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Monitor and Audit Agentic Portal Usage
Track how your customers use AI features and manage your usage limits with session-based reporting.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Aura and LWR Experience Cloud Sites |
| Available in: Enhanced Chat with the Einstein for Service, Einstein Platform, Community, Community Plus, or Agentforce for Service add-on |
| Available in: Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires additional add-on licenses. |
| User Permissions Needed | |
|---|---|
| To create and manage prompt templates in Prompt Builder: | Prompt Template Manager permission set
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| To create an Experience Cloud site: | Create and Set Up Experiences AND View Setup and Configuration |
| To customize or publish an Experience Cloud site: | Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access |
Salesforce uses Aggregated Session Tracking to record usage accurately. Instead of billing for every click, Salesforce groups all AI interactions, such as Knowledge Article Summaries and Dynamic Q&A, within a single authenticated login session into one record. This reduces noise in your billing data and provides a transparent audit trail.
- Your Experience Cloud site is active.
- Deploy Knowledge Article Summary and Dynamic Q&A components in Experience Builder.
- From Setup, in the Quick Find box, enter Usage Reports, and then select Self-Service AI Usage.
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View the daily logs to see the breakdown of feature usage per Session ID.
You can see which sessions triggered a billable event. A session only counts if the customer uses at least one tracked AI feature.
- Check the Usage Upsell Dashboard to compare your actual consumption against your contractual limits.
- Review the metadata for Customer ID, Session ID, and timestamps to verify usage for specific periods.
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