Citations
Open in CMSThe Citations screen manages the authors you credit for your knowledge sources and controls how sources are cited in the agent's answers. Found in the agent sidebar under Knowledge → Citations. It has two tabs: Authors and Citations Settings.
Authors
| New Author | Opens the Add New Author form. |
| Search Author | Shows or hides the search panel. |
| Search fields | Name, Code, Tag and Bio. |
| Author list | Columns: Code, Name, Tag, Bio, Link. Click a row to open the author. |
Add New Author / Author Detail
Authors are picked in the Author field of every document, video and website.
| First Name | The author's first name (required). |
| Last Name | The author's last name. |
| Code | A unique code for the author (required), for example AUTH01. |
| Tag | Words that describe the author, for example "AI Expert, Data Scientist". |
| Profile Picture URL | A link to the author's profile picture. |
| Link | A link to the author's website or portfolio. |
| Bio | A short biography or description. |
| Delete Author | Shown on an existing author. Deletes it after confirmation. |
| Save / Cancel | Saves the author or discards your changes. |
Citations Settings
| Enable Citation | Turns citations in answers on or off. The fields below are disabled while it is off. |
| Show Inline Citations | Shows citations inside the answer text. |
| Show Footnote Citations | Shows citations as footnotes at the bottom of the answer. |
| Max. View Reference | The most reference views allowed per user per day (required when citations are on). |
| Citation Text Format | How each citation is written (required when citations are on). Supports Markdown and placeholders such as {author}, {contentTitle} and {section}. |
| Save | Saves the citation settings. |
Related guide: Citations