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What is the AI Usage Dashboard?

The AI Usage Dashboard provides a single, comprehensive view of your agency's AI-related activity and expenses within the CRM. It consolidates information on token consumption, transaction history, and costs from various integrated AI tools, allowing agency administrators to monitor spending and analyze usage patterns without navigating to different parts of the platform.

Key Benefits

This dashboard is designed to offer clarity and control over your AI resources.

Centralized Monitoring: View spending, token usage, and detailed transactions for all supported AI products in one location.
Efficient Analysis: Quickly identify trends and key drivers of activity using summary cards, charts, and filterable tables.
Cost Management: Compare charges and usage totals to better understand where your AI budget is being allocated.
Detailed Investigation: Drill down into individual transactions to see specific token counts, cost breakdowns, and other event details.
Agency-Wide Oversight: Review data across your entire agency while still having the ability to filter down to specific sub-account activity.

Summary Cards

At the top of the dashboard, summary cards provide an at-a-glance overview of your key AI metrics. These cards display your current plan status, total tokens used (broken down into input and output), the total number of transactions, and any pay-per-use charges. You can expand each card to see a more detailed cost breakdown for categories like Large Language Models (LLM), Text-to-Speech (TTS), Image generation, Video, Call Duration, and Web Search.

Transactions Table

For a granular look at every AI interaction, use the Transactions Table. This table lists individual events with details including:

Product
AI Model
Billing Mode
Tokens Used
Charges
Timestamp

Clicking on a row opens a detailed view with a complete breakdown of token usage and costs for that specific transaction.

Supported AI Products

The dashboard aggregates data from the following AI products within the CRM:

Conversations AI
Voice AI
Reviews AI
Agent Studio
Content AI (for Text and Image generation)

How to Use the AI Usage Dashboard

The dashboard is available immediately and requires no setup.

Access the Dashboard

Navigate to the Agency view to open the AI Usage Dashboard.

Filter by Sub-Account

Use the Location filter to select a specific sub-account. This allows you to focus the dashboard's data on a particular client or business.

Analyze Trends with the Time Series Chart

The chart visualizes your AI activity over time. You can toggle the view to display data by Cost, Tokens, or Events. Group the data by Product, AI Model, or Billing Mode to compare patterns and spot changes in usage.

Compare Categories with the Breakdown Table

This table lets you group data by Product, Billing Mode, or AI Model to see the total Charges, Event Counts, and Token Totals for each category, helping you identify which areas are generating the most activity.

Review Detailed Transactions

Use the Transactions Table to inspect individual events. Apply filters like Date Range, Product, Location, Billing Mode, and AI Model to narrow down the list and focus on the specific data you need to review.

Frequently Asked Questions

Who can access the AI Usage Dashboard?

Access is restricted to Agency Admins and is only available from the Agency level view.

Can sub-account users access this dashboard?

No. The dashboard is not accessible from within sub-account pages, although sub-account data is included within the agency-level dashboard.

What can I view in the Time Series Chart?

You can view trends for Cost, Tokens, or Events, and group the data by Product, AI Model, or Billing Mode.

What information is in the Transactions Table?

Each row represents a single AI transaction and shows the Product, Model, Billing Mode, Tokens, Charges, and Timestamp. Selecting a row reveals further details.