πŸ“˜ Best Practices: Deciding how to connect your information to Guru

This guide helps you decide how to connect and manage your team’s content in Guru.

Comparing Content Strategies

StrategyBest for...Requires verification in Guru?Editable in Guru?Stored in Guru?Updates in Guru after the original document is updated
Migrate it into GuruDynamic, business-critical content that needs regular verification and governanceβœ… Yesβœ… Yesβœ… Yes❌ No
Connect a SourceStatic, compliance-bound, or archival content that is regularly verified in the original source❌ No❌ No❌ Noβœ… Yes
Connect a Knowledge SyncContent from Zendesk Guide, Salesforce Knowledge, Confluence Pages that can be referenced in Guru Cardsβœ… Partial❌ Noβœ… Yes (Card)βœ… Yes
Embed it in a Guru Card or PageExternal content to be referenced in a Guru Card or Pageβœ… Partial❌ Noβœ… Yes (Card)βœ… 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  • Static or historical reference material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


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