CitationLab for Slack

Before you start

• A CitationLab account

  The app works with AI Marketing Manager. Everything Cita knows comes from your projects there.

• The right role to connect

  An owner, admin or manager of your organization connects the Slack workspace — once, for every project in the organization.

• Edit access to link a channel

  Linking a channel to a project, and letting Cita follow it, needs edit access to that project.

1. Connect your Slack workspace

The connection is made from Manager, so it belongs to your organization.

1. 1

   Open Settings → Slack in Manager

   Sign in to AI Marketing Manager and open Settings → Slack (the button above takes you there).

2. 2

   Choose “Connect Slack workspace”

   Slack opens and shows what the app asks for. Pick the workspace and choose Allow.

3. 3

   Back in Manager

   The workspace appears under Workspaces as Connected. Every project in your organization can now use it.

2. Link channels to projects

A channel answers for the projects linked to it — never for another project, even one you can open.

1. 1

   Open the Channels tab

   In Settings → Slack, choose “Link channel”, then pick the workspace, the channel and the project.

2. 2

   Private channels

   Invite the app first: type /invite @CitationLab in the channel. Public channels are joined for you.

3. 3

   Shared channels

   In a channel shared with another company (Slack Connect), someone with edit access confirms that the project may be discussed there.

3. Ask Cita

Mention the app, or use the slash command.

1. 1

   Mention @CitationLab

   Write your question in a linked channel and mention @CitationLab — or type /cita followed by the question. Cita reacts with 👀 straight away.

2. 2

   Link your Slack user the first time

   Cita sends you a link only you can see. Open it signed in to CitationLab and choose Link. From then on she answers you with your account's access.

3. 3

   Follow up in the thread

   Ask follow-up questions in the same thread. With several projects in one channel, name the project, or Cita asks with a button per project.

4. Let Cita follow a channel (optional)

By default Cita reads only what she is mentioned in, and the thread she is mentioned in. To let her answer about what the team said in a channel — “what did we decide about the campaign yesterday?” — switch following on for that channel.

1. 1

   Choose “Let Cita follow”

   In Settings → Slack → Channels, open the row's actions and choose Let Cita follow. It needs edit access to the linked project.

2. 2

   The channel is told

   Cita posts a note in the channel saying who switched it on. Messages from before that moment are not read.

3. 3

   Stop at any time

   Choose Stop following, or remove the link. The messages kept from the channel are deleted at once; otherwise they are deleted after 7 days.

Data and privacy

• When you mention Cita in a thread, she reads that thread to understand the question. What she reads is used for that answer and is not stored.
• Cita keeps her own part of the threads she answers in — the questions put to her and her answers — for 30 days, so follow-up questions work.
• For a channel your team lets Cita follow, its messages are kept for 7 days. Edits in Slack update a kept message; deletions remove it. Direct messages are never kept.
• Removing the app from Slack, or disconnecting it in Manager, ends every follow and deletes the kept channel messages.
• No Slack data is used to train AI models. Data from one organization is never used for another.

Each answer uses credits like a Cita message in Manager.

Frequently asked questions

Help and support

Email post@citationlab.ai with your Slack workspace name and what happened, and we'll help you get set up.