Inviting Users and Managing Billing
After setting up the company details, admins are directed to the Users page. From here, they can invite new users to the platform and configure billing settings.
How to invite users
Only admins can invite users. Each invited user is assigned a role that determines their access and permissions within the platform.
To invite a new user:
Click ‘+ Invite’ on the Users page to open the ‘Invite User’ pop-up window.
Fill out the required fields in the pop-up window:
Full name: Enter the user's full name.
User email ID: Input a valid business email address for login. Make sure to use the email domain associated with the company you have set up. Please note that personal emails are not supported.
User role:
Admin: Manage users, edit company settings, and handle billing. They cannot create or review use cases.
Operator: Create and manage use cases. They can also monitor the stage of their proposed AI use cases.
Executive: Can create and view all use cases and insights across the company.
Click ‘Invite’ to send an email invitation.
Once invited, users will receive a sign-up link.
How to reconfigure company settings
Admins can revisit and update the company configuration at any time by clicking the gear icon in the left panel and selecting ‘Configure Your Company.’
Here, they can:
Edit company name, details, industry, and logo
Add, remove, or edit departments (verticals) and sub-departments (business functions)
Click ‘Edit Labels’ to edit the naming conventions used across your company setup. You can rename fields like department, sub-department, priority, and objective to match your organization’s terminology. Click ‘Update’ to save changes.
Once the company details are filled in, click the ‘Save’ button to confirm and store the configuration.
How to manage billing
To access billing settings, click the gear icon and select ‘Billing.’ Inside the billing settings, you will find three tabs: overview, billing history, and credit usage.
1. Overview
This section shows current subscription and usage details:
Plan name and billing cycle
Plan cost
Credits used out of the total available
Next billing date
Features included in the current plan (e.g., GPT-4o access, API usage)
To cancel your plan, click the ‘Cancel Plan’ option. A confirmation pop-up will appear with the message: “Are you sure you want to cancel the plan?” You can choose one of the following options for when to cancel the plan:
End of the current period
Immediately
Click ‘Proceed’ to confirm your cancellation, or select ‘No’ to exit without making changes.
You can also click the ‘Upgrade’ button to access available CoI plans.
Each workflow execution consumes 5 fixed credits, with additional variable credits applied for external services like LLMs or APIs. Users providing their own API keys avoid the markup; otherwise, a 20% provider fee is added.
2. Billing history
Displays past invoice records with payment status, billed amounts, and additional details.
3. Credit usage
The ‘Credit Usage’ tab provides a breakdown of how credits are consumed across different categories:
Input credit usage: Indicates the credits used for processing and incorporating data into LLMs.
Output credit usage: Reflects the credits used to generate and retrieve responses from the LLMs.
Embeddings credit usage: Shows the credits consumed for generating or using embeddings, numerical data representations of content like text or images.
Below the summary cards, the ‘Usage History’ table lists daily credit consumption details. It includes:
Date
Total credits used
Embedding credits
Input credits
Output credits
Use the date filter at the top-right to view credit usage for a selected time period. You can also click ‘Buy Credits’ to top up your account when needed.
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