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Getting Started
Welcome to Guru's Getting Started Hub
Guru 101
Guru 201
🔏 Getting Started as a Guru Admin
📚 Understanding key terms: Guru Glossary
🚫 Deleting sample data from Guru
Running a self-serve Proof of Concept for Knowledge Agents
📘Best Practice: Content Migration Onboarding
Knowledge Agents
What are Knowledge Agents?
Migrating a legacy Knowledge Agent to Skills
Creating Knowledge Agents
Search and Chat with Knowledge Agents
Knowledge Agent Skills
📘 Best practices: Building Agent Skills
Adding references to a skill
Skills Library
Before the Agent Answers
Ask One Clarifying Question First
Acronym Handling
Restricted Topics Guard
Routing and Escalation
Escalate To A Human
Route To The Right Team
Open a ticket with IT
How Answers Look and Sound
Consistent Answer Format
Write In Our Voice
Include Images in Responses
Customer-Facing Replies
Make This Customer-Ready
Draft A Customer Reply
Is This Safe To Share Externally?
Frontline Support
Troubleshoot One Step At A Time
Confirm The Details Before Diagnosing
Check Known Issues First
Step-by-Step Process Walkthroughs
Knowledge Base Health
Find The Gaps In Your Knowledge Base
Find Stale And Conflicting Content
Weekly Question-Trend Digest
Audit An Answer That Went Wrong
Bulk Operations
Capturing Knowledge
Turn This Into A Card Draft
Capture Answers From Chat
Restructure A Card That is Hard To Use
Capture Knowledge Shared in Slack
Briefs, Documents and Review
Meeting Prep Brief
Executive Summary From Findings
Answer A Security Or Compliance Questionnaire
Onboarding Path For A New Hire
Devil's Advocate Review
Sales and Post-Sales Team Enablement
Competitive Positioning Lookup
Objection Handling Coach
Account Overview
Perform Research with Knowledge Agents
Knowledge Agent Automations
Rolling out knowledge agents: A step-by-step guide
📘 Best Practices: Creating Knowledge Agents
Knowledge Agent Template: Call Prep Agent
Customer Example: Thinkific's Customer Co-Pilot
Knowledge Agent Template: Onboarding Agent
Knowledge Agent Template: Sales Playbook Agent
Knowledge Agent Template: KCS Agent
Knowledge Agent Template: Tech Support Agent
Customer Example: Steno's Field Support Agent
Customer Example: Maven's Member Benefits Bot
Knowledge Agent Template: Contract Law Agent
Knowledge Agent Template: Marketing/Design Agent
Knowledge Agent Template: Customer Feedback Agent
Knowledge Agent Template: Customer Response Agent
Knowledge Agent Template & Automation: RFP Use Case
Customer Example: HR Knowledge Agent
Setting Up AI Guardrails
📘 Best Practice: Asking Effective Questions
Using Operator Mode to configure your Knowledge Agent
Connecting Sources
How Sources Work in Guru
📘 Best Practices: Deciding how to connect your information to Guru
List of Available Sources
Setting up Aha! Tasks as a Source
Setting up Airtable as a Source
Setting up Asana as a Source
Setting up Azure Dev Ops as a Source
Setting Up Basecamp as a Source
Setting up BitBucket as a Source
Setting up Box as a Source
Setting up ClickUp as a Source
Setting up Coda Pages as a Source
Setting up Confluence as a Source
Setting up Dropbox as a Source
Setting up Fathom as a Source
Setting up a File Upload as a Source
Setting up Freshdesk Tickets as a Source
Setting up Freshservice Tickets as a Source
Setting up Front as a Source
Setting up GitHub as a Source
Setting up Gitlab as a Source
Setting up Gladly as a Source
Setting up Gong as a Source
Setting up Google Drive & Google Sheets as a Source
Setting up Gorgias as a Source
Setting up Helpjuice as a Source
Setting up Help Scout as a Source
Setting up Hive as a Source
Setting Up Hubspot and Hubspot Ticketing as a Source
Setting up Intercom Articles & Tickets as a Source
Setting up Ironclad as a Source
Setting up Jira and Jira Service Management as a source
Setting up Keap as a Source
Setting up Kustomer as a Source
Setting up Linear as a Source
Setting up Microsoft Dynamics 365 Sales as a Source
Setting up Miro as a Source
Setting up Monday as a Source
Setting up Notion as a Source
Setting up OneDrive as a Source
Setting up Pipedrive as a Source
Setting up Pylon as a Source
Setting up ReadMe as a Source
Setting up Salesforce as a Source
Setting up Sanity as a Source
