The usage dashboard in Organization Settings gives you a real-time view of your team’s consumption across credits, Knowledge Base storage, Meeting hours, and more. Use it to spot trends, identify heavy users, and make informed decisions about your plan.Documentation Index
Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
Use this file to discover all available pages before exploring further.
View your usage dashboard
Open organization settings
Click your account name at the bottom of the sidebar, then click the gear icon next to your organization name.
What you can track
| Metric | What it measures |
|---|---|
| Credits used | Total AI credits consumed this billing period |
| Knowledge Base storage | Total storage used by uploaded documents and imported content |
| Meeting hours | Total hours of Meetings recorded this billing period |
| Monthly Cassidy Actions | Every time an Agent uses a tool or a Workflow runs an action this billing period |
| Monthly active workflows | Workflows that have been run regularly this billing period |
| Monthly active agents | Custom Agents with consistent chat activity this billing period |
What happens when you exceed limits
| Limit exceeded | What happens |
|---|---|
| Credits | AI-powered features (Agent chats, Workflow runs) are temporarily unavailable until credits reset or you upgrade |
| Storage | You won’t be able to upload new documents until you free up space or upgrade your plan |
| Meeting hours | Meeting recording is disabled until hours reset or you upgrade |
If your team is consistently hitting limits, consider upgrading your plan for higher allocations. See Manage plans.
Next steps
Credit usage alerts and limits
Set up automatic alerts and per-user spending caps.
Manage credits
Understand how credits work and explore options for getting more.