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Stella includes advanced features that help you verify information, understand reasoning, and take action on insights.

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Citations

Every answer from Stella includes citations that link to source data. How citations work:
  • Citations appear as numbered references like [1], [2], [3]
  • Hover over a citation to see details (date, title, customer, type)
  • Click a citation to open the source activity in Statisfy
Why citations matter:
  • Verify claims against original data
  • Access the full context of summarized information
  • Build trust in AI-generated insights
Stella includes a maximum of 3 citations per response to keep answers readable while still providing verification.

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Thinking Panel

See Stella’s reasoning process as it works through your question. To view the thinking panel:
  1. Ask a question
  2. Click the expand icon on the thinking section
  3. Watch Stella’s step-by-step reasoning
What you’ll see:
  • Which data sources Stella is querying
  • How it’s interpreting your question
  • The logic behind the answer
This transparency helps you understand and trust the response. Stella can search your organization’s Knowledge Base for policies, procedures, and documentation. What Stella can find:
  • Product documentation
  • Internal policies and procedures
  • Playbooks and best practices
  • FAQs and troubleshooting guides
To use Knowledge Base search: Simply ask questions about internal information:
  • “What is our refund policy?”
  • “How do I handle escalations?”
  • “What’s the process for renewal negotiations?”
Enable “Searchable in Stella” on your Knowledge Base datasets to make them available for AI search.
Data Separation:
  • Knowledge Base answers come from your uploaded documents
  • Customer data answers come from activities, transcripts, and engagement data
  • Stella clearly distinguishes between these sources in citations

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Response Actions

Take action directly from Stella’s responses: Copy Response
  • Click the copy button to copy the response text
  • Useful for sharing insights via email or Slack
Provide Feedback
  • Rate responses as helpful or not helpful
  • Helps improve Stella’s accuracy over time
Create Document
  • Convert a response into a saved document
  • Documents are stored in your Knowledge Base
  • Great for capturing insights for future reference
Create Workflow
  • Turn a query into an automated workflow
  • Schedule the query to run periodically (daily, weekly)
  • Receive results via email or Slack notification

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Mentions

Reference specific customers, agents, or data in your queries. Customer Mentions: Use @ followed by a customer name to focus queries:
  • “@Acme Corp what were the key discussion points last month?”
  • “Compare health trends between @Acme Corp and @Beta Inc”
How mentions work:
  1. Type @ to see a list of customers
  2. Select or type the customer name
  3. Your query will be filtered to that customer’s data
For questions requiring external information, Stella can optionally search the web. When web search helps:
  • Industry benchmarks and trends
  • Competitor information
  • General best practices
Note: Web search is optional and can be enabled per-query when external context would be helpful.

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Skills

Stella includes built-in skills — specialized workflows that activate automatically when your query matches a specific task. Pre-Meeting Insights Ask Stella to prepare for an upcoming customer meeting, and it will automatically:
  • Identify the meeting and its attendees
  • Gather recent activities, action items, support tickets, and account health
  • Generate a customer-facing agenda and internal CSM prep notes
  • Tailor priorities based on who is on the call
How to use: Simply ask Stella in natural language:
  • “Prepare for my meeting with Acme Corp”
  • “Generate a meeting agenda for tomorrow’s call with @Beta Inc”
  • “Create meeting prep for my next call”
What you’ll get:
SectionDescription
Customer-Facing AgendaDiscussion topics, progress updates, and next steps written in a warm, conversational tone
Internal CSM NotesAction item status, strategic priorities, discussion points, and follow-up items
The agenda is tailored to the attendees on the call. A meeting with an engineering lead will prioritize technical items, while a meeting with an executive will focus on strategic initiatives.

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Chat History

Access and continue previous conversations. To view history:
  1. Look at the history panel on the left side of Stella
  2. Conversations are grouped by date
  3. Click any conversation to view or continue it
History features:
  • Search through past conversations
  • Continue where you left off
  • Reference previous insights

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Edit First Message

Refine your initial query without starting over. To edit:
  1. Click the edit button on your first message
  2. Modify the query
  3. Submit to get an updated response
This is useful when:
  • Your question wasn’t quite right
  • You want to add more context
  • You need to narrow or broaden the scope

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Best Practices

Always click citations to verify critical information before making decisions or sharing with stakeholders.
When Stella’s answer seems unexpected, check the thinking panel to understand the reasoning.
If you ask the same question regularly, create a workflow to automate it and receive updates automatically.
When Stella generates a comprehensive customer overview or analysis, save it as a document for future reference.