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 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.