Citations

The Citations page has two purposes: managing the authors associated with your content sources, and configuring how citation references appear in your agent's responses.

Navigate to Resources → Citations in the left sidebar.

Authors

The Authors tab is where you create and manage the author profiles that can be assigned to documents, videos, and websites.

Authors serve two functions:

1. Content attribution — linking a document to its author for internal governance and audit
2. Citation display — showing the author's name or profile alongside the source reference in agent responses

From the Authors tab you can create new author entries, edit existing ones, and remove authors that are no longer needed.

Citation Settings

The Citation Settings tab controls whether citations are shown in agent responses and how they are formatted.

These settings apply agent-wide. Disabling citations hides source references for all responses, regardless of content type.

When Citations Are Needed

Citations tell users where the agent's answer came from. This matters for two reasons:

1. Source traceability
When an agent cites its sources, users can follow the reference back to the original document, section, or webpage to read more, verify accuracy, or share the primary material with others. This is especially important in professional, educational, or regulated environments where decisions are made based on the information provided.

2. Reducing AI hallucinations

AI language models can sometimes produce responses that sound authoritative but are factually incorrect or fabricated — a phenomenon known as hallucination. Hallucinations occur because an AI model generates text by predicting statistically likely word sequences based on patterns in its training data, not by retrieving verified facts from a live database. When the model lacks sufficient grounding data for a topic, it may "fill in the gaps" with plausible-sounding but incorrect statements.

Enabling citations reduces hallucination risk in two complementary ways:

• The agent's responses are anchored to real documents in your knowledge base, so it is less likely to generate unsupported claims.
• Even when an error slips through, the cited source gives the user a quick way to cross-check the claim and catch the mistake.

Enable citations when:

• Your users need to verify answers against source material
• Regulatory or compliance requirements demand traceable answers
• The agent answers questions where accuracy is critical (legal, medical, financial, technical)
• You want to build user trust by showing where information comes from

Consider disabling citations when:

• The agent is used for casual, consumer-facing interactions where source links add friction
• The response content is generated from original instructions rather than retrieved documents

Inline Citations vs. Footnote Citations

Once citations are enabled, you can choose where they appear in the response:

Both modes can be enabled simultaneously. When both are on, references appear inline and are repeated as a numbered list at the end. When both are off (but Enable Citation is on), citation data is still collected internally but not rendered to the user.

Citation Text Format

The Citation Text Format field defines the text template used to render each citation reference. You can combine static text with dynamic placeholders:

Markdown syntax is supported inside the format string. For example:

{author}, _{contentTitle}_, {section}

This produces a citation like: John Doe, Annual Report 2024, Chapter 3

You can adjust the template to match your style guide — for example, omitting {author} for anonymised sources, or adding static labels like Source: before the placeholders.

Max. View Reference

The Max. View Reference field sets the maximum number of reference views a single user is allowed per day.

Each time a user expands or opens a citation link to view its source material, that counts as one reference view. Once a user reaches the daily limit, further citation links will no longer be accessible until the counter resets at midnight.

Choosing the right value:

• For most knowledge-base agents, the default of 1,000 is generous enough to never be noticed by end users.
• For high-volume or shared-access agents, lower the limit to control resource usage.
• Set to a very high number (or check if an unlimited option is available) for internal power users who regularly audit source documents.

Saving Changes

Each tab saves independently. Click Save within whichever tab you are editing. A confirmation dialog may appear for certain changes (such as toggling citations off) to prevent accidental data loss.

Related pages

• Documents — assign authors when creating or editing a document
• Permissions — restrict content access by user permission codes
• Advanced — configure retrieval and search parameters