Set AI credit limits per person
Give each person a monthly AI credit cap, set a default for everyone and get alerts when people or the account reach a threshold.
The account's owner and super administrators, and anyone with the additional role «AI admin». An administrator without «AI admin» sees only their own usage.
The account's credits are shared, so one heavy user can leave the rest without. Say a new salesperson uses NEO all day while the warehouse team needs it to check deliveries: a limit per person keeps the pool fair.
Each person can have a : a monthly credit limit for the chat and their personal AI features (NEO, assisted inbox, transcription, voice, Analytics and inspection images).
Set a limit for one person
- Open the users table Go to «AI usage» and open «Users».
- Find the person Look for the salesperson in the list.
- Choose the mode Pick «Disabled», «Fixed» or «Unlimited».
- Set the amount For «Fixed», enter the monthly credits and save.
| Mode | What it means |
|---|---|
| «Disabled» | No access to AI |
| «Fixed» | A monthly credit cap for that person |
| «Unlimited» | No personal cap: they use the account's total |
To change several people at once, select them and use «Limit for selected».
Defaults and alerts per person
- «Configure» → «Default credits per user» sets the cap of everyone without their own.
- «Configure» → «User Alerts» warns each person the first time they pass a percentage of their limit, between 1 and 100 %.
Set AI consumption alerts
Account alerts warn when the whole account reaches a percentage of its credits.
- Open the credits card In «AI usage», find «Consumption alerts» on the account credits card.
- Add a threshold Enter a percentage between 1 and 200, for example 80.
- Choose who's told In «Alerts to», pick the people. With nobody selected, the AI administrators and the owner are told.
The 100 % alert is always there and can't be removed. Thresholds above 100 % make sense when is on.
Note: The account credits card is saved with the billing permission. An «AI admin» who isn't the owner, an administrator or a «Billing admin» sees the alerts but gets «Could not save. Please try again.» when saving them.
If you see an error
| Message | What it means |
|---|---|
| The threshold must be between 1 and 200 | Enter a percentage in that range |
| An alert already exists at that percentage | Choose another percentage |
| Failed to save alerts | A value is out of range, or saving failed. Check it and try again |
| Failed to update the NEO block | Turning a person's AI off or on failed. Try again |
| Could not save. Please try again. | You don't manage billing, or saving failed. Ask an administrator or a «Billing admin» |