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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
      • Skill Template: Trending Knowledge Agent Topics
      • Skill Template: Known Issues Card Creator
      • Skill Template: Acronym Handling
      • Skill Template: Capturing Tacit Knowledge from Slack
      • Skill Template: IT Ticket Platform Actions
      • Skill Template: IT Troubleshooting Issues
      • Skill Template: Bulk Operations
  • 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
  • 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 to navigate Guru Analytics

Analytics in Guru help you measure your team's performance and evaluate the impact of Guru across your organization. Learn how to access dashboards, interpret results, download reports, and schedule recurring analytics exports.

    • Accessing analytics
    • Exporting analytics data
      • Export a single dashboard
      • Set up scheduled exports
      • Editing or deleting scheduled exports
    • Frequently asked questions