AI Credits are shared across your entire organization, making it important to understand how credits are being used throughout the month. By monitoring usage and setting appropriate permissions for your team, you can better manage your organization's available credits and identify how your users are engaging with Crelate's AI-powered tools.

This guide will walk you through ways to:

As an Admin, you can control which users have access to Contact Data Enrichment through your User Role Settings.

Restricting this permission prevents users with a specific role from using Enrich on Contact Records and in the Crelate Chrome AI Talent Assistant. Users with the permission set to No see the message “Enrichment is disabled for your user role” when they select Enrich on a Contact Record, and the Enrich button does not appear in the extension. This can help you manage AI Credit usage across your organization. Admins can always use Enrich, so this setting applies to non-Admin roles.

To locate this setting:

Enrichment uses 20 AI Credits each time it finds a match. This is in addition to the credits for any other action in the same step. For example, adding a Contact from Discovery or the Crelate Chrome AI Talent Assistant uses 5 AI Credits, and enriching that Contact uses another 20. Because of this, it helps to track how many Contacts your team enriches each month.

Each time a Contact Record in Crelate is enriched and a match is found, Crelate logs an Enriched activity on it. You report on enrichments with an Activities chart that counts those activities, and then limit it to the period you want.

Note: An Enriched activity is logged only when an enrichment finds a match. It is not logged when a Contact is enriched automatically as you add it from Discovery, or when you enrich in the extension while adding a Contact. The chart shows the enrichments that you run on Contact Records already in Crelate, so the count can be lower than your total enrichment usage.

To see which Contacts were enriched, add a second copy of the chart and select Data table under Presentation. The table lists each Enriched activity with its Contact and the date and time.

In addition to managing access to enrichment, you can use Reports to build dashboards that help you monitor AI-related activity across your organization.

By tracking records created through Crelate Discovery and the Crelate Chrome AI Talent Assistant, you can gain greater visibility into how your team is using these tools throughout the month.

You can create dashboards for Contacts, Companies, and Opportunities to monitor activity overall and identify usage by individual users.

To track Contacts added through Crelate Discovery or the Crelate Chrome AI Talent Assistant, you can create a Contact dashboard using single-value charts.

These charts can help you quickly monitor:

This provides a clearer view of how your team is engaging with AI-powered tools and where AI Credit usage is occurring.

For charts tracking Contacts added through Crelate Discovery, filter the report using:

Using the Created On Date filter allows you to focus specifically on activity occurring during the current month or another selected period.

Every Contact that you add as new from Discovery has the source Crelate Discovery Agent.

For Contacts added through the Crelate Chrome AI Talent Assistant, use a similar report configuration, but update the Source filter to:

You can create a similar dashboard for Companies to track records added through Crelate Discovery and the Crelate Chrome AI Talent Assistant.

Your Company dashboard can include charts showing:

This allows you to monitor activity across your team and better understand how AI-powered tools are being used throughout your organization.

The filtering process for Company reports is similar to the process used for Contacts. However, you will use the Company Source field when configuring your charts.

For Companies added through:

Note: If you add a Contact through the extension and that Contact’s Current Position Company is also new to your database, the new Company is created with the source Crelate Discovery Agent. A Company that you add on its own through the extension has the source LinkedIn. Every Contact and Company that you add as new from Discovery has the source Crelate Discovery Agent. A Company chart filtered to Crelate Discovery Agent can therefore include Companies that were created along with Contacts added through the extension. To find only those Companies, see the next section.

The source of a Company depends on how it was added through the extension:

Because of this, a Company chart filtered to Crelate Discovery Agent includes the Companies that were created along with Contacts, as well as Companies from Discovery. To find the Companies that came from Contacts added through the extension, use Find in the Contacts area. The search returns the Contacts, and the Company column shows their Companies.

The filters are joined with AND, so a Contact appears only when it matches all three. To use the same search again, select Save.

Tracking Opportunities added through the Crelate Chrome AI Talent Assistant requires a slightly different approach.

Unlike Contacts and Companies, Opportunity reports do not include a Source filter. However, there are two ways you can create your own method for identifying and tracking Opportunities added through the extension:

Both options allow you to filter your Opportunity Reports and monitor activity associated with Opportunities created through the Crelate Chrome AI Talent Assistant.

For a more detailed overview of the differences between Tags and Custom Fields, you can refer to our help guide here: Tags vs Custom Fields.

One way to track Opportunities added through the extension is to create a Tag specifically for those records.

For example, you could create a Tag called: Chrome Extension

When adding an Opportunity through the Find In Selected Text feature in the Crelate Chrome AI Talent Assistant, apply this Tag to the new Opportunity Record.

