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Account and project administration

Review billing and project usage

Use the project Billing page to review current plan availability, billing-cycle usage, knowledge capacity, and add-ons.

3 min read

Where to do this in Chat4U
  1. Project
  2. Billing

Open the project’s Billing page to see its plan, current usage, knowledge storage, and Operator Unit usage.

Look forBillingUsageKnowledge storage
Open Chat4U

Open the target project and select Billing. This page is the customer-facing source of truth for the project’s current plan, cycle dates, measured usage, capacity review state, and any add-ons offered to that project. Allowances can change, so rely on the dashboard rather than copying plan numbers from documentation.

What you’ll accomplish

Review the current cycle before changing capacity. Message credits, indexed knowledge, and Operator Units measure different things and can vary by plan or add-on.

Finish with
A project-specific capacity decision based on the right meter

Review the current cycle

  1. Confirm the cycleCheck Current plan plus its billing-cycle start and end dates.
    All meters are project specific.
  2. Read the three metersReview message credits, indexed knowledge, and Operator Units separately.
    Message credits are visitor turns; indexed text is not source-file word count; Operator Units cover eligible Sidekick and MCP activity.
  3. Review available capacity optionsCheck current add-ons and use the in-product flow when available.
    Contact the appropriate account owner if an option is not offered.

Respond to a capacity review

If indexed knowledge capacity is reduced below current use, Billing can show a capacity review. Select the source scopes to retain, save the selection, and apply it only after confirming that essential policies, product information, and escalation material remain available. Archived content is removed from indexed availability; test affected assistants afterward.

Limitations

  • Usage and add-on availability are project-specific. A balance in one project is not a balance in another.
  • The Billing page reports present entitlement and usage; it is not a promise of a particular future plan, price, or add-on.
  • Add-ons and plan changes can affect future allowance or capacity behavior. They do not justify bypassing a current limit.

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