Access and administration
Data controls, usage, and billing
Review account data, workspace credits, statements, and available controls.
Data Controls summarizes personal Agentix activity, while Usage and Billing presents organization credit and statement information to eligible members.
What this workspace includes
- Chat, message, library, and upload usage
- Data export, clearing, and deletion controls
- Credit usage and billing period
- Invoices and statements
Complete workflow
- 1
Confirm the scope
Choose personal Data Controls or organization Usage and Billing
- 2
Review the summary
Inspect the current counts or period
- 3
Choose an available action
Export, manage data, or open a statement
- 4
Verify completion
Review the resulting status or download
How records and settings behave
- Personal data controls affect the account’s own content
- Billing views reflect the active organization
- Available billing actions follow role and plan
Working effectively
- Review scope before destructive actions
- Use statements for period-specific records
- Check the active organization before reviewing credits
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Data controls, usage, and billing?
Choose personal Data Controls or organization Usage and Billing
When is my work saved?
Personal data controls affect the account’s own content
How do I confirm the result?
Return to the related list or detail view and review its current status. Available billing actions follow role and plan