Setting up and managing Knowledge Agents
Knowledge Agents** allow Guru Admins to create focused search agents that return accurate, permission-aware results based on specific workflows and content sources. This gives teams control over their search experience, improving both the relevance and trustworthiness of Answers. Try our interactive setup tour.
Access RequiredKnowledge Agents are available on Guruโs All-in-One or Enterprise plans.
Only **Admins, Creators, and relevant custom roles can create Knowledge Agents. A Knowledge Agent Owner or relevantcustom role can be assigned to manage settings and permissions.
Before creating a Knowledge Agent, ensure you have connected Sources or created content in Guru.
Best practicesFor tips on creating Knowledge Agents and Custom Prompts, see Best Practices: Creating Knowledge Agents
Why create a Knowledge Agent?
Not sure if you need a Knowledge Agent? Ask yourself and your team the following:
- Are your search results and suggested answers cluttered with less relevant content?
- Are multiple teams using Guru with unique needs and preferred sources?
- Do you want Guru to generate specific, tailored outputs (e.g., customer response templates or curated prep lists) to make your team more efficient?
- Are there repetitive questions in Slack channels that Guru could answer automatically?
If you answered โyesโ to any of these, a Knowledge Agent can help.
Check out the video below for more:
Top 5 Reasons to Create a Knowledge Agent
1. Drive Internal Efficiency
Knowledge Agents surface precise, context-aware answers fasterโminimizing time spent searching and increasing team productivity.
2. Reduce Expert Burnout
By handling repeat questions and providing accurate responses, agents free up your subject matter experts for higher-impact work.
3. Customize by Team
Each team can create agents tailored to their roles and toolsโensuring answers and actions align with how they work.
Example: A Support team agent might pull only from the Help Center and suggest ticket macros, while a Sales agent might prioritize battlecards and call prep materials.
4. Standardize Specialized Tasks
Knowledge Agents can perform consistent tasks like generating onboarding checklists, summarizing deal notes, or drafting Slack replies.
5. Improve Relevance in Search & Answers
Agents can be configured to use only the most relevant sources and templatesโrefining both manual searches and AI-generated replies.
Building a Knowledge Agent
Check out the video below on building a Knowledge Agent:
- In Guruโs web app, go to Manage > Knowledge Agents.
- Click Add Knowledge Agent.
- Enter a name and upload an image for your Agent.
- Choose to sync from:
- All Sources โ includes current and future sources.
- Specific Sources โ click Next: Select Sources, then select the relevant ones and proceed to Next: Set Permissions.
- Assign Viewers and relevant custom roles (users or Groups).
- Assign a Knowledge Agent Owner.
- Click Create Agent.
Managing Sources for a Knowledge Agent
- From the Sources tab, modify which sources the Agent uses.
- Users need access to both the Knowledge Agent and its linked Sources or Collections to receive answers.
- In the Files tab, you can upload individual .PDF or .TXT files as Sources.
NoteIf you are connecting a private Slack channel as a Source, you must be a Slack Admin.
Setting permissions
Manage access from the Permissions tab:
- Add Groups or users as Viewers.
- Promote Viewers to a relevant custom role.
- Assign a Knowledge Agent Owner.
NoteAdmins, Knowledge Agent Owners, and relevant custom roles do not automatically have access to all Sources. They must be permissioned to receive results and see sources in the AI Agent Center.
Roles and permissions
Viewers can:
- Use the Agent in Guru search and Slack.
- View assigned Agents on the results page.
- See their own questions in the AI Agent Center.
Admins, Knowledge Agent Owners, and relevantcustom roles can:
- Manage prompts, permissions, and Slack/Page integrations.
- Delete or update Knowledge Agents.
- Create custom prompts.
Creating a custom prompt
Prompts tell your Knowledge Agent how to answer questions in a specific tone or format.
- From the Prompt tab, customize and test your Agentโs prompt.
- You can revert to the default prompt at any time.
Adding a Knowledge Agent to your workflow
Adding to Slack channels
From the Slack tab:
- Enable the Agent in Slack.
- Assign the Agent to specific Guru-connected channels.
- Toggle Limit responses to sources shared with All Members to ensure sensitive content isnโt shared in public spaces.
TipSeeing different answers in Slack vs. Guru?
If responses vary, it may be because Limit responses to sources shared with All Members is enabled in Slack. To update, go to Manage > Knowledge Agents.

Adding to Guru Pages
You can assign Knowledge Agents to specific Pages:
- Open the Page and click the Edit icon.
- Set the default Knowledge Agent.
Adding to the Guru Extension when over a specific webpage
You can assign a Knowledge Agent to appear as the default in the Guru Extension when visiting a specific webpage.
- Click Website > Add a Website
- Fill in the display name and URL
- Click "Add Website"
Using the API
Admins and relevant custom roles can copy the search and answer endpoints from the Agent to use with Guruโs API.
View API documentation for implementation details.
NoteDonโt forget to toggle on Activate this Knowledge Agent once itโs ready to use.
Frequently asked questions
What if we already use Slack Suggested Answers?
Review Transitioning from Slack Suggested Answers to Knowledge Agents.
Can I assign more than one Knowledge Agent to a Slack channel?
No. Each Slack channel supports one Knowledge Agent at a time. You can assign the same Agent to multiple channels.
If a Group is given access to a Knowledge Agent, but that Group is not given access to the Sources connected to that Knowledge Agent, will the Knowledge Agent pull responses from those Sources when asked?
No. The Collection or Source will be filtered out of the results if a user does not have access to that Collection/Source.
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Updated 1 day ago