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Manage Fin usage alerts and limits

How to enable usage alerts and set limits for Fin.

Updated this week

You can set usage alerts and limits for Fin by going to Settings > 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 > 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.

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:

  1. Clear Browser Cache and Cookies - Cached data can store outdated information that interferes with real-time calculations. - Clear your browser’s cache and cookies.

  2. Refresh the Page - After clearing the cache, reload the usage page to ensure the latest data is rendered correctly.


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