---
schema_version: "1"
id: 5eaadebbc17ca26439646c97c46548452f13722f23869baf672cab3903b38d86
title: Monitor and Audit Agentic Portal Usage
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/monitor_and_audit_agentic_portal_usage.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.monitor_and_audit_agentic_portal_usage.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a836d671ead9610c5c058fcb0ee8a5f1a20fdf00693e125b03e9e2f133385f02
description: Track how your customers use AI features and manage your usage limits with session-based reporting.
products:
  - Service Cloud
release: "264"
---
# Monitor and Audit Agentic Portal Usage

Track how your customers use AI features and manage your usage limits with session-based reporting.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;type=5&amp;language=en_US" target="_blank">Aura</a> and <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;type=5&amp;language=en_US" target="_blank">LWR</a> Experience Cloud Sites</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Chat with the Einstein for Service, Einstein Platform, Community, Community Plus, or Agentforce for Service add-on</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires <a href="https://www.salesforce.com/agentforce/pricing/" target="_blank">additional add-on licenses</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d67075e87">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67075e87 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67075e87 ">
              <p>Prompt Template Manager permission set </p>
              <ul>
                <li>Manage Prompt Templates</li>

                <li> Execute Prompt Templates </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67075e87 ">To create an Experience Cloud site:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67075e87 ">Create and Set Up Experiences AND View Setup and Configuration</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67075e87 ">To customize or publish an Experience Cloud site:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67075e87 ">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 <a href="https://help.salesforce.com/s/articleView?id=experience.networks_access_control_overview.htm&amp;language=en_US&amp;type=5" target="_blank">role-based site access</a></td>

          </tr>
        </tbody>
      </table>

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.

1. From Setup, in the Quick Find box, enter Usage Reports, and then select **Self-Service AI Usage**.
2. 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.
3. Check the **Usage Upsell Dashboard** to compare your actual consumption against your contractual limits.
4. Review the metadata for Customer ID, Session ID, and timestamps to verify usage for specific periods.