CeliaConnect User Manual
Every screen in CeliaConnect, explained.
One page per customer-app surface. What it is. Who uses it. What you can do. Common workflows. Common gotchas. Built for the day-to-day work — read what you need, ignore the rest.
sync-check script for the drift contract.
What is CeliaConnect?
An AI assistant that reads every record overnight — without ever seeing a name.
CeliaConnect is an AI assistant that reads every prospective student’s record overnight — without ever seeing names, emails, phone numbers, addresses, or any other personally identifying information — and produces five outputs per student: Engagement (how active they are in the funnel right now), Readiness (how close their application file is to a decision), Yield (how likely they are to enroll if admitted), Risk (a low / medium / high / critical tier that combines the three), and a recommended next action (the single most useful thing a counselor should do next, with a one-line reason).
The four scores build on each other rather than standing alone. Engagement tells you whether a student is paying attention right now. Readiness tells you whether their file is complete enough to decide. Yield tells you whether they’re likely to say yes if you do. Risk combines all three into a single priority tier so you can surface the students who need attention today without reading every record. A student who is highly engaged but low-yield looks very different from one who is high-readiness but disengaged — Celia distinguishes them and explains why.
Every score and recommended action appears on the Celia tab inside each student’s record. Your whole team can also filter and sort the funnel by any score from the main student list — “show me all critical-risk students in the inquiry stage” becomes a single filter rather than a manual file review. The recommended action travels with the record into Slate’s Source Format so counselors working inside Slate see the same guidance without switching apps.
CeliaConnect runs overnight by default. Every morning, scores and recommended actions reflect the previous day’s Slate activity. Your administrator can configure more frequent runs from the Flows dashboard if your Slate data refreshes intraday. The AI sees only anonymized signals from your institution’s own data — a strict architectural guarantee, not a policy promise — so every analysis stays inside your tenant boundary and FERPA-aligned by design.
Daily work
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Dashboard
Your daily landing screen — latest Celia run, work-set, at-risk cohort, dimension cards, and the AI narrative.
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Students
Browse every analyzed student. Filter by cohort, tier, dimension, or flow.
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Student detail
Per-student view: latest scores, history, contributing signals, and the deep link back to Slate.
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Talk to Celia
Chat with Celia in plain English. Cohort questions, aggregations, and time windows over your anonymized data.
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Flows
A Flow is one Slate Query — In Progress → Celia analysis → Slate Source Format — Writeback loop. List, edit, and run them.
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Create a Flow
The five-step wizard for adding a new pipeline.
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Flow detail
Per-Flow configuration, recent runs, and ad-hoc "run now" controls.
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Flow schedule
Cadence, next run timestamp, and pause / resume for a single Flow.
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Schedules
Read-only fleet view of every upcoming Flow run and the latest run history.
Setup & integrations
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Slate integration
High-level Slate connection card — links to setup guide and connection details.
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Slate connection
Base URL, service-access user, password rotation, and the live test-connection button.
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Slate setup kit
Five-row checklist that tracks whether each canonical Slate artifact is in place.
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Slate starter kit
The five suitcase artifacts (fields, queries, source format) Celia needs imported into Slate.
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Data dictionary
The per-Org map from Slate field names to semantic meaning Celia reasons on.
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Add a dictionary entry
Add a single field-meaning entry by hand.
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Import a dictionary
Bulk-load a dictionary from a CSV.
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Dictionary entry detail
Edit a single dictionary entry — relabel, retype, or remove it.
Account & billing
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How sign-in works
Email + 6-digit code, no password. The code is good for 5 minutes, single-use, max 5 attempts. Same flow every time.
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Settings overview
The Settings hub — links to every per-Org configuration surface from one place.
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Profile
Your name, title, and timezone. Affects the dashboard relative-time display.
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Users & invites
Invite teammates and see who else has access. Up to 10 users per institution.
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Notifications
Per-user email preferences for runs, alerts, weekly digests, and pilot reminders.
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Billing & usage
Pilot countdown, plan picker, Founder Pricing lock, recent invoices, and the Stripe portal link.
Audit & support
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Flow run detail
Single-run forensics: status, throughput, students analyzed, errors, and raw run metadata.
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Activity log
Tenant-scoped audit trail. Filterable by actor, action, or date. CSV export available.
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Support
Open and follow your support tickets. Super admins can request cancellation here.
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New support ticket
Open a new support request with priority + topic.
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Support ticket detail
Read replies, post a follow-up, and watch ticket status updates.
A note on PII
Every example here uses anonymous IDs.
CeliaConnect's no-PII architecture is structural, not aspirational. Every "imagine a student
row" example in this manual uses anonymized identifiers like
s_8f42a91c
— the same shape Celia actually sees. Your real students are not in here, and they are not in
any prompt Celia ever sees.