> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Breaking Changes - Collate AI & Credits | Official Documentation

> Conversation sharing and collaborators, the reworked weighted credit model, the redesigned billing pages and the Query Runner changes in Collate 2.0.

# Collate AI & Credits

## AskCollate is renamed to Collate AI

<Warning>
  **Breaking for anything that matches on the product name.** AskCollate is renamed to **Collate AI**
  everywhere: the UI, the backend, billing labels, chat prompts, and the Slack and Microsoft Teams
  integrations.
</Warning>

<Tip>
  Update saved searches, dashboards, runbooks, alert rules and Slack/Teams workflow triggers that match
  on the string `AskCollate`. Billing exports change label too, so any spreadsheet or BI report keyed on
  the old label needs repointing.
</Tip>

Conversations also become collaborative, and the credit model changes from a flat token count to a
weighted, cache-aware calculation.

## Credits are now weighted

<Warning>
  **Behavioural.** The same workload consumes a different number of credits in 2.0 than in 1.13.
</Warning>

1.13 charged credits from a flat token count. 2.0 introduces a weighted, cache-aware model:

| Change                           | Effect                                                                                                                                                                          |
| -------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Weighted by token type**       | Input, output, cache-read and cache-write tokens carry different cost ratios, so a cache-heavy conversation costs materially less than the same token count of fresh generation |
| **Weighted by model**            | Credits are weighted by the model that actually served each call, so a request routed to a cheaper model costs fewer credits                                                    |
| **Fixed divisor**                | The weighted basis is divided by a locked `tokensPerCredit` of 58,000                                                                                                           |
| **Cache-only usage is recorded** | Lump-sum recording is guarded on the weighted basis so cache-only usage is no longer silently dropped                                                                           |
| **Per-conversation attribution** | Credits are attributed to the conversation that spent them, not just to the tenant pool                                                                                         |

<Tip>
  If you forecast spend from 1.13 token counts, re-baseline after upgrading. Re-run a representative
  week and compare, rather than converting the old numbers.
</Tip>

### Runs that cannot finish are refused

<Warning>
  **Behavioural.** 2.0 warns before the credit limit is reached and **refuses to start work that
  cannot complete** within the remaining pool.
</Warning>

In 1.13 a long automation could start and exhaust the pool part-way through, leaving partial results and no credits. In 2.0 the run is rejected up front with a clear reason.

Operators get a live view of the pool at `GET /v1/status/credits`, and credits can be refunded from
the operator API.

## Billing is redesigned

The **Billing** area is reorganised into **Overview**, **Product**, **User Adoption**, **AI Credits**, and **MCP requests**.

<img src="https://mintcdn.com/collatedocs/Uc6K6UUwOnvI7QWD/public/images/release-2.0/billings.png?fit=max&auto=format&n=Uc6K6UUwOnvI7QWD&q=85&s=b5da27e0e94078a1ccf2648bb5c4e112" alt="Collate 2.0 Billing area showing Overview, Product, User Adoption, AI Credits and MCP requests tabs" width="2826" height="1410" data-path="public/images/release-2.0/billings.png" />

| New endpoint                                 | Purpose                                               |
| -------------------------------------------- | ----------------------------------------------------- |
| `GET /v1/billing/credits/conversations`      | Per-conversation credit consumption, paginated        |
| `GET /v1/billing/adoption/users`             | Per-user adoption                                     |
| `GET /v1/billing/weekly-impact`              | Weekly impact digest data                             |
| `POST /v1/billing/weekly-impact/send-digest` | Send the digest, with a date-aware subject and header |

An **MCP requests** usage section is added, backed by a daily MCP usage rollup in the telemetry payload, and AI chat response time is now measured server-side rather than in the browser.

<img src="https://mintcdn.com/collatedocs/Uc6K6UUwOnvI7QWD/public/images/release-2.0/mcp-usage.png?fit=max&auto=format&n=Uc6K6UUwOnvI7QWD&q=85&s=da1270eefe9ffcd03340d730159cbdcf" alt="Collate 2.0 Billing MCP requests usage section" width="2840" height="1652" data-path="public/images/release-2.0/mcp-usage.png" />

<Note>
  Admins can read any conversation from Billing in read-only mode, so that credit spend can be
  explained. This is a new capability. If your policy forbids administrators reading user
  conversations, restrict the admin role accordingly before upgrading.
</Note>

## Conversations become collaborative

<Info>
  **Additive.** A conversation is no longer private to its author.
</Info>

| New endpoint                                                          | Purpose                                     |
| --------------------------------------------------------------------- | ------------------------------------------- |
| `PUT /v1/assistants/chatConversations/{id}/collaborators/{userId}`    | Add a collaborator                          |
| `DELETE /v1/assistants/chatConversations/{id}/collaborators/{userId}` | Remove a collaborator                       |
| `PUT .../collaborators/{userId}/role`                                 | Change a collaborator's role                |
| `GET /v1/assistants/chatConversations/{id}/collaborators`             | List collaborators                          |
| `GET /v1/assistants/chatConversations/collaborators/search`           | Search users to add (bots are filtered out) |
| `POST /v1/assistants/chatConversations/{id}/leave`                    | Leave a shared conversation                 |
| `GET /v1/assistants/chatConversations/{id}/state`                     | Read conversation state                     |
| `POST /v1/assistants/chatConversations/{id}/stop`                     | Stop an in-flight response                  |

Collaborators are emailed when they are added, appear as an avatar stack on shared chats in the
sidebar, and are included in the conversation listing.

