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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?
  • 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 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
  • 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
  • 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

Release Notes

  • Guru Release Notes 2026
  • Guru Release Notes 2025

How Answers Look and Sound

Set the shape and voice of every answer once, instead of hoping each one comes out readable.

  • Consistent Answer Format
  • Write In Our Voice
  • Include Images in Responses

Updated about 2 hours ago


Open a ticket with IT
Consistent Answer Format
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