Citationly Help Center
Everything you need to use the platform with confidence. Find setup guides, account help, dashboard and report walkthroughs, billing answers, and troubleshooting in one place.
How to use the Help Center
The Citationly Help Center is the knowledge base for customers using the platform. It is organized by task, so you can move straight to what you need: getting set up, managing your account, understanding your dashboard, working with reports, handling billing, or resolving an issue. For concepts behind the platform, such as how AI engines select sources, the Help Center points to the AI Search Academy. For programmatic access, it points to the Citationly documentation and API guides.
Getting started
Set up your workspace
Add your brand details and primary market to define what the platform monitors.
Add competitors
List the brands you want to benchmark against for Share of Voice.
Add your questions
Enter the questions your buyers ask AI engines, or accept the suggested set.
Run your first scan
Generate your baseline of mentions, citations, and Share of Voice.
Account Management
Update your profile and organization details, invite teammates, assign roles, and manage access levels, all from your account settings.
Dashboard Guide
Your dashboard brings together the visibility summary, mentions and citations, and Share of Voice in one view, and shows what a change since your last scan means.
Reports
Generate, schedule, and export Reports whenever you need them, with a reference for how each metric behind them is calculated.
Billing Support
View your current plan, invoices, and payment details, and see available plans whenever it is time to make a change.
Troubleshooting
Most issues follow a pattern. No mentions in a scan usually means the question set needs broadening, an unexpected Share of Voice usually means the competitor list is incomplete, and unexpected report metrics are explained by the calculation reference.
Questions, answered.
What customers usually ask before reaching out to support.
Where do I start as a new user?
Start with Getting Started above. Setting up your workspace, adding competitors, adding your questions, and running your first scan takes just a few minutes and gives you a working baseline right away.
How do I add teammates to my account?
Open Account Management and invite teammates by email, then assign each person a role that matches the access level they need.
How do I read my dashboard?
The Dashboard Guide walks through each panel: your visibility summary, mentions and citations, and Share of Voice, along with what a change since your last scan means.
Can I schedule and export reports?
Yes. Reports can be generated on demand, scheduled to run automatically, and exported whenever you need them, and each metric is explained in the calculation reference.
Where do I manage billing and plans?
Billing Support covers your current plan, invoices, and payment details, and shows you how to make plan changes as your needs evolve.
What do I do if something is not working?
Check Troubleshooting first. Common issues, like missing mentions or an unexpected Share of Voice, usually trace back to a narrow question set or an incomplete competitor list.
Where do I go if something is not covered here?
Reach out to our support team directly. Contact Support with your workspace details and the steps you have already taken, and we will help you from there.
Still need help?
If an article does not resolve your question, our support team can help. Reach out with your workspace details and the steps you have taken, and we will get you back on track.