Citationly documentation: set up and operate the platform
This AI search platform documentation covers everything from your first login to advanced configuration. Whether you are running your first scan or administering a large workspace, start here.
What this documentation covers
Citationly is an AI Search Intelligence Platform that measures how AI engines mention, cite, and describe your brand, then helps you improve that presence. This documentation is the operating guide for the platform, written for both new users getting their first scan running and administrators who need reference material.
Getting started with the platform
Four steps take a new workspace from empty to a working baseline.
Create your workspace
Sign up and create a workspace for your brand. This is where every scan, report, and setting lives, and where teammates get invited later.
Add competitors
Add the competitors you want tracked alongside your own brand, so every report shows your position relative to the market from day one.
Define your questions
Build or import the set of real buyer questions the platform will monitor. These are the exact questions that get run against each AI engine.
Run your first scan
Trigger your first scan and watch the platform query six major engines with your question set, then return the mentions and citations it finds.
Expected outcome. Within minutes you have a baseline view of your AI visibility that every later report measures against.
Configuring your workspace
What configuration controls
Configuration controls what the platform monitors and how it reports: the engines you monitor, the frequency of scans, the competitor set, and the question library.
Team configuration
For teams, configuration also covers user roles and access, so the right people see the right workspaces and settings.
Core areas of the platform
Dashboard
Your standing view of AI visibility, summarizing mentions, citations, and Share of Voice. Explore the Dashboard.
Reports
Turns platform data into shareable output. Covers report types, scheduling, and exports. Explore Reports.
Settings
Account, workspace, and access configuration in one place.
Troubleshooting common issues
A scan returns no mentions
The question set usually needs broadening. Add more of the specific phrasings buyers actually use.
Share of Voice looks wrong
The competitor list is usually incomplete. Add the competitors missing from the comparison.
A report shows an unexpected metric
The calculation reference explains it. Check the metric definition before assuming an error.
Questions, answered.
Everything teams usually ask while setting up the platform. If yours is not here, contact support directly.
Start with Getting started with the platform above: create a workspace, add competitors, define your questions, and run your first scan. That sequence gives you a working baseline in minutes.
Notes for developers and technical users
Teams that want to work with Citationly data programmatically should read the API documentation. The Integrations documentation covers no-code connections to tools like Google Analytics, Search Console, Slack, and Zapier.
Ready to run your first scan?
The documentation is most useful with the platform open beside it.