Using Guru Chat and Deep Research

Guru Chat combines the familiarity of messaging with AI-generated answers based on your company's verified knowledge. Each conversation includes citations, feedback options, and explainability features to build trust in the responses you receive.

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Access Required

This feature is currently in early access and not available to all. Feel free to share your interest in early access by filling out this survey: Guru Early Access: Chat and Deep Research..

Admins can enable/disable AI Chat and Deep Research features for their team.

What you can do with Guru Chat

Ask questions naturally: Type questions as you would to a colleague and receive AI-powered answers Get trusted responses: Every answer includes citations to source cards and verification status Conduct deep research: Use Research mode for comprehensive exploration of complex topics Create content: Generate draft cards directly from chat conversations Provide feedback: Help improve AI responses with thumbs up/down ratings

Starting your first chat

1. Navigate to the left hand navigation bar and select Chat.
2. Select a Knowledge Agent from the available options or use the default agent. Narrowing down your chat experience to a specific agent will give you a more curated search experience.
3. Type your question in the chat box and press Enter.
4. Your Knowledge Agent will respond with an AI-generated answer that includes:
   1. Source citations showing which cards informed the response
   2. Feedback buttons (thumbs up/thumbs down)
   3. An explainability option to understand how the answer was formed

Using Research mode

Research mode enables deep, iterative exploration of complex topics beyond simple Q&A.

Enabling Research mode

1. Check if your Knowledge Agent has Research mode enabled (look for a Research toggle in the chat).
2. Click the Research toggle to switch modes.
3. Type a detailed research question or topic in your next message. Guru will then craft a detailed research plan. Review the plan and either:
   1. Click Confirm to start the research
   2. Click Revise to edit your original message and adjust the plan

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Note

• Do to the detailed nature of a research request, it can take up to 30 mins to complete. Research continues even if you navigate away from the chat.

What can research do?

Complex Analysis & Synthesis:

**Comprehensive reports: **"Research our competitor landscape and create a detailed comparison of their pricing models, target markets, and key differentiators" Multi-source validation: "Investigate all customer feedback from the past quarter and identify the top 3 product improvement opportunities" Policy analysis: "Research our security policies across all departments and summarize compliance requirements for new vendors"

Cross-functional Investigation:

**Process optimization: **"Analyze our customer onboarding workflow from Sales handoff through Support resolution and identify bottlenecks" **Troubleshooting complex issues: **"Research all known causes and solutions for login failures across our different authentication methods" Strategic planning: "Investigate market trends, customer needs, and our current capabilities to recommend new product features"

When to Use Research vs. Simple Q&A:

Simple Q&A: "What's our return policy?" or "Who's the account manager for Company X?" Research mode: Questions that start with "Analyze," "Investigate," "Compare," "Research," or "Create a comprehensive..." and require pulling together information from multiple sources to form a complete picture.

Creating content from chats

Transform your chat conversations into structured knowledge with draft card creation.

Generating draft cards

Use natural language to request card creation:

"Create a card about this process" "Turn this into a troubleshooting guide" "Make a how-to card from our conversation"

Frequently asked questions about Guru Chat and Deep Research

How do I know which sources a Knowledge Agent can access? Check the agent's configuration in your Admin settings, or ask the agent directly about its available sources.

Can I save or export chat conversations? Chat interactions are tracked for the individual on the left navigation bar of the Chat window in the web app. Questions that are identified will also be tracked in the Agent Center.

**Why did my research stop? **Starting a new research plan with the same Knowledge Agent stops any previous research. Each agent can only run one research plan at a time.