Overview

Platform Usage shows how many credits your organization has used in a billing period, where that usage came from, and whether you're within your monthly allowance. It's primarily a visibility tool, helping you see which features are driving consumption and whether you're approaching your allowance.

Before you begin

• Access to Config > Organization Settings > Usage.

Open Platform Usage

1. Go to Config > Organization Settings > Usage.
2. Open the Usage tab.
3. Stay on Platform Usage to review activity, or switch to Past Invoices for billing statements.

What the Platform Usage tab shows

• Billing Period — use the month dropdown to switch between billing periods, reviewing the current month or looking back at previous ones.
• Credit Usage — total credits used for the selected month, your monthly allowance, remaining credits, and whether you're in overage.
• Overage — if usage passes the monthly allowance, the overage amount and estimated overage cost for that period.
• Usage by Category — a breakdown of where credits are consumed: SMS Outbound, SMS Inbound, Outbound Faxes, Inbound Documents, Outbound AI Voice, Inbound AI Voice, AI Browser, Eligibility Checks, and Agent Executions.
• Per-Category Totals — each card shows the total quantity used, the total credits used, and the unit of measure (segments, pages, minutes, checks, or executions).
• Daily Usage Chart — each category includes a bar chart showing how usage was distributed across the days in the selected month.

What the categories mean

• SMS Outbound / Inbound — text messages sent to and received from patients.
• Outbound Faxes — fax pages sent out from the platform.
• Inbound Documents — document pages processed into the system.
• Outbound / Inbound AI Voice — AI phone activity, measured in minutes.
• AI Browser — AI browser automation usage, measured in minutes.
• Eligibility Checks — insurance eligibility requests.
• Agent Executions — AI agent runs or workflow executions.

How to use it

Use the credit summary to see whether your organization is still within its monthly allowance, the category cards to identify which workflows drive the most usage, and the daily charts to spot spikes or unusual activity on certain dates. Compare months to see whether adoption or activity is increasing over time.

Past Invoices

The Past Invoices tab lets you review prior billing statements, showing the Invoice Number, Date, Period, and Amount. Click Download PDF to save a copy of a past invoice.

Troubleshooting

• If the screen shows No usage data for the selected month, then there was no activity in that billing period.