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Track Socrates Usage

Learn how to track Socrates usage by case count to optimize your license.

Updated over a month ago

Socrates is licensed based on the number of cases it can handle monthly, whether through chat or direct case assignments. Tracking this metric is essential for getting the most out of your license. It enables you to make informed decisions and prioritize the most critical cases for Socrates' involvement when necessary.

  • Each case where Socrates is used is counted only once, regardless of how many times it's used within that case.

  • The case is logged on the day Socrates is first used, with unlimited usage allowed from that point forward. The daily cutover is based on UTC.

Socrates Usage Tracking Options

  • Workspace Owners will receive an email notification when monthly usage reaches 90% or higher.

  • Monitor Socrates usage on the Organization Management page under Monthly Socrates usage, which provides both daily and historical breakdowns.

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