You can set usage alerts and limits for Fin by going to Settings > Subscription > Usage in your Fin workspace. This allows you to easily keep track of usage, or avoid incurring an unexpected bill.
Understanding billing periods
The billing period shown under Settings > Subscription > Usage refers to the timeframe used to group and measure your service usage. Specifically:
Definition: The billing period is tied to your invoice dates and updates monthly.
Purpose: It determines which conversations or resolutions fall into a particular invoicing window, whether you are on credit terms or a prepaid plan.
For example, if your billing period is from Oct 1st to Nov 1st, all tracked activities during this duration are included in that billing cycle. This applies to all customers irrespective of their account type.
Filtering your usage
To view the Usage page, go to Settings > Subscription > Usage. The page includes filters to help you drill into specific data:
Billing period: use the date dropdown to view usage from any past billing period. The current period is shown by default, but you can select any previous month going back over a year.
Billing frequency: filter by Monthly, Quarterly, or Annual to see your usage.
Incorrect or outdated display of usage data can occur due to cached information in your browser. If you encounter display discrepancies such as inaccurate usage metrics or reset dates, follow these steps to troubleshoot:
Clear Browser Cache and Cookies - Cached data can store outdated information that interferes with real-time calculations. - Clear your browser’s cache and cookies.
Refresh the Page - After clearing the cache, reload the usage page to ensure the latest data is rendered correctly.
Setting alerts and limits
You can set usage alerts and hard limits for Fin outcomes from the Usage management panel. To open it, go to Settings > Subscription > Usage, scroll to the Fin outcomes card, and click Set usage alerts and limits.
Set a Fin outcomes alert
Alerts notify your billing contacts by email when usage reaches 50%, 80%, and 100% of the threshold you set. Setting an alert won't stop Fin from running.
In the Usage management panel, select the Fin outcomes tab.
Check the Alerts checkbox.
Enter the number of Fin outcomes at which you'd like to be notified.
Click Save changes.
Note: Only billing contacts receive alert emails. You can also manage these directly from the panel by clicking manage billing contacts.
Set a hard limit for Fin outcomes
A hard limit turns off Fin once a set number of outcomes is reached for the billing period. New conversations that start after the limit is hit jump immediately to your configured handover steps. Conversations already in progress trigger handover the next time the customer responds.
In the Usage management panel, select the Fin outcomes tab.
Check the Limit checkbox.
Enter the maximum number of Fin outcomes to allow for the billing period.
Click Save changes.
Note:
You can't set a hard limit lower than your contracted amount. For example, if your subscription includes 50 outcomes, setting a limit of 30 won't reduce your charge — you'll still be billed for 50.
Changes to alerts and limits come into effect within the next hour.
Operator credits
The Pro add-on includes 2,000 free Operator credits per month. By default, Operator stops when your workspace hits 2,000 credits — overages don't apply automatically. You can set alerts to monitor your credit usage, and opt in to pay-as-you-go overages if you want Operator to keep running beyond your monthly inclusion.
Set a credits alert
Alerts notify your billing contacts by email when usage reaches 50%, 80%, and 100% of the threshold you set. Setting an alert won't stop Operator from running.
Go to Settings > Subscription > Usage and click Set usage alerts and limits.
Select the Credits tab.
Check the Alerts checkbox.
Enter the number of credits at which you'd like to be notified.
Click Save changes.
Note: Only billing contacts receive alert emails. You can manage these by clicking manage billing contacts.
Set a hard limit for credits
For existing Pro customers, Operator stops at your preset included-credit limit unless you opt into pay as you go.
If you want Operator to keep running after you use your monthly included credits, raise the limit or remove it. Any usage beyond your included credits is charged at $0.01 per credit. If your workspace includes 2,000 credits, usage above 2,000 is charged at that rate.
Go to Settings > Subscription > Usage and click Set usage alerts and limits.
Select the Credits tab.
Check the Limit checkbox.
Enter your new limit, or remove it entirely to allow unlimited usage.
Click Save changes.
Note: Changes to alerts and limits come into effect within the next hour.
Need more help? Get support from our Community Forum
Find answers and get help from Intercom Support and Community Experts