Getting Started 101

Description

If you're just starting out with Guru or if you're looking to train your mostly Viewer-level end-users on how to use Guru, then the below videos or the full-length Training workshop are just what you need.

After watching these videos, you'll understand how to access Guru anywhere to find what you need to do your job.

Learn how to:

  • Chat with Guru's Knowledge Agents wherever your working
  • Navigate key Guru components and capabilities
  • Configure notifications for the best experience

Still have questions or need additional support? Join our next monthly Release Roundup & Office Hours session to ask questions directly to our Guru expert!

Getting Started 101: Video Curriculum

We recommend watching these videos in the order listed, but they can be watched in any order as needed.

If you'd prefer to watch the full Getting Started Training Workshop with some additional context not contained in the below videos, you can find it at the bottom of this page.

Chatting with Knowledge Agents- Overview & Best Practices

Understand what a Knowledge Agent is and how to ask good questions for the best experience.


Setting up the Chrome Extension

Learn how to install, pin, and create a keyboard shortcut for Guru Chrome browser side-panel extension.


Chatting with Knowledge Agents - Browser Extension

Learn how to install, pin, and create a keyboard shortcut for Guru Chrome browser side-panel extension. Then learn how to chat with Agents directly in your workflow using the side-panel extension.


Chatting with Knowledge Agents - Trusting Suggested Answers

Guru provides clear indications about the trustworthiness of sources. Learn how to spot these indicators and best practices to utilize whenever you get an answer from a Knowledge Agent.


Chatting with Knowledge Agents - Slack

Knowledge Agents can answer questions automatically in Slack. Learn how to ask follow up questions and convey quick feedback to help to continuously improve the Guru experience for everyone without leaving the Slack thread.


Setting up Guru Notifications in Slack

Streamline and improve your Guru experience by enabling notifications to go to Slack instead of email. Configure your verification notification schedule to a time of day that works best for you, and real-time notifications for other Guru events.


Chatting with Knowledge Agents - Microsoft Teams

See how you can call on Guru from within Microsoft Teams.


Chatting with Knowledge Agents - Guru's Web App

Learn how you can not only chat with Knowledge Agents, but also perform keyword searches, filter search results, and switch between chat/search experiences with ease from Guru's Web App.


Chatting with Knowledge Agents - In Your AI Tools

Guru can feed into any AI tool so that only the best knowledge is feeding into your AI workflows. Learn how to call on Guru from Claude and similar tools and how to combine the power of Guru's verified intelligence layer with the capabilities of the world's most powerful AI tools.


Understanding a Card

See a breakdown of the anatomy of a Guru Card so you can learn how to best navigate and use them.


Understanding Pages, Announcements, and Collections

Dive deeper into Guru's web app to understand crucial features and how Guru content is organized.


Commenting on Cards

Many teams depend on users to use Card commenting to signal issues or ask questions to the experts about specific parts of a Card's content. Learn how to manage comments, resolve them, and create new ones.


Create, Add to, and Answer with Cards in Slack

Help your team by instantly closing knowledge gaps. Document important info shared in Slack into Guru so it can be verified by experts and easier to find. And when a Knowledge Agent doesn't answer a question automatically, you can help your teammates by answering their question with a Card - all without ever leaving Slack.


Getting Started Training Workshop

If you skipped the above videos, or want a more thorough walkthrough, watch the full-length training!


Other Things to Know

Dive a little deeper into some of the content discussed in the above videos, and explore some additional capabilities.

Sign In

After receiving an invitation from a Guru admin to join a Guru workspace, sign in at app.getguru.com using your email and a password, Google authentication, or you'll be told to use a single sign-on (SSO) identity provider like Okta or Azure. 

Learn your role in Guru

You've been added as a Viewer user in Guru. You'll only be able to see and ask questions about content your Admins have given you permission to view.

Employee Profile

In the event that you want to learn more about the folks who have created your knowledge, click their name or search for them. Every Guru user has an employee profile that shows who the person is, their contact information, the Cards they've published, the authors they're following, and how they fit in your organization. Connecting "who" and "what" unlocks insights that lead to more effective conversations, deeper collaboration, and better business outcomes.

Card Verification 

Verification is the process by which an expert from your company reviews the content on a Card and adds a green check mark. This is how you'll know the content you are seeing is trusted. Unverified Cards show a gray badge with a question mark, indicating the content has not yet been reviewed by an Expert. As a viewer of the Card, you can always request verification which will notify the verifier that they have been asked to review the Card contents.

Card Comments

On the Card itself, users are able to add comments. Comments are how you'll share your thoughts, suggest edits, or even ask questions! Comments allow the whole team, regardless of role, to ensure that their knowledge is accurate and comprehensive. 

Summarize and Translate Card Content

Guru uses generative AI to help you quickly and efficiently consume knowledge. On a Card, click the lightning bolt to summarize the content, pull out action items, and/or translate it.  

Announcements

Experts can send announcements and request read receipts. They'll do this when the Card is important for you to review. After you read an announcement you'll want to check the 'I read it' box and add an emoji reaction. You can also see those read receipts so click into the percentage read link to see the others who have opened and/or marked the announcement as read.  

Create your own Guru custom lists

Guru's web app has a Saved and Following (formerly "My Library") tab where you can see the lists of Cards you deem is your most important knowledge. 

  • Following: Following a Card or Author means Guru will send you notifications when a followed Card is updated or when a followed author publishes. Following helps you stay updated without the need for manual checks or reminders. 

  • Favorites: Guru allows users to create their own greatest hits library by playing favorites. Each Card or folder can be favorited and organized into a list. Favorites can be used as a way to create your own checklist of items to read or as a list of knowledge to keep near your fingertips.