Once the Tag is consistently applied, you can filter your Opportunity Reports to display only Opportunities with the Chrome Extension Tag.

This makes it easier to monitor the overall activity associated with Opportunities created through the extension and break that activity down across members of your team.

Alternatively, you can create a Custom Field to track the source of your Opportunity Records.

Rather than using a Tag, this approach allows users to select the Opportunity's source directly from a dedicated Source field.

Before creating the Custom Field, you may want to first create a Custom Picklist containing the available Opportunity Sources. Using a Picklist helps ensure users select from consistent, predefined options when identifying the source of an Opportunity.

For more information about creating and using Picklists, see the Using a Picklist in Crelate help guide.

Once your Custom Picklist has been created, you can add the new Source field by navigating to: Settings → Core Records → Jobs & Opportunities

From there:

You can also configure the Source field as Required.

Making the field required ensures users select a source when creating Opportunities, helping maintain consistent data and making your reporting more reliable.

Once the Source field has been added to your Opportunity Forms, it will also be available when creating Opportunities through the Crelate Chrome AI Talent Assistant.

Users can select the appropriate value from the Custom Picklist when adding an Opportunity. For example, you could create and select: Chrome Extension

This provides a consistent way to identify Opportunities that were created through the extension.

As your team continues using the Source field, you can create an Opportunity dashboard in Reports based on the value you selected to represent Opportunities added through the extension.

When configuring charts for your Opportunity dashboard, filter the report using your new Source field.

For example:

You can then use these charts to monitor Opportunities created through the Crelate Chrome AI Talent Assistant and better understand usage across your organization.

Instead of adding a Created On Date filter to every chart, add a page-level filter. A page-level filter refines the data across the entire report page in one step, so every chart on the page uses the same date range. See [Building and Editing Report Pages](link TBD).

Select a value on a chart to see the records behind it, and then open them directly. For example, select the number of Contacts added through Discovery to see which Contacts they are. Drill down is available on Business Plus and higher subscriptions. See [Using Report Drill Downs](link TBD).

You can share a report with specific people as Full or Read owners, so the people who manage your AI Credits can see it without changing it. You can also export a chart or the whole page as a PDF, PNG, CSV, or Excel file. See [Sharing and Owning Reports](link TBD) and [Exporting Reports](link TBD).

Why does my chart show 0 for Contacts added through the Crelate Chrome AI Talent Assistant?
Check that the Source filter is set to LinkedIn and that the Created On Date range covers the period you want. Contacts and Companies that you add as new from Discovery have the source Crelate Discovery Agent, so they do not appear in a LinkedIn chart.

Why does a Company I added through the extension show Crelate Discovery Agent as its source?
When you add a Contact through the extension and the Contact’s Current Position Company is also new to your database, the new Company is created with the source Crelate Discovery Agent. Companies that you add on their own through the extension show LinkedIn.

Why does my Find search not return any Contacts?
The filters are joined with AND, so a Contact must match all of them. Check that Source is LinkedIn, that Company Source is Crelate Discovery Agent, and that the Created On dates cover the period you want. If the Contact’s Current Company already existed in your database, it keeps its original source, so the Contact does not match.

Why do I not see a Source filter on my Opportunity chart?
Opportunity reports do not include a Source filter. Use a Tag or a custom Source field, as described above.

Why do my numbers look different near the start or end of a period?
Date ranges follow your user or organization time zone, including daylight saving time. A Contact created near midnight at the edge of a period counts in the period where it belongs.

Why can a user still enrich after I set their role to No?
Admins can always use Enrich, so the permission applies only to non-Admin users. If the user is not an Admin, check that the setting was saved for the correct User Role and that the user has that role.

Why does my enrichment chart show 0?
Check that the Activity Type filter is set to Enriched and that the When range covers the period you want. An Enriched activity is not logged when a Contact is enriched automatically as you add it from Discovery, or when you enrich in the extension while adding a Contact, so a month with only those enrichments can show 0. Select Clear all on the chart’s Filters tab to start again.

Why does the number of enrichments not match my AI Credit usage?
The chart counts only enrichments that were logged. Enrichments that happen while you add a Contact from Discovery or the extension are not logged, and other AI actions also use AI Credits. Adding a Contact from Discovery or the extension uses 5 AI Credits, and enrichment adds 20 on top of that when it finds a match. For the cost of each action, see Understanding AI Credits.

Regularly monitoring activity through Reports can help you better understand how your organization is using Crelate's AI-powered tools throughout the month.

By combining appropriate User Role permissions with customized reporting for Contacts, Companies, and Opportunities, and an Activities chart that counts enrichments each month, you can create greater visibility into your team's activity and make more informed decisions about how AI Credits are being used across your organization.