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How to Understand AI Usage & Billing

In this article, you'll learn how to find and understand the AI Usage & Billing section in Followup CRM.

Overview

The AI Usage & Billing section gives users with Company Settings access a central place to review AI usage and billing activity.

From this section, you can view included AI actions, monitor active AI users, review payment status, manage On-Demand Usage, check member-level usage, search usage details, and review invoices.

Use this page to understand how AI is being used across your company and whether billing settings are correctly configured.

Step-by-Step Instructions

📍 Access AI Usage & Billing

  1. Click your profile menu in the top-right corner.
  2. Select Company Settings.
  3. In the left-side Company Settings menu, click AI Usage & Billing.

Screenshot to add:
Company Settings menu with AI Usage & Billing selected.

📊 Review Included AI Actions

At the top of the page, review how many AI actions are included with your plan.

Example:

100 actions per user per month included with your plan.

This section also shows:

  • When included actions reset
  • How many users are active

An active AI user is a user who has used AI at least once.

💳 Review Payment Status

In the Payment section, review whether a payment method is on file.

From this section, you can:

  • Add a card
  • Update an existing card
  • Confirm whether payment is available for On-Demand Usage

A valid payment method is required before On-Demand Usage can be enabled.

⚡ Review On-Demand Usage

The On-Demand Usage section controls whether users can continue using AI after included monthly actions are used.

From this section, you can:

  • Turn On-Demand Usage on or off
  • View the Team Spend Limit
  • Edit the Team Spend Limit using the pencil icon

If no valid payment method is on file, On-Demand Usage cannot be enabled.

If payment is expired or declined, On-Demand Usage is blocked until billing is current.

👥 Review Members

The Members section shows users who have used AI at least once.

The table includes:

  • Member name
  • Email address
  • Remaining Monthly Actions
  • On-Demand Usage

Use this section to monitor active AI users and see how many included actions each user has remaining.

📄 Review Usage Details

The Usage Details section shows detailed AI activity.

The table includes:

  • Date and time
  • User
  • Type
  • Action
  • Cost

Use the search bar to search by date, user, type, action, or cost.

Usage may appear as Included or On-Demand, depending on whether it falls within the included action limit.

🧾 Review Invoice & Billing Tools

The Invoice & Billing Tools section shows AI billing history.

From this section, you can review:

  • Unbilled usage
  • Open invoices
  • Invoice dates
  • Invoice descriptions
  • Invoice totals
  • Invoice statuses
  • Downloadable invoice PDFs, when available
 

Result

After reiewing the AI Usage & Billing section, you’ll understand how AI is being used across your company, how many included actions are available, whether On-Demand Usage is enabled, and whether billing or payment updates are needed.

 

Best Practices

✅ Review AI Usage & Billing regularly to monitor team usage.

✅ Keep a valid payment method on file if your team uses On-Demand Usage.

✅ Use the Members section to see which users are actively using AI.

✅ Use Usage Details to investigate specific AI actions.

✅ Review Invoice & Billing Tools for billing history and downloadable invoices.

✅ If AI usage is disabled due to billing, update the payment method or contact your company admin.

Happy Selling!