Objective
The AI metering dashboard groups credit usage into eight categories that reflect the range of AI features available in Outreach. Use this article to understand what each category covers and how it appears in the dashboard.
Applies To
- Administrators who use the AI metering dashboard
Overview
How credit usage is categorized
Outreach offers a wide range of AI features, and the list continues to grow. Two broad categories do not reflect the full range of ways AI is used in your organization. The eight categories are designed to scale alongside additional features and give administrators a clearer, more accurate picture of how AI usage breaks down across their team.
Credit usage categories
| Category | What it covers |
|---|---|
| AI Content & Personalization | AI-assisted email composition, follow-ups, smart replies, and personalized sales content including LinkedIn messages, voicemail scripts, and content blocks within sequences and sales plays |
| AI Prospect & Account Intelligence | AI features that gather, enrich, and score intelligence about the people and companies in your pipeline, including research, data enrichment, buying signal detection, lead scoring, and list building |
| AI Meeting Intelligence | AI features tied to the lifecycle of a meeting, including pre-meeting preparation, real-time in-meeting guidance, post-meeting action item generation, and scheduling assistance |
| AI Knowledge Retrieval | Usage recorded when any AI feature retrieves content from your organization's connected knowledge base to provide grounding context. This category is cross-cutting: a retrieval can be triggered by features across the platform |
| Omni AI Assistant | Conversational AI interactions where a user asks a question or makes a request in natural language and receives a direct, contextualized response, including deal and account Q&A, pipeline analytics queries, and conversational task execution |
| AI Revenue Intelligence | AI features that analyze, score, summarize, or forecast the health and trajectory of deals, opportunities, accounts, or the broader pipeline, including deal summaries, opportunity scoring, account health signals, and revenue forecasting |
| AI Sales Coaching | AI features that evaluate seller behavior and surface recommendations to improve performance over time, including call scoring, coaching recommendations, role-play simulations, and team performance analytics |
| AI Platform & Integrations | AI actions triggered when an external MCP-compatible client, such as Claude or another AI assistant, connects to Outreach and queries Outreach data directly |
What you'll see in the dashboard
The credit usage history chart, credit usage distribution chart, and credit usage by user table all reflect these categories. Usage previously reported under "AI generated messages" or "AI research actions" appears under the appropriate category. No historical usage data is lost.
The credit usage by user table shows one column per category. If your organization has not used a particular category yet, that column displays a dash.
Settings and reporting
Categories are applied automatically, and administrators do not need to change any settings. If you use the AI metering dashboard for internal reporting or chargeback purposes, update any saved exports or documentation that reference the previous category names.
Questions?
Contact Outreach Support if you have questions about how your organization's usage is categorized.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article