📘 Best Practices: Deciding how to connect your information to Guru

Comparing Content Strategies

Strategy	Best for...	Requires verification in Guru?	Editable in Guru?	Stored in Guru?	Updates in Guru after the original document is updated
Migrate it into Guru	Dynamic, business-critical content that needs regular verification and governance	✅ Yes	✅ Yes	✅ Yes	❌ No
Connect a Source	Static, compliance-bound, or archival content that is regularly verified in the original source	❌ No	❌ No	❌ No	✅ Yes
Connect a Knowledge Sync	Content from Zendesk Guide, Salesforce Knowledge, Confluence Pages that can be referenced in Guru Cards	✅ Partial	❌ No	✅ Yes (Card)	✅ Yes
Embed it in a Guru Card or Page	External content to be referenced in a Guru Card or Page	✅ Partial	❌ No	✅ Yes (Card)	✅ Yes

Migrating content into Guru Collections

Best for:

Prioritizing Guru instead of other knowledge repositories
Content that changes frequently
Knowledge where accuracy and freshness are essential

Examples:

Support SOPs and FAQs
Product specs and live service guides
Pricing rules, legal disclaimers, API access info
Onboarding flows and training content
CRM glossaries and sales enablement materials

Why import:

Enables verification workflows
Assigns ownership and review intervals
Keeps critical info centralized and trusted

See: Migrating knowledge into Guru

Connecting external Sources

Best for:

Static or historical reference material
Data maintained elsewhere for compliance
Contextual info
Generating AI Answers without needing to give every user a seat in the Source

Examples:

Support tickets and chat logs (e.g., Zendesk, Intercom)
Salesforce fields and customer attributes
Regulatory docs and code repositories
Call transcripts, webinar recordings

Why connect:

Avoids duplication and manual upkeep
Preserves native access and compliance
Lets Guru surface info directly from the Source

See: How to connect Sources

Connecting a Knowledge Sync

Best for:

Reflecting content from Zendesk Guide, Salesforce Knowledge, or Confluence Pages in Guru Cards
Accessing full content from Zendesk Guide, Salesforce Knowledge, or Confluence Pages without needing to pivot out of Guru
Requiring verification of Cards, which could help prompt the SME to edit the content in Zendesk Guide, Salesforce Knowledge, or Confluence Pages

See: Creating a Knowledge Sync

Embedding content in Guru Cards

Best for:

Quick-referencing basic content as it's represented in another place
Adding a short blurb about the embedded or uploaded document so your team can get the basic knowledge they need, and also peruse the full document if they want to dive deeper.

See: Embedding content into Guru Cards

Examples:

Spreadsheets and tables from Google Sheets, Smartsheet, etc.
Videos from Loom, Wistia, Youtube, etc.
Design files from Figma, Sketch, InVision, etc.
Google Maps, Google Calendars, etc.
Diagrams and Charts from Lucidchart, Miro, Google Draw, etc.

Why embed:

Avoids duplication and manual upkeep
Preserves native access and compliance
Lets a Guru Card display content from its original home for quick reference

👀
Want a closer look at some key Guru features and best practices?
Check out our events page for demos, workshops, new release roundups, Getting Started bootcamp, guest panelists and more! For upcoming live events and a series of past recordings: Click here to register