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Creating Knowledge Agents

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Knowledge Agents enable teams to create targeted search agents that meet their specific requirements, offering greater relevance and value. This feature gives teams control over their search experience, allowing them to find more accurate and tailored results that align with their specific workflows and permissions.

Try our interactive tour showing how to set up a Knowledge Agent!.

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Best Practices

Want to dig in a bit more? Check out a recording of our previous Knowledge Agents Workshop, and keep an eye out for future events!

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Access Required

Knowledge Agents are only available with All-in-One or Enterprise Guru plans.

You must be an Admin in Guru to set up Knowledge Agents. Admins can choose to assign management responsibilities for a Knowledge Agent to a Knowledge Agent Owner.

Before creating a Knowledge Agent, you will first need to set up your Sources. or create content in Guru.

Creating a Knowledge Agent

  1. In Guru's web app, navigate to Manage, then click on Knowledge Agents.
  2. Click Add Knowledge Agent.
  3. Provide a unique name for your Agent, and choose an image to represent it.
  4. Next, decide if you want this Agent to surface content from All Sources or Specific Sources:
    1. If you choose All Sources, you will then click Save.
    2. If you choose Specific Sources, you will then click Next: Select Sources before selecting which knowledge sources this agent can draw from when providing responses. Click Next: Set Permissions.

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Note

If you select "All Sources," note that sources added in the future will also be included.

  1. Select the Groups and/or individuals you want as the Viewers and Experts for this Knowledge Agent. You can also choose to assign a Knowledge Agent Owner, who will be able to manage permissions, manage settings, view analytics, and delete that Knowledge Agent.

  2. Click Create Agent.

Managing Sources used by a Knowledge Agent

After the initial Knowledge Agent setup, Admins and Knowledge Agent Owners can manage the sources it has access to from the Sources tab of the Knowledge Agent. Note that in order to generate an answer, a User/Group needs to have access to both the Knowledge Agent and any Sources/Collections attached to that Knowledge Agent.

Admins and Knowledge Agent Owners can also choose to add a specific file as a source in the File tab of the Knowledge Agent. .PDF and .TXT files are recommended for this option.

Setting up permissions

From the Permissions tab, Admins can add groups as viewers to the Knowledge Agent. Admins can also choose to set a Knowledge Agent Owner who would inherit the ability to adjust permissions thereafter. Once a group has been added as Viewers, they can be promoted to Experts. Click the ellipses to the right of the assigned Group to update permissions or remove access.

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Access Required

By default, an Admin or the person who set up a Knowledge Agent doesn’t automatically have access to it. These users will need to assign themselves permissions in the ‘Permissions’ tab before they can assign the Knowledge Agent to a Page.

Viewer Permissions: A Viewer can see the Knowledge Agent and use it to produce search results. Viewers can do the following:

  • See the all Knowledge Agents that they've been given access to.
  • See the available Knowledge Agents on the search results page after generating and answer or getting search results back.
  • Get an answer from a Slack channel where a Knowledge Agent is listening.
  • See their questions in the AI Training Center.

Expert Permissions: An expert has the same permissions as a viewer, but they can also do the following:

  • See all questions asked of that Knowledge Agent in the AI Training Center.
  • See the top sources used by that Knowledge Agent in the AI Training Center.
  • Be assigned a Question through the answer generation screen or through the AI Training center.

For any feature not listed above, the Admin role within Guru can perform any action on a Knowledge Agent, including (but not limited to) adding/deleting/managing Knowledge Agents. If assigned, a Knowledge Agent Owner can do all of those tasks except for creating a new Knowledge Agent. Managing of Knowledge Agents includes prompt management and assigning permissions. Team Admins can see all Knowledge Agents for a given workspace.

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Note

Admins and Knowledge Agent Owners don't automatically get access to all Sources or Collections. So, although Admins and Knowledge Agent Owners can configure Knowledge Agents, they will not be able to get results from Knowledge Agents or see the respective sources in the AI Training Center unless they are added to a permissioned group.

Creating a Custom Prompt for the Knowledge Agent

Custom Prompts tell the Knowledge Agent the ideal way to answer a question based on your specific preferences and needs.

From the Prompt tab, Admins and Knowledge Agent Owners can customize and test the prompt for the Knowledge Agent. They can also revert to the default prompt at any time.

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Best Practice

For tips on creating a custom prompt for your Knowledge Agent, check out Improving Custom Prompts

Adding a Knowledge Agent to your flow

Adding the Knowledge Agent to Slack Channels

From the Slack tab of the Knowledge Agent, Admins and Knowledge Agent Owners can add the Knowledge Agent to specific Guru-enabled Slack channels. This way, if a question triggers an AI Answer via Guru in that Slack channel, the designated Knowledge Agent will provide the suggested answer.

You can also toggle on Limit responses to sources shared with All Members. This will add an additional filter to Agent responses to sources accessible to all members, ensuring sensitive information isn’t inadvertently shared in public channels.

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Tip

Why am I getting different answers in Slack vs. the Guru web app?

If you are finding that you get different answers in the Guru web app and Slack, likely it is because you have the Limit responses to sources shared with All Members toggled on, which further limits the sources that would be used to answer a question for security reasons. An Admin or Knowledge Agent Owner on your team can navigate to Manage > Knowledge Agents and update this setting.

Adding the Knowledge Agent to Pages

Knowledge Agents can be added to specific custom Pages that you've created in Guru. To assign a Knowledge Agent:

  1. Navigate to the Page that you have previously created.
  2. Click the edit icon.
  3. Set the default Knowledge Agent.

Leveraging the API

This is not required, though may be helpful for Admins who wish to leverage Guru's existing API infrastructure by copying the "search" and "answer" endpoints for each Knowledge Agent. This allows Admins to use a specific Knowledge Agent via API. For comprehensive API documentation, visit Guru's developer site.

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Note

Once your Knowledge Agent is ready, ensure that you have activated the Activate this Knowledge Agent toggle.

Frequently Asked Questions about Knowledge Agents

Can I add a single user as a viewer or expert to a Knowledge Agent?

Yes, individual users can be added to Knowledge Agents in addition to groups.

I already have Slack Suggested Answers set up. What can I expect now that we have Knowledge Agents?

See Transitioning from Slack Suggested Answers to Knowledge Agents

Can I toggle between more than one Knowledge Agent in a Slack channel?

No, a Slack channel can only have one Knowledge Agent assigned to it at a time. Though, you can have a Knowledge Agent assigned across 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.

Updated 4 days ago