recipients, click the pencil icon next to an alert. To remove an alert, click the trash icon.
Per-user alerts and limits
Per-user controls let you notify admins when individual team members exceed a credit threshold, and optionally enforce a hard cap that blocks users from consuming additional credits once their limit is reached.Set up per-user credit usage alerts
Credit usage alerts notify admins when a team member exceeds a specified credit threshold during a billing period. Alerts are informational only — they don’t block users from consuming additional credits.Open organization settings
Click your account name at the bottom of the sidebar, then click the gear icon next to your organization name.
Navigate to Usage Limits and enable alerts
In the left sidebar, click Limits & Alerts under the Usage section. Toggle on Credit Usage Alerts.
Configure the credit alert threshold
Specify the number of credits that triggers an alert (e.g., 500 credits per billing period). Admins receive an email alert whenever any user exceeds this threshold.
Enable user notifications (optional)
Toggle on Notify the user who triggered the alert if you want the user to receive an email notification when they exceed the threshold.
Select admins to notify
Choose which admins should receive email notifications when a user exceeds the threshold.
Set up per-user credit limits
Per-user credit limits set a hard cap on how many credits each team member can consume per billing period. When a user hits their limit, they are blocked from credit-consuming actions and shown an explanation.
Set the default limit
Under Default Limit Per User, specify the credit limit that applies to all users (e.g., 1000 credits per billing period).
Select admins to notify
Choose which admins should receive email notifications when any user hits their credit limit.
Configure exclusions (optional)
Toggle on the following options if you want to exclude certain usage from counting toward credit limits:
- Exclude Agent External Deployments from Credit Limits — Credits used by externally deployed Agents won’t count toward user limits.
- Exclude Workflows from Credit Limits — Credits used by Workflows won’t count toward user limits.
Add custom limits for specific users (optional)
Click Add Custom Limit to override the default limit for individual users. Select the user and set a specific credit cap, or leave them unlimited.
Monitor users exceeding their budget
Review the Users Exceeding Credit Budget section to see which users have exceeded their credit limit in the current billing period, along with their current usage and limit.
Comparison
| Organization alerts | Per-user alerts | Per-user limits | |
|---|---|---|---|
| What triggers it | Total organization usage crosses a threshold | An individual user crosses a threshold | An individual user hits their cap |
| Threshold types | Percentage or absolute | Absolute credits | Absolute credits |
| Restricts usage? | No | No | Yes — blocks AI features |
Next steps
Manage credits
Understand how credits work and check your balance.
Monitor usage
Track credit, storage, and meeting usage across your organization.