<Warning>
  Conversation content that was previously visible only to its author can now be shared by that author.
  If your compliance posture assumed conversations were single-user, review it.
</Warning>

## Chat experience changes

| Change                                  | Class       | Detail                                                                                                                   |
| --------------------------------------- | ----------- | ------------------------------------------------------------------------------------------------------------------------ |
| **`Cmd`/`Ctrl` + `K`**                  | Additive    | Opens the Ask box globally in AI Mode                                                                                    |
| **Persona-aware suggestions**           | Additive    | Landing-page prompt suggestions follow the active persona                                                                |
| **Redesigned prompt input**             | Behavioural | Gradient styling, chips and inline suggestions                                                                           |
| **Tool arguments surfaced**             | Additive    | Per-call tool arguments are shown on chat messages                                                                       |
| **Rich markdown**                       | Additive    | Cards, pills and inline SQL render in responses. AI Automation entity links route correctly.                             |
| **Native profile page**                 | Additive    | A profile page inside AI Mode                                                                                            |
| **Artifact preview & scroll-to-bottom** | Additive    | Restored and added respectively                                                                                          |
| **History trimming**                    | Behavioural | Large tables and charts are trimmed out of conversation history sent to the model, so very long sessions stay responsive |

## Query Runner

| Change                                                        | Class       | Detail                                                                                                         |
| ------------------------------------------------------------- | ----------- | -------------------------------------------------------------------------------------------------------------- |
| Results stream to object storage                              | Behavioural | Large result sets are written to object storage and the UI is driven by websocket rather than held in memory   |
| Azure result storage backend                                  | Additive    | In addition to the existing backend                                                                            |
| `GET /v1/collate/apps/queryRunner/health/storage`             | Additive    | Storage health probe                                                                                           |
| `GET\|POST /v1/collate/apps/queryRunner/results/{workflowId}` | Additive    | Fetch and publish results by workflow                                                                          |
| `GET /v1/queryRunner/configs/defaults`                        | Additive    | Read the effective defaults                                                                                    |
| `maxResultSize` cap raised to 10,000                          | Behavioural | Previously lower                                                                                               |
| `executionLimit` surfaced                                     | Additive    | The guardrail `LIMIT` applied to a query is returned on the response, so users can see their result was capped |

<Tip>
  Object-storage streaming means Query Runner now needs storage configured. Check the storage health
  endpoint after upgrading.
</Tip>

## Natural-language query

<Warning>
  **Breaking.** NLQ provider configuration moves into the unified `llmConfiguration` block. See
  [Platform & Security](/release-2.0/platform-and-security).
</Warning>

| Change                      | Detail                                                                                                                   |
| --------------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| Provider abstraction        | NLQ runs through a client abstraction with **OpenAI** and **Google Gemini** clients in addition to the existing provider |
| Filter extraction           | Routed through the unified LLM configuration. Test suite and test case entity types are extracted.                       |
| Result shaping              | Query-level collapse and result shaping for multi-chunk hybrid ranking                                                   |
| `GET /v1/hybrid/nlq/status` | New status endpoint                                                                                                      |

## Collate desktop app

<Warning>
  **Breaking.** The desktop app refuses to save an instance URL whose server is below **2.0.0**.
</Warning>

Saving a Collate instance URL in desktop Settings probes `GET /api/v1/system/version` and, if the
version parses below 2.0.0, reopens the dialog with an inline alert instead of saving. It fails open
on an unparseable version.

The Electron shell is now a thin wrapper, and title-bar back/forward navigation buttons are added.

<Tip>
  Upgrade your Collate instances before rolling out the 2.0 desktop client, or users will be unable to
  point the app at them.
</Tip>

## Slack and Microsoft Teams

<Warning>
  **Breaking.** The Collate AI Slack app **moves from assistant mode to agent mode**, and now requires
  **file-attachment permissions** so it can deliver AI Analytics reports.
</Warning>

<Tip>
  Reinstall the Slack app from the updated manifest and re-approve the requested scopes. Without the
  file permission, report delivery to Slack fails.
</Tip>

Slack rendering also moves to template-driven Block Kit, with numeric alignment, a PII callout,
profile statistics and CDN-hosted service logos. Chart image processing outlasts Slack's processing
window rather than falling back to a degraded payload, and the app answers top-level DMs.

## Response language is pinned from the profile

<Note>
  **Behavioural.** Collate AI's response language is now taken from the `X-OpenMetadata-Language`
  header (set from the **Language** tab of profile settings) instead of being inferred from the
  conversation.
</Note>

<Tip>
  A user whose profile language differs from the language they type in will now get replies in their
  profile language. Tell users where the setting lives before they report it as a bug.
</Tip>

## MCP

| Change           | Class       | Detail                                                                                            |
| ---------------- | ----------- | ------------------------------------------------------------------------------------------------- |
| Tool annotations | Additive    | Collate tools are annotated with title, read-only, destructive and open-world hints               |
| Size budget      | Behavioural | Collate tools route through the shared response size-budget net, with null-guarded error messages |
| Usage tracking   | Additive    | MCP tool-call usage is tracked and rolled up daily into telemetry                                 |

See [API & Schema](/release-2.0/api-and-schema) for the platform-level MCP contract changes, which
also apply.