Setting up Salesforce SOQL As a Source
Setting up ServiceNow as a Source
Setting Up Sharefile as a Source
Setting up Sharepoint as a Source
Setting up Shortcut as a Source
Setting up Slack as a Source
Setting up Smartsheet as a Source
Setting up SpotDraft as a Source
Setting up Trello as a Source
Setting up Teamwork as a Source
Setting up Veeva Vault Quality Docs as a Source
Setting up Vitally as a Source
Setting up Workday Help Articles as a Source
Setting up Wrike as a Source
Setting up Zendesk Guide and Zendesk Tickets as a Source
Setting up Zoho services as Sources
Setting up Zoom as a Source
Organizing Your Workspace
Guru Collections
Guru Folders
Using the Card Manager
Automating Card Management
Moving Content between Collections
Archiving and deleting Cards
Creating and managing Pages in Guru
📘 Best Practices: Designing Pages
Sending and Receiving Announcements
Customizing your Workspace
Favorite Cards/Folders
Following Cards and Authors
Creating Content in Guru
Guru Cards
Editing Guru Cards
Using Guru Card Templates
Embedding Content into Guru Cards
Troubleshooting Google Drive embed issues
Embedding a Guru Card into a webpage
Setting up a Publishing Workflow
Guru Card Tagging
Bulk-Managing Tags in the Tag Manager
📘 Best Practices: Tags
Determining a Card's Viewing Access
Commenting on Cards
📘 Best Practices: Troubleshooting User Card Access
AI Assist
Using AI Assist When Viewing Cards
📘 Best Practices: Custom Prompts for AI Assist
Migrating Knowledge into Guru
Exporting Content from Guru
📘 Best Practices: Creating Cards
Maintaining Knowledge Quality
What is Verification?
How Content is Verified in Guru
Setting up Knowledge Agent Quality
Guru's AI Agent Center
📘 Best practices: Maintaining your Knowledge Agent over time
📘 Best Practices: Troubleshooting missing or unexpected AI Answers
Integrations & AI Tech Stack
Connecting Other Tools to Guru (via MCP)
Using Guru as an MCP Server
Connecting Guru's MCP Server to ChatGPT
Connecting Guru's MCP Server to Claude Desktop and Claude Code
Connecting Guru's MCP Server to Cursor and Cursor IDE
Connecting Guru's MCP Server to Microsoft Copilot
Connecting Guru's MCP Server to OpenAI Agent Builder
Connecting Guru's MCP Server to n8n
Connecting Guru's MCP Server to Custom Clients
Connecting Guru's MCP Server to Intercom
Connecting Guru's MCP Server to Dust
Connecting Guru's MCP server to VS Code
Connecting Guru's MCP server to Slackbot
Setting up Guru's App for Slack
Finding and sharing knowledge in Slack
Creating Guru Cards from Slack
Verifying Guru Cards in Slack
Setting Up Guru Activity Feeds in Slack
Installing Guru's Browser Extension
Using Guru's Email Add-Ins
Setting up Guru's app for Microsoft Teams
Using the Guru App in Microsoft Teams
Connecting Microsoft Work IQ MCP to Knowledge Agents
Connecting Guru MCP Server as a Microsoft 365 Copilot Connector
Managing Knowledge Agent channel settings in Microsoft Teams
Using Guru in Microsoft Copilot
Using Guru on a mobile device
Leveraging Guru's iPaaS Integrations: Zapier and Workato
Leveraging Guru's API
Analytics & Governance
How to navigate Guru Analytics
Adoption Analytics Dashboard
Knowledge Agent Analytics Dashboard
Card & Collections Analytics Dashboard
Users & Groups Analytics Dashboard
Individual Card Usage Dashboard
Announcement Analytics Dashboard
Page Analytics Dashboard
Setting up Your Workspace
Creating Workspaces
Signing into Guru
Inviting & Removing Users
Managing Permissions
Adding Admins
Creating Custom Roles in Guru
📘 Best Practices: Creating Author and Expert Custom Roles
Creating and Managing Groups
Permissioning Knowledge in Guru
Employee Profiles, Org Charts, and HRIS Sync
Single Sign-On (SSO) & SCIM
Setting up Microsoft Entra SSO and SCIM
Setting up OneLogin SSO and SCIM
Setting up Okta SSO and SCIM
Setting up LastPass SSO
Setting up JumpCloud SSO
Setting up ADFS SSO
Setting up Google Workspace SSO
Workspace Settings
Customizing your navigation with Team Essentials and My Pins
Using Guru in languages other than English
Security and Compliance
Managing your Guru Subscription
Canceling your GetGuru Subscription
Contacting Guru Support
Managing Guru Notifications
About Guru Credits
Release Notes
Guru Release Notes 2026
Guru Release Notes 2025
Guru Release Notes 2026
