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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.

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Access required

Knowledge Agents are available on Guru’s All-in-One or Enterprise plans.

Only Admins can create Knowledge Agents. Admins may assign a Knowledge Agent Owner to manage settings and permissions.

Before creating a Knowledge Agent, ensure you have connected Sources or created content in Guru.

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Best practices

For tips on writing effective prompts, see Best Practices: Custom Prompts for Knowledge Agents

Creating a Knowledge Agent

  1. In Guru’s web app, go to Manage > Knowledge Agents.
  2. Click Add Knowledge Agent.
  3. Enter a name and upload an image for your Agent.
  4. Choose to sync from:
    • All Sources – includes current and future sources.
    • Specific Sources – click Next: Select Sources, then select the relevant ones and proceed to Next: Set Permissions.
  5. Assign Viewers and Experts (users or Groups).
  6. Optionally assign a Knowledge Agent Owner.
  7. Click Create Agent.

Managing Sources for a Knowledge Agent

  • From the Sources tab, Admins and Knowledge Agent Owners can 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.

Setting permissions

Admins can manage access from the Permissions tab:

  1. Add Groups as Viewers.
  2. Promote Viewers to Experts.
  3. Assign a Knowledge Agent Owner.

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Note

Admins and Knowledge Agent Owners do not automatically have access to all Sources. They must be added to permissioned Groups to receive results and see sources in the AI Training 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 Training Center.

Experts can also:

  • View all questions asked of the Agent.
  • See top sources used.
  • Be assigned questions via Guru’s AI training tools.

Admins and Knowledge Agent Owners 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 Agent’s 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:

  1. Enable the Agent in Slack.
  2. Assign the Agent to specific Guru-connected channels.
  3. Toggle Limit responses to sources shared with All Members to ensure sensitive content isn’t shared in public spaces.

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Tip

Seeing 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.

Limit Responses Setting

Adding to Guru Pages

You can assign Knowledge Agents to specific Pages:

  1. Open the Page and click the Edit icon.
  2. Set the default Knowledge Agent.

Using the API

Admins can copy the search and answer endpoints from the Agent to use with Guru’s API.
View API documentation for implementation details.

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Note

Don’t forget to toggle on Activate this Knowledge Agent once it’s ready to use.

Frequently asked questions

Can I add a single user instead of a Group?
Yes. You can add individual users as Viewers or Experts.

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 8 days ago