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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.

28 surfaces documented. Updated as the customer-app evolves — see the 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.

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.