See which business work is consuming AI.
See which projects are creating AI cost, which need attention, and how much activity is still unattributed. Connect a business system or create projects directly in CostPilot.
Work needing attention
Budget, risk, paused work, or unexpected agent activity requiring review.
Attribution sources
Where CostPilot project context is coming from.
Create a project
Start with a name. The owner, ID, budget, and department can be added now or later.
Send an attributed request
This is a real governed request. Its cost will appear under the selected project.
Business work
Projects, matters, cases, and engagements consuming AI resources.
| Work | Customer / Source | Owner | People / Agents | Requests | Tokens Pruned | Monthly Spend | Risk | Status |
|---|---|---|---|---|---|---|---|---|
| Loading projects… | ||||||||
Agent Team
Assign multiple AgentLake agents and compare expected activity with actual usage.
Parent project & budget
Name the shared parent that linked records sit under, then set its AI budget.
Linked source records
Many Salesforce, ServiceNow, or HubSpot records can roll up here.
Merge duplicate project
Keep the project selected above. Choose the duplicate that should be absorbed and archived.
People & token usage
Human users attributed to this project, separate from the AI agents performing the work.
Add existing agents
Select as many registered agents as this project needs. An agent may belong to more than one project.
Current team
Assigned agents are expected here. Unexpected means an unassigned agent has already used this project.
Salesforce & Agentforce
Use the current Salesforce record to resolve a project before CostPilot governs the AI request.
Setup required Configure SalesforceServiceNow, HubSpot & APIs
Send a project, matter, case, or engagement ID with each governed request.
Available Connect a sourceCostPilot Projects
Create projects directly when there is no external system of record.
ReadyAttribution rules
The initial safe defaults CostPilot applies across connected systems.